Best Financial Advisor Firms New Jersey 2023

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Written by investor.com

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

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