Data / Investment advisers / Serving individuals / New Jersey

Investment advisers in New Jersey serving individuals: 245 firms

Name: Investment advisers in New Jersey serving individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

245 SEC registered investment advisers with a main office in New Jersey report individuals among their clients in Form ADV item 5.D, and together they attribute $381 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Managed Account Advisors LLC.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get individuals advisers in New Jersey Watch new advisers in New Jersey

245Advisers
$381 billionAUM from this client type
235Advisers over $100 million
November 2, 2026File date

Advisers in New Jersey serving individuals

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Managed Account Advisors LLC	Jersey City	1,040,100	$249.70 billion	$994.99 billion	adviserinfo.sec.gov
UBS Financial Services Inc.	Weehawken	244,284	$47.16 billion	$915.79 billion	adviserinfo.sec.gov
Private Advisor Group, LLC	Morristown	138,881	$25.42 billion	$57.70 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	19,064	$8.65 billion	$270.39 billion	adviserinfo.sec.gov
Summit Financial, LLC	Parsippany	15,561	$8.55 billion	$26.35 billion	adviserinfo.sec.gov
Advisors Capital Management, LLC	Ridgewood	14,979	$5.02 billion	$12.20 billion	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	16,604	$4.81 billion	$71.64 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	4,754	$2.40 billion	$676.69 billion	adviserinfo.sec.gov
Onepoint BFG Wealth Partners	Parsippany	5,524	$1.94 billion	$15.13 billion	adviserinfo.sec.gov
Washington Crossing Advisors LLC	Morristown	3,097	$1.65 billion	$2.03 billion	adviserinfo.sec.gov
TLG Advisors, Inc.	Summit	4,717	$1.60 billion	$2.30 billion	adviserinfo.sec.gov
Miller Tabak Asset Management	Matawan	936	$1.24 billion	$1.24 billion	adviserinfo.sec.gov
Simplicity Wealth	Summit	7,811	$1.08 billion	$4.27 billion	adviserinfo.sec.gov
Modera Wealth Management, LLC	Westwood	2,475	$1.05 billion	$17.68 billion	adviserinfo.sec.gov
Beacon Trust	Morristown	823	$893.6 million	$4.44 billion	adviserinfo.sec.gov
Leo Wealth, LLC	Edison	1,261	$564.5 million	$3.21 billion	adviserinfo.sec.gov
Sax Wealth Advisors, LLC	Parsippany	881	$551.9 million	$3.60 billion	adviserinfo.sec.gov
RMR Wealth Builders, Inc.	Montclair	1,443	$458.7 million	$2.89 billion	adviserinfo.sec.gov
Fortis Group Advisors LLC	Westwood	2,376	$444.3 million	$822.4 million	adviserinfo.sec.gov
BCG Securities, Inc.	Cherry Hill	1,891	$425.9 million	$894.2 million	adviserinfo.sec.gov
Hennion & Walsh Asset Management, Inc.	Parsippany	940	$388.8 million	$768.8 million	adviserinfo.sec.gov
Pine Valley Investments	Marlton	1,464	$388.3 million	$2.67 billion	adviserinfo.sec.gov
Portfolio Strategies Inc Ny	Montvale	3,070	$350.2 million	$1.02 billion	adviserinfo.sec.gov
Garden State Investment Advisory Services, LLC	Red Bank	2,341	$341.5 million	$673.8 million	adviserinfo.sec.gov
Kennedy Investment Group	West Deptford	916	$322.9 million	$633.2 million	adviserinfo.sec.gov
Glen Eagle Advisors, LLC	Kingston	3,026	$320.1 million	$1.03 billion	adviserinfo.sec.gov
Atlas Private Wealth Advisors	Red Bank	1,000	$315.5 million	$859.8 million	adviserinfo.sec.gov
