Data / Investment advisers / New Jersey
Investment advisers in New Jersey: 445 firms, $6.1 trillion in AUM
445 investment advisers have their main office in New Jersey: 390 SEC registered and 55 exempt reporting. The registered advisers report $6.1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Pgim, Inc. with $1.1 trillion.
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 advisers in New Jersey over $100 millionWatch new advisers in New JerseyGet private fund advisers in New Jersey
- 445Advisers
- 390SEC registered
- 55Exempt reporting
- $6.1 trillionTotal AUM
- 357Advisers over $100 million
- 164Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 445 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Pgim, Inc. | Newark | $1.13 trillion | 938 | 1,990 | 171 | (973) 367-6335 | pgim.com | adviserinfo.sec.gov |
| Managed Account Advisors LLC | Jersey City | $994.99 billion | 2,220,463 | 61 | Not listed | (201) 557-0504 | pbig.ml.com | adviserinfo.sec.gov |
| UBS Financial Services Inc. | Weehawken | $915.79 billion | 1,144,309 | 12,524 | Not listed | (201) 352-3000 | instragram.com | adviserinfo.sec.gov |
| Blackrock Investment Management, LLC | Princeton | $676.69 billion | 53,959 | 1,589 | 49 | (609) 282-2000 | blackrock.com | adviserinfo.sec.gov |
| Metlife Investment Management, LLC | Whippany | $563.78 billion | 805 | 956 | 11 | (973) 355-4000 | investments.metlife.com | adviserinfo.sec.gov |
| Pgim Investments LLC | Newark | $344.84 billion | 197 | 458 | Not listed | (800) 225-1852 | prudential.com | adviserinfo.sec.gov |
| Lord, Abbett & Co. LLC | Jersey City | $270.39 billion | 25,798 | 821 | 9 | (201) 827-2000 | lordabbett.com | adviserinfo.sec.gov |
| Corebridge Institutional Investments (U.S.), LLC | Jersey City | $121.05 billion | 616 | 419 | 13 | (212) 458-6082 | corebridgefinancial.com | adviserinfo.sec.gov |
| Pgim Quantitative Solutions | Newark | $110.95 billion | 234 | 147 | 4 | (973) 367-4653 | adviserinfo.sec.gov | |
| Pathstone | Englewood | $110.30 billion | 27,165 | 704 | 161 | (201) 944-7284 | adviserinfo.sec.gov | |
| World Investment Advisors, LLC | Lincroft | $71.64 billion | 35,849 | 615 | Not listed | (800) 833-1862 | adviserinfo.sec.gov | |
| Private Advisor Group, LLC | Morristown | $57.70 billion | 170,206 | 930 | Not listed | (973) 538-7010 | adviserinfo.sec.gov | |
| Concord Advisory Group LTD | Princeton | $46.19 billion | 204 | 34 | Not listed | (609) 987-9000 | concordadvisory.com | adviserinfo.sec.gov |
| Franklin Mutual Advisers, LLC | Short Hills | $42.59 billion | 68 | 52 | Not listed | (973) 912-2000 | njbest.com | adviserinfo.sec.gov |
| Ecp | Summit | $33.39 billion | 64 | 95 | 53 | (973) 671-6100 | adviserinfo.sec.gov | |
| Adp Strategic Plan Services, LLC | Roseland | $32.40 billion | 110,773 | 14 | Not listed | (973) 712-2000 | adpstrategicplanservices.com | adviserinfo.sec.gov |
| Harding Loevner LP | Bridgewater | $32.06 billion | 3,876 | 104 | Not listed | (908) 218-7900 | adviserinfo.sec.gov | |
| Onex Credit Partners, LLC | Englewood Cliffs | $30.14 billion | 81 | 80 | 68 | (201) 541-2121 | onex.com | adviserinfo.sec.gov |
| Jacobs Levy Equity Management | Florham Park | $28.01 billion | 148 | 70 | 4 | (973) 410-9222 | adviserinfo.sec.gov | |
| Summit Financial, LLC | Parsippany | $26.35 billion | 40,628 | 490 | Not listed | (973) 285-3600 | radianceprivatewealth.com | adviserinfo.sec.gov |
| Pgim Private Placement Investors, L.P. | Newark | $24.44 billion | 40 | 290 | Not listed | (973) 367-2454 | pgimprivatecapital.com | adviserinfo.sec.gov |
| Prudential Select Strategies LLC | Newark | $22.78 billion | 153 | 64 | Not listed | (973) 802-3137 | adviserinfo.sec.gov | |
| Appaloosa LP | Short Hills | $20.40 billion | 2 | 21 | 2 | (973) 701-7000 | adviserinfo.sec.gov | |
| Modera Wealth Management, LLC | Westwood | $17.68 billion | 21,420 | 238 | Not listed | (201) 768-4600 | moderawealth.com | adviserinfo.sec.gov |
| Onepoint BFG Wealth Partners | Parsippany | $15.13 billion | 28,204 | 205 | Not listed | (973) 575-4180 | adviserinfo.sec.gov | |
| Circle Wealth Management, LLC | Summit | $14.07 billion | 1,138 | 23 | Not listed | (908) 206-1306 | circlewm.com | adviserinfo.sec.gov |
| Advisors Capital Management, LLC | Ridgewood | $12.20 billion | 18,140 | 103 | Not listed | (201) 447-3400 | advisorscapital.com | adviserinfo.sec.gov |
| Honeywell Capital Management LLC | Morris Plains | $12.19 billion | 17 | 17 | Not listed | (973) 975-8496 | adviserinfo.sec.gov | |
| Glacier Peak Capital Management, LLC | Chatham | $9.86 billion | 5 | 5 | Not listed | (908) 304-9200 | adviserinfo.sec.gov | |
| Simon Quick Advisors, LLC | Morristown | $9.01 billion | 3,057 | 97 | 5 | (973) 525-1000 | adviserinfo.sec.gov | |
| Skyview Investment Advisors, LLC | Shrewsbury | $8.32 billion | 27 | 21 | 8 | (732) 936-2880 | adviserinfo.sec.gov | |
| Chatham Asset Management, LLC | Chatham | $8.27 billion | 18 | 37 | 17 | (973) 701-2424 | chathamasset.com | adviserinfo.sec.gov |
| Pgim Custom Harvest LLC | Newark | $6.90 billion | 8,702 | 68 | Not listed | (800) 210-0118 | pgim.com | adviserinfo.sec.gov |
| Pgim DC Solutions | Newark | $6.90 billion | 40 | 66 | Not listed | (877) 275-9786 | pgim.com | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | $6.86 billion | 21 | 14 | 21 | (609) 651-5125 | prysmcapital.com | adviserinfo.sec.gov |
| NPPG Plan Professionals, LLC | Shrewsbury | $6.27 billion | 64 | 2 | Not listed | (732) 758-1577 | nppg.com | adviserinfo.sec.gov |
| Reaves Asset Management | Jersey City | $5.94 billion | 283 | 21 | Not listed | (201) 332-4596 | reavesassetmanagement.com | adviserinfo.sec.gov |
| Zais Group | Holmdel | $5.26 billion | 40 | 46 | 26 | (732) 530-3610 | zaisgroup.com | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | $4.89 billion | 3 | 40 | 4 | (609) 681-2200 | edgestreamlp.com | adviserinfo.sec.gov |
| Star Asia Management | Mount Laurel | $4.81 billion | 8 | 4 | Not listed | (856) 281-1801 | adviserinfo.sec.gov | |
| BC Advisors, LLC | Mt. Laurel | $4.73 billion | 102 | 7 | Not listed | (856) 793-5000 | theberingergroup.com | adviserinfo.sec.gov |
