Best Financial Advisors in New Jersey

377 SEC-registered advisory firms across 128 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

377

Registered Firms

128

Cities

0.95%

Median Fee

of assets/year

377

In Database

firms listed

Cities in New Jersey

PRINCETON, NJ

Median fee: 0.95%

JERSEY CITY, NJ

Median fee: 0.95%

RED BANK, NJ

Median fee: 0.95%

SUMMIT, NJ

Median fee: 0.95%

NEWARK, NJ

Median fee: 0.95%

MORRISTOWN, NJ

Median fee: 0.95%

PARSIPPANY, NJ

Median fee: 0.95%

CHATHAM, NJ

Median fee: 0.95%

FAIRFIELD, NJ

Median fee: 0.95%

SHORT HILLS, NJ

Median fee: 0.95%

HOBOKEN, NJ

Median fee: 0.95%

FLORHAM PARK, NJ

Median fee: 0.95%

CRANFORD, NJ

Median fee: 0.95%

ENGLEWOOD CLIFFS, NJ

Median fee: 0.95%

ENGLEWOOD, NJ

Median fee: 0.95%

RIDGEWOOD, NJ

Median fee: 0.95%

ROSELAND, NJ

Median fee: 0.95%

NORTHFIELD, NJ

Median fee: 0.95%

PARAMUS, NJ

Median fee: 0.95%

CHESTER, NJ

Median fee: 0.95%

MEDFORD, NJ

Median fee: 0.95%

KINGSTON, NJ

Median fee: 0.95%

MONTCLAIR, NJ

Median fee: 0.95%

MARLTON, NJ

Median fee: 0.95%

BRIDGEWATER, NJ

Median fee: 0.95%

TEANECK, NJ

Median fee: 0.95%

TOTOWA, NJ

Median fee: 0.95%

WOODCLIFF LAKE, NJ

Median fee: 0.95%

LAWRENCEVILLE, NJ

Median fee: 0.95%

RAMSEY, NJ

Median fee: 0.95%

METUCHEN, NJ

Median fee: 0.95%

OLD BRIDGE, NJ

Median fee: 0.95%

HOLMDEL, NJ

Median fee: 0.95%

FLEMINGTON, NJ

Median fee: 0.95%

MOUNT LAUREL, NJ

Median fee: 0.95%

BEDMINSTER, NJ

Median fee: 0.95%

MOORESTOWN, NJ

Median fee: 0.95%

HACKENSACK, NJ

Median fee: 0.95%

MOUNTAINSIDE, NJ

Median fee: 0.95%

CHERRY HILL, NJ

Median fee: 0.95%

EAST HANOVER, NJ

Median fee: 0.95%

FORT LEE, NJ

Median fee: 0.95%

KINNELON, NJ

Median fee: 0.95%

MONTVALE, NJ

Median fee: 0.95%

MULLICA HILL, NJ

Median fee: 0.95%

ORADELL, NJ

Median fee: 0.95%

WARREN, NJ

Median fee: 0.95%

VERONA, NJ

Median fee: 0.95%

WESTFIELD, NJ

Median fee: 0.95%

WALL TOWNSHIP, NJ

Median fee: 0.95%

MENDHAM, NJ

Median fee: 0.95%

WYCKOFF, NJ

Median fee: 0.95%

PLAINSBORO, NJ

Median fee: 0.95%

WAYNE, NJ

Median fee: 0.95%

LIVINGSTON, NJ

Median fee: 0.95%

BRIELLE, NJ

Median fee: 0.95%

CEDAR KNOLLS, NJ

Median fee: 0.95%

MANASQUAN, NJ

Median fee: 0.95%

FAIR LAWN, NJ

Median fee: 0.95%

MATAWAN, NJ

Median fee: 0.95%

GLADSTONE, NJ

Median fee: 0.95%

SADDLE BROOK, NJ

Median fee: 0.95%

ISELIN, NJ

Median fee: 0.95%

WESTWOOD, NJ

Median fee: 0.95%

MILLBURN, NJ

Median fee: 0.95%

EDISON, NJ

Median fee: 0.95%

LINWOOD, NJ

Median fee: 0.95%

BASKING RIDGE, NJ

Median fee: 0.95%

TOMS RIVER, NJ

Median fee: 0.95%

SHREWSBURY, NJ

Median fee: 0.95%

LAKEWOOD, NJ

Median fee: 0.95%

MADISON, NJ

Median fee: 0.95%

WEST DEPTFORD, NJ

Median fee: 0.95%

Top-Ranked Firms in New Jersey

REAVES ASSET MANAGEMENT

JERSEY CITY, NJ · Since 1977

$5.9B AUM7 clientsFee: 0%

FiduciaryFee-Only

ABNER HERRMAN & BROCK, LLC

JERSEY CITY, NJ · Since 1982

$2.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

HARDING LOEVNER LP

BRIDGEWATER, NJ · Since 1990

$32.1B AUM36 clientsFee: 0%

FiduciaryFee-Only

MCRAE CAPITAL MANAGEMENT INC.

MORRISTOWN, NJ · Since 1981

$795M AUM5 clientsFee: 0%

FiduciaryFee-Only

PEGASUS ASSET MANAGEMENT INC

MORRISTOWN, NJ · Since 1963

$554M AUM3 clientsFee: 0%

FiduciaryFee-Only

SYSTEMATIC FINANCIAL MANAGEMENT LP

TEANECK, NJ · Since 1995

$4.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

DELTA CAPITAL MANAGEMENT LLC

RED BANK, NJ · Since 2005

$240M AUM3 clientsFee: 0%

FiduciaryFee-Only

CFS INVESTMENT ADVISORY SERVICES LLC

TOTOWA, NJ · Since 1993

$2.7B AUM10 clientsFee: 0%

FiduciaryFee-Only

GROESBECK INVESTMENT MANAGEMENT CORP

PARAMUS, NJ · Since 1993

$55M AUM1 clientsFee: 0%

FiduciaryFee-Only

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

RED BANK, NJ · Since 1989

$332M AUM4 clientsFee: 0%

FiduciaryFee-Only

RDM CAPITAL ASSOCIATES INC

RED BANK, NJ · Since 2024

$164M AUM3 clientsFee: 0%

FiduciaryFee-Only

VICTORY WEALTH PARTNERS

MULLICA HILL, NJ · Since 1990

$102M AUM5 clientsFee: 0%

FiduciaryFee-Only

CONCORD ADVISORY GROUP LTD

PRINCETON, NJ · Since 1991

$46.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

TRAPHAGEN FINANCIAL GROUP

ORADELL, NJ · Since 1999

$2.3B AUM16 clientsFee: 0%

FiduciaryFee-Only

TANDEM CAPITAL MANAGEMENT, INC.

WOODCLIFF LAKE, NJ · Since 1991

$280M AUM3 clientsFee: 0%

FiduciaryFee-Only

BRAVE FAMILY ADVISORS

SUMMIT, NJ · Since 1992

$624M AUM5 clientsFee: 0%

FiduciaryFee-Only

COVENANT ASSET MANAGEMENT, LLC

CHESTER, NJ · Since 1999

$693M AUM8 clientsFee: 0%

FiduciaryFee-Only

VALLEY WEALTH MANAGERS, INC.

PARAMUS, NJ · Since 1985

$2.7B AUM34 clientsFee: 0%

FiduciaryFee-Only

CURCIO WEBB LLC

LAWRENCEVILLE, NJ · Since 1999

$0 AUM7 clientsFee: 0%

FiduciaryFee-Only

EXCEL CAPITAL MANAGEMENT CORP

WARREN, NJ · Since 2022

$193M AUM2 clientsFee: 0%

FiduciaryFee-Only

HALBERSTADT FINANCIAL CONSULTANTS INC

PRINCETON, NJ · Since 2000

$185M AUM3 clientsFee: 0%

FiduciaryFee-Only

MAKROD INVESTMENT ASSOCIATES INC

VERONA, NJ · Since 1986

$894M AUM2 clientsFee: 0%

FiduciaryFee-Only

TILSON FINANCIAL GROUP INC

NEW PROVIDENCE, NJ · Since 2005

$751M AUM7 clientsFee: 0%

FiduciaryFee-Only

ERNST & YOUNG INVESTMENT ADVISERS LLP

SECAUCUS, NJ · Since 1995

$0 AUM140 clientsFee: 0%

FiduciaryFee-Only

ADVISORS CAPITAL MANAGEMENT, LLC

RIDGEWOOD, NJ · Since 2003

$12.2B AUM57 clientsFee: 0%

FiduciaryFee-Only

PEGASUS GROUP, LLC

MORRISTOWN, NJ · Since 2001

$91M AUM2 clientsFee: 0%

FiduciaryFee-Only

ALTMAN INVESTMENT MANAGEMENT LLC

PRINCETON, NJ · Since 2001

$120M AUM3 clientsFee: 0%

FiduciaryFee-Only

WEALTH MANAGEMENT ASSOCIATES, INC.

