Data / Investment advisers / New Jersey / Page 2
Investment advisers in New Jersey: 445 firms, page 2
The full lists. Investment advisers in New Jersey: 445 rows, $22.25, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.
Largest advisers by AUM, 301 to 445 of 445, in the same order as page 1.
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.
Largest advisers by AUM, page 2
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Davidson Wealth Management LLC | Forked River | $172.4 million | 653 | 5 | Not listed | (732) 409-1060 | davidsonwealthmgmt.com | adviserinfo.sec.gov |
| Genesis Financial Group, LLC | Paramus | $171.3 million | 224 | 2 | Not listed | (551) 284-4023 | genesisfinancialgroupllc.com | adviserinfo.sec.gov |
| Leatherback Investments LLC | Lakewood | $169.6 million | 23 | 3 | Not listed | (732) 242-4045 | leatherbackinvestments.com | adviserinfo.sec.gov |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan | $168.7 million | 213 | 5 | Not listed | (201) 768-0218 | adviserinfo.sec.gov | |
| Soryn Ip Capital Management | Millburn | $168.1 million | 7 | 3 | 7 | (973) 218-2414 | sorynipcap.com | adviserinfo.sec.gov |
| Stolzer Rothschild Levy LLC | Basking Ridge | $166 million | 245 | 2 | Not listed | (732) 481-2200 | srlam.com | adviserinfo.sec.gov |
| RDM Capital Associates Inc | Red Bank | $164.5 million | 256 | 4 | Not listed | (732) 576-1671 | adviserinfo.sec.gov | |
| Taurus Financial | Jersey City | $162.5 million | 243 | 3 | Not listed | (201) 500-6322 | adviserinfo.sec.gov | |
| Steffens Financial Corp | Byram Township | $162 million | 432 | 10 | Not listed | (973) 786-3696 | steffensfinancial.com | adviserinfo.sec.gov |
| Jeffrey Matthews Wealth Management, LLC | Florham Park | $161.7 million | 367 | 15 | Not listed | (888) 467-3636 | jeffreymatthews.com | adviserinfo.sec.gov |
| Egis Capital Partners LP | Summit | $160.8 million | 5 | 4 | 5 | (973) 994-0606 | egiscapitalpartners.com | adviserinfo.sec.gov |
| Kensington Financial Advisors LLC | Roseland | $159.9 million | 349 | 2 | Not listed | (201) 201-0439 | kfinadvisors.com | adviserinfo.sec.gov |
| Nitor Capital Management | Englewood Cliffs | $158.6 million | 19 | 1 | 2 | (646) 322-3715 | nitorcapitalmanagement.com | adviserinfo.sec.gov |
| Diversified Planning Strategies Advisors LLC | Roseland | $154.4 million | 709 | 6 | Not listed | (973) 226-6000 | adviserinfo.sec.gov | |
| Lexington Capital Management LP | Lakewood | $153.4 million | 9 | 9 | 1 | (732) 666-1414 | adviserinfo.sec.gov | |
| East Coast Wealth Management, Inc. | Florham Park | $153 million | 285 | 2 | Not listed | (973) 396-8626 | eastcoastwealth.com | adviserinfo.sec.gov |
| Shapiro Financial Security Group, Inc. | Hazlet | $152.6 million | 564 | 5 | Not listed | (732) 739-8991 | shapirofsg.com | adviserinfo.sec.gov |
| Leo Fund Services, LLC | Edison | $151.3 million | 4 | 6 | 4 | (732) 903-2600 | adviserinfo.sec.gov | |
| Veteri Place Corporation | Parsippany | $150.7 million | 6 | 2 | 6 | (973) 952-0405 | adviserinfo.sec.gov | |
| 191 Godwin Associates, Inc. D/B/A Godwin Capital Management | Wyckoff | $150.1 million | 314 | 2 | Not listed | (201) 560-1993 | adviserinfo.sec.gov | |
| Stembrook Asset Management, LLC | Red Bank | $147.5 million | 153 | 2 | Not listed | (201) 484-0063 | adviserinfo.sec.gov | |
