Adviser Record

Investment advisers in NJ

389 SEC-registered firms · $6.07 trillion in regulatory assets · 52 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
191 Godwin Associates, Inc. D/b/a Godwin Capital ManagementWyckoff$150.1 million0
1932 Investment ManagementNewark$4.60 billion0
5c Capital Management, LLCWoodcliff Lake$648.1 million0
Able Wealth Management LLCToms River$579.5 million0
Abner Herrman & Brock, LLCJersey City$2.74 billion0
Ac Funds, LLCRidgewood$1.03 billion0
Aca/prudent Investors Planning CorporationGreen Brook$351.4 million0
Access WealthEast Hanover$539.1 million0
Accretive Wealth Partners, LLCParsippany$504.5 million0
Acorn Asset Management LLCPrinceton$6.6 million0
Active Wealth AdvisorsWoodcliff Lake$75.4 million0
Adp Strategic Plan Services, LLCRoseland$23.78 billion0
Advisors Capital Management, LLCRidgewood$12.20 billion0
Aem Asset Management, LLCSomerset$117.9 million0
Ahara AdvisorsJersey City$185.4 million0
Aiga Capital Partners LLCJersey City$289.2 million0
Alexander Capital Wealth Management LLCRed Bank$238.1 million1
Align Advisor Group, LLCVineland$127.5 million0
Aljen Asset Management LLCCedar Knolls$230.2 million0
Alliance Wealth Management Group, LLCFlemington$517.4 million0
AlooolaKingston$51.2 million0
Alternative Capital Fund Management LLCEnglewood Cliffs$1.24 billion0
Altman Investment Management LLCPrinceton$119.9 million0
Amerra Capital Management, LLCEnglewood$610.4 million0
Anchored Financial Planning LLCWest Deptford$182.9 million0
Appaloosa LPShort Hills$20.40 billion0
Ashe Capital Management, LPEnglewood Cliffs$1.04 billion0
Asset Advisory Group, Inc.Kinnelon$479.5 million0
Asset Management Consulting Services, Inc.Livingston$144.2 million0
Astra Wealth PartnersJersey City$268.4 million0
Atlas Private Wealth AdvisorsRed Bank$859.8 million0
Aurora Private Wealth, Inc.Totowa$374.0 million3
Axq Capital, LPJersey City$727.1 million0
Barnegat Fund Management Inc.Hoboken$803.4 million0
Baron Financial Group LLCFair Lawn$369.1 million0
Bautis Financial, LLCMontclair$197.4 million0
Bayard Asset Management LLCPrinceton$397.3 million0
Bc Advisors, LLCMount Laurel$4.73 billion0
Bcg Securities, Inc.Cherry Hill$894.2 million0
Bcs Private Wealth ManagementRumson$469.7 million0
Beacon TrustMorristown$4.44 billion0
Beckerman WealthOcean Grove$303.3 million0
Bellwether Consulting LLCMillburn$00
Bergamot Asset Management LPPrinceton$106.5 million0
Black Coral Financial Advisors, LLCMount Olive$504.4 million1
Blackhill Capital, IncMorristown$2.00 billion0
Blackrock Investment Management, LLCPrinceton$676.69 billion9
Bluefin FinancialMoorestown$289.6 million0
Blueprint Capital Advisors LLCShort Hills$1.79 billion0
Blueshift Asset ManagementRed Bank$694.4 million0
Bluevine Advisory LLCJersey City$8.9 million0
Bpp Wealth Solutions, LLCBasking Ridge$247.3 million0
Brave Family AdvisorsSummit$624.3 million1
Bravias FinancialIselin$212.0 million0
Breakwater Capital GroupParamus$1.02 billion0
Buckman Advisory Group LLCLittle Silver$277.3 million5
Bulldog Investors, LLPSaddle Brook$561.0 million0
Byrne Asset Management, LLCKingston$268.7 million0
Byron Place Capital Management, LLCMetuchen$48.4 million0
Cadia Private Client LLCParsippany$192.5 million0
Carnegie Lake Advisors LLCPrinceton$403.0 million1
