Best Financial Advisor Firms New Jersey 2023

September 07, 2023

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

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