CHERRY HILL, NJ · Since 2014

$717M AUM11 clientsFee: 0%

FiduciaryFee-Only

SHAPIRO FINANCIAL SECURITY GROUP, INC.

HAZLET, NJ · Since 2021

$153M AUM2 clientsFee: 0%

FiduciaryFee-Only

LOCKER FINANCIAL SERVICES, LLC

VERONA, NJ · Since 2020

$214M AUM2 clientsFee: 0%

FiduciaryFee-Only

MULLOOLY ASSET MANAGEMENT, INC.

WALL TOWNSHIP, NJ · Since 2015

$456M AUM4 clientsFee: 0%

FiduciaryFee-Only

LIGHTHOUSE FINANCIAL ADVISORS, INC.

RED BANK, NJ · Since 2013

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

INVESTMENT PARTNERS ASSET MANAGEMENT

METUCHEN, NJ · Since 2003

$333M AUM6 clientsFee: 0%

FiduciaryFee-Only

TEPLITZ FINANCIAL GROUP LLC

OLD BRIDGE, NJ · Since 2022

$132M AUM1 clientsFee: 0%

FiduciaryFee-Only

PHILADELPHIA INVESTMENT PARTNERS, LLC

VOORHEES, NJ · Since 2025

$176M AUM2 clientsFee: 0%

FiduciaryFee-Only

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

WYCKOFF, NJ · Since 2022

$150M AUM1 clientsFee: 0%

FiduciaryFee-Only

STERN CAPITAL MANAGEMENT, INC.

OLD BRIDGE, NJ · Since 2017

$298M AUM3 clientsFee: 0%

FiduciaryFee-Only

MFG INVESTMENTS, LLC

MEDFORD, NJ · Since 2025

$146M AUM5 clientsFee: 0%

FiduciaryFee-Only

BYRNE ASSET MANAGEMENT, LLC

KINGSTON, NJ · Since 2003

$269M AUM5 clientsFee: 0%

FiduciaryFee-Only

HILLCREST WEALTH ADVISORS - NY, LLC

HOLMDEL, NJ · Since 2010

$391M AUM1 clientsFee: 0%

FiduciaryFee-Only

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

FLEMINGTON, NJ · Since 2011

$666M AUM4 clientsFee: 0%

FiduciaryFee-Only

WEINGARTEN ASSOCIATES, L.L.C.

LAWRENCEVILLE, NJ · Since 2022

$200M AUM1 clientsFee: 0%

FiduciaryFee-Only

GARDEN STATE RETIREMENT SPECIALISTS, LLC

RED BANK, NJ · Since 2025

$109M AUM2 clientsFee: 0%

FiduciaryFee-Only

FINANCIAL FUTURES

BRIELLE, NJ · Since 2021

$270M AUM4 clientsFee: 0%

FiduciaryFee-Only

TC FINANCIAL MANAGEMENT, CO INC.

MARGATE CITY, NJ · Since 2025

$123M AUM2 clientsFee: 0%

FiduciaryFee-Only

PERSONAL FINANCIAL SOLUTIONS, LLC

MANASQUAN, NJ · Since 2021

$156M AUM2 clientsFee: 0%

FiduciaryFee-Only

OAKBOURNE ADVISORS

BERKELEY HEIGHTS, NJ · Since 2021

$348M AUM8 clientsFee: 0%

FiduciaryFee-Only

PGIM QUANTITATIVE SOLUTIONS

NEWARK, NJ · Since 2004

$110.9B AUM61 clientsFee: 0%

FiduciaryFee-Only

REGENCY WEALTH MANAGEMENT

RAMSEY, NJ · Since 2011

$643M AUM4 clientsFee: 0%

FiduciaryFee-Only

EAST COAST WEALTH MANAGEMENT, INC.

FLORHAM PARK, NJ · Since 2025

$153M AUM2 clientsFee: 0%

FiduciaryFee-Only

KENSINGTON FINANCIAL ADVISORS LLC

ROSELAND, NJ · Since 2005

$160M AUM2 clientsFee: 0%

FiduciaryFee-Only

MERRION INVESTMENT MANAGEMENT CO, LLC

CRANFORD, NJ · Since 2006

$245M AUM3 clientsFee: 0%

FiduciaryFee-Only

BECKERMAN WEALTH

OCEAN GROVE, NJ · Since 2021

$303M AUM4 clientsFee: 0%

FiduciaryFee-Only

ZYNERGY RETIREMENT PLANNING

RED BANK, NJ · Since 2023

$173M AUM4 clientsFee: 0%

FiduciaryFee-Only

STEMBROOK ASSET MANAGEMENT, LLC

RED BANK, NJ · Since 2025

$148M AUM2 clientsFee: 0%

FiduciaryFee-Only

EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC

HOLMDEL, NJ · Since 2015

$706M AUM10 clientsFee: 0%

FiduciaryFee-Only

PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON, NJ · Since 2010

$921M AUM17 clientsFee: 0%

FiduciaryFee-Only

HIGH POINT WEALTH MANAGEMENT, LLC

CHESTER, NJ · Since 2024

$193M AUM2 clientsFee: 0%

FiduciaryFee-Only

MILLER TABAK ASSET MANAGEMENT

MATAWAN, NJ · Since 2008

$1.2B AUM3 clientsFee: 0%

FiduciaryFee-Only

ROUNDVIEW CAPITAL, LLC

PRINCETON, NJ · Since 2008

$2.1B AUM5 clientsFee: 0%

FiduciaryFee-Only

BAUTIS FINANCIAL, LLC

MONTCLAIR, NJ · Since 2024

$197M AUM2 clientsFee: 0%

FiduciaryFee-Only

GIVERNY CAPITAL ADVISORS

PRINCETON, NJ · Since 2017

$421M AUM2 clientsFee: 0%

FiduciaryFee-Only

FRIEDENTHAL FINANCIAL, LLC

MARLTON, NJ · Since 2013

$196M AUM4 clientsFee: 0%

FiduciaryFee-Only

CYPRESS FINANCIAL PLANNING

HADDON HEIGHTS, NJ · Since 2018

$490M AUM6 clientsFee: 0%

FiduciaryFee-Only

NCM CAPITAL MANAGEMENT, LLC

RAMSEY, NJ · Since 2015

$539M AUM3 clientsFee: 0%

FiduciaryFee-Only

BULLDOG INVESTORS, LLP

SADDLE BROOK, NJ · Since 2009

$561M AUM3 clientsFee: 0%

FiduciaryFee-Only

DAVIDSON WEALTH MANAGEMENT LLC

FORKED RIVER, NJ · Since 2010

$172M AUM3 clientsFee: 0%

FiduciaryFee-Only

GLOBAL WEALTH MANAGEMENT, LLC

KINGSTON, NJ · Since 2010

$246M AUM3 clientsFee: 0%

FiduciaryFee-Only

BLACK CORAL FINANCIAL ADVISORS, LLC

MOUNT OLIVE, NJ · Since 2012

$504M AUM4 clientsFee: 0%

FiduciaryFee-Only

GOODHAVEN CAPITAL MANAGEMENT

MILLBURN, NJ · Since 2011

$405M AUM2 clientsFee: 0%

FiduciaryFee-Only

GEREMIA FINANCIAL SERVICES, LLC

EDISON, NJ · Since 2025

$132M AUM0 clientsFee: 0%

FiduciaryFee-Only

INCOME DISCOVERY

LIBERTY CORNER, NJ · Since 2011

$0 AUM10 clientsFee: 0%

FiduciaryFee-Only

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RED BANK, NJ · Since 2018

$238M AUM35 clientsFee: 0%

FiduciaryFee-Only

HIMCO, LLC

MORRISTOWN, NJ · Since 2011

$726M AUM30 clientsFee: 0%

FiduciaryFee-Only

BARNEGAT FUND MANAGEMENT INC.