| MFG Investments, LLC | Medford | $146.5 million | 515 | 5 | Not listed | (609) 714-0546 | adviserinfo.sec.gov | |
| Gci Financial Group | Mendham | $145.1 million | 463 | 3 | Not listed | (973) 543-2133 | gcifg.com | adviserinfo.sec.gov |
| Asset Management Consulting Services, Inc. | Livingston | $144.2 million | 36 | 2 | 5 | (212) 628-7800 | adviserinfo.sec.gov | |
| Private Client Group Asset Management | Gladstone | $143.1 million | 198 | 5 | Not listed | (908) 719-3024 | privateclientgroupam.com | adviserinfo.sec.gov |
| Millington Securities, LLC | Red Bank | $140.5 million | 1 | 6 | Not listed | (732) 842-4920 | adviserinfo.sec.gov | |
| Omega Capital Management, LLC | Flanders | $139.7 million | 568 | 2 | Not listed | (973) 927-8388 | adviserinfo.sec.gov | |
| Sustainvest Asset Management, LLC | Linwood | $137.4 million | 360 | 1 | Not listed | (609) 904-6028 | sustainvest.com | adviserinfo.sec.gov |
| TSG Alpha Partners, LLC | Old Bridge | $134.9 million | 128 | 10 | 12 | (631) 403-5364 | tsginvest.com | adviserinfo.sec.gov |
| Haddonfield Financial Planning LLC | Haddonfield | $134.8 million | 212 | 3 | Not listed | (856) 795-0471 | adviserinfo.sec.gov | |
| Hudson Oak Wealth Advisory LLC | Hoboken | $133.9 million | 239 | 1 | Not listed | (646) 820-4858 | adviserinfo.sec.gov | |
| Lumida Wealth Management LLC | Wayne | $132.8 million | 72 | 10 | 8 | (917) 541-0170 | adviserinfo.sec.gov | |
| Geremia Financial Services, LLC | Edison | $132.2 million | 132 | 2 | Not listed | (732) 738-5678 | geremiafinancial.com | adviserinfo.sec.gov |
| PTS Brokerage, LLC | Mt. Laurel | $131.7 million | 700 | 18 | Not listed | (856) 802-9400 | ptsbrokerage.com | adviserinfo.sec.gov |
| Teplitz Financial Group LLC | Old Bridge | $131.7 million | 393 | 2 | Not listed | (732) 591-0909 | adviserinfo.sec.gov | |
| Stawnychy Financial Services, Inc. | Kinnelon | $131.2 million | 306 | 4 | Not listed | (973) 283-0024 | stawnychyfinancial.com | adviserinfo.sec.gov |
| Family Wealth Partners LLC | Medford | $130.9 million | 560 | 2 | Not listed | (609) 975-8389 | adviserinfo.sec.gov | |
| Align Advisor Group, LLC | Vineland | $127.5 million | 472 | 2 | Not listed | (856) 692-0555 | alignadvisorgroup.com | adviserinfo.sec.gov |
| Rilex Capital LLC | Manasquan | $124.3 million | 170 | 1 | Not listed | (732) 223-5600 | mccoadvisors.com | adviserinfo.sec.gov |
| TC Financial Management, Co Inc. | Margate City | $122.7 million | 366 | 5 | Not listed | (609) 487-1805 | tcfinancialmgmt.com | adviserinfo.sec.gov |
| WP Asset Management | Bedminster | $121.3 million | 224 | 4 | Not listed | (908) 719-8800 | adviserinfo.sec.gov | |
| The Wealth Boutique | Chester | $120.8 million | 802 | 12 | Not listed | (908) 955-0077 | adviserinfo.sec.gov | |
| Altman Investment Management LLC | Princeton | $119.9 million | 68 | 5 | Not listed | (609) 252-0048 | adviserinfo.sec.gov | |
| Aem Asset Management, LLC | Somerset | $117.9 million | 45 | 2 | Not listed | (973) 714-6437 | aemadvisory.com | adviserinfo.sec.gov |
| Ciro Capital LLC | Jersey City | $117.4 million | 268 | 2 | Not listed | (646) 785-6201 | cirocapital.com | adviserinfo.sec.gov |
| First Light Wealth Advisors, LLC | Little Falls | $116.3 million | 231 | 4 | Not listed | (973) 435-4520 | adviserinfo.sec.gov | |