Npa Asset Management, LLC	Fair Lawn	1,416	$309.9 million	$1.06 billion	adviserinfo.sec.gov
Palisade Capital Management, LP	Fort Lee	1,069	$309.3 million	$3.86 billion	adviserinfo.sec.gov
Cornerstone Planning Group	Fairfield	967	$285.7 million	$951.8 million	adviserinfo.sec.gov
RSW Investments	Summit	530	$276.2 million	$2.30 billion	adviserinfo.sec.gov
Cra Financial Services, L.L.C.	Northfield	922	$273.2 million	$1.69 billion	adviserinfo.sec.gov
Traphagen Financial Group	Oradell	1,361	$254.1 million	$2.28 billion	adviserinfo.sec.gov
Laurel Oak Wealth Management, LLC	Marlton	2,163	$252.6 million	$1.40 billion	adviserinfo.sec.gov
Strategic Family Wealth Counselors, L.L.C.	Fairfield	150	$250 million	$1.66 billion	adviserinfo.sec.gov
Paradigm Investment Advisory, LLC	Bridgewater	81	$238.5 million	$425.1 million	adviserinfo.sec.gov
Reaves Asset Management	Jersey City	263	$227.7 million	$5.94 billion	adviserinfo.sec.gov
Wealth Management Associates, Inc.	Cherry Hill	691	$217 million	$717.4 million	adviserinfo.sec.gov
Transcend Capital Advisors, LLC	Madison	623	$215.2 million	$2.91 billion	adviserinfo.sec.gov
Valley Wealth Managers, Inc.	Paramus	413	$205 million	$2.69 billion	adviserinfo.sec.gov
Aurora Private Wealth, Inc.	Totowa	1,427	$202.9 million	$374 million	adviserinfo.sec.gov
Mullooly Asset Management, Inc.	Wall Township	419	$197 million	$455.6 million	adviserinfo.sec.gov
Signet Financial Management, LLC	Parsippany	369	$190.4 million	$1.18 billion	adviserinfo.sec.gov
Redwood Financial Planning, LLC	Scotch Plains	589	$185.5 million	$388.8 million	adviserinfo.sec.gov
Eagle Wealth Strategies	Mullica Hill	502	$183.6 million	$653.8 million	adviserinfo.sec.gov
Aca/Prudent Investors Planning Corporation	Green Brook	810	$183.5 million	$351.4 million	adviserinfo.sec.gov
Lighthouse Financial Advisors, Inc.	Red Bank	221	$181.6 million	$1.11 billion	adviserinfo.sec.gov
Cypress Financial Planning	Haddon Heights	319	$181.5 million	$490.4 million	adviserinfo.sec.gov
Vestgen Investment Management	Egg Harbor TWP.	1,670	$171 million	$786.6 million	adviserinfo.sec.gov
Tomoro	Colts Neck	701	$169.5 million	$335.6 million	adviserinfo.sec.gov
Wealth Quarterback LLC	Toms River	908	$165.2 million	$391.3 million	adviserinfo.sec.gov
Woloshin Investment Management, LLC	Medford	361	$156 million	$180.4 million	adviserinfo.sec.gov
Harding Loevner LP	Bridgewater	290	$155.8 million	$32.06 billion	adviserinfo.sec.gov
Shapiro Financial Security Group, Inc.	Hazlet	137	$152.6 million	$152.6 million	adviserinfo.sec.gov
Condor Capital Wealth Management	Martinsville	445	$151.6 million	$2.18 billion	adviserinfo.sec.gov
Wbi Investments, LLC	Red Bank	701	$146.7 million	$539.6 million	adviserinfo.sec.gov
Revolve Wealth Partners, LLC	Hackensack	386	$146.6 million	$1.42 billion	adviserinfo.sec.gov
Key Client Fiduciary Advisors, LLC	Fairfield	1,997	$145.9 million	$896.3 million	adviserinfo.sec.gov
Tilson Financial Group Inc	New Providence	230	$145.6 million	$750.6 million	adviserinfo.sec.gov
Cora Capital Advisors	Marlton	504	$144.7 million	$722.9 million	adviserinfo.sec.gov
CFS Investment Advisory Services LLC	Totowa	607	$144.6 million	$2.73 billion	adviserinfo.sec.gov
Shore Point Advisors, LLC	Brielle	546	$132.8 million	$327.7 million	adviserinfo.sec.gov
Sterling Financial Planning Inc	Sparta	350	$126.9 million	$760.8 million	adviserinfo.sec.gov