Castle Financial & Retirement Planning Associates IncFair Haven$107.9 million0
Certum GroupNewark$275.6 million0
Cfs Investment Advisory Services LLCTotowa$2.73 billion0
Chadler Investment Advisory Solutions, LLCFairfield$232.0 million0
Chatham Asset Management, LLCChatham$8.27 billion3
Chatham Wealth ManagementChatham$642.9 million0
Cherrydale Wealth Management, LLCMontclair$495.5 million0
Circle Wealth Management, LLCSummit$14.07 billion0
Ciro Capital LLCJersey City$117.4 million1
Clear Wave Wealth Management, LLCRed Bank$617.0 million0
Columbus Hill Capital Management, L.P.Short Hills$1.61 billion0
Compass Private Wealth Group LLCShort Hills$113.3 million0
Comprehensive Capital Management, Inc.Totowa$77.5 million6
Concord Advisory Group LtdPrinceton$46.19 billion0
Concord Management Services, LLCSummit$301.0 million0
Condor Capital Wealth ManagementMartinsville$2.18 billion0
Conversant Capital LLCSummit$3.12 billion0
Copper Beech Financial Group, LLCMoorestown$197.4 million0
Cora Capital AdvisorsMarlton$722.9 million0
Corebridge Institutional Investments (U.s.), LLCJersey City$121.05 billion0
Cornerstone Planning GroupFairfield$951.8 million0
Corrado Advisors, LLCRamsey$252.8 million0
Covenant Asset Management, LLCChester$692.6 million0
Covington & Associates, Inc.Westfield$308.2 million0
Cra Financial Services, L.L.C.Northfield$1.69 billion0
Cre Venture Capital, Inc.Mahwah$404.6 million0
Credit Capital InvestmentsLivingston$444.0 million0
Csi Group Advisors, LLCWall Township$00
Curasset Capital Management, LLCNewark$643.2 million0
Curcio Webb LLCLawrenceville$00
Cypress Financial PlanningHaddon Heights$490.4 million0
Davidson Wealth Management LLCForked River$172.4 million0
Delta Capital Management LLCRed Bank$240.2 million0
Dgs Capital ManagementJersey City$1.05 billion0
Diadema Partners LPMorristown$397.9 million0
Diversified Planning Strategies Advisors LLCRoseland$154.4 million0
Dumont & Blake Investment Advisors LLCPrinceton$562.3 million0
Eagle Wealth StrategiesMullica Hill$653.8 million0
East Coast Wealth Management, Inc.Florham Park$153.0 million0
EcpSummit$33.39 billion3
Edgestream Partners, L.P.Princeton$4.89 billion0
Egis Capital Partners LPSummit$160.8 million0
Eks AssociatesPrinceton$324.3 million0
Embassy Asset Management LPShort Hills$774.0 million0
Emissary WealthHackensack$185.1 million0
Empire Financial Management Company, LLCHolmdel$706.0 million0
Ernst & Young Investment Advisers LLPSecaucus$00
Etoro USA Advisers Inc.Hoboken$00
Evergreen Capital Associates LLCPlainsboro$243.6 million1
Excel Capital Management CorpWarren$192.5 million0
Family Wealth Partners LLCMedford$130.9 million0
Faropoint Ventures, LLCHoboken$780.0 million0
Fidelis Investors, LLCCranford$1.38 billion0
Financial FuturesBrielle$270.5 million0
First Light Wealth Advisors, LLCLittle Falls$116.3 million2
Flight Line Financial, LLCPrinceton$00
Fortis Group Advisors LLCWestwood$822.4 million0
Forza Investment Group, LPSummit$4.64 billion0
Franklin Mutual Advisers, LLCShort Hills$42.59 billion2
Friedenthal Financial, LLCMarlton$196.4 million0
Garden State Investment Advisory Services, LLCRed Bank$673.8 million4
Garden State Retirement Specialists, LLCRed Bank$109.3 million0
Gci Financial GroupMendham$145.1 million0
Genesis Financial Group, LLCParamus$171.3 million0
Geneva Financial GroupLakewood$233.7 million0