| Forza Investment Group, LP | Summit | $4.64 billion | 14 | 17 | 8 | (973) 315-5394 | forza-ig.com | adviserinfo.sec.gov |
| 1932 Investment Management | Newark | $4.60 billion | 7 | 6 | Not listed | (800) 355-2583 | adviserinfo.sec.gov | |
| Beacon Trust | Morristown | $4.44 billion | 2,939 | 51 | Not listed | (973) 377-8090 | adviserinfo.sec.gov | |
| Simplicity Wealth | Summit | $4.27 billion | 14,045 | 424 | Not listed | (844) 220-8326 | taylorwealthandinsurance.com | adviserinfo.sec.gov |
| Systematic Financial Management LP | Teaneck | $4.21 billion | 177 | 22 | Not listed | (201) 928-1982 | sfmlp.com | adviserinfo.sec.gov |
| Harbourview Equity Partners, LLC | Newark | $3.88 billion | 7 | 45 | 5 | (973) 329-0285 | harbourviewequity.com | adviserinfo.sec.gov |
| Palisade Capital Management, LP | Fort Lee | $3.86 billion | 2,253 | 42 | 3 | (201) 585-7733 | palisadecapital.com | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | $3.82 billion | 6 | 22 | 2 | (609) 683-8200 | watermarkgroup.com | adviserinfo.sec.gov |
| Sax Wealth Advisors, LLC | Parsippany | $3.60 billion | 5,429 | 39 | 1 | (973) 859-2199 | saxwa.com | adviserinfo.sec.gov |
| Systematic Alpha Investments, LLC | Princeton | $3.49 billion | 22 | 1 | Not listed | (609) 751-7550 | adviserinfo.sec.gov | |
| Leo Wealth, LLC | Edison | $3.21 billion | 5,195 | 40 | Not listed | (732) 903-2600 | adviserinfo.sec.gov | |
| Solus Alternative Asset Management LP | Summit | $3.19 billion | 30 | 25 | 11 | (212) 284-4300 | adviserinfo.sec.gov | |
| Conversant Capital LLC | Summit | $3.12 billion | 24 | 19 | 21 | (908) 466-5010 | conversantcap.com | adviserinfo.sec.gov |
| Landscape Capital Management LLC | Englewood | $3.03 billion | 7 | 10 | 6 | (201) 266-7984 | landscapecapital.com | adviserinfo.sec.gov |
| Hudson Edge Investment Partners, Inc. | Jersey City | $2.95 billion | 70 | 16 | 1 | (201) 659-3700 | hudsonedgeip.com | adviserinfo.sec.gov |
| Transcend Capital Advisors, LLC | Madison | $2.91 billion | 4,145 | 39 | 12 | (973) 370-3203 | adviserinfo.sec.gov | |
| RMR Wealth Builders, Inc. | Montclair | $2.89 billion | 5,069 | 64 | Not listed | (201) 836-2460 | adviserinfo.sec.gov | |
| Abner Herrman & Brock, LLC | Jersey City | $2.74 billion | 2,403 | 13 | Not listed | (201) 484-2000 | ahbi.com | adviserinfo.sec.gov |
| CFS Investment Advisory Services LLC | Totowa | $2.73 billion | 3,437 | 13 | Not listed | (973) 826-8800 | adviserinfo.sec.gov | |
| Valley Wealth Managers, Inc. | Paramus | $2.69 billion | 2,063 | 54 | Not listed | (888) 794-7940 | valley.com | adviserinfo.sec.gov |
| Pine Valley Investments | Marlton | $2.67 billion | 5,785 | 37 | 2 | (856) 334-8260 | adviserinfo.sec.gov | |
| Withum Wealth Management | Red Bank | $2.34 billion | 1,956 | 13 | Not listed | (732) 450-0147 | withumwealth.com | adviserinfo.sec.gov |
| RSW Investments | Summit | $2.30 billion | 1,632 | 10 | Not listed | (908) 273-4311 | adviserinfo.sec.gov | |
| TLG Advisors, Inc. | Summit | $2.30 billion | 6,727 | 290 | Not listed | (888) 371-0013 | adviserinfo.sec.gov | |
| Traphagen Financial Group | Oradell | $2.28 billion | 2,038 | 18 | Not listed | (201) 262-1040 | adviserinfo.sec.gov | |
| Passaic Partners LLC | Newark | $2.24 billion | 18 | 9 | 2 | (201) 603-7200 | adviserinfo.sec.gov | |
| Condor Capital Wealth Management | Martinsville | $2.18 billion | 4,039 | 31 | Not listed | (732) 356-7323 | condorcapital.com | adviserinfo.sec.gov |
| Roundview Capital, LLC | Princeton | $2.13 billion | 1,911 | 13 | Not listed | (609) 688-9500 | roundviewcapital.com | adviserinfo.sec.gov |
| Washington Crossing Advisors LLC | Morristown | $2.03 billion | 3,257 | 10 | Not listed | (973) 549-4052 | washingtoncrossingadvisors.com | adviserinfo.sec.gov |
| Blackhill Capital, Inc | Morristown | $2.00 billion | 83 | 4 | Not listed | (973) 984-7014 | blackhillcapital.com | adviserinfo.sec.gov |
| Blueprint Capital Advisors LLC | Short Hills | $1.79 billion | 9 | 8 | 5 | (212) 786-2084 | blueprintllc.com | adviserinfo.sec.gov |
| Princeton Equity Group | Princeton | $1.72 billion | 8 | 25 | 8 | (609) 454-5700 | princetonequity.com | adviserinfo.sec.gov |
| Seelaus Asset Management, LLC | Chatham | $1.70 billion | 502 | 29 | 4 | (212) 935-0755 | rseelaus.com | adviserinfo.sec.gov |
| Cra Financial Services, L.L.C. | Northfield | $1.69 billion | 4,030 | 14 | Not listed | (609) 380-3500 | adviserinfo.sec.gov | |
| Strategic Family Wealth Counselors, L.L.C. | Fairfield | $1.66 billion | 3,600 | 14 | Not listed | (973) 575-3444 | adviserinfo.sec.gov | |
| Personal Cfo Solutions LLC | Chester | $1.65 billion | 4,764 | 18 | Not listed | (908) 955-7055 | pcfos.com | adviserinfo.sec.gov |
| Columbus Hill Capital Management, L.P. | Short Hills | $1.61 billion | 6 | 18 | 4 | (973) 921-3420 | columbushill.com | adviserinfo.sec.gov |
| Prmim | Mount Laurel | $1.54 billion | 1 | 9 | 1 | (215) 360-3800 | prmortgageinvestment.com | adviserinfo.sec.gov |
| Revolve Wealth Partners, LLC | Hackensack | $1.42 billion | 2,450 | 19 | Not listed | (201) 373-2163 | adviserinfo.sec.gov | |
| Laurel Oak Wealth Management, LLC | Marlton | $1.40 billion | 4,662 | 22 | Not listed | (856) 519-0200 | adviserinfo.sec.gov | |
| Fidelis Investors, LLC | Cranford | $1.38 billion | 7 | 17 | 6 | (908) 402-8132 | fidelis-investors.com | adviserinfo.sec.gov |
| Lord Abbett Private Credit Advisor LLC | Jersey City | $1.28 billion | 3 | 821 | 1 | (201) 827-2000 | lordabbett.com | adviserinfo.sec.gov |
| Newport Capital Group, LLC | Red Bank | $1.28 billion | 414 | 18 | 1 | (732) 741-8400 | adviserinfo.sec.gov | |
| Miller Tabak Asset Management | Matawan | $1.24 billion | 936 | 9 | Not listed | (212) 850-8103 | millertabakam.com | adviserinfo.sec.gov |
| Alternative Capital Fund Management LLC | Englewood Cliffs | $1.24 billion | 3 | 13 | 3 | (212) 204-3516 | altcapinvestments.com | adviserinfo.sec.gov |
| Twin Oaks Partners | Chatham | $1.23 billion | 2 | 3 | 2 | (973) 635-3854 | adviserinfo.sec.gov | |
| Premier Path Wealth Partners, LLC | Madison | $1.22 billion | 1,965 | 8 | 1 | (973) 671-6530 | adviserinfo.sec.gov | |