MFG Investments, LLC	Medford	292	$124.4 million	$146.5 million	adviserinfo.sec.gov
Bravias Financial	Iselin	400	$123.5 million	$212 million	adviserinfo.sec.gov
5c Capital Management, LLC	Woodcliff Lake	345	$122.8 million	$648.1 million	adviserinfo.sec.gov
PTS Brokerage, LLC	Mt. Laurel	495	$122.4 million	$131.7 million	adviserinfo.sec.gov
Bautis Financial, LLC	Montclair	248	$121.1 million	$197.4 million	adviserinfo.sec.gov
PCB Capital LLC	East Brunswick	290	$120.8 million	$184.8 million	adviserinfo.sec.gov
Stern Capital Management, Inc.	Old Bridge	582	$120.8 million	$297.7 million	adviserinfo.sec.gov
Vision Retirement	Ridgewood	655	$120.4 million	$633.7 million	adviserinfo.sec.gov
Integrous Wealth Strategies	Hamilton	386	$119.3 million	$216.2 million	adviserinfo.sec.gov
Signature Wealth Management Partners, LLC	Montvale	316	$115.7 million	$454.2 million	adviserinfo.sec.gov
DGS Capital Management	Jersey City	246	$113.2 million	$1.05 billion	adviserinfo.sec.gov
Simon Quick Advisors, LLC	Morristown	328	$109.3 million	$9.01 billion	adviserinfo.sec.gov
Precision Financial Services	Mine Hill	398	$109.3 million	$435.6 million	adviserinfo.sec.gov
HFM Investment Advisors, LLC	Glassboro	450	$105.3 million	$404.1 million	adviserinfo.sec.gov
Prestige Wealth Management Group, LLC	Flemington	258	$104.7 million	$666.4 million	adviserinfo.sec.gov
Smallwood Wealth Management	Red Bank	331	$104.2 million	$339 million	adviserinfo.sec.gov
Able Wealth Management LLC	Toms River	742	$103.6 million	$579.5 million	adviserinfo.sec.gov
Genesis Financial Group, LLC	Paramus	45	$102.7 million	$171.3 million	adviserinfo.sec.gov
Alliance Wealth Management Group, LLC	Flemington	310	$102.7 million	$517.4 million	adviserinfo.sec.gov
Oakbourne Advisors	Berkeley Heights	342	$102.2 million	$347.9 million	adviserinfo.sec.gov
Quaker Wealth Management LLC	Moorestown	313	$100.7 million	$449.3 million	adviserinfo.sec.gov
Omni 360 Wealth, Inc.	Plainsboro	284	$100.1 million	$425.7 million	adviserinfo.sec.gov
Buckman Advisory Group LLC	Little Silver	589	$98.1 million	$277.3 million	adviserinfo.sec.gov
Anchored Financial Planning LLC	West Deptford	448	$93 million	$182.9 million	adviserinfo.sec.gov
Access Wealth	East Hanover	242	$89.4 million	$539.1 million	adviserinfo.sec.gov
Premier Path Wealth Partners, LLC	Madison	221	$89 million	$1.22 billion	adviserinfo.sec.gov
Princeton Global Asset Management LLC	Princeton	190	$88.6 million	$921.3 million	adviserinfo.sec.gov
Northstar Advisory Group, LLC	Northfield	248	$85.3 million	$377 million	adviserinfo.sec.gov
Dumont & Blake Investment Advisors LLC	Princeton	223	$85.3 million	$562.3 million	adviserinfo.sec.gov
Baron Financial Group LLC	Fair Lawn	200	$82.8 million	$369.1 million	adviserinfo.sec.gov
Grantvest Financial Group LLC	Matawan	420	$82 million	$230 million	adviserinfo.sec.gov
Sfi Advisors, LLC	Montclair	272	$82 million	$176 million	adviserinfo.sec.gov
Podell Financial Group LLC	Fairfield	184	$78.5 million	$227.6 million	adviserinfo.sec.gov
Personal Cfo Solutions LLC	Chester	237	$78.4 million	$1.65 billion	adviserinfo.sec.gov
Virtus Wealth Solutions	Cranford	198	$78.4 million	$594.9 million	adviserinfo.sec.gov
Comprehensive Capital Management, Inc.	Totowa	2,334	$77.5 million	$77.5 million	adviserinfo.sec.gov