HOBOKEN, NJ · Since 2012

$803M AUM2 clientsFee: 0%

FiduciaryFee-Only

VENTURE INVESTMENT ASSOCIATES

PEAPACK, NJ · Since 2012

$637M AUM3 clientsFee: 0%

FiduciaryFee-Only

SELKIRK MANAGEMENT, LLC

CHATHAM, NJ · Since 2014

$443M AUM3 clientsFee: 0%

FiduciaryFee-Only

SYSTEM 2 ADVISORS, L.P.

SUMMIT, NJ · Since 2012

$913M AUM2 clientsFee: 0%

FiduciaryFee-Only

GULFSTREAM CM, LLC

SUMMIT, NJ · Since 2013

$244M AUM4 clientsFee: 0%

FiduciaryFee-Only

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

FAIRFIELD, NJ · Since 2016

$232M AUM2 clientsFee: 0%

FiduciaryFee-Only

UNIO CAPITAL LLC

PRINCETON, NJ · Since 2016

$691M AUM6 clientsFee: 0%

FiduciaryFee-Only

NOVI WEALTH PARTNERS

PRINCETON, NJ · Since 2013

$613M AUM7 clientsFee: 0%

FiduciaryFee-Only

THE PILLAR STRATEGIES

FLEMINGTON, NJ · Since 2013

$175M AUM3 clientsFee: 0%

FiduciaryFee-Only

SUSTAINVEST ASSET MANAGEMENT, LLC

LINWOOD, NJ · Since 2025

$137M AUM1 clientsFee: 0%

FiduciaryFee-Only

RMR WEALTH BUILDERS, INC.