Geremia Financial Services, LLCEdison$132.2 million0
Giverny Capital AdvisorsPrinceton$420.9 million0
Glacier Peak Capital Management, LLCChatham$9.86 billion0
Glen Eagle Advisors, LLCKingston$1.03 billion0
Global Wealth Management, LLCKingston$245.7 million0
Gms GroupEast Hanover$19.8 million6
Goodhaven Capital ManagementMillburn$405.3 million0
Goose Hollow Capital Management LLCTenafly$41.0 million0
Grand Slam Asset Management, LLCEnglewood Cliffs$35.0 million0
Grantvest Financial Group LLCMatawan$230.0 million0
Green Ridge Wealth Planning LLCMontville$389.6 million0
Groesbeck Investment Management CorpParamus$54.7 million0
Gsg Advisors LLCMount Laurel$862.3 million0
Gulfstream Cm, LLCSummit$244.2 million0
Haddonfield Financial Planning LLCHaddonfield$134.8 million0
Halberstadt Financial Consultants IncPrinceton$185.0 million0
Harbourview Equity Partners, LLCNewark$3.88 billion0
Harding Loevner LPBridgewater$32.06 billion0
Hartshorne Group, LLCRed Bank$04
Hennion & Walsh Asset Management, Inc.Parsippany$768.8 million0
Heritage Financial Counselors, LLCBedminster$235.9 million0
Hfm Investment Advisors, LLCGlassboro$404.1 million0
High Point Wealth Management, LLCChester$192.9 million0
High Trail CapitalHoboken$296.9 million0
Highland Financial Advisors, LLCWayne$640.0 million0
Hillcrest Wealth Advisors - Ny, LLCHolmdel$390.7 million0
Himco, LLCMorristown$725.7 million0
Honeywell Capital Management LLCMorris Plains$12.19 billion0
Hudson Cove Capital Management LLCJersey City$1.21 billion0
Hudson Edge Investment Partners, Inc.Jersey City$2.95 billion0
Hudson Oak Wealth Advisory LLCHoboken$133.9 million0
Income DiscoveryBasking Ridge$00
Inovo Wealth ArchitectsUnion$00
Integrous Wealth StrategiesHamilton$00
Investment Partners Asset ManagementMetuchen$333.4 million0
Irish Creek CapitalCamden$00
Jacobs Levy Equity ManagementFlorham Park$28.01 billion0
Jaffa Capital Management LLCClifton$597.2 million0
Jeffrey Matthews Wealth Management, LLCFlorham Park$161.7 million4
Kabr Management, LLCEnglewood$642.3 million0
Kdt Advisors, LLCPrinceton$210.4 million0
Kennedy Investment GroupWest Deptford$633.2 million0
Kensington Financial Advisors LLCRoseland$159.9 million0
Kevin M. Gibney and Company, LLCIselin$306.9 million0
Key Client Fiduciary Advisors, LLCFairfield$896.3 million2
Kubhera Enterprises LLCPrinceton$275.5 million0
Landscape Capital Management LLCEnglewood$3.03 billion0
Landseer Advisors LLCPrinceton$415.2 million0
Laurel Oak Wealth Management, LLCMarlton$1.40 billion0
Leatherback Investments LLCLakewood$169.6 million0
Leicht Financial Planning and Wealth ManagementParsippany$237.4 million0
Leo Fund Services, LLCEdison$151.3 million0
Leo Wealth, LLCEdison$3.21 billion0
Lexington Capital Management LPLakewood$153.4 million0
Liftpoint Family Wealth Advisors, LLCFar Hills$187.7 million0
Lighthouse Financial Advisors, Inc.Red Bank$1.11 billion0
Locker Financial Services, LLCVerona$213.8 million0
Logiq Capital LLCEnglewood$00
Lord Abbett Clo Management LPJersey City$00
Lord Abbett Fif Advisor LLCJersey City$190.4 million0
Lord Abbett Private Credit Advisor LLCJersey City$1.28 billion0
Lord, Abbett & Co. LLCJersey City$270.39 billion0
Lumida Wealth Management LLCWayne$132.8 million0
Makrod Investment Associates IncVerona$894.4 million0
Managed Account Advisors LLCJersey City$994.99 billion16