Bluefin Financial	Moorestown	261	$77.2 million	$289.6 million	adviserinfo.sec.gov
New Horizons Wealth Management	Cedar Knolls	193	$76.5 million	$203.3 million	adviserinfo.sec.gov
Redwood Wealth Management Group, LLC	Medford	328	$75.9 million	$317.2 million	adviserinfo.sec.gov
Pathstone	Englewood	145	$74.4 million	$110.30 billion	adviserinfo.sec.gov
Alexander Capital Wealth Management LLC	Red Bank	542	$73.9 million	$238.1 million	adviserinfo.sec.gov
The Wealth Boutique	Chester	290	$72.4 million	$120.8 million	adviserinfo.sec.gov
Corrado Advisors, LLC	Ramsey	257	$71.9 million	$252.8 million	adviserinfo.sec.gov
Ridgewood Investments	Springfield	114	$71.7 million	$419.2 million	adviserinfo.sec.gov
Shorehaven Wealth Partners, LLC	Red Bank	205	$71.3 million	$541.5 million	adviserinfo.sec.gov
Highland Financial Advisors, LLC	Wayne	189	$70.7 million	$640 million	adviserinfo.sec.gov
Chatham Wealth Management	Chatham	46	$69.9 million	$642.9 million	adviserinfo.sec.gov
The Genwealth Group, Inc.	Maplewood	122	$67.7 million	$661.3 million	adviserinfo.sec.gov
Michael J. Porro & Co. Financial Advisors, Inc.	Old Tappan	152	$65.4 million	$168.7 million	adviserinfo.sec.gov
Diversified Planning Strategies Advisors LLC	Roseland	325	$64.6 million	$154.4 million	adviserinfo.sec.gov
Tepp Wealth Management	Westfield	97	$64.3 million	$195.7 million	adviserinfo.sec.gov
Zynergy Retirement Planning	Red Bank	120	$64 million	$173 million	adviserinfo.sec.gov
Tandem Investment Partners, LLC	Bordentown	155	$63 million	$200.2 million	adviserinfo.sec.gov
Green Ridge Wealth Planning LLC	Montville	180	$61.3 million	$389.6 million	adviserinfo.sec.gov
Novi Wealth Partners	Princeton	120	$60.6 million	$612.8 million	adviserinfo.sec.gov
Emissary Wealth	Hackensack	191	$58.6 million	$185.1 million	adviserinfo.sec.gov
Steffens Financial Corp	Byram Township	187	$56.9 million	$162 million	adviserinfo.sec.gov
Align Advisor Group, LLC	Vineland	179	$55.3 million	$127.5 million	adviserinfo.sec.gov
Aljen Asset Management LLC	Cedar Knolls	304	$52.5 million	$230.2 million	adviserinfo.sec.gov
Roundview Capital, LLC	Princeton	192	$52.1 million	$2.13 billion	adviserinfo.sec.gov
Roxbury Financial	Mount Arlington	187	$51.5 million	$180.5 million	adviserinfo.sec.gov
Regency Wealth Management	Ramsey	103	$51.2 million	$642.6 million	adviserinfo.sec.gov
Breakwater Capital Group	Paramus	131	$51.1 million	$1.02 billion	adviserinfo.sec.gov
Millstone Financial Group	Princeton	230	$50.9 million	$104.4 million	adviserinfo.sec.gov
Pegasus Asset Management Inc	Morristown	158	$49.7 million	$553.6 million	adviserinfo.sec.gov
Paradigm Wealth Advisory LLC	Bridgewater	215	$48.3 million	$201.2 million	adviserinfo.sec.gov
Carnegie Lake Advisors LLC	Princeton	135	$47.7 million	$403 million	adviserinfo.sec.gov
Princeton Capital Management LLC	Red Bank	72	$46.7 million	$435.5 million	adviserinfo.sec.gov
Sustainvest Asset Management, LLC	Linwood	129	$46.5 million	$137.4 million	adviserinfo.sec.gov
Jeffrey Matthews Wealth Management, LLC	Florham Park	258	$46.3 million	$161.7 million	adviserinfo.sec.gov
Financial Futures	Brielle	115	$46.1 million	$270.5 million	adviserinfo.sec.gov
Davidson Wealth Management LLC	Forked River	174	$46 million	$172.4 million	adviserinfo.sec.gov
Saiph Capital, LLC	Wyckoff	103	$45.8 million	$459.4 million	adviserinfo.sec.gov