MONTCLAIR, NJ · Since 2014

$2.9B AUM49 clientsFee: 0%

FiduciaryFee-Only

FLIGHT LINE FINANCIAL, LLC

PRINCETON, NJ · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

EKS ASSOCIATES

PRINCETON, NJ · Since 2014

$324M AUM3 clientsFee: 0%

FiduciaryFee-Only

STOLZER ROTHSCHILD LEVY LLC

BASKING RIDGE, NJ · Since 2025

$166M AUM2 clientsFee: 0%

FiduciaryFee-Only

UNION GROVE VENTURE PARTNERS

SUMMIT, NJ · Since 2014

$635M AUM2 clientsFee: 0%

FiduciaryFee-Only

CHERRYDALE WEALTH MANAGEMENT, LLC

HOBOKEN, NJ · Since 2017

$495M AUM1 clientsFee: 0%

FiduciaryFee-Only

TANDEM INVESTMENT PARTNERS, LLC

BORDENTOWN, NJ · Since 2021

$200M AUM4 clientsFee: 0%

FiduciaryFee-Only

VISION RETIREMENT

RIDGEWOOD, NJ · Since 2022

$634M AUM5 clientsFee: 0%

FiduciaryFee-Only

REEDMARK ADVISORS, LLC

SOMERVILLE, NJ · Since 2015

$565M AUM9 clientsFee: 0%

FiduciaryFee-Only

SACKS & ASSOCIATES, LLC

WARREN, NJ · Since 2015

$213M AUM3 clientsFee: 0%

FiduciaryFee-Only

MOUNTAIN HILL INVESTMENT PARTNERS

ATLANTIC HIGHLANDS, NJ · Since 2015

$539M AUM3 clientsFee: 0%

FiduciaryFee-Only

PALANTE WEALTH ADVISORS, LLC

PENNINGTON, NJ · Since 2026

$116M AUM3 clientsFee: 0%

FiduciaryFee-Only

WP ASSET MANAGEMENT

BEDMINSTER, NJ · Since 2022

$115M AUM3 clientsFee: 0%

FiduciaryFee-Only

WASHINGTON CROSSING ADVISORS LLC

MORRISTOWN, NJ · Since 2017

$2.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

DGS CAPITAL MANAGEMENT

JERSEY CITY, NJ · Since 2019

$1.1B AUM7 clientsFee: 0%

FiduciaryFee-Only

BYRON PLACE CAPITAL MANAGEMENT, LLC

METUCHEN, NJ · Since 2024

$48M AUM1 clientsFee: 0%

FiduciaryFee-Only

GLEN EAGLE ADVISORS, LLC

KINGSTON, NJ · Since 2014

$1.0B AUM17 clientsFee: 0%

FiduciaryFee-Only

WEALTH QUARTERBACK LLC

TOMS RIVER, NJ · Since 2019

$391M AUM5 clientsFee: 0%

FiduciaryFee-Only

5C CAPITAL MANAGEMENT, LLC

WOODCLIFF LAKE, NJ · Since 2017

$648M AUM7 clientsFee: 0%

FiduciaryFee-Only

SEIX CLO MANAGEMENT LLC

PARK RIDGE, NJ · Since 2016

$336M AUM10 clientsFee: 0%

FiduciaryFee-Only

SKYVIEW INVESTMENT ADVISORS, LLC

SHREWSBURY, NJ · Since 2017

$8.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

ADP STRATEGIC PLAN SERVICES, LLC

ROSELAND, NJ · Since 2017

$23.8B AUM6 clientsFee: 0%

FiduciaryFee-Only

SFI ADVISORS, LLC

MONTCLAIR, NJ · Since 2017

$176M AUM6 clientsFee: 0%

FiduciaryFee-Only

BLUEFIN FINANCIAL

MOORESTOWN, NJ · Since 2018

$290M AUM3 clientsFee: 0%

FiduciaryFee-Only

HFM INVESTMENT ADVISORS, LLC

GLASSBORO, NJ · Since 2021

$404M AUM5 clientsFee: 0%

FiduciaryFee-Only

BRAVIAS FINANCIAL

ISELIN, NJ · Since 2023

$212M AUM7 clientsFee: 0%

FiduciaryFee-Only

KDT ADVISORS, LLC

PRINCETON, NJ · Since 2017

$210M AUM3 clientsFee: 0%

FiduciaryFee-Only

PGIM CUSTOM HARVEST LLC

NEWARK, NJ · Since 2019

$6.9B AUM9 clientsFee: 0%

FiduciaryFee-Only

SHORE POINT ADVISORS, LLC

BRIELLE, NJ · Since 2021

$328M AUM4 clientsFee: 0%

FiduciaryFee-Only

SYSTEMATIC ALPHA INVESTMENTS, LLC

PRINCETON, NJ · Since 2018

$3.5B AUM1 clientsFee: 0%

FiduciaryFee-Only

MILLSTONE FINANCIAL GROUP

PRINCETON, NJ · Since 2026

$104M AUM6 clientsFee: 0%

FiduciaryFee-Only

ABLE WEALTH MANAGEMENT LLC

TOMS RIVER, NJ · Since 2023

$580M AUM6 clientsFee: 0%

FiduciaryFee-Only

HADDONFIELD FINANCIAL PLANNING LLC

HADDONFIELD, NJ · Since 2025

$135M AUM3 clientsFee: 0%

FiduciaryFee-Only

LEATHERBACK INVESTMENTS LLC

LAKEWOOD, NJ · Since 2024

$170M AUM2 clientsFee: 0%

FiduciaryFee-Only

HUDSON OAK WEALTH ADVISORY LLC

HOBOKEN, NJ · Since 2025

$134M AUM1 clientsFee: 0%

FiduciaryFee-Only

RSW INVESTMENTS

SUMMIT, NJ · Since 2019

$2.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

GREEN RIDGE WEALTH PLANNING LLC

MONTVILLE, NJ · Since 2021

$390M AUM6 clientsFee: 0%

FiduciaryFee-Only

MD WEALTH ADVISORS INC

CRANFORD, NJ · Since 2026

$105M AUM1 clientsFee: 0%

FiduciaryFee-Only

HIGH TRAIL CAPITAL

HOBOKEN, NJ · Since 2020

$297M AUM2 clientsFee: 0%

FiduciaryFee-Only

TENON FINANCIAL

METUCHEN, NJ · Since 2023

$316M AUM3 clientsFee: 0%

FiduciaryFee-Only

FIDELIS INVESTORS, LLC

CRANFORD, NJ · Since 2020

$1.4B AUM6 clientsFee: 0%

FiduciaryFee-Only

CORNERSTONE PLANNING GROUP

FAIRFIELD, NJ · Since 2020

$952M AUM16 clientsFee: 0%

FiduciaryFee-Only

SHOREHAVEN WEALTH PARTNERS, LLC

RED BANK, NJ · Since 2020

$542M AUM4 clientsFee: 0%

FiduciaryFee-Only

BERGAMOT ASSET MANAGEMENT LP

PRINCETON, NJ · Since 2026

$106M AUM3 clientsFee: 0%

FiduciaryFee-Only

RILEX CAPITAL LLC

MANASQUAN, NJ · Since 2026

$124M AUM1 clientsFee: 0%

FiduciaryFee-Only

PCB CAPITAL LLC

EAST BRUNSWICK, NJ · Since 2025

$185M AUM3 clientsFee: 0%

FiduciaryFee-Only

MONIMUS CAPITAL MANAGEMENT, LP

WOODBRIDGE, NJ · Since 2020

$204M AUM3 clientsFee: 0%

FiduciaryFee-Only

AEM ASSET MANAGEMENT, LLC

SOMERSET, NJ · Since 2020

$118M AUM2 clientsFee: 0%

FiduciaryFee-Only

PRINCETON EQUITY GROUP

PRINCETON, NJ · Since 2021

$1.7B AUM21 clientsFee: 0%

FiduciaryFee-Only

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC

ENGLEWOOD CLIFFS, NJ · Since 2024

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

AHARA ADVISORS

JERSEY CITY, NJ · Since 2024

$185M AUM2 clientsFee: 0%

FiduciaryFee-Only

GOOSE HOLLOW CAPITAL MANAGEMENT LLC

TENAFLY, NJ · Since 2021

$41M AUM2 clientsFee: 0%

FiduciaryFee-Only

TALISMAN WEALTH ADVISORS, LLC

MOUNTAINSIDE, NJ · Since 2021

$251M AUM2 clientsFee: 0%

FiduciaryFee-Only

HARBOURVIEW EQUITY PARTNERS, LLC

NEWARK, NJ · Since 2021

$3.9B AUM45 clientsFee: 0%

FiduciaryFee-Only

THE WEALTH BOUTIQUE

CHESTER, NJ · Since 2024

$121M AUM11 clientsFee: 0%

FiduciaryFee-Only

PIONEX INVESTMENTS INC.

PRINCETON, NJ · Since 2022

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

PGIM DC SOLUTIONS

NEWARK, NJ · Since 2022

$6.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

KENNEDY INVESTMENT GROUP

WEST DEPTFORD, NJ · Since 2022

$633M AUM5 clientsFee: 0%

FiduciaryFee-Only

NPPG PLAN PROFESSIONALS, LLC

SHREWSBURY, NJ · Since 2023

$6.3B AUM2 clientsFee: 0%

FiduciaryFee-Only

ALOOOLA

KINGSTON, NJ · Since 2024

$51M AUM3 clientsFee: 0%

FiduciaryFee-Only

BLUEVINE ADVISORY LLC

JERSEY CITY, NJ · Since 2023

$9M AUM1 clientsFee: 0%

FiduciaryFee-Only

PGIM REAL ESTATE ADVISORS LLC

NEWARK, NJ · Since 2023

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

NEW HORIZONS WEALTH MANAGEMENT

CEDAR KNOLLS, NJ · Since 2023

$203M AUM4 clientsFee: 0%

FiduciaryFee-Only

CIRO CAPITAL LLC

JERSEY CITY, NJ · Since 2026

$117M AUM2 clientsFee: 0%

FiduciaryFee-Only

GENEVA FINANCIAL GROUP

JACKSON, NJ · Since 2024

$234M AUM1 clientsFee: 0%

FiduciaryFee-Only

SANDRO WEALTH MANAGEMENT LLC

FAIRFIELD, NJ · Since 2024

$228M AUM11 clientsFee: 0%

FiduciaryFee-Only

MANTEIO SCALABLE TECHNOLOGIES LLC

JERSEY CITY, NJ · Since 2024

$583M AUM6 clientsFee: 0%

FiduciaryFee-Only

SINDIA CAPITAL ADVISERS, LLC

SOMERS POINT, NJ · Since 2024

$423M AUM1 clientsFee: 0%

FiduciaryFee-Only

PARADIGM INVESTMENT ADVISORY, LLC

BRIDGEWATER, NJ · Since 2025

$425M AUM8 clientsFee: 0%

FiduciaryFee-Only

YORKVILLE AMERICA EQUITIES, LLC

MOUNTAINSIDE, NJ · Since 2025

$43M AUM2 clientsFee: 0%

FiduciaryFee-Only

ANCHORED FINANCIAL PLANNING LLC

WEST DEPTFORD, NJ · Since 2025

$183M AUM2 clientsFee: 0%

FiduciaryFee-Only

ALIGN ADVISOR GROUP, LLC

VINELAND, NJ · Since 2025

$128M AUM2 clientsFee: 0%

FiduciaryFee-Only

ACTIVE WEALTH ADVISORS

WOODCLIFF LAKE, NJ · Since 2025

$75M AUM1 clientsFee: 0%

FiduciaryFee-Only

PIONEER ADVISORY LLC

JERSEY CITY, NJ · Since 2025

$95K AUM1 clientsFee: 0%

FiduciaryFee-Only

1932 INVESTMENT MANAGEMENT

NEWARK, NJ · Since 2025

$4.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

LOGIQ CAPITAL LLC

ENGLEWOOD, NJ · Since 2025

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

FAR HILLS, NJ · Since 2025

$188M AUM2 clientsFee: 0%

FiduciaryFee-Only

CSI GROUP ADVISORS, LLC

WALL TOWNSHIP, NJ · Since 2025

$0 AUM5 clientsFee: 0%

FiduciaryFee-Only

CLEAR WAVE WEALTH MANAGEMENT, LLC

RED BANK, NJ · Since 2025

$617M AUM2 clientsFee: 0%

FiduciaryFee-Only

ACORN ASSET MANAGEMENT LLC

PRINCETON, NJ · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

INTEGROUS WEALTH STRATEGIES

HAMILTON, NJ · Since 2026

$0 AUM3 clientsFee: 0%

FiduciaryFee-Only

YORKVILLE ADVISORS GLOBAL, LP

MOUNTAINSIDE, NJ · Since 2022

$900M AUM21 clientsFee: 0%

FiduciaryFee-Only

ONEX CREDIT ADVISOR, LLC

ENGLEWOOD CLIFFS, NJ · Since 2024

$418M AUM34 clientsFee: 0%

FiduciaryFee-Only

OM ADVISERS LP

SUMMIT, NJ · Since 2020

$189M AUM1 clientsFee: 0%

FiduciaryFee-Only

SOPHRON CAPITAL MANAGEMENT

SUMMIT, NJ · Since 2024

$527M AUM2 clientsFee: 0%

FiduciaryFee-Only

PRMIM

MOUNT LAUREL, NJ · Since 2021

$1.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

THAMES CAPITAL MANAGEMENT, LLC

ROSELAND, NJ · Since 2018

$831M AUM3 clientsFee: 0%

FiduciaryFee-Only

SHREWSBURY RIVER CAPITAL LP

RED BANK, NJ · Since 2018

$758M AUM4 clientsFee: 0%

FiduciaryFee-Only

CREDIT CAPITAL INVESTMENTS

LIVINGSTON, NJ · Since 2012

$351M AUM7 clientsFee: 0%

FiduciaryFee-Only

RYAN HERITAGE, LLP

SADDLE BROOK, NJ · Since 2021

$19M AUM3 clientsFee: 0%

FiduciaryFee-Only

AC FUNDS, LLC

RIDGEWOOD, NJ · Since 2020

$1.0B AUM1 clientsFee: 0%

FiduciaryFee-Only

SCIENCAST MANAGEMENT LP

PRINCETON, NJ · Since 2016

$760M AUM4 clientsFee: 0%

FiduciaryFee-Only

METAURUS ADVISORS LLC

HOBOKEN, NJ · Since 2021

$1.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

BELLWETHER CONSULTING LLC

MILLBURN, NJ · Since 2001

$0 AUM8 clientsFee: 0%

FiduciaryFee-Only

VALHUM ASSET MANAGEMENT, LLC

UPPER SADDLE RIVER, NJ · Since 2022

$100M AUM1 clientsFee: 0%

FiduciaryFee-Only

ZAIS GROUP

HOLMDEL, NJ · Since 1997

$5.3B AUM19 clientsFee: 0%

FiduciaryFee-Only

EDGESTREAM PARTNERS, L.P.