| Wiss Private Client Advisors, LLC | Florham Park | $1.22 billion | 753 | 12 | Not listed | (973) 577-2872 | wiss.com | adviserinfo.sec.gov |
| Hudson Cove Capital Management LLC | Jersey City | $1.21 billion | 5 | 12 | 3 | (201) 685-7555 | hudsoncovecapital.com | adviserinfo.sec.gov |
| Signet Financial Management, LLC | Parsippany | $1.18 billion | 1,932 | 17 | Not listed | (973) 543-6660 | adviserinfo.sec.gov | |
| Lighthouse Financial Advisors, Inc. | Red Bank | $1.11 billion | 2,475 | 9 | Not listed | (732) 747-6680 | lfadvisors.com | adviserinfo.sec.gov |
| Npa Asset Management, LLC | Fair Lawn | $1.06 billion | 2,746 | 68 | Not listed | (201) 476-0029 | nationwideplanning.com | adviserinfo.sec.gov |
| Revolvercap Management, L.P. | Teaneck | $1.05 billion | 3 | 4 | 3 | (646) 688-0496 | revolvercappartners.com | adviserinfo.sec.gov |
| DGS Capital Management | Jersey City | $1.05 billion | 1,141 | 12 | Not listed | (646) 992-4370 | dgs.capital | adviserinfo.sec.gov |
| Ashe Capital Management, LP | Englewood Cliffs | $1.04 billion | 1 | 5 | 1 | (201) 464-0962 | adviserinfo.sec.gov | |
| Toews Asset Management | Northfield | $1.04 billion | 129 | 20 | Not listed | (877) 863-9726 | adviserinfo.sec.gov | |
| Ridgeleigh Capital | Summit | $1.03 billion | 6 | 1 | 1 | (908) 373-2520 | adviserinfo.sec.gov | |
| Ac Funds, LLC | Ridgewood | $1.03 billion | 6 | 2 | Not listed | (201) 426-0081 | advisorscapfunds.com | adviserinfo.sec.gov |
| Glen Eagle Advisors, LLC | Kingston | $1.03 billion | 3,401 | 21 | Not listed | (609) 631-8231 | adviserinfo.sec.gov | |
| Breakwater Capital Group | Paramus | $1.02 billion | 1,336 | 4 | Not listed | (551) 342-3733 | breakwatercapitalgroup.com | adviserinfo.sec.gov |
| Portfolio Strategies Inc Ny | Montvale | $1.02 billion | 3,412 | 11 | Not listed | (201) 571-4100 | adviserinfo.sec.gov | |
| Quantum Capital Management, LLC | Northfield | $1.00 billion | 209 | 4 | Not listed | (609) 677-4949 | quantumadv.com | adviserinfo.sec.gov |
| Oliver Luxxe Assets LLC | Gladstone | $1.00 billion | 1,704 | 9 | 3 | (908) 741-4884 | oliverluxxe.com | adviserinfo.sec.gov |
| Swander Pace Capital | Bedminster | $959.6 million | 5 | 18 | 5 | (908) 719-2322 | spcap.com | adviserinfo.sec.gov |
| Cornerstone Planning Group | Fairfield | $951.8 million | 3,043 | 21 | Not listed | (973) 487-3220 | cspgllc.com | adviserinfo.sec.gov |
| Sandalwood Securities, Inc. | Roseland | $930.2 million | 8 | 11 | 9 | (973) 233-8800 | sandalwoodsecurities.com | adviserinfo.sec.gov |
| Princeton Global Asset Management LLC | Princeton | $921.3 million | 1,229 | 22 | Not listed | (609) 945-1781 | princetonglobal.com | adviserinfo.sec.gov |
| System 2 Advisors, L.P. | Summit | $912.9 million | 11 | 6 | 3 | (908) 608-8800 | s2adv.com | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | $902.1 million | 47 | 14 | 5 | (201) 793-0570 | new-vernon.com | adviserinfo.sec.gov |
| Yorkville Advisors Global, LP | Mountainside | $900 million | 3 | 23 | 3 | (201) 536-5110 | adviserinfo.sec.gov | |
| Key Client Fiduciary Advisors, LLC | Fairfield | $896.3 million | 2,195 | 10 | Not listed | (973) 244-4142 | keyclientfa.com | adviserinfo.sec.gov |
| Makrod Investment Associates Inc | Verona | $894.4 million | 576 | 4 | Not listed | (973) 239-1033 | makrodinvestment.com | adviserinfo.sec.gov |
| BCG Securities, Inc. | Cherry Hill | $894.2 million | 2,100 | 55 | Not listed | (856) 393-1950 | bcgsecurities.com | adviserinfo.sec.gov |
| GSG Advisors LLC | Mount Laurel | $862.3 million | 607 | 4 | Not listed | (856) 234-9595 | gsgadvisors.com | adviserinfo.sec.gov |
| Atlas Private Wealth Advisors | Red Bank | $859.8 million | 3,017 | 29 | Not listed | (888) 996-2666 | adviserinfo.sec.gov | |
| Thames Capital Management, LLC | Roseland | $830.5 million | 3 | 6 | 1 | (973) 200-6725 | thamescapitalmanagement.com | adviserinfo.sec.gov |
| Redblack Advisers, Inc. | Oradell | $823.6 million | 3,159 | 7 | Not listed | (800) 607-3340 | adviserinfo.sec.gov | |
| Fortis Group Advisors LLC | Westwood | $822.4 million | 5,234 | 29 | Not listed | (201) 383-0630 | adviserinfo.sec.gov | |
| Barnegat Fund Management Inc. | Hoboken | $803.4 million | 2 | 6 | 1 | (201) 217-5625 | barnegatfund.com | adviserinfo.sec.gov |
| Poetic Group LLC | Hackensack | $802.5 million | 10 | 9 | 3 | (646) 793-4551 | poethillcap.com | adviserinfo.sec.gov |
| Parisi Gray Wealth Management, LLC | Mendham | $796 million | 1,083 | 7 | Not listed | (973) 358-4921 | adviserinfo.sec.gov | |
| McRae Capital Management Inc. | Morristown | $795 million | 820 | 8 | Not listed | (973) 387-1080 | adviserinfo.sec.gov | |
| Vestgen Investment Management | Egg Harbor TWP. | $786.6 million | 2,352 | 21 | Not listed | (609) 601-1200 | vgimfunds.com | adviserinfo.sec.gov |
| Faropoint Ventures, LLC | Hoboken | $780 million | 3 | 116 | 3 | (408) 609-3725 | adviserinfo.sec.gov | |
| Embassy Asset Management LP | Short Hills | $774 million | 4 | 11 | 2 | (862) 278-2113 | embassyfunds.com | adviserinfo.sec.gov |
| Seabridge Investment Advisors LLC | Summit | $771.2 million | 482 | 12 | Not listed | (908) 273-5085 | adviserinfo.sec.gov | |
| Hennion & Walsh Asset Management, Inc. | Parsippany | $768.8 million | 1,821 | 75 | Not listed | (973) 299-8989 | hennionandwalsh.com | adviserinfo.sec.gov |
| Sterling Financial Planning Inc | Sparta | $760.8 million | 1,639 | 8 | Not listed | (973) 729-1234 | sterlingadvice.com | adviserinfo.sec.gov |
| Sciencast Management LP | Princeton | $760 million | 1 | 4 | Not listed | (609) 917-3298 | adviserinfo.sec.gov | |
| Shrewsbury River Capital LP | Red Bank | $757.5 million | 4 | 7 | 3 | (732) 945-4321 | adviserinfo.sec.gov | |
| Tilson Financial Group Inc | New Providence | $750.6 million | 1,755 | 9 | Not listed | (908) 561-6203 | login.bdreporting.com | adviserinfo.sec.gov |
| Shorebridge Capital Management, LLC | Summit | $735.1 million | 2 | 5 | 2 | (212) 698-8544 | shorebridge.com | adviserinfo.sec.gov |
| Axq Capital, LP | Jersey City | $727.1 million | 5 | 7 | Not listed | (917) 740-9028 | adviserinfo.sec.gov | |