191 Godwin Associates, Inc. D/B/A Godwin Capital Management	Wyckoff	275	$45.8 million	$150.1 million	adviserinfo.sec.gov
Castle Financial & Retirement Planning Associates Inc	Fair Haven	113	$45 million	$107.9 million	adviserinfo.sec.gov
Seelaus Asset Management, LLC	Chatham	121	$44.3 million	$1.70 billion	adviserinfo.sec.gov
Friedenthal Financial, LLC	Marlton	122	$43.4 million	$196.4 million	adviserinfo.sec.gov
Family Wealth Partners LLC	Medford	181	$43.2 million	$130.9 million	adviserinfo.sec.gov
Mountain Hill Investment Partners	Atlantic Highlands	107	$42.7 million	$539 million	adviserinfo.sec.gov
Victory Wealth Partners	Mullica Hill	338	$42.3 million	$102.5 million	adviserinfo.sec.gov
Masters Legacy Planning	Linwood	92	$42.1 million	$248.1 million	adviserinfo.sec.gov
Covenant Asset Management, LLC	Chester	231	$41.6 million	$692.6 million	adviserinfo.sec.gov
NCM Capital Management, LLC	Ramsey	58	$40.9 million	$539.4 million	adviserinfo.sec.gov
Rilex Capital LLC	Manasquan	132	$40.2 million	$124.3 million	adviserinfo.sec.gov
Parisi Gray Wealth Management, LLC	Mendham	95	$40.2 million	$796 million	adviserinfo.sec.gov
Giverny Capital Advisors	Princeton	83	$40.1 million	$420.9 million	adviserinfo.sec.gov
Leicht Financial Planning and Wealth Management	Parsippany	109	$39.2 million	$237.4 million	adviserinfo.sec.gov
Vaughan and Company Securities, Inc.	Ridgewood	130	$39.1 million	$218.9 million	adviserinfo.sec.gov
Gci Financial Group	Mendham	82	$38.9 million	$145.1 million	adviserinfo.sec.gov
Quantum Capital Management, LLC	Northfield	70	$38.7 million	$1.00 billion	adviserinfo.sec.gov
Teplitz Financial Group LLC	Old Bridge	121	$38.5 million	$131.7 million	adviserinfo.sec.gov
Tranquilli Financial Advisor, LLC	Clinton	141	$38 million	$199.4 million	adviserinfo.sec.gov
Accretive Wealth Partners, LLC	Parsippany	62	$37.9 million	$504.5 million	adviserinfo.sec.gov
Astra Wealth Partners	Jersey City	78	$36.6 million	$268.4 million	adviserinfo.sec.gov
Locker Financial Services, LLC	Verona	76	$35.9 million	$213.8 million	adviserinfo.sec.gov
Oliver Luxxe Assets LLC	Gladstone	90	$34.6 million	$1.00 billion	adviserinfo.sec.gov
BCS Private Wealth Management	Rumson	95	$34.6 million	$469.7 million	adviserinfo.sec.gov
Talisman Wealth Advisors, LLC	Mountainside	73	$33.5 million	$251.3 million	adviserinfo.sec.gov
Stawnychy Financial Services, Inc.	Kinnelon	91	$33.4 million	$131.2 million	adviserinfo.sec.gov
Garden State Retirement Specialists, LLC	Red Bank	89	$33.4 million	$109.3 million	adviserinfo.sec.gov
Systematic Financial Management LP	Teaneck	91	$32.9 million	$4.21 billion	adviserinfo.sec.gov
Omega Capital Management, LLC	Flanders	106	$31.9 million	$139.7 million	adviserinfo.sec.gov
TC Financial Management, Co Inc.	Margate City	107	$31.5 million	$122.7 million	adviserinfo.sec.gov
Empire Financial Management Company, LLC	Holmdel	249	$31 million	$706 million	adviserinfo.sec.gov
Seabridge Investment Advisors LLC	Summit	62	$31 million	$771.2 million	adviserinfo.sec.gov
Haddonfield Financial Planning LLC	Haddonfield	135	$30 million	$134.8 million	adviserinfo.sec.gov
Heritage Financial Counselors, LLC	Bedminster	76	$29.7 million	$235.9 million	adviserinfo.sec.gov
White Knight Strategic Wealth Advisors, LLC	Lawrenceville	148	$29 million	$207.4 million	adviserinfo.sec.gov
