Adviser Record

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

FirmAssetsEmployeesDisclosures
Blackrock Investment Management, LLC$676.69 billion1,5899
Concord Advisory Group Ltd$46.19 billion340
Prysm Capital, L.P.$6.86 billion140
Edgestream Partners, L.P.$4.89 billion400
Watermark Group, Inc.$3.82 billion220
Systematic Alpha Investments, LLC$3.49 billion10
Roundview Capital, LLC$2.13 billion130
Princeton Equity Group$1.72 billion250
Princeton Global Asset Management LLC$921.3 million220
Sciencast Management LP$760.0 million40
Unio Capital LLC$691.5 million80
Novi Wealth Partners$612.8 million110
Dumont & Blake Investment Advisors LLC$562.3 million80
Giverny Capital Advisors$420.9 million20
Landseer Advisors LLC$415.2 million50
Carnegie Lake Advisors LLC$403.0 million71
Bayard Asset Management LLC$397.3 million40
Eks Associates$324.3 million30
Mercator Partners$297.6 million70
West Horizon Capital$282.8 million40
Kubhera Enterprises LLC$275.5 million50
Kdt Advisors, LLC$210.4 million50
Halberstadt Financial Consultants Inc$185.0 million50
Altman Investment Management LLC$119.9 million50
Bergamot Asset Management LP$106.5 million80
Millstone Financial Group$104.4 million90
Acorn Asset Management LLC$6.6 million10
Pionex Investments Inc.$010
Flight Line Financial, LLC$010