| Palante Wealth Advisors, LLC | Pennington | $115.5 million | 335 | 5 | Not listed | (609) 476-9269 | palantewealth.com | adviserinfo.sec.gov |
| Compass Private Wealth Group LLC | Short Hills | $113.3 million | 259 | 3 | Not listed | (908) 615-2249 | compasspw.com | adviserinfo.sec.gov |
| Mk3 Wealth LLC | Cherry Hill | $113.1 million | 223 | 3 | Not listed | (856) 545-0077 | adviserinfo.sec.gov | |
| Garden State Retirement Specialists, LLC | Red Bank | $109.3 million | 250 | 3 | Not listed | (732) 936-9641 | retirementspecialistnj.com | adviserinfo.sec.gov |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven | $107.9 million | 366 | 6 | Not listed | (732) 888-4994 | castlefinancial.com | adviserinfo.sec.gov |
| Bergamot Asset Management LP | Princeton | $106.5 million | 258 | 8 | 8 | (609) 917-7900 | adviserinfo.sec.gov | |
| Carapace Financial Advisors LLC | Bedminster | $106.5 million | 72 | 5 | 3 | (908) 375-8072 | adviserinfo.sec.gov | |
| MD Wealth Advisors Inc | Cranford | $105.2 million | 396 | 1 | Not listed | (908) 440-0811 | mdwealthinc.com | adviserinfo.sec.gov |
| Millstone Financial Group | Princeton | $104.4 million | 483 | 9 | Not listed | (732) 385-8544 | adviserinfo.sec.gov | |
| Victory Wealth Partners | Mullica Hill | $102.5 million | 363 | 5 | Not listed | (856) 464-3100 | adviserinfo.sec.gov | |
| Valhum Asset Management, LLC | Upper Saddle River | $100 million | 1 | 1 | Not listed | (203) 554-1180 | valhum.com | adviserinfo.sec.gov |
| Pegasus Group, LLC | Morristown | $91.3 million | 55 | 2 | Not listed | (845) 369-9422 | adviserinfo.sec.gov | |
| Comprehensive Capital Management, Inc. | Totowa | $77.5 million | 2,334 | 11 | Not listed | (973) 394-0404 | harperandhodge.com | adviserinfo.sec.gov |
| Active Wealth Advisors | Woodcliff Lake | $75.4 million | 23 | 1 | Not listed | (551) 502-2266 | activewealthadvisors.com | adviserinfo.sec.gov |
| Groesbeck Investment Management Corp | Glen Rock | $54.7 million | 30 | 1 | Not listed | (201) 291-7888 | groesbeckim.com | adviserinfo.sec.gov |
| Alooola | Kingston | $51.2 million | 457 | 4 | Not listed | (484) 275-5525 | alooola.com | adviserinfo.sec.gov |
| Byron Place Capital Management, LLC | Metuchen | $48.4 million | 39 | 2 | Not listed | (732) 841-6641 | byronplacecapital.com | adviserinfo.sec.gov |
| Yorkville America Equities, LLC | Mountainside | $42.6 million | 5 | 3 | Not listed | (201) 985-8300 | truthsocial.com | adviserinfo.sec.gov |
| Goose Hollow Capital Management LLC | Tenafly | $41 million | 1 | 4 | Not listed | (646) 657-9575 | goosehollowcapital.com | adviserinfo.sec.gov |
| Grand Slam Asset Management, LLC | Englewood Cliffs | $35 million | 7 | 2 | 1 | (201) 346-4335 | gslamcap.com | adviserinfo.sec.gov |
| Ryan Heritage, LLP | Saddle Brook | $18.8 million | 6 | 7 | Not listed | (201) 556-0092 | adviserinfo.sec.gov | |
| Bluevine Advisory LLC | Jersey City | $8.9 million | 298 | 2 | Not listed | (800) 216-9619 | bluevine.com | adviserinfo.sec.gov |
| Acorn Asset Management LLC | Princeton | $6.6 million | 16 | 1 | Not listed | (609) 455-1223 | acornassetmanagement.com | adviserinfo.sec.gov |
| Pioneer Advisory LLC | Jersey City | $94,783 | 88 | 2 | Not listed | (206) 661-5225 | apps.apple.com | adviserinfo.sec.gov |