| Himco, LLC | Morristown | $725.7 million | 27 | 49 | 24 | (973) 292-9595 | hampshirere.com | adviserinfo.sec.gov |
| Cora Capital Advisors | Marlton | $722.9 million | 2,035 | 13 | Not listed | (856) 513-8600 | coracap.com | adviserinfo.sec.gov |
| Wealth Management Associates, Inc. | Cherry Hill | $717.4 million | 1,791 | 20 | Not listed | (856) 424-2350 | wealthmanage.net | adviserinfo.sec.gov |
| Empire Financial Management Company, LLC | Holmdel | $706 million | 983 | 12 | 1 | (212) 417-8247 | empiream.com | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | $694.4 million | 7 | 13 | 1 | (732) 450-8401 | adviserinfo.sec.gov | |
| Covenant Asset Management, LLC | Chester | $692.6 million | 665 | 11 | Not listed | (908) 879-4090 | adviserinfo.sec.gov | |
| Unio Capital LLC | Princeton | $691.5 million | 115 | 8 | 2 | (212) 920-2000 | adviserinfo.sec.gov | |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | 2,456 | 32 | Not listed | (732) 280-6886 | cluwealthadvisors.com | adviserinfo.sec.gov |
| Prestige Wealth Management Group, LLC | Flemington | $666.4 million | 1,366 | 13 | Not listed | (908) 782-0001 | adviserinfo.sec.gov | |
| The Genwealth Group, Inc. | Maplewood | $661.3 million | 1,153 | 10 | Not listed | (973) 761-0400 | adviserinfo.sec.gov | |
| Eagle Wealth Strategies | Mullica Hill | $653.8 million | 1,828 | 11 | Not listed | (856) 845-4005 | adviserinfo.sec.gov | |
| 5c Capital Management, LLC | Woodcliff Lake | $648.1 million | 1,897 | 7 | Not listed | (347) 331-0648 | 5cwealth.com | adviserinfo.sec.gov |
| Curasset Capital Management, LLC | Newark | $643.2 million | 2 | 6 | Not listed | (862) 335-0333 | curasset.com | adviserinfo.sec.gov |
| Chatham Wealth Management | Chatham | $642.9 million | 622 | 6 | Not listed | (973) 635-4275 | chathamwealth.com | adviserinfo.sec.gov |
| Regency Wealth Management | Ramsey | $642.6 million | 1,257 | 8 | Not listed | (201) 447-5850 | adviserinfo.sec.gov | |
| Kabr Management, LLC | Englewood | $642.3 million | 9 | 11 | 9 | (201) 845-2555 | kabrgroup.com | adviserinfo.sec.gov |
| Highland Financial Advisors, LLC | Wayne | $640 million | 1,151 | 12 | Not listed | (973) 557-2933 | adviserinfo.sec.gov | |
| Venture Investment Associates | Peapack | $636.8 million | 14 | 8 | 14 | (908) 532-0020 | viafunds.com | adviserinfo.sec.gov |
| Union Grove Venture Partners | Summit | $634.9 million | 11 | 2 | 8 | (866) 491-8550 | ugvp.com | adviserinfo.sec.gov |
| Vision Retirement | Ridgewood | $633.7 million | 1,965 | 13 | Not listed | (201) 447-2212 | visionretirement.com | adviserinfo.sec.gov |
| Kennedy Investment Group | West Deptford | $633.2 million | 2,641 | 12 | Not listed | (856) 853-0400 | adviserinfo.sec.gov | |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | 913 | 3 | Not listed | (862) 200-9438 | clearwavewealthmanagement.com | adviserinfo.sec.gov |
| Novi Wealth Partners | Princeton | $612.8 million | 1,001 | 11 | Not listed | (609) 921-7002 | noviwealth.com | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | $610.4 million | 20 | 16 | 20 | 212-710-8033, 212-843-8927 | adviserinfo.sec.gov | |
| Jaffa Capital Management LLC | Clifton | $597.2 million | 32 | 14 | 1 | (216) 245-1231 | jaffamanagement.com | adviserinfo.sec.gov |
| Virtus Wealth Solutions | Cranford | $594.9 million | 1,050 | 6 | Not listed | (908) 967-6360 | adviserinfo.sec.gov | |
| Manteio Scalable Technologies LLC | Jersey City | $582.5 million | 3 | 13 | Not listed | (917) 736-9209 | mast-funds.com | adviserinfo.sec.gov |
| Able Wealth Management LLC | Toms River | $579.5 million | 2,109 | 7 | 1 | (212) 634-7842 | adviserinfo.sec.gov | |
| Reedmark Advisors, LLC | Somerville | $564.6 million | 77 | 12 | Not listed | (908) 300-5292 | reedmark.com | adviserinfo.sec.gov |
| Dumont & Blake Investment Advisors LLC | Princeton | $562.3 million | 858 | 8 | Not listed | (609) 514-1899 | adviserinfo.sec.gov | |
| Bulldog Investors, LLP | Saddle Brook | $561 million | 157 | 6 | Not listed | (201) 556-0092 | bulldoginvestors.com | adviserinfo.sec.gov |
| Pegasus Asset Management Inc | Morristown | $553.6 million | 800 | 5 | Not listed | (845) 369-9422 | pegasusassetmgt.com | adviserinfo.sec.gov |
| TSP Capital Management Group, LLC | Summit | $553.3 million | 259 | 5 | Not listed | (908) 273-2105 | tspcapitalmgt.com | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | 1,303 | 6 | Not listed | (732) 447-9301 | adviserinfo.sec.gov | |
| Wbi Investments, LLC | Red Bank | $539.6 million | 1,533 | 13 | Not listed | (732) 842-4920 | bullbearinsights.com | adviserinfo.sec.gov |
| NCM Capital Management, LLC | Ramsey | $539.4 million | 722 | 3 | Not listed | (201) 529-1429 | adviserinfo.sec.gov | |
| Access Wealth | East Hanover | $539.1 million | 1,009 | 6 | Not listed | (973) 740-2400 | access-wealth.com | adviserinfo.sec.gov |
| Mountain Hill Investment Partners | Atlantic Highlands | $539 million | 328 | 4 | Not listed | (732) 291-3188 | mhipartners.com | adviserinfo.sec.gov |
| Mezzasalma Advisors | Tinton Falls | $534.4 million | 1,124 | 8 | Not listed | (732) 842-1120 | mezzadvisors.com | adviserinfo.sec.gov |
| Sophron Capital Management | Summit | $527.3 million | 1 | 2 | Not listed | (212) 970-9451 | adviserinfo.sec.gov | |
| Alliance Wealth Management Group, LLC | Flemington | $517.4 million | 1,211 | 13 | Not listed | (908) 751-7090 | alliancewmg.com | adviserinfo.sec.gov |
| Accretive Wealth Partners, LLC | Parsippany | $504.5 million | 704 | 3 | Not listed | (973) 970-2627 | adviserinfo.sec.gov | |
| Black Coral Financial Advisors, LLC | Mount Olive | $504.4 million | 785 | 6 | Not listed | (973) 352-8600 | blackcoralfa.com | adviserinfo.sec.gov |
| Scientech Research LLC | Jersey City | $498.8 million | 4 | 25 | 1 | (201) 292-3789 | adviserinfo.sec.gov | |
| Cherrydale Wealth Management, LLC | Montclair | $495.5 million | 314 | 3 | Not listed | (917) 838-7507 | cherrydalewm.com | adviserinfo.sec.gov |
| Manteio Capital LLC | Jersey City | $492.7 million | 8 | 34 | 3 | (917) 736-9209 | adviserinfo.sec.gov | |