Manteio Capital LLCJersey City$492.7 million0
Manteio Scalable Technologies LLCJersey City$582.5 million0
Masters Legacy PlanningLinwood$248.1 million0
Mcrae Capital Management Inc.Morristown$795.0 million0
Md Wealth Advisors IncCranford$105.2 million0
Mercator PartnersPrinceton$297.6 million0
Merrion Investment Management Co, LLCCranford$244.8 million0
Metaurus Advisors LLCHoboken$1.58 billion0
Metlife Investment Management, LLCWhippany$563.78 billion2
Mezzasalma AdvisorsTinton Falls$534.4 million0
Mfg Investments, LLCMedford$146.5 million2
Michael J. Porro & Co. Financial Advisors, Inc.Old Tappan$168.7 million0
Miller Tabak Asset ManagementMatawan$1.24 billion0
Millington Securities, LLCRed Bank$140.5 million4
Millstone Financial GroupPrinceton$104.4 million0
Mk3 Wealth LLCCherry Hill$113.1 million0
Modera Wealth Management, LLCWestwood$17.68 billion0
Monimus Capital Management, LPWoodbridge$204.2 million0
Mountain Hill Investment PartnersAtlantic Highlands$539.0 million0
Mullooly Asset Management, Inc.Wall Township$455.6 million0
Ncm Capital Management, LLCRamsey$539.4 million0
New Horizons Wealth ManagementCedar Knolls$203.3 million0
New Vernon CapitalMorristown$902.1 million0
Newport Capital Group, LLCRed Bank$1.28 billion0
Nitor Capital ManagementEnglewood Cliffs$158.6 million0
Northstar Advisory Group, LLCNorthfield$377.0 million0
Novi Wealth PartnersPrinceton$612.8 million0
Npa Asset Management, LLCFair Lawn$1.06 billion6
Nppg Plan Professionals, LLCShrewsbury$6.27 billion0
Oakbourne AdvisorsBerkeley Heights$347.9 million0
Oliver Luxxe Assets LLCGladstone$1.00 billion0
Om Advisers LPSummit$189.5 million0
Omega Capital Management, LLCFlanders$139.7 million0
Omni 360 Wealth, Inc.Plainsboro$425.7 million0
Onepoint Bfg Wealth PartnersParsippany$15.13 billion0
Onex Credit Advisor, LLCEnglewood Cliffs$417.8 million0
Onex Credit Partners, LLCEnglewood Cliffs$30.14 billion0
Oze Capital LLCFlorham Park$213.7 million0
Palante Wealth Advisors, LLCPennington$115.5 million0
Palisade Capital Management, LPFort Lee$3.86 billion0
Paradigm Investment Advisory, LLCBridgewater$425.1 million0
Paradigm Wealth Advisory LLCBridgewater$201.2 million1
Parisi Gray Wealth Management, LLCMendham$796.0 million0
Passaic Partners LLCNewark$2.24 billion0
PathstoneEnglewood$110.30 billion0
Pcb Capital LLCEast Brunswick$184.8 million0
Pegasus Asset Management IncMorristown$553.6 million0
Pegasus Group, LLCMorristown$91.3 million0
Personal Cfo Solutions LLCChester$1.65 billion0
Personal Financial Solutions, LLCManasquan$155.6 million0
Pgim Custom Harvest LLCNewark$6.90 billion0
Pgim Dc SolutionsNewark$6.90 billion0
Pgim Investments LLCNewark$344.84 billion4
Pgim Private Placement Investors, L.P.Newark$24.44 billion0
Pgim Quantitative SolutionsNewark$110.95 billion0
Pgim Real Estate Advisors LLCNewark$00
Pgim, Inc.Newark$1.13 trillion0
Philadelphia Investment Partners, LLCVoorhees$176.0 million1
Pine Valley InvestmentsMarlton$2.67 billion0
Pioneer Advisory LLCJersey City$94,7830
Pionex Investments Inc.Princeton$00
Podell Financial Group LLCFairfield$227.6 million0
Poetic Group LLCHackensack$802.5 million0
Portfolio Strategies Inc NyMontvale$1.02 billion0
Precision Financial ServicesMine Hill$435.6 million2
Premier Path Wealth Partners, LLCMadison$1.22 billion0
