We're thrilled to recognize the 2023 Top Financial Advisor Firms in New Jersey.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of September 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Jersey are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- Must have an office location in New Jersey.
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 |
|
$43.0 million | 33 | 1 | $1.3 million |
Alliance Wealth Management Group |
|
$309.4 million | 382 | 6 | $810,051 |
Altrius Capital Management |
|
$458.5 million | 499 | 7 | $918,929 |
AMH Equity |
|
$137.3 million | 2 | 2 | $68.7 million |
Aprio Wealth Management |
|
$1.3 billion | 692 | 17 | $1.9 million |
Asset Advisory Group |
|
$329.7 million | 170 | 2 | $1.9 million |
Baron Financial Group |
|
$300.7 million | 318 | 4 | $945,445 |
Blueprint Capital Management |
|
$4.0 million | 30 | 1 | $133,548 |
Bourne Lent Asset Managament |
|
$256.4 million | 84 | 2 | $3.1 million |
Brave Family Advisors |
|
$439.3 million | 280 | 5 | $1.6 million |
Brighton Financial Planning |
|
$76.5 million | 73 | 2 | $1.0 million |
Byrne Asset Management |
|
$180.7 million | 142 | 5 | $1.3 million |
Capital Enhancement |
|
$84.0 million | 23 | 2 | $3.7 million |
Castle Financial & Retirement Planning Associates |
|
$97.0 million | 148 | 1 | $655,592 |
Channel Capital Management |
|
$3.8 million | 1 | 1 | $3.8 million |
Chatham Wealth Management |
|
$411.4 million | 315 | 3 | $1.3 million |
Circle Wealth Management |
|
$6.6 billion | 120 | 9 | $54.6 million |
Comprehensive Wealth Services |
|
$72.8 million | 38 | 1 | $1.9 million |
Concord Advisory Group |
|
$32.8 billion | 185 | 13 | $177.4 million |
Condor Capital Wealth Management |
|
$1.4 billion | 723 | 14 | $2.0 million |
Constantia Capital |
|
$14.3 million | 42 | 2 | $340,701 |
Covenant Asset Management |
|
$416.6 million | 534 | 7 | $780,092 |
CRA Financial Services |
|
$966.1 million | 1,128 | 11 | $856,464 |
CTR Financial Group |
|
$25.5 million | 13 | 1 | $2.0 million |
Delta Capital Management |
|
$189.6 million | 46 | 3 | $4.1 million |
Delta Financial Group |
|
$996.3 million | 804 | 4 | $1.2 million |
Dorchester Advisors |
|
$52.9 million | 44 | 1 | $1.2 million |
East Coast Wealth Management |
|
$96.4 million | 135 | 2 | $714,159 |
Eisneramper Wealth Management & Corporate Benefits |
|
$1.3 billion | 694 | 18 | $1.9 million |
EKS Associates |
|
$278.8 million | 46 | 4 | $6.1 million |
Evergreen Capital Management |
|
$35.3 million | 367 | 4 | $96,277 |
Gateway Advisory |
|
$637.9 million | 678 | 5 | $940,791 |
George McKelvey Co |
|
$951.6 million | 714 | 8 | $1.3 million |
Geremia Financial Services |
|
$53.6 million | 114 | 2 | $470,325 |
Gitterman Wealth Management |
|
$555.7 million | 567 | 7 | $980,038 |
Global Wealth Management |
|
$248.0 million | 117 | 3 | $2.1 million |
Glovista Investments |
|
$321.2 million | 111 | 2 | $2.9 million |
Gold Coast Wealth Management |
|
$382.4 million | 106 | 2 | $3.6 million |
Greenspring Advisors |
|
$6.0 billion | 1,137 | 22 | $5.3 million |
Halberstadt Financial Consultants |
|
$130.1 million | 126 | 3 | $1.0 million |
Hamel Associates |
|
$480.7 million | 110 | 1 | $4.4 million |
Hillcrest Wealth Advisors - NY |
|
$319.0 million | 68 | 1 | $4.7 million |
Huckleberry Capital Management |
|
$36.5 million | 133 | 4 | $274,798 |
Income & Asset Advisory |
|
$108.9 million | 293 | 4 | $371,578 |
Investment Partners Asset Management |
|
$174.5 million | 216 | 5 | $807,896 |
Jersey Shore Financial Advisors |
|
$16.5 million | 40 | 1 | $412,568 |
Kensington Financial Advisors |
|
$114.6 million | 91 | 2 | $1.3 million |
Kiely Capital Management |
|
