Adviser Record

Investment advisers in Florham Park, NJ

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NJ

FirmAssetsEmployeesDisclosures
Jacobs Levy Equity Management$28.01 billion700
Wiss Private Client Advisors, LLC$1.22 billion120
Oze Capital LLC$213.7 million60
Jeffrey Matthews Wealth Management, LLC$161.7 million154
East Coast Wealth Management, Inc.$153.0 million20