Best Financial Advisor Firms New Jersey 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in New Jersey.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in New Jersey, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Jersey are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
A.H. Williams & Company 5/5 Stars $43.0 million 30 1 $1.4 million
Acorn Consulting 5/5 Stars $104.3 million 97 3 $1.1 million
Alliance Wealth Management Group 5/5 Stars $356.2 million 360 6 $989,372
Alter Wealth Management 5/5 Stars $29.5 million 27 1 $1.1 million
Altrius Capital Management 5/5 Stars $446.2 million 432 7 $1.0 million
AMH Equity 5/5 Stars $109.3 million 2 2 $54.7 million
Asset Advisory Group 5/5 Stars $390.3 million 166 2 $2.4 million
Astra Wealth Partners 5/5 Stars $101.7 million 97 4 $1.0 million
Baron Financial Group 5/5 Stars $347.0 million 329 4 $1.1 million
Blueprint Capital Management 5/5 Stars $5.1 million 27 1 $187,355
Bourne Lent Asset Managament 5/5 Stars $389.9 million 84 2 $4.6 million
Brave Family Advisors 5/5 Stars $482.2 million 222 5 $2.2 million
Brighton Financial Planning 5/5 Stars $93.2 million 95 3 $980,737
Byrne Asset Management 5/5 Stars $217.1 million 138 5 $1.6 million
Callan 5/5 Stars $18.2 billion 616 152 $29.5 million
Capital Enhancement 5/5 Stars $100.9 million 23 2 $4.4 million
Castle Financial & Retirement Planning Associates 5/5 Stars $108.7 million 164 1 $662,901
Chatham Wealth Management 5/5 Stars $440.6 million 348 3 $1.3 million
Circle Wealth Management 5/5 Stars $3.4 billion 120 7 $28.5 million
Comprehensive Wealth Services 5/5 Stars $75.3 million 35 1 $2.2 million
Concord Advisory Group 5/5 Stars $45.4 billion 172 13 $264.0 million
Condor Capital Wealth Management 5/5 Stars $1.7 billion 777 13 $2.2 million
Constantia Capital 5/5 Stars $15.6 million 43 2 $363,667
Covenant Asset Management 5/5 Stars $491.0 million 507 6 $968,383
CRA Financial Services 5/5 Stars $1.1 billion 1,023 10 $1.1 million
CTR Financial Group 5/5 Stars $23.8 million 13 1 $1.8 million
Delta Capital Management 5/5 Stars $218.2 million 42 3 $5.2 million
Delta Financial Group 5/5 Stars $1.1 billion 766 4 $1.4 million
Dorchester Advisors 5/5 Stars $59.3 million 41 1 $1.4 million
East Coast Wealth Management 5/5 Stars $100.0 million 158 2 $632,923
Eisneramper Wealth Management & Corporate Benefits 5/5 Stars $720.1 million 449 10 $1.6 million
EKS Associates 5/5 Stars $234.5 million 41 4 $5.7 million
Evergreen Capital Management 5/5 Stars $35.6 million 367 3 $97,103
Evermore Global Advisors 5/5 Stars $178.5 million 4 2 $44.6 million
Excel Capital Management Corp 5/5 Stars $140.3 million 61 2 $2.3 million
Financial Life Focus 5/5 Stars $317.1 million 198 6 $1.6 million
Forum Financial Management 5/5 Stars $7.4 billion 4,554 95 $1.6 million
Gateway Advisory 5/5 Stars $738.7 million 674 7 $1.1 million
Geremia Financial Services 5/5 Stars $69.6 million 110 2 $632,335
Gitterman Wealth Management 5/5 Stars $593.3 million 576 7 $1.0 million
Global Wealth Management 5/5 Stars $288.4 million 301 4 $958,173
Gold Coast Wealth Management 5/5 Stars $367.9 million 99 2 $3.7 million
Greenspring Advisors 5/5 Stars $6.1 billion 619 20 $9.9 million
Halberstadt Financial Consultants 5/5 Stars $135.5 million 171 3 $792,252
Hamel Associates 5/5 Stars $508.4 million 102 1 $5.0 million
Haymarket Wealth Management 5/5 Stars $558.0 million 30 1 $18.6 million
Hillcrest Wealth Advisors - NY 5/5 Stars $371.8 million 69 1 $5.4 million
Ibex Wealth Advisors 5/5 Stars $677.0 million 603 5 $1.1 million
ICN Holding 5/5 Stars $28.7 million 751 2 $38,195