PRINCETON, NJ · Since 2012

$4.9B AUM13 clientsFee: 0%

FiduciaryFee-Only

LORD ABBETT CLO MANAGEMENT LP

JERSEY CITY, NJ · Since 2024

$0 AUM191 clientsFee: 0%

FiduciaryFee-Only

CURASSET CAPITAL MANAGEMENT, LLC

NEWARK, NJ · Since 2021

$643M AUM6 clientsFee: 0%

FiduciaryFee-Only

PRIVATE ADVISOR NETWORK, LLC

MORRISTOWN, NJ · Since 2018

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

HONEYWELL CAPITAL MANAGEMENT LLC

MORRIS PLAINS, NJ · Since 2002

$12.2B AUM16 clientsFee: 0%

FiduciaryFee-Only

GRAND SLAM ASSET MANAGEMENT, LLC

ENGLEWOOD CLIFFS, NJ · Since 2012

$35M AUM2 clientsFee: 0%

FiduciaryFee-Only

AXQ CAPITAL, LP

JERSEY CITY, NJ · Since 2022

$727M AUM3 clientsFee: 0%

FiduciaryFee-Only

REVOLVERCAP MANAGEMENT, L.P.

TEANECK, NJ · Since 2017

$1.1B AUM4 clientsFee: 0%

FiduciaryFee-Only

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

FAIR HAVEN, NJ · Since 2014

$108M AUM1 clientsFee: 0%

FiduciaryFee-Only

VESTGEN INVESTMENT MANAGEMENT

EGG HARBOR TWP., NJ · Since 2002

$787M AUM16 clientsFee: 0%

FiduciaryFee-Only

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

LAWRENCEVILLE, NJ · Since 2019

$207M AUM5 clientsFee: 0%

FiduciaryFee-Only

GRANTVEST FINANCIAL GROUP LLC

MATAWAN, NJ · Since 2024

$230M AUM5 clientsFee: 0%

FiduciaryFee-Only

FAMILY WEALTH PARTNERS LLC

MEDFORD, NJ · Since 2026

$131M AUM2 clientsFee: 0%

FiduciaryFee-Only

SANDALWOOD SECURITIES, INC.

ROSELAND, NJ · Since 1992

$930M AUM4 clientsFee: 0%

FiduciaryFee-Only

ACA/PRUDENT INVESTORS PLANNING CORPORATION

GREEN BROOK, NJ · Since 1999

$351M AUM2 clientsFee: 0%

PALISADE CAPITAL MANAGEMENT, LP

FORT LEE, NJ · Since 1995

$3.9B AUM15 clientsFee: 0%

FiduciaryFee-Only

HUDSON EDGE INVESTMENT PARTNERS, INC.

JERSEY CITY, NJ · Since 1983

$2.9B AUM7 clientsFee: 0%

FiduciaryFee-Only

CONDOR CAPITAL WEALTH MANAGEMENT

MARTINSVILLE, NJ · Since 1988

$2.2B AUM17 clientsFee: 0%

FiduciaryFee-Only

BLACKHILL CAPITAL, INC

MORRISTOWN, NJ · Since 1988

$2.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

SIGNET FINANCIAL MANAGEMENT, LLC

PARSIPPANY, NJ · Since 1988

$1.2B AUM12 clientsFee: 0%

FiduciaryFee-Only

PGIM, INC.

NEWARK, NJ · Since 1984

$1131.6B AUM1350 clientsFee: 0%

FiduciaryFee-Only

TOEWS ASSET MANAGEMENT

NORTHFIELD, NJ · Since 1994

$1.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

PGIM PRIVATE PLACEMENT INVESTORS, L.P.

NEWARK, NJ · Since 1993

$24.4B AUM290 clientsFee: 0%

FiduciaryFee-Only

ASSET ADVISORY GROUP, INC.

KINNELON, NJ · Since 1994

$480M AUM2 clientsFee: 0%

FiduciaryFee-Only

PORTFOLIO STRATEGIES INC NY

MONTVALE, NJ · Since 1994

$1.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

JACOBS LEVY EQUITY MANAGEMENT

FLORHAM PARK, NJ · Since 1986

$28.0B AUM38 clientsFee: 0%

FiduciaryFee-Only

WATERMARK GROUP, INC.

PRINCETON, NJ · Since 1990

$3.8B AUM8 clientsFee: 0%

FiduciaryFee-Only

STERLING FINANCIAL PLANNING INC

SPARTA, NJ · Since 1998

$761M AUM8 clientsFee: 0%

FiduciaryFee-Only

SEABRIDGE INVESTMENT ADVISORS LLC

SUMMIT, NJ · Since 1997

$771M AUM11 clientsFee: 0%

FiduciaryFee-Only

DUMONT & BLAKE INVESTMENT ADVISORS LLC

PRINCETON, NJ · Since 1999

$562M AUM4 clientsFee: 0%

FiduciaryFee-Only

LORD, ABBETT & CO. LLC

JERSEY CITY, NJ · Since 1970

$270.4B AUM191 clientsFee: 0%

FiduciaryFee-Only

QUANTUM CAPITAL MANAGEMENT, LLC

NORTHFIELD, NJ · Since 2000

$1.0B AUM2 clientsFee: 0%

FiduciaryFee-Only

CORRADO ADVISORS, LLC

RAMSEY, NJ · Since 1999

$253M AUM5 clientsFee: 0%

FiduciaryFee-Only

CHATHAM WEALTH MANAGEMENT

CHATHAM, NJ · Since 2000

$643M AUM4 clientsFee: 0%

FiduciaryFee-Only

COVINGTON & ASSOCIATES, INC.

WESTFIELD, NJ · Since 2001

$308M AUM3 clientsFee: 0%

FiduciaryFee-Only

PRINCETON CAPITAL MANAGEMENT LLC

RED BANK, NJ · Since 2001

$435M AUM6 clientsFee: 0%

FiduciaryFee-Only

SAX WEALTH ADVISORS, LLC

PARSIPPANY, NJ · Since 2008

$3.6B AUM37 clientsFee: 0%

FiduciaryFee-Only

RIDGEWOOD INVESTMENTS

SPRINGFIELD, NJ · Since 2006

$419M AUM5 clientsFee: 0%

FiduciaryFee-Only

S.F. EHRLICH ASSOCIATES, INC.

CRANFORD, NJ · Since 2018

$186M AUM2 clientsFee: 0%

FiduciaryFee-Only

CRA FINANCIAL SERVICES, L.L.C.

NORTHFIELD, NJ · Since 2003

$1.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

GCI FINANCIAL GROUP

MENDHAM, NJ · Since 2024

$145M AUM3 clientsFee: 0%

FiduciaryFee-Only

OMNI 360 WEALTH, INC.

PLAINSBORO, NJ · Since 2021

$426M AUM5 clientsFee: 0%

FiduciaryFee-Only

MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

OLD TAPPAN, NJ · Since 2024

$169M AUM2 clientsFee: 0%

FiduciaryFee-Only

HIGHLAND FINANCIAL ADVISORS, LLC

WAYNE, NJ · Since 2005

$640M AUM7 clientsFee: 0%

FiduciaryFee-Only

HENNION & WALSH ASSET MANAGEMENT, INC.

PARSIPPANY, NJ · Since 2003

$769M AUM11 clientsFee: 0%

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

FAIRFIELD, NJ · Since 2008

$1.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

ASSET MANAGEMENT CONSULTING SERVICES, INC.