Prestige Wealth Management Group, LLCFlemington$666.4 million1
Princeton Capital Management LLCRed Bank$435.5 million0
Princeton Equity GroupPrinceton$1.72 billion0
Princeton Global Asset Management LLCPrinceton$921.3 million0
Private Advisor Group, LLCMorristown$44.33 billion6
Private Advisor Network, LLCMorristown$00
Private Client Group Asset ManagementGladstone$143.1 million0
PrmimMount Laurel$1.54 billion0
Pruco Securities, LLCNewark$07
Prudential Select Strategies LLCNewark$22.78 billion3
Prysm Capital, L.P.Princeton$6.86 billion0
Quaker Wealth Management LLCMoorestown$449.3 million0
Quantum Capital Management, LLCNorthfield$1.00 billion0
Rdm Capital Associates IncRed Bank$164.5 million0
Reaves Asset ManagementJersey City$5.94 billion0
Redblack Advisers, Inc.Oradell$823.6 million0
Redwood Financial Planning, LLCScotch Plains$388.8 million2
Redwood Wealth Management Group, LLCMedford$317.2 million0
Reedmark Advisors, LLCSomerville$564.6 million0
Regency Wealth ManagementRamsey$642.6 million0
Revel Wealth ManagementElmwood Park$258.9 million0
Revolve Wealth Partners, LLCHackensack$1.42 billion0
Revolvercap Management, L.P.Teaneck$1.05 billion0
Ridgeleigh CapitalSummit$1.03 billion0
Ridgewood InvestmentsSpringfield$419.2 million0
Rilex Capital LLCManasquan$124.3 million0
Rmr Wealth Builders, Inc.Montclair$2.89 billion2
Roundview Capital, LLCPrinceton$2.13 billion0
Roxbury FinancialMount Arlington$180.5 million0
Rsw InvestmentsSummit$2.30 billion0
Ryan Heritage, LLPSaddle Brook$18.8 million0
S.F. Ehrlich Associates, Inc.Cranford$185.8 million2
Sacks & Associates, LLCWarren$212.8 million0
Sage Residential Management LLCMorristown$444.1 million0
Saiph Capital, LLCWyckoff$459.4 million0
Salvus Wealth Management, LLCRed Bank$316.5 million0
Sandalwood Securities, Inc.Roseland$930.2 million0
Sandro Wealth Management LLCFairfield$227.6 million0
Sax Wealth Advisors, LLCParsippany$3.60 billion0
Sciencast Management LPPrinceton$760.0 million0
Scientech Research LLCJersey City$498.8 million0
Seabridge Investment Advisors LLCSummit$771.2 million0
Seelaus Asset Management, LLCChatham$1.70 billion0
Seix Clo Management LLCPark Ridge$335.6 million0
Selkirk Management, LLCChatham$443.0 million0
Sfi Advisors, LLCMontclair$176.0 million0
Shapiro Financial Security Group, Inc.Hazlet$152.6 million0
Shore Point Advisors, LLCBrielle$327.7 million0
Shorebridge Capital Management, LLCSummit$735.1 million0
Shorehaven Wealth Partners, LLCRed Bank$541.5 million0
Shrewsbury River Capital LPRed Bank$757.5 million0
Signature Wealth Management Partners, LLCMontvale$454.2 million0
Signet Financial Management, LLCParsippany$1.18 billion0
Simon Quick Advisors, LLCMorristown$9.01 billion0
Simplicity WealthSummit$4.27 billion3
Sindia Capital Advisers, LLCSomers Point$423.4 million0
Skyview Investment Advisors, LLCShrewsbury$8.32 billion0
Smallwood Wealth ManagementRed Bank$339.0 million0
Solus Alternative Asset Management LPSummit$3.19 billion0
Sophron Capital ManagementSummit$527.3 million0
Soryn Ip Capital ManagementMillburn$168.1 million0
Star Asia ManagementMount Laurel$4.81 billion0
Stawnychy Financial Services, Inc.Kinnelon$131.2 million0
Steffens Financial CorpByram Township$00
Stembrook Asset Management, LLCRed Bank$147.5 million0
Sterling Financial Planning IncSparta$760.8 million0