| Network 1 Financial Fund Advisors, LLC | Red Bank | Not listed | Not listed | Not listed | 24 | (732) 758-9001 | adviserinfo.sec.gov | |
| Sosv Investments LLC (F/K/A Sosventures LLC) | Princeton | Not listed | Not listed | Not listed | 18 | (609) 436-5056 | sosv.com | adviserinfo.sec.gov |
| House Holdings Management, LLC | Englewood | Not listed | Not listed | Not listed | 12 | (669) 377-4153 | adviserinfo.sec.gov | |
| Circle Squared Alternative Investments, LLC | Morristown | Not listed | Not listed | Not listed | 11 | (973) 532-6840 | adviserinfo.sec.gov | |
| Jackson Rose Management LLC | Seaside Park | Not listed | Not listed | Not listed | 10 | (732) 580-3073 | adviserinfo.sec.gov | |
| Atmanna Partners LLC | Short Hills | Not listed | Not listed | Not listed | 6 | (917) 715-1309 | atmannapartners.com | adviserinfo.sec.gov |
| Poet Advisors LLC | Hackensack | Not listed | Not listed | Not listed | 6 | (646) 793-4551 | adviserinfo.sec.gov | |
| Augurey Capital Advisors, LLC | Iselin | Not listed | Not listed | Not listed | 5 | (855) 284-8739 | augureyventures.com | adviserinfo.sec.gov |
| Domain Associates, LLC | Princeton | Not listed | Not listed | Not listed | 5 | (215) 317-0791 | domainvc.com | adviserinfo.sec.gov |
| Stellar Management Partners LLC | Short Hills | Not listed | Not listed | Not listed | 5 | (818) 474-9570 | stellargcp.com | adviserinfo.sec.gov |
| Mei Lin Capital LLC | Jersey City | Not listed | Not listed | Not listed | 4 | (415) 299-5981 | adviserinfo.sec.gov | |
| Rembrandt Capital Corp | Maplewood | Not listed | Not listed | Not listed | 4 | (862) 800-3188 | rembrandt.capital | adviserinfo.sec.gov |
| Sidereal Capital Group | Summit | Not listed | Not listed | Not listed | 4 | (973) 435-7300 | siderealcapital.com | adviserinfo.sec.gov |
| Tech Council Ventures LLC | Summit | Not listed | Not listed | Not listed | 4 | (908) 988-4848 | techcouncilventures.com | adviserinfo.sec.gov |
| 2048 Ventures, LLC | Princeton | Not listed | Not listed | Not listed | 3 | (201) 788-9030 | adviserinfo.sec.gov | |
| Grand Avenue Advisors LLC | Englewood | Not listed | Not listed | Not listed | 3 | (201) 227-2249 | grandaveinv.com | adviserinfo.sec.gov |
| Sojourner Consumer Partners, LP. | Morristown | Not listed | Not listed | Not listed | 3 | (908) 910-0720 | adviserinfo.sec.gov | |
| Summit Private Investments, Inc. | Summit | Not listed | Not listed | Not listed | 3 | (908) 522-1414 | spifunds.com | adviserinfo.sec.gov |
| Wolf Forest Investment Management, LLC | Basking Ridge | Not listed | Not listed | Not listed | 3 | (973) 425-8936 | adviserinfo.sec.gov | |
| Fireweed Ventures Management, LLC | Sea Girt | Not listed | Not listed | Not listed | 2 | (646) 681-7589 | adviserinfo.sec.gov | |
| First Principles Investment Manager LLC | Basking Ridge | Not listed | Not listed | Not listed | 2 | (917) 609-6530 | firstprinciplesfunds.com | adviserinfo.sec.gov |
| Harmony Capital Management LP | Princeton | Not listed | Not listed | Not listed | 2 | (917) 971-1137 | adviserinfo.sec.gov | |
| Lateral Capital Management | Jersey City | Not listed | Not listed | Not listed | 2 | (212) 683-9500 | lateralfrontiers.com | adviserinfo.sec.gov |
| Mvolution Partners LLC | Summit | Not listed | Not listed | Not listed | 2 | (908) 335-7690 | adviserinfo.sec.gov | |