LIVINGSTON, NJ · Since 2003

$144M AUM2 clientsFee: 0%

FiduciaryFee-Only

STAWNYCHY FINANCIAL SERVICES, INC.

KINNELON, NJ · Since 2025

$131M AUM1 clientsFee: 0%

FiduciaryFee-Only

ALJEN ASSET MANAGEMENT LLC

CEDAR KNOLLS, NJ · Since 2024

$230M AUM2 clientsFee: 0%

FiduciaryFee-Only

MEZZASALMA ADVISORS

TINTON FALLS, NJ · Since 2021

$534M AUM5 clientsFee: 0%

FiduciaryFee-Only

OMEGA CAPITAL MANAGEMENT, LLC

FLANDERS, NJ · Since 2021

$140M AUM1 clientsFee: 0%

FiduciaryFee-Only

GSG ADVISORS LLC

MOUNT LAUREL, NJ · Since 2004

$862M AUM3 clientsFee: 0%

FiduciaryFee-Only

TSP CAPITAL MANAGEMENT GROUP, LLC

SUMMIT, NJ · Since 2004

$553M AUM2 clientsFee: 0%

FiduciaryFee-Only

SIMON QUICK ADVISORS, LLC

MORRISTOWN, NJ · Since 2004

$9.0B AUM77 clientsFee: 0%

FiduciaryFee-Only

ONEX CREDIT PARTNERS, LLC

ENGLEWOOD CLIFFS, NJ · Since 2006

$30.1B AUM44 clientsFee: 0%

FiduciaryFee-Only

CIRCLE WEALTH MANAGEMENT, LLC

SUMMIT, NJ · Since 2007

$14.1B AUM11 clientsFee: 0%

FiduciaryFee-Only

BC ADVISORS, LLC

MT. LAUREL, NJ · Since 2007

$4.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

BARON FINANCIAL GROUP LLC

FAIR LAWN, NJ · Since 2007

$369M AUM5 clientsFee: 0%

FiduciaryFee-Only

NEWPORT CAPITAL GROUP, LLC

RED BANK, NJ · Since 2007

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · Since 2015

$300M AUM4 clientsFee: 0%

FiduciaryFee-Only

PRIVATE CLIENT GROUP ASSET MANAGEMENT

GLADSTONE, NJ · Since 2022

$143M AUM5 clientsFee: 0%

FiduciaryFee-Only

SEELAUS ASSET MANAGEMENT, LLC

CHATHAM, NJ · Since 2013

$1.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC

JERSEY CITY, NJ · Since 2009

$121.1B AUM248 clientsFee: 0%

FiduciaryFee-Only

KUBHERA ENTERPRISES LLC

PRINCETON, NJ · Since 2018

$276M AUM4 clientsFee: 0%

FiduciaryFee-Only

REDBLACK ADVISERS, INC.

ORADELL, NJ · Since 2009

$824M AUM3 clientsFee: 0%

FiduciaryFee-Only

PATHSTONE

ENGLEWOOD, NJ · Since 2009

$110.3B AUM365 clientsFee: 0%

FiduciaryFee-Only

KEVIN M. GIBNEY AND COMPANY, LLC

ISELIN, NJ · Since 2009

$307M AUM2 clientsFee: 0%

FiduciaryFee-Only

THE GENWEALTH GROUP, INC.

MAPLEWOOD, NJ · Since 2010

$661M AUM5 clientsFee: 0%

FiduciaryFee-Only

ECP

SUMMIT, NJ · Since 2012

$33.4B AUM57 clientsFee: 0%

FiduciaryFee-Only

MODERA WEALTH MANAGEMENT, LLC

WESTWOOD, NJ · Since 2010

$17.7B AUM106 clientsFee: 0%

FiduciaryFee-Only

AMERRA CAPITAL MANAGEMENT, LLC

ENGLEWOOD, NJ · Since 2011

$610M AUM12 clientsFee: 0%

FiduciaryFee-Only

SWANDER PACE CAPITAL

BEDMINSTER, NJ · Since 2012

$960M AUM17 clientsFee: 0%

FiduciaryFee-Only

PERSONAL CFO SOLUTIONS LLC

CHESTER, NJ · Since 2012

$1.6B AUM14 clientsFee: 0%

FiduciaryFee-Only

WITHUM WEALTH MANAGEMENT

RED BANK, NJ · Since 2011

$2.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

COLUMBUS HILL CAPITAL MANAGEMENT, L.P.

