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Data / Investment advisers / Serving other investment advisers / New Jersey

Investment advisers in New Jersey serving other investment advisers: 29 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

29 SEC registered investment advisers with a main office in New Jersey report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $195 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Blackrock Investment Management, LLC.

The request: Every investment adviser in New Jersey that serves other investment advisers, with AUM, phone and website. $10 of work on sign-up, no card.

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.

  • 29Advisers
  • $195 billionAUM from this client type
  • 29Advisers over $100 million
  • November 2, 2026File date

Advisers in New Jersey serving other investment advisers

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Blackrock Investment Management, LLCPrinceton64$180.91 billion$676.69 billionadviserinfo.sec.gov
Pgim, Inc.Newark7$5.09 billion$1.13 trillionadviserinfo.sec.gov
Simplicity WealthSummit36$2.51 billion$4.27 billionadviserinfo.sec.gov
Skyview Investment Advisors, LLCShrewsbury7$1.18 billion$8.32 billionadviserinfo.sec.gov
Blueprint Capital Advisors LLCShort Hills3$825 million$1.79 billionadviserinfo.sec.gov
Redblack Advisers, Inc.Oradell20$823.6 million$823.6 millionadviserinfo.sec.gov
Corebridge Institutional Investments (U.S.), LLCJersey City5$745.8 million$121.05 billionadviserinfo.sec.gov
Blueshift Asset ManagementRed Bank4$496.9 million$694.4 millionadviserinfo.sec.gov
Metlife Investment Management, LLCWhippanyFewer than 5$384.7 million$563.78 billionadviserinfo.sec.gov
Seelaus Asset Management, LLCChatham7$283.9 million$1.70 billionadviserinfo.sec.gov
Quantum Capital Management, LLCNorthfieldFewer than 5$277.1 million$1.00 billionadviserinfo.sec.gov
Landscape Capital Management LLCEnglewood1$265.4 million$3.03 billionadviserinfo.sec.gov
Harding Loevner LPBridgewater2$194 million$32.06 billionadviserinfo.sec.gov
Simon Quick Advisors, LLCMorristown1$191.2 million$9.01 billionadviserinfo.sec.gov
Pine Valley InvestmentsMarltonFewer than 5$185.1 million$2.67 billionadviserinfo.sec.gov
The Pillar StrategiesFlemingtonFewer than 5$175.2 million$175.2 millionadviserinfo.sec.gov
BCG Securities, Inc.Cherry Hill56$141.9 million$894.2 millionadviserinfo.sec.gov
Franklin Mutual Advisers, LLCShort HillsFewer than 5$110.8 million$42.59 billionadviserinfo.sec.gov
Pegasus Asset Management IncMorristownFewer than 5$91.3 million$553.6 millionadviserinfo.sec.gov
Seabridge Investment Advisors LLCSummit1$85.7 million$771.2 millionadviserinfo.sec.gov
Onex Credit Partners, LLCEnglewood Cliffs1$55.8 million$30.14 billionadviserinfo.sec.gov
Astra Wealth PartnersJersey CityFewer than 5$46.1 million$268.4 millionadviserinfo.sec.gov
Empire Financial Management Company, LLCHolmdel1$26 million$706 millionadviserinfo.sec.gov
Credit Capital InvestmentsLivingston1$16 million$444 millionadviserinfo.sec.gov
WP Asset ManagementBedminster15$13 million$121.3 millionadviserinfo.sec.gov
Global Wealth Management, LLCKingston3$7.6 million$245.7 millionadviserinfo.sec.gov
Giverny Capital AdvisorsPrinceton1$5.4 million$420.9 millionadviserinfo.sec.gov
Palisade Capital Management, LPFort LeeFewer than 5$2.8 million$3.86 billionadviserinfo.sec.gov
Jacobs Levy Equity ManagementFlorham Park5Not listed$28.01 billionadviserinfo.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.