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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

392 firms manage $6.1 trillionNew Jersey

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 15886
    AlooolaKingston, NJ · 457 clientsAsset managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $51M
  2. 15921
    Byron Place Capital Management, LLCMetuchen, NJ · 39 clientsWealth manager
    Interactive Brokers 100%
    $48M
  3. 15976
    Yorkville America Equities, LLCMountainside, NJ · 5 clientsAsset managerHybridYorkville Securities, LLC
    No custodian reported
    $43M
  4. 15999
    Goose Hollow Capital Management LLCTenafly, NJ · 1 clientsAsset manager
    No custodian reported
    $41M
  5. 16058
    Grand Slam Asset Management, LLCEnglewood Cliffs, NJ · 7 clientsPrivate fund adviser
    Interactive Brokers 100%
    $35M
  6. 16213
    GMS GroupEast Hanover, NJ · 1 clientsBroker-dealer firmHybrid
    Pershing 100%
    $20M
  7. 16222
    Ryan Heritage, LLPSaddle Brook, NJ · 1 clientsAsset manager
    J.P. Morgan 100%
    $19M
  8. 16312
    Bluevine Advisory LLCJersey City, NJ · 298 clientsAsset manager
    Pershing 100%
    $9M
  9. 16344
    Acorn Asset Management LLCPrinceton, NJ · 12 clientsWealth manager
    Altruist 100%
    $7M
  10. 16504
    Pioneer Advisory LLCJersey City, NJ · 88 clientsWealth manager
    No custodian reported
    $95K
  11. 16559
    Pruco Securities, LLCNewark, NJBroker-dealer firmHybridPrudential Annuities Distributors, Inc, Prudential Investment Management Services LLC
    No custodian reported
    $0
  12. 16579
    Curcio Webb LLCLawrenceville, NJ · 50 clientsAsset manager
    No custodian reported
    $0
  13. 16582
    Ernst & Young Investment Advisers LLPSecaucus, NJ · 20 clientsAsset managerAffiliated broker-dealerErnst & Young Capital Advisors, LLC
    No custodian reported
    $0
  14. 16619
    Hartshorne Group, LLCRed Bank, NJAsset manager
    No custodian reported
    $0
  15. 16624
    Income DiscoveryBasking Ridge, NJAsset manager
    No custodian reported
    $0
  16. 16642
    Flight Line Financial, LLCPrinceton, NJ · 393 clientsAsset manager
    No custodian reported
    $0
  17. 16717
    Pionex Investments Inc.Princeton, NJ · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  18. 16747
    Pgim Real Estate Advisors LLCNewark, NJAsset managerAffiliated broker-dealerPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    No custodian reported
    $0
  19. 16782
    Portfolio Advisory PartnersNorth Brunswick, NJAsset manager
    No custodian reported
    $0
  20. 16797
    Logiq Capital LLCJersey City, NJ · 1 clientsAsset manager
    No custodian reported
    $0
  21. 16804
    CSI Group Advisors, LLCWall Township, NJAsset managerHybrid
    No custodian reported
    $0
  22. 16855
    TomoroColts Neck, NJAsset managerHybrid
    No custodian reported
    $0
  23. 16867
    Inovo Wealth ArchitectsUnion, NJAsset manager
    No custodian reported
    $0
  24. 16936
    WickUnion City, NJAsset manager
    No custodian reported
    $0
  25. 16958
    Irish Creek CapitalCamden, NJAsset manager
    No custodian reported
    $0
  26. 17037
    Dimaio Private Wealth, LLCChester, NJAsset manager
    No custodian reported
    $0
  27. 17052
    Personal Wealth StrategiesHamilton, NJAsset manager
    No custodian reported
    $0
  28. 17139
    Bellwether Consulting LLCMillburn, NJ · 17 clientsAsset manager
    No custodian reported
    $0
  29. 17171
    Etoro USA Advisers Inc.Hoboken, NJAsset managerHybridEtoro USA Securities Inc., clears through Apex Clearing
    No custodian reported
    $0
  30. 17180
    Lord Abbett CLO Management LPJersey City, NJAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $0
  31. 17183
    Private Advisor Network, LLCMorristown, NJAsset managerHybrid
    No custodian reported
    $0
  32. 17197
    Integrated Management Systems Capital Management LLCEast Orange, NJAsset manager
    No custodian reported
    $0

RIAs by state