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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. 6087
    Poetic Group LLCHackensack, NJ · 6 clientsPrivate fund adviser
    U.S. Bank 70%J.P. Morgan 30%
    $803M
  2. 6111
    Parisi Gray Wealth Management, LLCMendham, NJ · 203 clientsWealth managerHybrid
    Pershing 100%
    $796M
  3. 6115
    McRae Capital Management Inc.Morristown, NJ · 820 clientsWealth manager
    Fidelity 100%
    $795M
  4. 6156
    Vestgen Investment ManagementEGG Harbor TWP., NJ · 2,363 clientsAsset managerHybrid
    Pershing 100%
    $787M
  5. 6193
    Faropoint Ventures, LLCHoboken, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $780M
  6. 6214
    Embassy Asset Management LPShort Hills, NJ · 4 clientsAsset managerHybrid
    No custodian reported
    $774M
  7. 6228
    Seabridge Investment Advisors LLCSummit, NJ · 201 clientsWealth manager
    Schwab 91%
    $771M
  8. 6236
    Hennion & Walsh Asset Management, Inc.Parsippany, NJ · 1,099 clientsBroker-dealer firmHybridHennion & Walsh, Inc.
    Wells Fargo 100%
    $769M
  9. 6268
    Sterling Financial Planning IncSparta, NJ · 578 clientsWealth manager
    Schwab 88%
    $761M
  10. 6274
    Sciencast Management LPPrinceton, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $760M
  11. 6284
    Shrewsbury River Capital LPRed Bank, NJ · 4 clientsPrivate fund adviser
    No custodian reported
    $758M
  12. 6310
    Tilson Financial Group IncNew Providence, NJ · 439 clientsWealth manager
    Schwab 85%
    $751M
  13. 6383
    Shorebridge Capital Management, LLCSummit, NJ · 2 clientsPrivate fund adviserHybridShorebridge Capital Securities, LLC
    No custodian reported
    $735M
  14. 6422
    AXQ Capital, LPJersey City, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $727M
  15. 6433
    Himco, LLCMorristown, NJ · 27 clientsPrivate fund adviser
    No custodian reported
    $726M
  16. 6445
    Cora Capital AdvisorsMarlton, NJ · 786 clientsWealth managerHybrid
    Pershing 100%
    $723M
  17. 6463
    Wealth Management Associates, Inc.Cherry Hill, NJ · 930 clientsWealth managerHybrid
    Fidelity 100%
    $717M
  18. 6515
    Empire Financial Management Company, LLCHolmdel, NJ · 983 clientsWealth managerHybridEmpire Asset Management Company
    RBC 100%
    $706M
  19. 6575
    Blueshift Asset ManagementRed Bank, NJ · 7 clientsAsset manager
    Morgan Stanley 92%
    $694M
  20. 6585
    Covenant Asset Management, LLCChester, NJ · 665 clientsWealth manager
    Schwab 100%
    $693M
  21. 6588
    Unio Capital LLCPrinceton, NJ · 115 clientsAsset manager
    Schwab 45%Northern Trust 28%BNY 27%
    $691M
  22. 6685
    Garden State Investment Advisory Services, LLCRed Bank, NJ · 2,531 clientsWealth managerWrap sponsorHybridGarden State Securities, Inc., clears through Axos Clearing
    Schwab 65%Axos 35%
    $674M
  23. 6724
    Prestige Wealth Management Group, LLCFlemington, NJ · 440 clientsWealth managerHybrid
    Schwab 100%
    $666M
  24. 6749
    The Genwealth Group, Inc.Maplewood, NJ · 301 clientsWealth manager
    Schwab 100%
    $661M
  25. 6786
    Eagle Wealth StrategiesMullica Hill, NJ · 654 clientsWealth manager
    Raymond James 100%
    $654M
  26. 6815
    5c Capital Management, LLCWoodcliff Lake, NJ · 552 clientsWealth manager
    Schwab 85%
    $648M
  27. 6845
    Curasset Capital Management, LLCNewark, NJ · 2 clientsAsset manager
    No custodian reported
    $643M
  28. 6846
    Chatham Wealth ManagementChatham, NJ · 424 clientsWealth manager
    Schwab 100%
    $643M
  29. 6851
    Regency Wealth ManagementRamsey, NJ · 312 clientsWealth manager
    Fidelity 100%
    $643M
  30. 6855
    Kabr Management, LLCEnglewood, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $642M
  31. 6866
    Highland Financial Advisors, LLCWayne, NJ · 361 clientsWealth manager
    Schwab 100%
    $640M
  32. 6882
    Venture Investment AssociatesPeapack, NJ · 14 clientsPrivate fund adviser
    No custodian reported
    $637M
  33. 6897
    Union Grove Venture PartnersSummit, NJ · 11 clientsPrivate fund adviser
    No custodian reported
    $635M
  34. 6901
    Vision RetirementRidgewood, NJ · 1,119 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $634M
  35. 6904
    Kennedy Investment GroupWest Deptford, NJ · 1,036 clientsWealth managerWrap sponsor
    Raymond James 100%
    $633M
  36. 7003
    Clear Wave Wealth Management, LLCRed Bank, NJ · 142 clientsWealth manager
    Fidelity 100%
    $617M
  37. 7029
    Novi Wealth PartnersPrinceton, NJ · 272 clientsWealth manager
    Schwab 100%
    $613M
  38. 7045
    Amerra Capital Management, LLCEnglewood, NJ · 20 clientsPrivate fund adviser
    No custodian reported
    $610M
  39. 7122
    Jaffa Capital Management LLCClifton, NJ · 32 clientsAsset manager
    Truist Bank 75%First Horizon Advisors 25%
    $597M
  40. 7133
    Virtus Wealth SolutionsCranford, NJ · 325 clientsWealth managerWrap sponsor
    Fidelity 100%
    $595M

RIAs by state