Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Princeton, NJ
29 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in NJ
Firm
Assets
Employees
Disclosures
Blackrock Investment Management, LLC
$676.69 billion
1,589
9
Concord Advisory Group Ltd
$46.19 billion
34
0
Prysm Capital, L.P.
$6.86 billion
14
0
Edgestream Partners, L.P.
$4.89 billion
40
0
Watermark Group, Inc.
$3.82 billion
22
0
Systematic Alpha Investments, LLC
$3.49 billion
1
0
Roundview Capital, LLC
$2.13 billion
13
0
Princeton Equity Group
$1.72 billion
25
0
Princeton Global Asset Management LLC
$921.3 million
22
0
Sciencast Management LP
$760.0 million
4
0
Unio Capital LLC
$691.5 million
8
0
Novi Wealth Partners
$612.8 million
11
0
Dumont & Blake Investment Advisors LLC
$562.3 million
8
0
Giverny Capital Advisors
$420.9 million
2
0
Landseer Advisors LLC
$415.2 million
5
0
Carnegie Lake Advisors LLC
$403.0 million
7
1
Bayard Asset Management LLC
$397.3 million
4
0
Eks Associates
$324.3 million
3
0
Mercator Partners
$297.6 million
7
0
West Horizon Capital
$282.8 million
4
0
Kubhera Enterprises LLC
$275.5 million
5
0
Kdt Advisors, LLC
$210.4 million
5
0
Halberstadt Financial Consultants Inc
$185.0 million
5
0
Altman Investment Management LLC
$119.9 million
5
0
Bergamot Asset Management LP
$106.5 million
8
0
Millstone Financial Group
$104.4 million
9
0
Acorn Asset Management LLC
$6.6 million
1
0
Pionex Investments Inc.
$0
1
0
Flight Line Financial, LLC
$0
1
0