Asset Advisory Group, Inc.	Kinnelon	85	$28.8 million	$479.5 million	adviserinfo.sec.gov
Geremia Financial Services, LLC	Edison	99	$28.4 million	$132.2 million	adviserinfo.sec.gov
Bulldog Investors, LLP	Saddle Brook	99	$28.1 million	$561 million	adviserinfo.sec.gov
TSP Capital Management Group, LLC	Summit	71	$28 million	$553.3 million	adviserinfo.sec.gov
Sacks & Associates, LLC	Warren	77	$27.3 million	$212.8 million	adviserinfo.sec.gov
East Coast Wealth Management, Inc.	Florham Park	141	$27.2 million	$153 million	adviserinfo.sec.gov
Cadia Private Client LLC	Parsippany	76	$27 million	$192.5 million	adviserinfo.sec.gov
Palante Wealth Advisors, LLC	Pennington	68	$26.6 million	$115.5 million	adviserinfo.sec.gov
Makrod Investment Associates Inc	Verona	153	$26.1 million	$894.4 million	adviserinfo.sec.gov
Mk3 Wealth LLC	Cherry Hill	56	$24.6 million	$113.1 million	adviserinfo.sec.gov
Mezzasalma Advisors	Tinton Falls	182	$23.3 million	$534.4 million	adviserinfo.sec.gov
S.F. Ehrlich Associates, Inc.	Cranford	62	$23.2 million	$185.8 million	adviserinfo.sec.gov
Wiss Private Client Advisors, LLC	Florham Park	56	$23.1 million	$1.22 billion	adviserinfo.sec.gov
Private Client Group Asset Management	Gladstone	65	$21.7 million	$143.1 million	adviserinfo.sec.gov
Copper Beech Financial Group, LLC	Moorestown	58	$21.6 million	$197.4 million	adviserinfo.sec.gov
Beckerman Wealth	Ocean Grove	67	$21.1 million	$303.3 million	adviserinfo.sec.gov
Halberstadt Financial Consultants Inc	Princeton	89	$21 million	$185 million	adviserinfo.sec.gov
Investment Partners Asset Management	Metuchen	93	$20.6 million	$333.4 million	adviserinfo.sec.gov
RDM Capital Associates Inc	Red Bank	77	$20.2 million	$164.5 million	adviserinfo.sec.gov
Global Wealth Management, LLC	Kingston	30	$20.2 million	$245.7 million	adviserinfo.sec.gov
High Point Wealth Management, LLC	Chester	103	$20 million	$192.9 million	adviserinfo.sec.gov
First Light Wealth Advisors, LLC	Little Falls	66	$20 million	$116.3 million	adviserinfo.sec.gov
Salvus Wealth Management, LLC	Red Bank	70	$19.8 million	$316.5 million	adviserinfo.sec.gov
Newport Capital Group, LLC	Red Bank	66	$18.1 million	$1.28 billion	adviserinfo.sec.gov
TSG Alpha Partners, LLC	Old Bridge	70	$17.8 million	$134.9 million	adviserinfo.sec.gov
Hudson Oak Wealth Advisory LLC	Hoboken	27	$17.2 million	$133.9 million	adviserinfo.sec.gov
Philadelphia Investment Partners, LLC	Voorhees	82	$16.2 million	$176 million	adviserinfo.sec.gov
Alooola	Kingston	436	$16.2 million	$51.2 million	adviserinfo.sec.gov
Stolzer Rothschild Levy LLC	Basking Ridge	45	$15.8 million	$166 million	adviserinfo.sec.gov
Ciro Capital LLC	Jersey City	49	$15.2 million	$117.4 million	adviserinfo.sec.gov
Sandro Wealth Management LLC	Fairfield	30	$15.2 million	$227.6 million	adviserinfo.sec.gov
Kevin M. Gibney and Company, LLC	Iselin	55	$15.1 million	$306.9 million	adviserinfo.sec.gov
Kensington Financial Advisors LLC	Roseland	49	$14.8 million	$159.9 million	adviserinfo.sec.gov
BPP Wealth Solutions, LLC	Basking Ridge	41	$14.3 million	$247.3 million	adviserinfo.sec.gov
Toews Asset Management	Northfield	113	$13.9 million	$1.04 billion	adviserinfo.sec.gov
Withum Wealth Management	Red Bank	67	$12.9 million	$2.34 billion	adviserinfo.sec.gov
Clear Wave Wealth Management, LLC	Red Bank	29	$12.3 million	$617 million	adviserinfo.sec.gov