| Quiq Capital LLC | Union | Not listed | Not listed | Not listed | 2 | (347) 687-2610 | quiqcapital.com | adviserinfo.sec.gov |
| Ridgewood Private Equity Partners | Montvale | Not listed | Not listed | Not listed | 2 | (201) 447-9000 | adviserinfo.sec.gov | |
| Sansone Advisors, LLC | Rumson | Not listed | Not listed | Not listed | 2 | (914) 715-8847 | adviserinfo.sec.gov | |
| Anova S. Tech LLC | Jersey City | Not listed | Not listed | Not listed | 1 | (347) 394-5163 | anovas.tech | adviserinfo.sec.gov |
| Anseres Capital Management, LLC | Jersey City | Not listed | Not listed | Not listed | 1 | (917) 382-0569 | adviserinfo.sec.gov | |
| Aurochs Capital Fund | Sparta | Not listed | Not listed | Not listed | 1 | (201) 406-8422 | adviserinfo.sec.gov | |
| CHP Management, Inc. Dba Cardinal Partners | Princeton | Not listed | Not listed | Not listed | 1 | (609) 924-6452 | cardinalpartners.com | adviserinfo.sec.gov |
| Coban Capital | Jersey City | Not listed | Not listed | Not listed | 1 | cobancapital.com | adviserinfo.sec.gov | |
| Creative Climate Capital, LLC | Long Valley | Not listed | Not listed | Not listed | 1 | (908) 507-2593 | adviserinfo.sec.gov | |
| Demopolis Equity Management, LLC | Jersey City | Not listed | Not listed | Not listed | 1 | (917) 545-4780 | adviserinfo.sec.gov | |
| Diamond Capital (US) LLC | Hackensack | Not listed | Not listed | Not listed | 1 | (561) 884-3550 | diamondcapital.us | adviserinfo.sec.gov |
| Flowstream Asset Management, LLC | Short Hills | Not listed | Not listed | Not listed | 1 | (786) 471-8005 | fsamg.com | adviserinfo.sec.gov |
| Hubbadu Capital Management, LLC | Iselin | Not listed | Not listed | Not listed | 1 | (609) 436-0880 | hubbaducapital.com | adviserinfo.sec.gov |
| JWBC Management, LLC | Ramsey | Not listed | Not listed | Not listed | 1 | (201) 825-8255 | seekingalpha.com | adviserinfo.sec.gov |
| Koltai & Company Advisors, LLC | Rutherford | Not listed | Not listed | Not listed | 1 | (201) 896-6100 | adviserinfo.sec.gov | |
| Manalapan Oracle Capital Management LLC | Red Bank | Not listed | Not listed | Not listed | 1 | (732) 758-6310 | manalapanoracle.com | adviserinfo.sec.gov |
| Merchants Park GP, LLC | Chatham | Not listed | Not listed | Not listed | 1 | (917) 232-1310 | adviserinfo.sec.gov | |
| Moala Wallet LTD | Holmdel | Not listed | Not listed | Not listed | 1 | (647) 874-4331 | adviserinfo.sec.gov | |
| Mt Capital Partners LLC | Somerset | Not listed | Not listed | Not listed | 1 | (908) 223-8601 | adviserinfo.sec.gov | |
| Newark Venture Partners | Newark | Not listed | Not listed | Not listed | 1 | (973) 888-9027 | newark.vc | adviserinfo.sec.gov |
| Olesen Capital Management LLC | Jersey City | Not listed | Not listed | Not listed | 1 | (610) 866-6200 | olesenvaluefund.com | adviserinfo.sec.gov |
| Pavise Capital Management LLC | Mahwah | Not listed | Not listed | Not listed | 1 | (201) 882-7960 | pavisecapital.com | adviserinfo.sec.gov |
| Pepin Capital Management, LLC | Red Bank | Not listed | Not listed | Not listed | 1 | (732) 268-7143 | pepincapital.com | adviserinfo.sec.gov |
| Short Cliffs Capital LLC | Short Hills | Not listed | Not listed | Not listed | 1 | (862) 246-5863 | shortcliffs.com | adviserinfo.sec.gov |
| Sky Life Sciences Capital, LP | Princeton | Not listed | Not listed | Not listed | 1 | (917) 902-1217 | adviserinfo.sec.gov | |