| Cypress Financial Planning | Haddon Heights | $490.4 million | 1,582 | 7 | Not listed | (856) 720-0027 | cypressplanning.com | adviserinfo.sec.gov |
| Asset Advisory Group, Inc. | Kinnelon | $479.5 million | 633 | 5 | Not listed | (973) 492-0808 | assetadvisorygroup.com | adviserinfo.sec.gov |
| BCS Private Wealth Management | Rumson | $469.7 million | 580 | 6 | 2 | (732) 291-7272 | bc-wm.com | adviserinfo.sec.gov |
| Saiph Capital, LLC | Wyckoff | $459.4 million | 697 | 4 | Not listed | (201) 215-0199 | adviserinfo.sec.gov | |
| Worth Venture Partners, LLC | Fort Lee | $456.1 million | 26 | 11 | 10 | (212) 558-9017 | worthventure.com | adviserinfo.sec.gov |
| Mullooly Asset Management, Inc. | Wall Township | $455.6 million | 1,327 | 4 | Not listed | (732) 223-9000 | mullooly.net | adviserinfo.sec.gov |
| Signature Wealth Management Partners, LLC | Montvale | $454.2 million | 942 | 8 | Not listed | (201) 505-1100 | adviserinfo.sec.gov | |
| Quaker Wealth Management LLC | Moorestown | $449.3 million | 1,295 | 7 | Not listed | (856) 222-0110 | adviserinfo.sec.gov | |
| Sage Residential Management LLC | Morristown | $444.1 million | 3 | 12 | 3 | (646) 693-6673 | sageresi.com | adviserinfo.sec.gov |
| Credit Capital Investments | Livingston | $444 million | 23 | 7 | 3 | (973) 315-3000 | adviserinfo.sec.gov | |
| Selkirk Management, LLC | Chatham | $443 million | 1 | 4 | 1 | (973) 635-7069 | selkirkpartners.com | adviserinfo.sec.gov |
| Ta Capital Management, LLC | Sewell | $438.9 million | 322 | 4 | Not listed | (646) 290-5660 | tacapitalmanagement.com | adviserinfo.sec.gov |
| Precision Financial Services | Mine Hill | $435.6 million | 1,374 | 16 | Not listed | (973) 927-6300 | precisionfinancialservices.com | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 390 | 10 | 2 | (201) 332-9800 | princap.com | adviserinfo.sec.gov |
| Omni 360 Wealth, Inc. | Plainsboro | $425.7 million | 918 | 8 | Not listed | (609) 452-0889 | omni360advisors.com | adviserinfo.sec.gov |
| Paradigm Investment Advisory, LLC | Bridgewater | $425.1 million | 645 | 9 | Not listed | (908) 450-7402 | paradigm-partners.com | adviserinfo.sec.gov |
| Sindia Capital Advisers, LLC | Somers Point | $423.4 million | 33 | 1 | Not listed | (484) 908-9118 | adviserinfo.sec.gov | |
| Giverny Capital Advisors | Princeton | $420.9 million | 293 | 2 | Not listed | (609) 759-1250 | adviserinfo.sec.gov | |
| Ridgewood Investments | Springfield | $419.2 million | 576 | 7 | 7 | (973) 544-6970 | ridgewoodinvestments.com | adviserinfo.sec.gov |
| Onex Credit Advisor, LLC | Englewood Cliffs | $417.8 million | 1 | 70 | Not listed | (201) 541-2121 | onex.com | adviserinfo.sec.gov |
| Landseer Advisors LLC | Princeton | $415.2 million | 3 | 5 | Not listed | (212) 457-0902 | landseerinv.com | adviserinfo.sec.gov |
| Goodhaven Capital Management | Millburn | $405.3 million | 78 | 5 | 1 | (305) 677-7650 | goodhavenllc.com | adviserinfo.sec.gov |
| Cre Venture Capital, Inc. | Mahwah | $404.6 million | 31 | 7 | 31 | (917) 583-4687 | adviserinfo.sec.gov | |
| HFM Investment Advisors, LLC | Glassboro | $404.1 million | 1,286 | 5 | Not listed | (856) 232-2270 | adviserinfo.sec.gov | |
| Carnegie Lake Advisors LLC | Princeton | $403 million | 463 | 7 | Not listed | (609) 955-3667 | carnegielakeadvisorsllc.com | adviserinfo.sec.gov |
| Diadema Partners LP | Morristown | $397.9 million | 7 | 6 | 3 | (646) 979-8432 | diademapartnerslp.com | adviserinfo.sec.gov |
| Bayard Asset Management LLC | Princeton | $397.3 million | 5 | 4 | 1 | (609) 580-1457 | bayardasset.com | adviserinfo.sec.gov |
| Wealth Quarterback LLC | Toms River | $391.3 million | 2,042 | 11 | Not listed | (732) 965-8190 | adviserinfo.sec.gov | |
| Hillcrest Wealth Advisors, Ny, LLC | Holmdel | $390.7 million | 235 | 2 | Not listed | (732) 837-4455 | hcwadvisors.com | adviserinfo.sec.gov |
| Green Ridge Wealth Planning LLC | Montville | $389.6 million | 907 | 11 | Not listed | (973) 554-1770 | adviserinfo.sec.gov | |
| Redwood Financial Planning, LLC | Scotch Plains | $388.8 million | 1,454 | 4 | Not listed | (908) 663-2125 | adviserinfo.sec.gov | |
| Northstar Advisory Group, LLC | Northfield | $377 million | 866 | 9 | Not listed | (833) 226-0400 | thenorthstaradvisorygroup.com | adviserinfo.sec.gov |
| Aurora Private Wealth, Inc. | Totowa | $374 million | 1,508 | 21 | Not listed | (973) 394-0404 | adviserinfo.sec.gov | |
| Baron Financial Group LLC | Fair Lawn | $369.1 million | 905 | 9 | Not listed | (201) 791-6408 | adviserinfo.sec.gov | |
| Aca/Prudent Investors Planning Corporation | Green Brook | $351.4 million | 1,509 | 2 | Not listed | (732) 926-1100 | adviserinfo.sec.gov | |
| Oakbourne Advisors | Berkeley Heights | $347.9 million | 1,072 | 10 | Not listed | (908) 850-9991 | oakbourneadvisors.com | adviserinfo.sec.gov |
| Smallwood Wealth Management | Red Bank | $339 million | 1,119 | 12 | Not listed | (732) 542-1565 | adviserinfo.sec.gov | |
| Seix Clo Management LLC | Park Ridge | $335.6 million | 2 | 12 | 2 | (201) 391-0300 | adviserinfo.sec.gov | |
| Tomoro | Colts Neck | $335.6 million | 1,683 | 17 | Not listed | (732) 528-2231 | tomoronow.com | adviserinfo.sec.gov |
| Investment Partners Asset Management | Metuchen | $333.4 million | 605 | 6 | Not listed | (732) 205-0391 | investmentpartners.com | adviserinfo.sec.gov |
| Shore Point Advisors, LLC | Brielle | $327.7 million | 1,612 | 5 | Not listed | (732) 876-3777 | adviserinfo.sec.gov | |
| Eks Associates | Princeton | $324.3 million | 267 | 3 | Not listed | (609) 921-1016 | yelp.com | adviserinfo.sec.gov |
| Redwood Wealth Management Group, LLC | Medford | $317.2 million | 1,158 | 4 | Not listed | (856) 500-2900 | redwoodwmg.com | adviserinfo.sec.gov |
| Salvus Wealth Management, LLC | Red Bank | $316.5 million | 847 | 7 | Not listed | (732) 542-2629 | salvuswealth.com | adviserinfo.sec.gov |
| Tenon Financial | Metuchen | $316 million | 460 | 3 | Not listed | (732) 902-0066 | tenonfinancial.com | adviserinfo.sec.gov |
| Covington & Associates, Inc. | Westfield | $308.2 million | 164 | 3 | Not listed | (908) 232-4717 | adviserinfo.sec.gov | |