SHORT HILLS, NJ · Since 2012

$1.6B AUM7 clientsFee: 0%

FiduciaryFee-Only

TALARA CAPITAL MANAGEMENT, LLC

MONTCLAIR, NJ · Since 2012

$318M AUM2 clientsFee: 0%

FiduciaryFee-Only

NEW VERNON CAPITAL

MORRISTOWN, NJ · Since 2012

$902M AUM4 clientsFee: 0%

FiduciaryFee-Only

VETERI PLACE CORPORATION

PARSIPPANY, NJ · Since 2014

$151M AUM2 clientsFee: 0%

FiduciaryFee-Only

LEO FUND SERVICES, LLC

EDISON, NJ · Since 2012

$151M AUM5 clientsFee: 0%

FiduciaryFee-Only

GLACIER PEAK CAPITAL MANAGEMENT, LLC

CHATHAM, NJ · Since 2018

$9.9B AUM2 clientsFee: 0%

FiduciaryFee-Only

BPP WEALTH SOLUTIONS, LLC

BASKING RIDGE, NJ · Since 2013

$247M AUM4 clientsFee: 0%

FiduciaryFee-Only

WORTH VENTURE PARTNERS, LLC

FORT LEE, NJ · Since 2015

$456M AUM4 clientsFee: 0%

FiduciaryFee-Only

TA CAPITAL MANAGEMENT, LLC

SEWELL, NJ · Since 2013

$439M AUM4 clientsFee: 0%

FiduciaryFee-Only

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

FLEMINGTON, NJ · Since 2014

$517M AUM6 clientsFee: 0%

FiduciaryFee-Only

OLIVER LUXXE ASSETS LLC

GLADSTONE, NJ · Since 2013

$982M AUM6 clientsFee: 0%

FiduciaryFee-Only

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

PARSIPPANY, NJ · Since 2014

$237M AUM1 clientsFee: 0%

FiduciaryFee-Only

SALVUS WEALTH MANAGEMENT, LLC

RED BANK, NJ · Since 2019

$316M AUM6 clientsFee: 0%

FiduciaryFee-Only

PINE VALLEY INVESTMENTS

MARLTON, NJ · Since 2015

$2.7B AUM31 clientsFee: 0%

FiduciaryFee-Only

BCS PRIVATE WEALTH MANAGEMENT

RUMSON, NJ · Since 2015

$470M AUM4 clientsFee: 0%

FiduciaryFee-Only

KABR MANAGEMENT, LLC

ENGLEWOOD, NJ · Since 2016

$642M AUM11 clientsFee: 0%

FiduciaryFee-Only

BEACON TRUST

MORRISTOWN, NJ · Since 2015

$4.4B AUM43 clientsFee: 0%

FiduciaryFee-Only

APPALOOSA LP

SHORT HILLS, NJ · Since 2015

$20.4B AUM12 clientsFee: 0%

FiduciaryFee-Only

BLUEPRINT CAPITAL ADVISORS LLC

SHORT HILLS, NJ · Since 2017

$1.8B AUM4 clientsFee: 0%

FiduciaryFee-Only

PARADIGM WEALTH ADVISORY LLC

BRIDGEWATER, NJ · Since 2016

$201M AUM10 clientsFee: 0%

FiduciaryFee-Only

ATLAS PRIVATE WEALTH ADVISORS

RED BANK, NJ · Since 2016

$860M AUM14 clientsFee: 0%

FiduciaryFee-Only

TEPP WEALTH MANAGEMENT

WESTFIELD, NJ · Since 2024

$196M AUM3 clientsFee: 0%

FiduciaryFee-Only

QUAKER WEALTH MANAGEMENT LLC

MOORESTOWN, NJ · Since 2016

$449M AUM4 clientsFee: 0%

FiduciaryFee-Only

WISS PRIVATE CLIENT ADVISORS, LLC

FLORHAM PARK, NJ · Since 2019

$1.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

PARISI GRAY WEALTH MANAGEMENT, LLC

MENDHAM, NJ · Since 2016

$796M AUM2 clientsFee: 0%

FiduciaryFee-Only

REVOLVE WEALTH PARTNERS, LLC

HACKENSACK, NJ · Since 2017

$1.4B AUM13 clientsFee: 0%

FiduciaryFee-Only

HERITAGE FINANCIAL COUNSELORS, LLC

BEDMINSTER, NJ · Since 2017

$236M AUM4 clientsFee: 0%

FiduciaryFee-Only

SMALLWOOD WEALTH MANAGEMENT

RED BANK, NJ · Since 2017

$339M AUM5 clientsFee: 0%

FiduciaryFee-Only

FORTIS GROUP ADVISORS LLC

WESTWOOD, NJ · Since 2018

$822M AUM24 clientsFee: 0%

FiduciaryFee-Only

SHOREBRIDGE CAPITAL MANAGEMENT, LLC

SUMMIT, NJ · Since 2018

$735M AUM5 clientsFee: 0%

FiduciaryFee-Only

LEXINGTON CAPITAL MANAGEMENT LP

LAKEWOOD, NJ · Since 2025

$153M AUM7 clientsFee: 0%

FiduciaryFee-Only

POETIC GROUP LLC

HACKENSACK, NJ · Since 2019

$803M AUM4 clientsFee: 0%

FiduciaryFee-Only

MASTERS LEGACY PLANNING

LINWOOD, NJ · Since 2018

$248M AUM2 clientsFee: 0%

FiduciaryFee-Only

TRANQUILLI FINANCIAL ADVISOR, LLC

CLINTON, NJ · Since 2018

$199M AUM2 clientsFee: 0%

FiduciaryFee-Only

KEY CLIENT FIDUCIARY ADVISORS, LLC

FAIRFIELD, NJ · Since 2018

$896M AUM10 clientsFee: 0%

FiduciaryFee-Only

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

MONTVALE, NJ · Since 2018

$454M AUM6 clientsFee: 0%

FiduciaryFee-Only

ACCRETIVE WEALTH PARTNERS, LLC

PARSIPPANY, NJ · Since 2019

$505M AUM3 clientsFee: 0%

FiduciaryFee-Only

TRANSCEND CAPITAL ADVISORS, LLC

MADISON, NJ · Since 2018

$2.9B AUM27 clientsFee: 0%

FiduciaryFee-Only

SIMPLICITY WEALTH

SUMMIT, NJ · Since 2019

$4.3B AUM190 clientsFee: 0%

FiduciaryFee-Only

PRYSM CAPITAL, L.P.

PRINCETON, NJ · Since 2020

$6.9B AUM9 clientsFee: 0%

FiduciaryFee-Only

NORTHSTAR ADVISORY GROUP, LLC

NORTHFIELD, NJ · Since 2020

$377M AUM3 clientsFee: 0%

FiduciaryFee-Only

EMISSARY WEALTH

HACKENSACK, NJ · Since 2021

$185M AUM4 clientsFee: 0%

FiduciaryFee-Only

CONVERSANT CAPITAL LLC

SUMMIT, NJ · Since 2020

$3.1B AUM9 clientsFee: 0%

FiduciaryFee-Only

LANDSEER ADVISORS LLC

PRINCETON, NJ · Since 2020

$415M AUM4 clientsFee: 0%

FiduciaryFee-Only

MANTEIO CAPITAL LLC

JERSEY CITY, NJ · Since 2021

$493M AUM24 clientsFee: 0%

FiduciaryFee-Only

SAIPH CAPITAL, LLC

WYCKOFF, NJ · Since 2021

$459M AUM3 clientsFee: 0%

FiduciaryFee-Only

PASSAIC PARTNERS LLC

NEWARK, NJ · Since 2021

$2.2B AUM3 clientsFee: 0%

FiduciaryFee-Only

EMBASSY ASSET MANAGEMENT LP

SHORT HILLS, NJ · Since 2021

$774M AUM4 clientsFee: 0%

FiduciaryFee-Only

COMPASS PRIVATE WEALTH GROUP LLC

SHORT HILLS, NJ · Since 2025

$113M AUM3 clientsFee: 0%

FiduciaryFee-Only

CRE VENTURE CAPITAL, INC.

