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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 saysTA Top 15 States for Average Individual Income Taxes, 2025
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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. 4454
    Laurel Oak Wealth Management, LLCMarlton, NJ · 4,662 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 100%
    $1.4B
  2. 4492
    Fidelis Investors, LLCCranford, NJ · 7 clientsPrivate fund adviser
    Computershare Corporate Trust 100%
    $1.4B
  3. 4673
    Lord Abbett Private Credit Advisor LLCJersey City, NJ · 3 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $1.3B
  4. 4683
    Newport Capital Group, LLCRed Bank, NJ · 252 clientsAsset managerHybridNCG Securities LLC
    Northern Trust 66%Schwab 34%
    $1.3B
  5. 4758
    Miller Tabak Asset ManagementMatawan, NJ · 936 clientsWealth manager
    No custodian reported
    $1.2B
  6. 4760
    Alternative Capital Fund Management LLCEnglewood Cliffs, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  7. 4777
    Twin Oaks PartnersChatham, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  8. 4809
    Premier Path Wealth Partners, LLCMadison, NJ · 463 clientsWealth manager
    Fidelity 100%
    $1.2B
  9. 4826
    Wiss Private Client Advisors, LLCFlorham Park, NJ · 186 clientsWealth manager
    Fidelity 100%
    $1.2B
  10. 4832
    Hudson Cove Capital Management LLCJersey City, NJ · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  11. 4900
    Signet Financial Management, LLCParsippany, NJ · 707 clientsWealth manager
    Schwab 100%
    $1.2B
  12. 5051
    Lighthouse Financial Advisors, Inc.Red Bank, NJ · 429 clientsWealth manager
    Fidelity 100%
    $1.1B
  13. 5185
    NPA Asset Management, LLCFair Lawn, NJ · 2,746 clientsBroker-dealer firmHybridNationwide Planning Associates Inc.
    No custodian reported
    $1.1B
  14. 5214
    Revolvercap Management, L.P.Teaneck, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  15. 5216
    DGS Capital ManagementJersey City, NJ · 400 clientsWealth manager
    Schwab 100%
    $1.1B
  16. 5266
    Ashe Capital Management, LPEnglewood Cliffs, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  17. 5273
    Toews Asset ManagementNorthfield, NJ · 129 clientsAsset managerHybrid
    Schwab 92%
    $1.0B
  18. 5282
    Ridgeleigh CapitalSummit, NJ · 1 clientsAsset manager
    Fidelity 100%
    $1.0B
  19. 5295
    AC Funds, LLCRidgewood, NJ · 6 clientsAsset manager
    No custodian reported
    $1.0B
  20. 5301
    Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsWealth managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    Interactive Brokers 65%AQR Investments 35%
    $1.0B
  21. 5324
    Breakwater Capital GroupParamus, NJ · 370 clientsWealth manager
    Schwab 100%
    $1.0B
  22. 5331
    Portfolio Strategies Inc NYMontvale, NJ · 3,412 clientsWealth manager
    Fidelity 100%
    $1.0B
  23. 5379
    Quantum Capital Management, LLCNorthfield, NJ · 133 clientsAsset manager
    Schwab 51%UMB Financial Services 49%
    $1.0B
  24. 5383
    Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $1.0B
  25. 5498
    Swander Pace CapitalBedminster, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $960M
  26. 5524
    Cornerstone Planning GroupFairfield, NJ · 1,251 clientsWealth manager
    Schwab 100%
    $952M
  27. 5589
    Sandalwood Securities, Inc.Roseland, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $930M
  28. 5624
    Princeton Global Asset Management LLCPrinceton, NJ · 365 clientsWealth manager
    Schwab 82%
    $921M
  29. 5653
    System 2 Advisors, L.P.Summit, NJ · 11 clientsPrivate fund adviser
    No custodian reported
    $913M
  30. 5700
    New Vernon CapitalMorristown, NJ · 44 clientsPrivate fund adviser
    Pershing 100%
    $902M
  31. 5708
    Yorkville Advisors Global, LPMountainside, NJ · 3 clientsPrivate fund adviserAffiliated broker-dealerYorkville Securities, LLC
    No custodian reported
    $900M
  32. 5718
    Key Client Fiduciary Advisors, LLCFairfield, NJ · 2,272 clientsWealth manager
    Schwab 100%
    $896M
  33. 5724
    Makrod Investment Associates IncVerona, NJ · 576 clientsWealth manager
    Schwab 82%
    $894M
  34. 5725
    BCG Securities, Inc.Cherry Hill, NJ · 2,181 clientsBroker-dealer firmHybridHorace Mann Investors, Inc.
    No custodian reported
    $894M
  35. 5847
    GSG Advisors LLCMount Laurel, NJ · 183 clientsWealth manager
    No custodian reported
    $862M
  36. 5858
    Atlas Private Wealth AdvisorsRed Bank, NJ · 1,223 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $860M
  37. 5968
    Thames Capital Management, LLCRoseland, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $831M
  38. 5995
    Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
    Pershing 62%
    $824M
  39. 5999
    Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWealth managerWrap sponsorHybrid
    Schwab 86%
    $822M
  40. 6078
    Barnegat Fund Management Inc.Hoboken, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $803M

RIAs by state