Data / Investment advisers / Serving investment companies / New Jersey
Investment advisers in New Jersey serving investment companies: 33 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
33 SEC registered investment advisers with a main office in New Jersey report investment companies among their clients in Form ADV item 5.D, and together they attribute $1.2 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Pgim Investments LLC.
The request: Every investment adviser in New Jersey that serves investment companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 33Advisers
- $1.2 trillionAUM from this client type
- 28Advisers over $100 million
- November 2, 2026File date
Advisers in New Jersey serving investment companies
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 |
|---|---|---|---|---|---|
| Pgim Investments LLC | Newark | 37 | $344.45 billion | $344.84 billion | adviserinfo.sec.gov |
| Blackrock Investment Management, LLC | Princeton | 142 | $238.50 billion | $676.69 billion | adviserinfo.sec.gov |
| Pgim, Inc. | Newark | 90 | $215.50 billion | $1.13 trillion | adviserinfo.sec.gov |
| Lord, Abbett & Co. LLC | Jersey City | 69 | $206.52 billion | $270.39 billion | adviserinfo.sec.gov |
| Pgim Quantitative Solutions | Newark | 79 | $87.46 billion | $110.95 billion | adviserinfo.sec.gov |
| Franklin Mutual Advisers, LLC | Short Hills | 16 | $33.03 billion | $42.59 billion | adviserinfo.sec.gov |
| Metlife Investment Management, LLC | Whippany | 16 | $30.05 billion | $563.78 billion | adviserinfo.sec.gov |
| Harding Loevner LP | Bridgewater | 8 | $13.70 billion | $32.06 billion | adviserinfo.sec.gov |
| Reaves Asset Management | Jersey City | 3 | $5.65 billion | $5.94 billion | adviserinfo.sec.gov |
| Jacobs Levy Equity Management | Florham Park | 13 | $4.11 billion | $28.01 billion | adviserinfo.sec.gov |
| Ac Funds, LLC | Ridgewood | 6 | $1.03 billion | $1.03 billion | adviserinfo.sec.gov |
| Toews Asset Management | Northfield | 8 | $1.02 billion | $1.04 billion | adviserinfo.sec.gov |
| Embassy Asset Management LP | Short Hills | 2 | $739.8 million | $774 million | adviserinfo.sec.gov |
| Curasset Capital Management, LLC | Newark | 2 | $643.2 million | $643.2 million | adviserinfo.sec.gov |
| Systematic Financial Management LP | Teaneck | 3 | $564.5 million | $4.21 billion | adviserinfo.sec.gov |
| Bulldog Investors, LLP | Saddle Brook | 3 | $485.4 million | $561 million | adviserinfo.sec.gov |
| Manteio Scalable Technologies LLC | Jersey City | 2 | $476.2 million | $582.5 million | adviserinfo.sec.gov |
| Quantum Capital Management, LLC | Northfield | 1 | $405.5 million | $1.00 billion | adviserinfo.sec.gov |
| Pgim DC Solutions | Newark | 2 | $383.5 million | $6.90 billion | adviserinfo.sec.gov |
| Goodhaven Capital Management | Millburn | 1 | $259.9 million | $405.3 million | adviserinfo.sec.gov |
| Lord Abbett Fif Advisor LLC | Jersey City | 1 | $176.5 million | $190.4 million | adviserinfo.sec.gov |
| Palisade Capital Management, LP | Fort Lee | 2 | $172.8 million | $3.86 billion | adviserinfo.sec.gov |
| Millington Securities, LLC | Red Bank | 1 | $140.5 million | $140.5 million | adviserinfo.sec.gov |
| Wbi Investments, LLC | Red Bank | 1 | $140.5 million | $539.6 million | adviserinfo.sec.gov |
| Vestgen Investment Management | Egg Harbor TWP. | 1 | $89.8 million | $786.6 million | adviserinfo.sec.gov |
| System 2 Advisors, L.P. | Summit | 2 | $52.2 million | $912.9 million | adviserinfo.sec.gov |
| RMR Wealth Builders, Inc. | Montclair | 1 | $50.7 million | $2.89 billion | adviserinfo.sec.gov |
| Yorkville America Equities, LLC | Mountainside | 5 | $42.6 million | $42.6 million | adviserinfo.sec.gov |
| Goose Hollow Capital Management LLC | Tenafly | 1 | $41 million | $41 million | adviserinfo.sec.gov |
| Byron Place Capital Management, LLC | Metuchen | 1 | $14.5 million | $48.4 million | adviserinfo.sec.gov |
| Ryan Heritage, LLP | Saddle Brook | 1 | $9.9 million | $18.8 million | adviserinfo.sec.gov |
| Beacon Trust | Morristown | 3 | $2.5 million | $4.44 billion | adviserinfo.sec.gov |
| Logiq Capital LLC | Jersey City | 1 | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
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.