Investment Partners Asset Management 5/5 Stars $196.1 million 191 5 $1.0 million
Jersey Shore Financial Advisors 5/5 Stars $18.3 million 41 1 $445,915
Kiely Capital Management 5/5 Stars $66.9 million 41 2 $1.6 million
Leicht Financial Planning and Wealth Management 5/5 Stars $187.8 million 168 1 $1.1 million
LWS Wealth Advisors 5/5 Stars $517.8 million 196 3 $2.6 million
McRae Capital Management 5/5 Stars $667.9 million 777 4 $859,583
Meehan Wealth Advisors 5/5 Stars $0.0 5 2 $0.0
Meyer Capital Group 5/5 Stars $1.6 billion 790 10 $2.1 million
Michael J. Porro & Co. Financial Advisors 5/5 Stars $117.4 million 187 2 $627,986
Modera Wealth Management 5/5 Stars $7.0 billion 2,293 56 $3.0 million
Moneco Advisors 5/5 Stars $904.5 million 1,671 28 $541,275
Murphy Capital Management 5/5 Stars $1.2 billion 523 3 $2.2 million
Next Generation Wealth Planning 5/5 Stars $36.4 million 37 1 $983,898
Nigido Mullin Investment Strategies 5/5 Stars $20.9 million 22 3 $949,000
Northwest Criterion Asset Management 5/5 Stars $94.5 million 73 2 $1.3 million
Novem Group 5/5 Stars $1.1 billion 1,988 37 $573,077
Novi Wealth Partners 5/5 Stars $347.5 million 199 6 $1.7 million
Nuwave Investment Management 5/5 Stars $148.1 million 2 6 $74.1 million
Park Piedmont Advisors 5/5 Stars $918.7 million 523 5 $1.8 million
Partners For Planning 5/5 Stars $0.0 14 1 $0.0
Perigon Wealth Management 5/5 Stars $3.3 billion 1,490 47 $2.2 million
Planning Directions 5/5 Stars $371.3 million 364 3 $1.0 million
Prestige Wealth Management Group 5/5 Stars $430.6 million 373 6 $1.2 million
Private Client Group Asset Management 5/5 Stars $136.6 million 244 3 $559,950
Pulver Capital Management 5/5 Stars $76.7 million 8 2 $9.6 million
Ramsay Stattman Vela & Price 5/5 Stars $631.1 million 320 4 $2.0 million
Ravello Partners 5/5 Stars $14.0 million 7 1 $2.0 million
Reaves Asset Management 5/5 Stars $3.5 billion 665 1 $5.3 million
Redfield, Blonsky & Starinsky 5/5 Stars $52.0 million 143 1 $363,627
Regency Wealth Management 5/5 Stars $416.3 million 258 5 $1.6 million
RegentAtlantic logoRegentAtlantic 5/5 Stars $6.2 billion 2,131 44 $2.9 million
Retiresmart Consulting 5/5 Stars $19.6 million 14 1 $1.4 million
Roanoke Asset Management Corp 5/5 Stars $335.0 million 59 2 $5.7 million
Roche Financial Partners 5/5 Stars $51.7 million 34 1 $1.5 million
Rockdale Financial Services 5/5 Stars $77.4 million 210 4 $368,558
Roundview Capital 5/5 Stars $1.2 billion 424 5 $2.9 million
RTD Financial Advisors 5/5 Stars $2.2 billion 647 17 $3.4 million
SAX Wealth Advisors 5/5 Stars $1.4 billion 775 13 $1.8 million
SEA Clear Financial Planning 5/5 Stars $33.4 million 31 1 $1.1 million
Signet Financial Management 5/5 Stars $959.5 million 696 15 $1.4 million
SL Advisors 5/5 Stars $217.3 million 87 3 $2.5 million
Strategic Financial Advisors Corporation 5/5 Stars $0.0 102 3 $0.0
Tandem Capital Management 5/5 Stars $238.9 million 78 3 $3.1 million
Terra Nova Asset Management 5/5 Stars $185.5 million 63 2 $2.9 million
The London Company of Virginia 5/5 Stars $17.1 billion 8,204 26 $2.1 million
Victory Fiduciary Consulting 5/5 Stars $109.5 million 643 4 $170,227
Wealth Management Associates 5/5 Stars $522.1 million 828 15 $630,585
Wealthspire Advisors 5/5 Stars $17.4 billion 6,407 110 $2.7 million
Weingarten Associates 5/5 Stars $124.0 million 69 2 $1.8 million
Westfield Wealth Management 5/5 Stars $81.2 million 80 3 $1.0 million
Withum Wealth Management 5/5 Stars $1.2 billion 504 13 $2.3 million

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About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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