Financial advisors in New Jersey

76 SEC-registered advisory firms based in New Jersey, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in New Jersey

Jersey City (7)Newark (6)Parsippany (5)Summit (5)Princeton (4)Morristown (4)Red Bank (4)Fairfield (3)Westwood (2)Marlton (2)Madison (2)Oradell (2)Weehawken (1)Englewood (1)Lincroft (1)Whippany (1)

New Jersey advisory firms by assets

Ubs Financial Services INC. logo
Ubs Financial Services INC.

Weehawken, NJ · CRD #8174

$916B AUM·1.9M accounts·Fee-based

Blackrock Investment Management, LLC logo
Blackrock Investment Management, LLC

Princeton, NJ · CRD #108928

$677B AUM·56k accounts·Fee-based

Managed Account Advisors LLC logo
Managed Account Advisors LLC

Jersey City, NJ · CRD #142558

$995B AUM·2.2M accounts·Fee-only

Lord, Abbett & Co. LLC logo
Lord, Abbett & Co. LLC

Jersey City, NJ · CRD #110391

$270B AUM·26k accounts·Fee-only

Pgim, INC. logo
Pgim, INC.

Newark, NJ · CRD #105676

$1.1T AUM·955 accounts·Fee-based

Pathstone

Englewood, NJ · CRD #151736

$110B AUM·37k accounts·Fee-based

Private Advisor Group, LLC

Morristown, NJ · CRD #155216

$44B AUM·142k accounts·Fee-based

World Investment Advisors, LLC

Lincroft, NJ · CRD #208512

$72B AUM·39k accounts·Fee-based

Metlife Investment Management, LLC logo
Metlife Investment Management, LLC

Whippany, NJ · CRD #142463

$564B AUM·830 accounts·Fee-only

Summit Financial, LLC logo
Summit Financial, LLC

Parsippany, NJ · CRD #299322

$22B AUM·48k accounts·Fee-based

Corebridge Institutional Investments (U.S.), LLC logo
Corebridge Institutional Investments (U.S.), LLC

Jersey City, NJ · CRD #150088

$121B AUM·616 accounts·Fee-based

Simplicity Wealth

Summit, NJ · CRD #300572

$4.3B AUM·14k accounts·Fee-based

Pgim Investments LLC logo
Pgim Investments LLC

Newark, NJ · CRD #105670

$345B AUM·197 accounts·Fee-based

Modera Wealth Management, LLC

Westwood, NJ · CRD #155649

$18B AUM·22k accounts·Fee-based

Onepoint Bfg Wealth Partners

Parsippany, NJ · CRD #318366

$15B AUM·28k accounts·Fee-based

Pgim Private Placement Investors, L.P. logo
Pgim Private Placement Investors, L.P.

Newark, NJ · CRD #106442

$24B AUM·40 accounts·Fee-only

Adp Strategic Plan Services, LLC logo
Adp Strategic Plan Services, LLC

Roseland, NJ · CRD #286555

$24B AUM·91k accounts·Fee-based

Tlg Advisors, INC.

Summit, NJ · CRD #111052

$2.3B AUM·8.3k accounts·Fee-based

Advisors Capital Management, LLC logo
Advisors Capital Management, LLC

Ridgewood, NJ · CRD #112266

$12B AUM·18k accounts·Fee-based

Pgim Quantitative Solutions

Newark, NJ · CRD #129752

$111B AUM·247 accounts·Fee-based

Harding Loevner LP

Bridgewater, NJ · CRD #104543

$32B AUM·3.9k accounts·Fee-only

Simon Quick Advisors, LLC

Morristown, NJ · CRD #132330

$9.0B AUM·3.1k accounts·Fee-based

Concord Advisory Group Ltd logo
Concord Advisory Group Ltd

Princeton, NJ · CRD #107291

$46B AUM·408 accounts·Fee-based

Prudential Select Strategies LLC

Newark, NJ · CRD #286153

$23B AUM·209 accounts·Fee-only

Pgim Custom Harvest LLC logo
Pgim Custom Harvest LLC

Newark, NJ · CRD #290235

$6.9B AUM·8.7k accounts·Fee-only

Sax Wealth Advisors, LLC

Parsippany, NJ · CRD #119193

$3.6B AUM·5.5k accounts·Fee-based

Circle Wealth Management, LLC logo
Circle Wealth Management, LLC

Summit, NJ · CRD #142878

$14B AUM·1.5k accounts·Fee-based

Ecp

Summit, NJ · CRD #155020

$33B AUM·67 accounts·Fee-only

Rmr Wealth Builders, INC.

Montclair, NJ · CRD #169005

$2.9B AUM·5.4k accounts·Fee-based

Beacon Trust

Morristown, NJ · CRD #226547

$4.4B AUM·3.1k accounts·Fee-based

Jacobs Levy Equity Management

Florham Park, NJ · CRD #107022

$28B AUM·148 accounts·Fee-only

Onex Credit Partners, LLC logo
Onex Credit Partners, LLC

Englewood Cliffs, NJ · CRD #138941

$30B AUM·81 accounts·Fee-only

Leo Wealth, LLC

Edison, NJ · CRD #283891

$3.2B AUM·5.5k accounts·Fee-based

Franklin Mutual Advisers, LLC logo
Franklin Mutual Advisers, LLC

Short Hills, NJ · CRD #111376

$43B AUM·69 accounts·Fee-only

Pine Valley Investments

Marlton, NJ · CRD #173995

$2.7B AUM·5.8k accounts·Fee-only

Transcend Capital Advisors, LLC

Madison, NJ · CRD #299723

$2.9B AUM·4.2k accounts·Fee-based

Valley Wealth Managers, INC. logo
Valley Wealth Managers, INC.

Paramus, NJ · CRD #108879

$2.7B AUM·2.2k accounts·Fee-only

Palisade Capital Management, LP

Fort Lee, NJ · CRD #104581

$3.9B AUM·2.3k accounts·Fee-based

Condor Capital Wealth Management

Martinsville, NJ · CRD #104920

$2.2B AUM·4.9k accounts·Fee-based

Cfs Investment Advisory Services LLC

Totowa, NJ · CRD #106577

$2.7B AUM·3.5k accounts·Fee-based

Showing the 40 largest of 76 firms in New Jersey. Get matched to see the ones that fit you.

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in New Jersey

How many financial advisors are in New Jersey?

AdvisoryReviews lists 76 SEC-registered advisory firms based in New Jersey, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in New Jersey?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in New Jersey?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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