| Kevin M. Gibney and Company, LLC | Iselin | $306.9 million | 725 | 2 | Not listed | (908) 970-9800 | gibneywealth.com | adviserinfo.sec.gov |
| Beckerman Wealth | Ocean Grove | $303.3 million | 650 | 6 | Not listed | (877) 892-7738 | adviserinfo.sec.gov | |
| Concord Management Services, LLC | Summit | $301 million | 7 | 2 | 7 | (212) 508-7090 | concordhp.com | adviserinfo.sec.gov |
| Summit Place Financial Advisors, LLC | Summit | $300.4 million | 335 | 6 | Not listed | (908) 517-5880 | adviserinfo.sec.gov | |
| Stern Capital Management, Inc. | Old Bridge | $297.7 million | 656 | 3 | Not listed | (732) 679-7050 | sterncm.com | adviserinfo.sec.gov |
| Mercator Partners | Princeton | $297.6 million | 3 | 7 | 2 | (347) 753-2779 | adviserinfo.sec.gov | |
| Tap Root Capital Management LP | Summit | $297.3 million | 3 | 8 | 3 | (908) 292-0050 | taprootcap.com | adviserinfo.sec.gov |
| High Trail Capital | Hoboken | $296.9 million | 6 | 3 | Not listed | (917) 414-1733 | hightrailcapital.com | adviserinfo.sec.gov |
| Bluefin Financial | Moorestown | $289.6 million | 708 | 4 | Not listed | (856) 795-9998 | bluefinfinancial.com | adviserinfo.sec.gov |
| Aiga Capital Partners LLC | Jersey City | $289.2 million | 4 | 10 | 3 | (646) 248-1250 | plexussolutions.services | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | $282.8 million | 3 | 4 | 1 | (640) 203-4660 | adviserinfo.sec.gov | |
| Tandem Capital Management, Inc. | Woodcliff Lake | $279.7 million | 93 | 5 | Not listed | (201) 822-0028 | tandemcapitalmgmt.com | adviserinfo.sec.gov |
| Buckman Advisory Group LLC | Little Silver | $277.3 million | 834 | 15 | Not listed | (732) 530-0303 | buckmanadvisory.com | adviserinfo.sec.gov |
| Certum Group | Newark | $275.6 million | 10 | 20 | 10 | (973) 954-2000 | certumgroup.com | adviserinfo.sec.gov |
| Kubhera Enterprises LLC | Princeton | $275.5 million | 868 | 5 | 1 | (609) 799-5900 | kubhera.com | adviserinfo.sec.gov |
| Financial Futures | Brielle | $270.5 million | 759 | 5 | Not listed | (732) 722-7289 | financial-futures-llc.com | adviserinfo.sec.gov |
| Byrne Asset Management, LLC | Kingston | $268.7 million | 166 | 5 | Not listed | (609) 497-1776 | byrneasset.com | adviserinfo.sec.gov |
| Astra Wealth Partners | Jersey City | $268.4 million | 578 | 3 | 1 | (800) 805-8740 | feeonlynetwork.com | adviserinfo.sec.gov |
| Revel Wealth Management | Elmwood Park | $258.9 million | 102 | 2 | Not listed | (316) 518-3615 | revelwm.com | adviserinfo.sec.gov |
| Corrado Advisors, LLC | Ramsey | $252.8 million | 782 | 9 | Not listed | (201) 661-6600 | adviserinfo.sec.gov | |
| Talisman Wealth Advisors, LLC | Mountainside | $251.3 million | 557 | 4 | Not listed | (908) 519-8120 | talismanwealthadvisors.com | adviserinfo.sec.gov |
| Masters Legacy Planning | Linwood | $248.1 million | 328 | 5 | Not listed | (609) 601-0800 | masterslegacy.com | adviserinfo.sec.gov |
| BPP Wealth Solutions, LLC | Basking Ridge | $247.3 million | 459 | 6 | Not listed | (908) 442-7750 | adviserinfo.sec.gov | |
| Global Wealth Management, LLC | Kingston | $245.7 million | 204 | 3 | Not listed | (609) 452-2929 | globalwealthllc.com | adviserinfo.sec.gov |
| Merrion Investment Management Co, LLC | Cranford | $244.8 million | 75 | 6 | Not listed | (908) 654-0033 | merriongroup.net | adviserinfo.sec.gov |
| Gulfstream CM, LLC | Summit | $244.2 million | 25 | 8 | 2 | (908) 918-1600 | gulfstreamcm.com | adviserinfo.sec.gov |
| Evergreen Capital Associates LLC | Plainsboro | $243.6 million | 9 | 33 | 6 | (609) 936-8046 | adviserinfo.sec.gov | |
| Delta Capital Management LLC | Red Bank | $240.2 million | 41 | 4 | Not listed | (212) 986-4040 | delta-capital.com | adviserinfo.sec.gov |
| Alexander Capital Wealth Management LLC | Red Bank | $238.1 million | 1,051 | 36 | Not listed | (212) 687-5650 | axiows.com | adviserinfo.sec.gov |
| Leicht Financial Planning and Wealth Management | Parsippany | $237.4 million | 197 | 5 | Not listed | (973) 599-0400 | adviserinfo.sec.gov | |
| Heritage Financial Counselors, LLC | Bedminster | $235.9 million | 425 | 5 | Not listed | (862) 579-2899 | adviserinfo.sec.gov | |
| Geneva Financial Group | Lakewood | $233.7 million | 111 | 2 | Not listed | (732) 719-4101 | adviserinfo.sec.gov | |
| Chadler Investment Advisory Solutions, LLC | Fairfield | $232 million | 52 | 3 | Not listed | (732) 595-2200 | acrisure.com | adviserinfo.sec.gov |
| Aljen Asset Management LLC | Cedar Knolls | $230.2 million | 1,059 | 5 | Not listed | (973) 316-1212 | aljenam.com | adviserinfo.sec.gov |
| Grantvest Financial Group LLC | Matawan | $230 million | 1,324 | 5 | Not listed | (732) 970-6659 | grantvest.com | adviserinfo.sec.gov |
| Podell Financial Group LLC | Fairfield | $227.6 million | 590 | 6 | Not listed | (973) 227-8001 | podellfinancial.com | adviserinfo.sec.gov |
| Sandro Wealth Management LLC | Fairfield | $227.6 million | 168 | 21 | Not listed | (973) 695-1160 | sandrowealth.com | adviserinfo.sec.gov |
| Vaughan and Company Securities, Inc. | Ridgewood | $218.9 million | 544 | 6 | Not listed | (201) 444-1361 | adviserinfo.sec.gov | |
| Integrous Wealth Strategies | Hamilton | $216.2 million | 636 | 6 | Not listed | (609) 586-9308 | infinancial.com | adviserinfo.sec.gov |
| Locker Financial Services, LLC | Verona | $213.8 million | 391 | 3 | Not listed | (973) 256-2555 | lockerfinancial.com | adviserinfo.sec.gov |
| Oze Capital LLC | Florham Park | $213.7 million | 12 | 6 | 13 | (973) 446-6876 | ozecapital.com | adviserinfo.sec.gov |
| Sacks & Associates, LLC | Warren | $212.8 million | 362 | 4 | Not listed | (908) 864-4950 | adviserinfo.sec.gov | |
| Bravias Financial | Iselin | $212 million | 857 | 12 | Not listed | (732) 702-2600 | adviserinfo.sec.gov | |
| KDT Advisors, LLC | Princeton | $210.4 million | 60 | 5 | Not listed | (929) 293-1270 | kdtadvisors.com | adviserinfo.sec.gov |
| White Knight Strategic Wealth Advisors, LLC | Lawrenceville | $207.4 million | 506 | 7 | Not listed | (609) 945-1772 | wkswa.com | adviserinfo.sec.gov |
| Monimus Capital Management, LP | Woodbridge | $204.2 million | 2 | 4 | 1 | (609) 977-1756 | monimuscapital.com | adviserinfo.sec.gov |