Stern Capital Management, Inc.Old Bridge$297.7 million0
Stolzer Rothschild Levy LLCBasking Ridge$166.0 million0
Strategic Family Wealth Counselors, L.L.C.Fairfield$1.66 billion0
Summit Financial, LLCParsippany$22.47 billion3
Summit Place Financial Advisors, LLCSummit$300.4 million0
Sustainvest Asset Management, LLCLinwood$137.4 million0
Swander Pace CapitalBedminster$959.6 million0
System 2 Advisors, L.P.Summit$912.9 million0
Systematic Alpha Investments, LLCPrinceton$3.49 billion0
Systematic Financial Management LPTeaneck$4.21 billion0
Ta Capital Management, LLCSewell$438.9 million0
Talisman Wealth Advisors, LLCMountainside$251.3 million0
Tandem Capital Management, Inc.Woodcliff Lake$279.7 million0
Tandem Investment Partners, LLCBordentown$200.2 million0
Tap Root Capital Management LPSummit$297.3 million1
Taurus FinancialJersey City$162.5 million0
Tc Financial Management, Co Inc.Margate City$122.7 million0
Tenon FinancialMetuchen$316.0 million0
Teplitz Financial Group LLCOld Bridge$131.7 million0
Tepp Wealth ManagementWestfield$195.7 million0
Thames Capital Management, LLCRoseland$830.5 million0
The Genwealth Group, Inc.Maplewood$661.3 million0
The Pillar StrategiesFlemington$175.2 million0
The Wealth BoutiqueChester$120.8 million0
Three Bridges Capital, LPMonmouth Beach$175.5 million0
Tilson Financial Group IncNew Providence$750.6 million0
Tlg Advisors, Inc.Summit$2.30 billion4
Toews Asset ManagementNorthfield$1.04 billion3
TomoroColts Neck$00
Tranquilli Financial Advisor, LLCClinton$199.4 million0
Transcend Capital Advisors, LLCMadison$2.91 billion0
Traphagen Financial GroupOradell$2.28 billion1
Tsg Alpha Partners, LLCOld Bridge$134.9 million4
Tsp Capital Management Group, LLCSummit$553.3 million2
Twin Oaks PartnersChatham$1.23 billion0
Ubs Financial Services Inc.Weehawken$915.79 billion23
Unio Capital LLCPrinceton$691.5 million0
Union Grove Venture PartnersSummit$634.9 million0
Valhum Asset Management, LLCUpper Saddle River$100.0 million0
Valley Wealth Managers, Inc.Paramus$2.69 billion0
Vaughan and Company Securities, Inc.Ridgewood$218.9 million5
Venture Investment AssociatesPeapack$636.8 million0
Vestgen Investment ManagementEgg Harbor Twp.$786.6 million0
Veteri Place CorporationParsippany$150.7 million3
Victory Wealth PartnersMullica Hill$102.5 million2
Virtus Wealth SolutionsCranford$594.9 million0
Vision RetirementRidgewood$633.7 million0
Washington Crossing Advisors LLCMorristown$2.03 billion0
Watermark Group, Inc.Princeton$3.82 billion0
Wbi Investments, LLCRed Bank$539.6 million4
Wealth Management Associates, Inc.Cherry Hill$717.4 million0
Wealth Quarterback LLCToms River$391.3 million0
Weingarten Associates, L.L.C.Lawrenceville$200.3 million0
West Horizon CapitalPrinceton$282.8 million0
White Knight Strategic Wealth Advisors, LLCLawrenceville$207.4 million0
WickUnion City$00
Wiss Private Client Advisors, LLCFlorham Park$1.22 billion0
Withum Wealth ManagementRed Bank$2.34 billion0
Woloshin Investment Management, LLCMedford$180.4 million2
World Investment Advisors, LLCLincroft$71.64 billion7
Worth Venture Partners, LLCFort Lee$456.1 million0
Wp Asset ManagementBedminster$121.3 million0
Yorkville Advisors Global, LPMountainside$900.0 million2
Yorkville America Equities, LLCMountainside$42.6 million2
Zais GroupHolmdel$5.26 billion0
Zynergy Retirement PlanningRed Bank$173.0 million0