MAHWAH, NJ · Since 2022

$405M AUM5 clientsFee: 0%

FiduciaryFee-Only

CORA CAPITAL ADVISORS

MARLTON, NJ · Since 2022

$723M AUM8 clientsFee: 0%

FiduciaryFee-Only

ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ · Since 2022

$15.1B AUM104 clientsFee: 0%

FiduciaryFee-Only

TSG ALPHA PARTNERS, LLC

OLD BRIDGE, NJ · Since 2025

$135M AUM9 clientsFee: 0%

FiduciaryFee-Only

BREAKWATER CAPITAL GROUP

PARAMUS, NJ · Since 2022

$1.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

FAROPOINT VENTURES, LLC

HOBOKEN, NJ · Since 2025

$780M AUM49 clientsFee: 0%

FiduciaryFee-Only

ASTRA WEALTH PARTNERS

JERSEY CITY, NJ · Since 2022

$268M AUM3 clientsFee: 0%

FiduciaryFee-Only

LUMIDA WEALTH MANAGEMENT LLC

WAYNE, NJ · Since 2022

$133M AUM4 clientsFee: 0%

FiduciaryFee-Only

EAGLE WEALTH STRATEGIES

MULLICA HILL, NJ · Since 2023

$654M AUM9 clientsFee: 0%

FiduciaryFee-Only

PREMIER PATH WEALTH PARTNERS, LLC

MADISON, NJ · Since 2023

$1.2B AUM5 clientsFee: 0%

FiduciaryFee-Only

PODELL FINANCIAL GROUP LLC

FAIRFIELD, NJ · Since 2023

$228M AUM4 clientsFee: 0%

FiduciaryFee-Only

OZE CAPITAL LLC

FLORHAM PARK, NJ · Since 2023

$214M AUM5 clientsFee: 0%

FiduciaryFee-Only

GENESIS FINANCIAL GROUP, LLC

PARAMUS, NJ · Since 2025

$171M AUM1 clientsFee: 0%

FiduciaryFee-Only

CARNEGIE LAKE ADVISORS LLC

PRINCETON, NJ · Since 2024

$403M AUM7 clientsFee: 0%

FiduciaryFee-Only

ROXBURY FINANCIAL

MOUNT ARLINGTON, NJ · Since 2024

$180M AUM2 clientsFee: 0%

FiduciaryFee-Only

DIADEMA PARTNERS LP

MORRISTOWN, NJ · Since 2024

$398M AUM4 clientsFee: 0%

FiduciaryFee-Only

VIRTUS WEALTH SOLUTIONS

CRANFORD, NJ · Since 2024

$595M AUM4 clientsFee: 0%

FiduciaryFee-Only

LORD ABBETT FIF ADVISOR LLC

JERSEY CITY, NJ · Since 2024

$190M AUM191 clientsFee: 0%

FiduciaryFee-Only

LORD ABBETT PRIVATE CREDIT ADVISOR LLC

JERSEY CITY, NJ · Since 2024

$1.3B AUM191 clientsFee: 0%

FiduciaryFee-Only

TAURUS FINANCIAL

JERSEY CITY, NJ · Since 2026

$162M AUM3 clientsFee: 0%

FiduciaryFee-Only

CADIA PRIVATE CLIENT LLC

PARSIPPANY, NJ · Since 2025

$193M AUM2 clientsFee: 0%

FiduciaryFee-Only

REVEL WEALTH MANAGEMENT

TEANECK, NJ · Since 2026

$259M AUM2 clientsFee: 0%

FiduciaryFee-Only

ASHE CAPITAL MANAGEMENT, LP

ENGLEWOOD CLIFFS, NJ · Since 2014

$1.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

MERCATOR PARTNERS

PRINCETON, NJ · Since 2022

$298M AUM4 clientsFee: 0%

FiduciaryFee-Only

TWIN OAKS PARTNERS

CHATHAM, NJ · Since 2012

$1.2B AUM2 clientsFee: 0%

FiduciaryFee-Only

LANDSCAPE CAPITAL MANAGEMENT LLC

ENGLEWOOD, NJ · Since 2014

$3.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

STAR ASIA MANAGEMENT

MOUNT LAUREL, NJ · Since 2016

$4.8B AUM2 clientsFee: 0%

FiduciaryFee-Only

CHATHAM ASSET MANAGEMENT, LLC

CHATHAM, NJ · Since 2012

$8.3B AUM24 clientsFee: 0%

FiduciaryFee-Only

BLUESHIFT ASSET MANAGEMENT

RED BANK, NJ · Since 2017

$694M AUM10 clientsFee: 0%

FiduciaryFee-Only

HUDSON COVE CAPITAL MANAGEMENT LLC

JERSEY CITY, NJ · Since 2016

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

WEST HORIZON CAPITAL

PRINCETON, NJ · Since 2025

$283M AUM1 clientsFee: 0%

FiduciaryFee-Only

RIDGELEIGH CAPITAL

SUMMIT, NJ · Since 2014

$1.0B AUM1 clientsFee: 0%

FiduciaryFee-Only

JAFFA CAPITAL MANAGEMENT LLC

CLIFTON, NJ · Since 2023

$597M AUM4 clientsFee: 0%

FiduciaryFee-Only

FRANKLIN MUTUAL ADVISERS, LLC

SHORT HILLS, NJ · Since 1996

$42.6B AUM37 clientsFee: 0%

FiduciaryFee-Only

FORZA INVESTMENT GROUP, LP

SUMMIT, NJ · Since 2024

$3.9B AUM6 clientsFee: 0%

FiduciaryFee-Only

AIGA CAPITAL PARTNERS LLC

JERSEY CITY, NJ · Since 2025

$289M AUM6 clientsFee: 0%

FiduciaryFee-Only

BAYARD ASSET MANAGEMENT LLC

PRINCETON, NJ · Since 2017

$397M AUM2 clientsFee: 0%

FiduciaryFee-Only

SCIENTECH RESEARCH LLC

JERSEY CITY, NJ · Since 2024

$499M AUM4 clientsFee: 0%

FiduciaryFee-Only

CONCORD MANAGEMENT SERVICES, LLC

SUMMIT, NJ · Since 2019

$301M AUM2 clientsFee: 0%

FiduciaryFee-Only

SOLUS ALTERNATIVE ASSET MANAGEMENT LP

SUMMIT, NJ · Since 2007

$3.2B AUM11 clientsFee: 0%

FiduciaryFee-Only

BCG SECURITIES, INC.

CHERRY HILL, NJ · Since 1999

$894M AUM33 clientsFee: 0%

TLG ADVISORS, INC.

SUMMIT, NJ · Since 2001

$2.3B AUM155 clientsFee: 0%

FiduciaryFee-Only1 complaint

ACCESS WEALTH

EAST HANOVER, NJ · Since 2001

$539M AUM6 clientsFee: 0%

FiduciaryFee-Only

AURORA PRIVATE WEALTH, INC.

TOTOWA, NJ · Since 2017

$374M AUM16 clientsFee: 0%

FiduciaryFee-Only1 complaint

REDWOOD WEALTH MANAGEMENT GROUP, LLC

MEDFORD, NJ · Since 2015

$317M AUM3 clientsFee: 0%

FiduciaryFee-Only

FIRST LIGHT WEALTH ADVISORS, LLC

LITTLE FALLS, NJ · Since 2026

$116M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

REDWOOD FINANCIAL PLANNING, LLC

SCOTCH PLAINS, NJ · Since 2023

$389M AUM3 clientsFee: 0%

FiduciaryFee-Only1 complaint

SUMMIT FINANCIAL, LLC

PARSIPPANY, NJ · Since 2018

$22.5B AUM216 clientsFee: 0%

FiduciaryFee-Only1 complaint

COPPER BEECH FINANCIAL GROUP, LLC

MOORESTOWN, NJ · Since 2021

$197M AUM4 clientsFee: 0%

FiduciaryFee-Only

LAUREL OAK WEALTH MANAGEMENT, LLC

MARLTON, NJ · Since 2025

$1.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

EVERGREEN CAPITAL ASSOCIATES LLC

PLAINSBORO, NJ · Since 2023

$244M AUM15 clientsFee: 0%

FiduciaryFee-Only1 complaint

PGIM INVESTMENTS LLC

NEWARK, NJ · Since 1987

$344.8B AUM97 clientsFee: 0%

FiduciaryFee-Only

WBI INVESTMENTS, LLC

RED BANK, NJ · Since 1985

$540M AUM5 clientsFee: 0%

FiduciaryFee-Only

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

TOTOWA, NJ · Since 2002

$78M AUM9 clientsFee: 0%

FiduciaryFee-Only

MILLINGTON SECURITIES, LLC

RED BANK, NJ · Since 2010

$141M AUM4 clientsFee: 0%

FiduciaryFee-Only

HARTSHORNE GROUP, LLC

RED BANK, NJ · Since 2009

$0 AUM0 clientsFee: 0%

FiduciaryFee-Only

PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ · Since 2011

$44.3B AUM670 clientsFee: 0%

FiduciaryFee-Only

BLACKROCK INVESTMENT MANAGEMENT, LLC

PRINCETON, NJ · Since 1999

$676.7B AUM444 clientsFee: 0%

FiduciaryFee-Only1 complaint

NPA ASSET MANAGEMENT, LLC

FAIR LAWN, NJ · Since 2006

$1.1B AUM52 clientsFee: 0%

Broker-Dealer1 complaint

BUCKMAN ADVISORY GROUP LLC

LITTLE SILVER, NJ · Since 2004

$277M AUM15 clientsFee: 0%

FiduciaryFee-Only1 complaint

PRECISION FINANCIAL SERVICES

MINE HILL, NJ · Since 2013

$436M AUM10 clientsFee: 0%

FiduciaryFee-Only1 complaint

TAP ROOT CAPITAL MANAGEMENT LP

SUMMIT, NJ · Since 2025

$297M AUM8 clientsFee: 0%

FiduciaryFee-Only1 complaint

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

FLORHAM PARK, NJ · Since 2025

$162M AUM14 clientsFee: 0%

FiduciaryFee-Only2 complaints

PRUDENTIAL SELECT STRATEGIES LLC

NEWARK, NJ · Since 2017

$22.8B AUM52 clientsFee: 0%

FiduciaryFee-Only

WOLOSHIN INVESTMENT MANAGEMENT, LLC

MEDFORD, NJ · Since 2022

$180M AUM3 clientsFee: 0%

FiduciaryFee-Only2 complaints

VAUGHAN AND COMPANY SECURITIES, INC.

RIDGEWOOD, NJ · Since 2020

$219M AUM4 clientsFee: 0%

FiduciaryFee-Only3 complaints

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RED BANK, NJ · Since 2014

$674M AUM29 clientsFee: 0%

FiduciaryFee-Only3 complaints

PRUCO SECURITIES, LLC

NEWARK, NJ · Since 1996

$0 AUM4 clientsFee: 0%

METLIFE INVESTMENT MANAGEMENT, LLC

WHIPPANY, NJ · Since 2006

$563.8B AUM695 clientsFee: 0%

FiduciaryFee-Only

HOXTON WEALTH

JERSEY CITY, NJ · Since 2022

$804M AUM34 clientsFee: 0%

FiduciaryFee-Only2 complaints

GMS GROUP

EAST HANOVER, NJ · Since 2022

$20M AUM4 clientsFee: 0%

Broker-Dealer7 complaints

MANAGED ACCOUNT ADVISORS LLC

JERSEY CITY, NJ · Since 2007

$995.0B AUM25 clientsFee: 0%

FiduciaryFee-Only2 complaints

WORLD INVESTMENT ADVISORS, LLC

LINCROFT, NJ · Since 2015

$71.6B AUM471 clientsFee: 0%

FiduciaryFee-Only7 complaints

UBS FINANCIAL SERVICES INC.

WEEHAWKEN, NJ · Since 1971

$915.8B AUM9149 clientsFee: 0%

Broker-Dealer250 complaints

About Financial Advisors in New Jersey

How many financial advisors are registered in New Jersey?
There are 377 SEC-registered investment advisory firms in New Jersey, spread across 128 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in New Jersey?
The median advisory fee in New Jersey is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.