| New Horizons Wealth Management | Cedar Knolls | $203.3 million | 740 | 9 | Not listed | (973) 540-1066 | enjoymore30s.com | adviserinfo.sec.gov |
| Paradigm Wealth Advisory LLC | Bridgewater | $201.2 million | 948 | 14 | Not listed | (908) 450-7402 | adviserinfo.sec.gov | |
| Weingarten Associates, L.L.C. | Lawrenceville | $200.3 million | 354 | 2 | Not listed | (609) 620-1770 | plus.google.com | adviserinfo.sec.gov |
| Tandem Investment Partners, LLC | Bordentown | $200.2 million | 474 | 4 | Not listed | (609) 452-2100 | tandeminvestment.com | adviserinfo.sec.gov |
| Tranquilli Financial Advisor, LLC | Clinton | $199.4 million | 517 | 2 | Not listed | (908) 730-6234 | adviserinfo.sec.gov | |
| Copper Beech Financial Group, LLC | Moorestown | $197.4 million | 584 | 9 | Not listed | (856) 988-8300 | copperbeechfg.com | adviserinfo.sec.gov |
| Bautis Financial, LLC | Montclair | $197.4 million | 797 | 5 | Not listed | (862) 205-5800 | adviserinfo.sec.gov | |
| Friedenthal Financial, LLC | Marlton | $196.4 million | 536 | 4 | Not listed | (856) 210-6494 | adviserinfo.sec.gov | |
| Tepp Wealth Management | Westfield | $195.7 million | 150 | 6 | Not listed | (908) 301-1200 | teppwealth.com | adviserinfo.sec.gov |
| High Point Wealth Management, LLC | Chester | $192.9 million | 374 | 2 | Not listed | (908) 975-3367 | highpointwealth.com | adviserinfo.sec.gov |
| Cadia Private Client LLC | Parsippany | $192.5 million | 487 | 3 | Not listed | (973) 993-6300 | adviserinfo.sec.gov | |
| Excel Capital Management Corp | Warren | $192.5 million | 192 | 2 | Not listed | (908) 431-1770 | excelcapitalmgt.com | adviserinfo.sec.gov |
| Lord Abbett Fif Advisor LLC | Jersey City | $190.4 million | 2 | 821 | Not listed | (201) 827-2000 | lordabbett.com | adviserinfo.sec.gov |
| Om Advisers LP | Summit | $189.5 million | 3 | 1 | 1 | (908) 373-2520 | adviserinfo.sec.gov | |
| Liftpoint Family Wealth Advisors, LLC | Far Hills | $187.7 million | 273 | 2 | Not listed | (862) 412-8862 | adviserinfo.sec.gov | |
| S.F. Ehrlich Associates, Inc. | Cranford | $185.8 million | 385 | 2 | Not listed | (908) 789-1100 | sfehrlich.com | adviserinfo.sec.gov |
| Ahara Advisors | Jersey City | $185.4 million | 132 | 3 | 1 | (412) 908-0844 | adviserinfo.sec.gov | |
| Emissary Wealth | Hackensack | $185.1 million | 942 | 6 | 1 | (201) 853-9103 | emissarywealth.com | adviserinfo.sec.gov |
| Halberstadt Financial Consultants Inc | Princeton | $185 million | 337 | 5 | Not listed | (609) 921-0180 | halberstadtfinancial.com | adviserinfo.sec.gov |
| PCB Capital LLC | East Brunswick | $184.8 million | 597 | 5 | Not listed | (732) 634-3620 | pcbfinancial.com | adviserinfo.sec.gov |
| Anchored Financial Planning LLC | West Deptford | $182.9 million | 1,223 | 5 | Not listed | (856) 202-7250 | anchoredfinancialplanning.com | adviserinfo.sec.gov |
| Roxbury Financial | Mount Arlington | $180.5 million | 576 | 3 | Not listed | (973) 928-7181 | roxburyfinancial.com | adviserinfo.sec.gov |
| Woloshin Investment Management, LLC | Medford | $180.4 million | 835 | 3 | Not listed | (609) 654-9700 | adviserinfo.sec.gov | |
| Sfi Advisors, LLC | Montclair | $176 million | 336 | 12 | Not listed | (973) 744-1014 | sfiadvisors.com | adviserinfo.sec.gov |
| Philadelphia Investment Partners, LLC | Voorhees | $176 million | 343 | 2 | Not listed | (856) 210-6779 | piplp.com | adviserinfo.sec.gov |
| Three Bridges Capital, LP | Monmouth Beach | $175.5 million | 3 | 5 | 1 | (212) 523-9700 | threebridgescap.com | adviserinfo.sec.gov |
| The Pillar Strategies | Flemington | $175.2 million | 295 | 4 | Not listed | (908) 782-0001 | adviserinfo.sec.gov | |
| Zynergy Retirement Planning | Red Bank | $173 million | 591 | 6 | Not listed | (732) 784-2380 | adviserinfo.sec.gov |
Advisers in New Jersey that manage private funds
164 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Pgim, Inc. | Newark | NJ | 171 | 38 | 29 | Not listed | 6 | $130.06 billion | $1.13 trillion | adviserinfo.sec.gov |
| Pathstone | Englewood | NJ | 161 | 24 | 84 | 8 | 23 | $13.66 billion | $110.30 billion | adviserinfo.sec.gov |
| Onex Credit Partners, LLC | Englewood Cliffs | NJ | 68 | 8 | 1 | Not listed | Not listed | $29.09 billion | $30.14 billion | adviserinfo.sec.gov |
| Ecp | Summit | NJ | 53 | Not listed | 53 | Not listed | Not listed | $26.77 billion | $33.39 billion | adviserinfo.sec.gov |
| Blackrock Investment Management, LLC | Princeton | NJ | 49 | 3 | 43 | Not listed | Not listed | $3.87 billion | $676.69 billion | adviserinfo.sec.gov |
| Cre Venture Capital, Inc. | Mahwah | NJ | 31 | Not listed | Not listed | 31 | Not listed | $417.4 million | $404.6 million | adviserinfo.sec.gov |
| Zais Group | Holmdel | NJ | 26 | 4 | 1 | Not listed | Not listed | $3.96 billion | $5.26 billion | adviserinfo.sec.gov |
| Himco, LLC | Morristown | NJ | 24 | Not listed | Not listed | Not listed | 24 | $496.6 million | $725.7 million | adviserinfo.sec.gov |
| Network 1 Financial Fund Advisors, LLC | Red Bank | NJ | 24 | Not listed | 24 | Not listed | Not listed | $127.5 million | Not listed | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | NJ | 21 | Not listed | 21 | Not listed | Not listed | $6.86 billion | $6.86 billion | adviserinfo.sec.gov |
| Conversant Capital LLC | Summit | NJ | 21 | 1 | 9 | Not listed | 9 | $3.12 billion | $3.12 billion | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | NJ | 20 | Not listed | 20 | Not listed | Not listed | $610.4 million | $610.4 million | adviserinfo.sec.gov |
| Sosv Investments LLC (F/K/A Sosventures LLC) | Princeton | NJ | 18 | Not listed | Not listed | 18 | Not listed | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Chatham Asset Management, LLC | Chatham | NJ | 17 | 3 | Not listed | Not listed | Not listed | $11.53 billion | $8.27 billion | adviserinfo.sec.gov |
| Venture Investment Associates | Peapack | NJ | 14 | Not listed | 12 | 2 | Not listed | $636.8 million | $636.8 million | adviserinfo.sec.gov |
| Corebridge Institutional Investments (U.S.), LLC | Jersey City | NJ | 13 | Not listed | 13 | Not listed | Not listed | $4.98 billion | $121.05 billion | adviserinfo.sec.gov |