| United Physicians Fund | Clark | Not listed | Not listed | Not listed | 1 | (908) 494-2442 | unitedpysiciansfund.com | adviserinfo.sec.gov |
| Upland Investment Advisors, LLC | New Providence | Not listed | Not listed | Not listed | 1 | (908) 230-7560 | adviserinfo.sec.gov | |
| Vinance Realm LTD | Newark | Not listed | Not listed | Not listed | 1 | (212) 805-7745 | adviserinfo.sec.gov | |
| Wellington Harbor Cap LTD | Newark | Not listed | Not listed | Not listed | 1 | (870) 632-7695 | adviserinfo.sec.gov | |
| Woodmere Asset Management, LLC | Red Bank | Not listed | Not listed | Not listed | 1 | (732) 268-8515 | adviserinfo.sec.gov | |
| Zozotrade Inc | Newark | Not listed | Not listed | Not listed | 1 | (647) 874-4331 | adviserinfo.sec.gov | |
| Bellwether Consulting LLC | Millburn | Not listed | 0 | 8 | Not listed | (646) 205-9346 | adviserinfo.sec.gov | |
| Csi Group Advisors, LLC | Wall Township | Not listed | 0 | 7 | Not listed | (732) 224-3990 | adviserinfo.sec.gov | |
| Curcio Webb LLC | Lawrenceville | Not listed | 0 | 30 | Not listed | (609) 737-4100 | curciowebb.com | adviserinfo.sec.gov |
| Dimaio Private Wealth, LLC | Chester | Not listed | 0 | 1 | Not listed | (908) 540-4141 | adviserinfo.sec.gov | |
| Ernst & Young Investment Advisers LLP | Secaucus | Not listed | 0 | 140 | Not listed | (800) 273-0588 | adviserinfo.sec.gov | |
| Flight Line Financial, LLC | Princeton | Not listed | 0 | 1 | Not listed | (609) 955-3570 | adviserinfo.sec.gov | |
| Hartshorne Group, LLC | Red Bank | Not listed | 0 | 5 | Not listed | (732) 945-3830 | adviserinfo.sec.gov | |
| Income Discovery | Basking Ridge | Not listed | 0 | 10 | Not listed | (888) 966-9469 | incomediscovery.com | adviserinfo.sec.gov |
| Inovo Wealth Architects | Union | Not listed | 0 | 4 | Not listed | (973) 567-7526 | adviserinfo.sec.gov | |
| Integrated Management Systems Capital Management LLC | East Orange | Not listed | 0 | 4 | Not listed | 852 3611-0130 | imscapitalmanagement.com | adviserinfo.sec.gov |
| Irish Creek Capital | Camden | Not listed | 0 | 3 | Not listed | (703) 716-3305 | adviserinfo.sec.gov | |
| Logiq Capital LLC | Jersey City | Not listed | 0 | 2 | Not listed | (848) 230-4523 | adviserinfo.sec.gov | |
| Lord Abbett Clo Management LP | Jersey City | Not listed | 0 | 821 | Not listed | (201) 827-2000 | adviserinfo.sec.gov | |
| Personal Wealth Strategies | Hamilton | Not listed | 0 | 1 | Not listed | (908) 209-5500 | adviserinfo.sec.gov | |
| Pgim Real Estate Advisors LLC | Newark | Not listed | 0 | 5 | Not listed | (973) 367-5122 | adviserinfo.sec.gov | |
| Pionex Investments Inc. | Princeton | Not listed | 0 | 1 | Not listed | (973) 610-2699 | pionex.us | adviserinfo.sec.gov |
| Portfolio Advisory Partners | North Brunswick | Not listed | 0 | 1 | Not listed | (917) 412-0732 | portfolioadvisorypartners.com | adviserinfo.sec.gov |
| Private Advisor Network, LLC | Morristown | Not listed | 0 | 1 | Not listed | (973) 538-7010 | adviserinfo.sec.gov | |
| Pruco Securities, LLC | Newark | Not listed | 0 | 272 | Not listed | (973) 802-6000 | prudential.com | adviserinfo.sec.gov |
| Wick | Union City | Not listed | 0 | 7 | Not listed | (201) 578-9203 | adviserinfo.sec.gov |
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.
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