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