| Oze Capital LLC | Florham Park | NJ | 13 | Not listed | 13 | Not listed | Not listed | $185.5 million | $213.7 million | adviserinfo.sec.gov |
| Transcend Capital Advisors, LLC | Madison | NJ | 12 | Not listed | 12 | Not listed | Not listed | $360.5 million | $2.91 billion | adviserinfo.sec.gov |
| TSG Alpha Partners, LLC | Old Bridge | NJ | 12 | Not listed | 12 | Not listed | Not listed | $117.2 million | $134.9 million | adviserinfo.sec.gov |
| House Holdings Management, LLC | Englewood | NJ | 12 | Not listed | Not listed | 12 | Not listed | $102.9 million | Not listed | adviserinfo.sec.gov |
| Metlife Investment Management, LLC | Whippany | NJ | 11 | 2 | 8 | Not listed | Not listed | $5.54 billion | $563.78 billion | adviserinfo.sec.gov |
| Solus Alternative Asset Management LP | Summit | NJ | 11 | 11 | Not listed | Not listed | Not listed | $3.17 billion | $3.19 billion | adviserinfo.sec.gov |
| Circle Squared Alternative Investments, LLC | Morristown | NJ | 11 | Not listed | Not listed | Not listed | 11 | $103.7 million | Not listed | adviserinfo.sec.gov |
| Worth Venture Partners, LLC | Fort Lee | NJ | 10 | 9 | Not listed | 1 | Not listed | $409.2 million | $456.1 million | adviserinfo.sec.gov |
| Certum Group | Newark | NJ | 10 | Not listed | 10 | Not listed | Not listed | $275.6 million | $275.6 million | adviserinfo.sec.gov |
| Jackson Rose Management LLC | Seaside Park | NJ | 10 | Not listed | Not listed | Not listed | Not listed | $121.3 million | Not listed | adviserinfo.sec.gov |
| Lord, Abbett & Co. LLC | Jersey City | NJ | 9 | 1 | Not listed | Not listed | Not listed | $3.12 billion | $270.39 billion | adviserinfo.sec.gov |
| Sandalwood Securities, Inc. | Roseland | NJ | 9 | 1 | Not listed | Not listed | Not listed | $1.37 billion | $930.2 million | adviserinfo.sec.gov |
| Kabr Management, LLC | Englewood | NJ | 9 | Not listed | Not listed | Not listed | 9 | $642.3 million | $642.3 million | adviserinfo.sec.gov |
| Skyview Investment Advisors, LLC | Shrewsbury | NJ | 8 | 8 | Not listed | Not listed | Not listed | $139.2 million | $8.32 billion | adviserinfo.sec.gov |
| Forza Investment Group, LP | Summit | NJ | 8 | 8 | Not listed | Not listed | Not listed | $4.53 billion | $4.64 billion | adviserinfo.sec.gov |
| Princeton Equity Group | Princeton | NJ | 8 | Not listed | 8 | Not listed | Not listed | $1.23 billion | $1.72 billion | adviserinfo.sec.gov |
| Union Grove Venture Partners | Summit | NJ | 8 | Not listed | Not listed | 8 | Not listed | $471 million | $634.9 million | adviserinfo.sec.gov |
| Lumida Wealth Management LLC | Wayne | NJ | 8 | Not listed | 8 | Not listed | Not listed | $64.2 million | $132.8 million | adviserinfo.sec.gov |
| Bergamot Asset Management LP | Princeton | NJ | 8 | Not listed | 8 | Not listed | Not listed | $21.6 million | $106.5 million | adviserinfo.sec.gov |
| Ridgewood Investments | Springfield | NJ | 7 | 3 | Not listed | Not listed | 3 | $39.7 million | $419.2 million | adviserinfo.sec.gov |
| Concord Management Services, LLC | Summit | NJ | 7 | Not listed | 7 | Not listed | Not listed | $301 million | $301 million | adviserinfo.sec.gov |
| Soryn Ip Capital Management | Millburn | NJ | 7 | Not listed | 7 | Not listed | Not listed | $168.1 million | $168.1 million | adviserinfo.sec.gov |
| Landscape Capital Management LLC | Englewood | NJ | 6 | 4 | 2 | Not listed | Not listed | $2.76 billion | $3.03 billion | adviserinfo.sec.gov |
| Fidelis Investors, LLC | Cranford | NJ | 6 | Not listed | Not listed | Not listed | 6 | $452.2 million | $1.38 billion | adviserinfo.sec.gov |
Newest SEC registrations in New Jersey
8 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Carapace Financial Advisors LLC | Bedminster | NJ | October 22, 2026 | $106.5 million | adviserinfo.sec.gov | |
| Portfolio Advisory Partners | North Brunswick | NJ | September 21, 2026 | Not listed | portfolioadvisorypartners.com | adviserinfo.sec.gov |
| Personal Wealth Strategies | Hamilton | NJ | September 21, 2026 | Not listed | adviserinfo.sec.gov | |
| Integrated Management Systems Capital Management LLC | East Orange | NJ | September 15, 2026 | Not listed | imscapitalmanagement.com | adviserinfo.sec.gov |
| PTS Brokerage, LLC | Mt. Laurel | NJ | September 11, 2026 | $131.7 million | ptsbrokerage.com | adviserinfo.sec.gov |
| Dimaio Private Wealth, LLC | Chester | NJ | September 1, 2026 | Not listed | adviserinfo.sec.gov | |
| Soryn Ip Capital Management | Millburn | NJ | August 21, 2026 | $168.1 million | sorynipcap.com | adviserinfo.sec.gov |
| Certum Group | Newark | NJ | August 5, 2026 | $275.6 million | certumgroup.com | adviserinfo.sec.gov |
Cities in New Jersey
| City | Advisers | AUM |
|---|---|---|
| Princeton | 35 | $752.87 billion |
| Jersey City | 30 | $1.41 trillion |
| Red Bank | 25 | $11.72 billion |
| Summit | 25 | $73.93 billion |
| Newark | 18 | $1.66 trillion |
| Morristown | 15 | $79.09 billion |
| Short Hills | 10 | $67.27 billion |
More ways to read New Jersey
- Advisers in New Jersey with Over $100 billion in AUM
- Advisers in New Jersey with $10 billion to $100 billion in AUM
- Advisers in New Jersey with $1 billion to $10 billion in AUM
- Advisers in New Jersey with $500 million to $1 billion in AUM
- Advisers in New Jersey with $100 million to $500 million in AUM
- Advisers in New Jersey serving individuals
- Advisers in New Jersey serving high net worth individuals
- Advisers in New Jersey serving banks and thrifts
- Advisers in New Jersey serving investment companies
- Advisers in New Jersey serving pooled investment vehicles
- Advisers in New Jersey serving pension and profit sharing plans
- Advisers in New Jersey serving charitable organizations
- Advisers in New Jersey serving state and municipal governments
- Advisers in New Jersey serving other investment advisers
- Advisers in New Jersey serving insurance companies
- Advisers in New Jersey serving corporations and other businesses
- Private fund advisers in New Jersey
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.