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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 2181
    BC Advisors, LLCMt. Laurel, NJ · 102 clientsWealth managerHybridMafg RIA Services, Inc.
    No custodian reported
    $4.7B
  2. 2205
    Forza Investment Group, LPSummit, NJ · 14 clientsPrivate fund adviser
    Goldman Sachs 100%
    $4.6B
  3. 2222
    1932 Investment ManagementNewark, NJ · 5 clientsAsset manager
    No custodian reported
    $4.6B
  4. 2274
    Beacon TrustMorristown, NJ · 2,939 clientsWealth managerBank-affiliated
    No custodian reported
    $4.4B
  5. 2326
    Simplicity WealthSummit, NJ · 8,494 clientsAsset managerHybridCorecap Investments, LLC, Retireone Investment Services, LLC
    Schwab 70%
    $4.3B
  6. 2343
    Systematic Financial Management LPTeaneck, NJ · 177 clientsAsset managerAffiliated broker-dealer
    State Street 38%BNY 35%Northern Trust 27%
    $4.2B
  7. 2454
    Harbourview Equity Partners, LLCNewark, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  8. 2461
    Palisade Capital Management, LPFort LEE, NJ · 1,754 clientsAsset manager
    Fidelity 53%J.P. Morgan 24%Goldman Sachs 23%
    $3.9B
  9. 2477
    Watermark Group, Inc.Princeton, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  10. 2553
    SAX Wealth Advisors, LLCParsippany, NJ · 1,655 clientsWealth manager
    Fidelity 55%Schwab 45%
    $3.6B
  11. 2599
    Systematic Alpha Investments, LLCPrinceton, NJ · 2 clientsWealth managerAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
    Merrill / Bank of America 49%Northern Trust 43%
    $3.5B
  12. 2726
    LEO Wealth, LLCEdison, NJ · 1,714 clientsWealth managerHybridLEO Brokerage, LLC
    Fidelity 69%Schwab 31%
    $3.2B
  13. 2736
    Solus Alternative Asset Management LPSummit, NJ · 28 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  14. 2761
    Conversant Capital LLCSummit, NJ · 24 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  15. 2813
    Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
    UBS 58%J.P. Morgan 42%
    $3.0B
  16. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  17. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  18. 2896
    RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clientsWealth manager
    Fidelity 87%
    $2.9B
  19. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  20. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
    Schwab 66%
    $2.7B
  21. 3038
    Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsWealth managerBank-affiliatedHybridValley Financial Management, Inc.
    Schwab 65%Pershing 24%
    $2.7B
  22. 3047
    Pine Valley InvestmentsMarlton, NJ · 2,113 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  23. 3311
    Withum Wealth ManagementRed Bank, NJ · 798 clientsWealth manager
    Schwab 74%Fidelity 26%
    $2.3B
  24. 3345
    RSW InvestmentsSummit, NJ · 1,412 clientsWealth managerWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.
    Morgan Stanley 41%UBS 31%
    $2.3B
  25. 3347
    TLG Advisors, Inc.Summit, NJ · 5,161 clientsWealth managerHybridThe Leaders Group, Inc.
    SEI 49%
    $2.3B
  26. 3367
    Traphagen Financial GroupOradell, NJ · 2,038 clientsWealth manager
    No custodian reported
    $2.3B
  27. 3402
    Passaic Partners LLCNewark, NJ · 15 clientsAsset manager
    Northern Trust 57%Morgan Stanley 43%
    $2.2B
  28. 3460
    Condor Capital Wealth ManagementMartinsville, NJ · 879 clientsWealth manager
    Schwab 100%
    $2.2B
  29. 3503
    Roundview Capital, LLCPrinceton, NJ · 565 clientsWealth manager
    Schwab 83%
    $2.1B
  30. 3598
    Washington Crossing Advisors LLCMorristown, NJ · 3,257 clientsWealth managerBank-affiliatedHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    Stifel, Nicolaus & Company, Incorporated 100%
    $2.0B
  31. 3632
    Blackhill Capital, IncMorristown, NJ · 81 clientsWealth manager
    Pershing 100%
    $2.0B
  32. 3867
    Blueprint Capital Advisors LLCShort Hills, NJ · 9 clientsAsset manager
    No custodian reported
    $1.8B
  33. 3955
    Princeton Equity GroupPrinceton, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  34. 3973
    Seelaus Asset Management, LLCChatham, NJ · 273 clientsAsset managerHybridR. Seelaus & Co., LLC
    U.S. Bancorp Investments 39%BNY 37%
    $1.7B
  35. 3987
    CRA Financial Services, L.L.C.Northfield, NJ · 1,433 clientsWealth manager
    Fidelity Distributors Company 75%Schwab 25%
    $1.7B
  36. 4031
    Strategic Family Wealth Counselors, L.L.C.Fairfield, NJ · 312 clientsWealth manager
    Schwab 100%
    $1.7B
  37. 4049
    Personal CFO Solutions LLCChester, NJ · 653 clientsWealth managerHybrid
    Fidelity 100%
    $1.6B
  38. 4090
    Columbus Hill Capital Management, L.P.Short Hills, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  39. 4200
    PrmimMount Laurel, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  40. 4406
    Revolve Wealth Partners, LLCHackensack, NJ · 698 clientsWealth manager
    Schwab 100%
    $1.4B

RIAs by state