$54.3 million | 42 | 2 | $1.3 million |
Legacy Care Wealth |
|
$21.5 million | 118 | 2 | $182,550 |
Leicht Financial Planning and Wealth Management |
|
$173.7 million | 169 | 1 | $1.0 million |
LWS Wealth Advisors |
|
$461.4 million | 214 | 3 | $2.2 million |
Mazars Wealth Advisors |
|
$155.4 million | 116 | 1 | $1.3 million |
McRae Capital Management |
|
$584.8 million | 785 | 4 | $744,963 |
Meehan Wealth Advisors |
|
$0.0 | 5 | 2 | $0.0 |
Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
Merrion Investment Management Co |
|
$156.6 million | 42 | 2 | $3.7 million |
Meyer Capital Group |
|
$1.5 billion | 818 | 10 | $1.8 million |
Michael J. Porro & Co. Financial Advisors |
|
$97.4 million | 296 | 2 | $328,959 |
Modera Wealth Management |
|
$6.8 billion | 2,691 | 70 | $2.5 million |
Moneco Advisors |
|
$1.0 billion | 1,952 | 30 | $528,839 |
Mountain Hill Investment Partners |
|
$268.3 million | 170 | 3 | $1.6 million |
Mullooly Asset Management |
|
$299.1 million | 622 | 4 | $480,798 |
NCM Capital Management |
|
$306.1 million | 227 | 3 | $1.3 million |
Next Generation Wealth Planning |
|
$32.4 million | 39 | 1 | $830,249 |
Nigido Mullin Investment Strategies |
|
$10.9 million | 24 | 3 | $455,500 |
Novi Wealth Partners |
|
$361.0 million | 227 | 5 | $1.6 million |
Park Piedmont Advisors |
|
$797.8 million | 536 | 6 | $1.5 million |
Partners For Planning |
|
$0.0 | 14 | 1 | $0.0 |
Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
Planning Directions |
|
$334.4 million | 384 | 5 | $870,771 |
Prestige Wealth Management Group |
|
$463.3 million | 411 | 6 | $1.1 million |
Pulver Capital Management |
|
$61.1 million | 6 | 2 | $10.2 million |
Ramsay Stattman Vela & Price |
|
$676.2 million | 348 | 5 | $1.9 million |
Redfield, Blonsky & Starinsky |
|
$43.3 million | 155 | 1 | $279,226 |
Redwood Coast Financial Partners |
|
$123.9 million | 930 | 3 | $133,191 |
Regency Wealth Management |
|
$448.3 million | 266 | 5 | $1.7 million |
Retiresmart Consulting |
|
$32.7 million | 17 | 1 | $1.9 million |
Roanoke Asset Management Corp |
|
$267.5 million | 59 | 3 | $4.5 million |
Roche Financial Partners |
|
$42.7 million | 34 | 1 | $1.3 million |
Rockdale Financial Services |
|
$87.8 million | 210 | 4 | $418,114 |
Roundview Capital |
|
$1.2 billion | 467 | 5 | $2.5 million |
RTD Financial Advisors |
|
$1.9 billion | 661 | 16 | $2.9 million |
S & A Financial Strategies & Services |
|
$12.3 million | 40 | 2 | $308,392 |
SAGEbroadview Wealth Management |
|
$270.5 million | 138 | 6 | $2.0 million |
SAX Wealth Advisors |
|
$1.3 billion | 826 | 13 | $1.6 million |
SEA Clear Financial Planning |
|
$29.6 million | 33 | 1 | $897,657 |
Signet Financial Management |
|
$839.7 million | 725 | 14 | $1.2 million |
SL Advisors |
|
$305.9 million | 31 | 4 | $9.9 million |
Songbird Capital |
|
$44.0 million | 62 | 1 | $709,626 |
Sterling Financial Planning |
|
$549.1 million | 520 | 6 | $1.1 million |
Strategic Financial |
|
$0.0 | 104 | 3 | $0.0 |
Summit Place Financial Advisors |
|
$208.0 million | 45 | 3 | $4.6 million |
Tandem Capital Management |
|
$189.7 million | 98 | 4 | $1.9 million |
TC Financial Management, CO |
|
$88.0 million | 105 | 1 | $838,095 |
Terra Nova Asset Management |
|
$147.1 million | 67 | 2 | $2.2 million |
The London Company of Virginia |
|
$14.8 billion | 8,754 | 27 | $1.7 million |
The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
Van Leeuwen & Company |
|
$274.5 million | 238 | 4 | $1.2 million |
Wealthspire Advisors |
|
$16.5 billion | 6,863 | 150 | $2.4 million |
Withum Wealth Management |
|
$1.3 billion | 585 | 13 | $2.3 million |
More Top Firms by State
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