GSG Advisors LLC	Mount Laurel	26	$11.8 million	$862.3 million	adviserinfo.sec.gov
MD Wealth Advisors Inc	Cranford	82	$11.3 million	$105.2 million	adviserinfo.sec.gov
Bergamot Asset Management LP	Princeton	48	$11.1 million	$106.5 million	adviserinfo.sec.gov
Ta Capital Management, LLC	Sewell	36	$9.3 million	$438.9 million	adviserinfo.sec.gov
Geneva Financial Group	Lakewood	27	$8 million	$233.7 million	adviserinfo.sec.gov
Blackhill Capital, Inc	Morristown	28	$8 million	$2.00 billion	adviserinfo.sec.gov
Goodhaven Capital Management	Millburn	46	$7.9 million	$405.3 million	adviserinfo.sec.gov
Revel Wealth Management	Elmwood Park	45	$7.3 million	$258.9 million	adviserinfo.sec.gov
Tandem Capital Management, Inc.	Woodcliff Lake	12	$7.2 million	$279.7 million	adviserinfo.sec.gov
Aem Asset Management, LLC	Somerset	22	$7 million	$117.9 million	adviserinfo.sec.gov
Unio Capital LLC	Princeton	20	$6.6 million	$691.5 million	adviserinfo.sec.gov
Kubhera Enterprises LLC	Princeton	22	$6.2 million	$275.5 million	adviserinfo.sec.gov
Compass Private Wealth Group LLC	Short Hills	13	$6 million	$113.3 million	adviserinfo.sec.gov
Liftpoint Family Wealth Advisors, LLC	Far Hills	16	$5.4 million	$187.7 million	adviserinfo.sec.gov
Merrion Investment Management Co, LLC	Cranford	12	$5.2 million	$244.8 million	adviserinfo.sec.gov
Covington & Associates, Inc.	Westfield	15	$5 million	$308.2 million	adviserinfo.sec.gov
Active Wealth Advisors	Woodcliff Lake	8	$4.5 million	$75.4 million	adviserinfo.sec.gov
Stembrook Asset Management, LLC	Red Bank	9	$3.3 million	$147.5 million	adviserinfo.sec.gov
Groesbeck Investment Management Corp	Glen Rock	13	$3.3 million	$54.7 million	adviserinfo.sec.gov
Weingarten Associates, L.L.C.	Lawrenceville	7	$3.2 million	$200.3 million	adviserinfo.sec.gov
Tenon Financial	Metuchen	4	$3.1 million	$316 million	adviserinfo.sec.gov
Byron Place Capital Management, LLC	Metuchen	10	$2.9 million	$48.4 million	adviserinfo.sec.gov
Summit Place Financial Advisors, LLC	Summit	9	$2.8 million	$300.4 million	adviserinfo.sec.gov
Acorn Asset Management LLC	Princeton	9	$2.1 million	$6.6 million	adviserinfo.sec.gov
Cherrydale Wealth Management, LLC	Montclair	Fewer than 5	$2.1 million	$495.5 million	adviserinfo.sec.gov
Hillcrest Wealth Advisors, Ny, LLC	Holmdel	6	$2 million	$390.7 million	adviserinfo.sec.gov
Reedmark Advisors, LLC	Somerville	11	$2 million	$564.6 million	adviserinfo.sec.gov
Sindia Capital Advisers, LLC	Somers Point	5	$1.3 million	$423.4 million	adviserinfo.sec.gov
Pegasus Group, LLC	Morristown	4	$1.1 million	$91.3 million	adviserinfo.sec.gov
Altman Investment Management LLC	Princeton	Fewer than 5	$1.1 million	$119.9 million	adviserinfo.sec.gov
Nitor Capital Management	Englewood Cliffs	4	$1.1 million	$158.6 million	adviserinfo.sec.gov
Abner Herrman & Brock, LLC	Jersey City	5	$950,762	$2.74 billion	adviserinfo.sec.gov
KDT Advisors, LLC	Princeton	5	$850,681	$210.4 million	adviserinfo.sec.gov
Ryan Heritage, LLP	Saddle Brook	Fewer than 5	$626,130	$18.8 million	adviserinfo.sec.gov
Taurus Financial	Jersey City	3	$140,416	$162.5 million	adviserinfo.sec.gov
Pioneer Advisory LLC	Jersey City	85	$91,983	$94,783	adviserinfo.sec.gov
Flight Line Financial, LLC	Princeton	125	Not listed	Not listed	adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.