Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management Firms
AtlasFinancial ADVSR
Open free

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. 8623
    Landseer Advisors LLCPrinceton, NJ · 18 clientsAsset manager
    No custodian reported
    $415M
  2. 8724
    Goodhaven Capital ManagementMillburn, NJ · 75 clientsAsset manager
    Fidelity 100%
    $405M
  3. 8736
    CRE Venture Capital, Inc.Mahwah, NJ · 31 clientsPrivate fund adviser
    No custodian reported
    $405M
  4. 8745
    HFM Investment Advisors, LLCGlassboro, NJ · 580 clientsWealth manager
    Schwab 100%
    $404M
  5. 8760
    Carnegie Lake Advisors LLCPrinceton, NJ · 213 clientsWealth manager
    Schwab 100%
    $403M
  6. 8809
    Diadema Partners LPMorristown, NJ · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $398M
  7. 8817
    Bayard Asset Management LLCPrinceton, NJ · 5 clientsAsset manager
    J.P. Morgan 47%State Street 33%
    $397M
  8. 8902
    Wealth Quarterback LLCToms River, NJ · 1,117 clientsWealth managerHybrid
    Fidelity 100%
    $391M
  9. 8910
    Hillcrest Wealth Advisors - NY, LLCHolmdel, NJ · 65 clientsWealth manager
    Schwab 100%
    $391M
  10. 8928
    Green Ridge Wealth Planning LLCMontville, NJ · 302 clientsWealth manager
    Schwab 100%
    $390M
  11. 8934
    Redwood Financial Planning, LLCScotch Plains, NJ · 634 clientsWealth managerHybridMichael McLane
    Wells Fargo 100%
    $389M
  12. 9077
    Northstar Advisory Group, LLCNorthfield, NJ · 372 clientsWealth manager
    Schwab 100%
    $377M
  13. 9114
    Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWealth managerWrap sponsorHybridAPW Capital, Inc.
    Schwab 67%
    $374M
  14. 9174
    Baron Financial Group LLCFair Lawn, NJ · 315 clientsWealth manager
    Schwab 100%
    $369M
  15. 9392
    Aca/prudent Investors Planning CorporationGreen Brook, NJ · 880 clientsBroker-dealer firmHybrid
    No custodian reported
    $351M
  16. 9436
    Oakbourne AdvisorsBerkeley Heights, NJ · 495 clientsWealth managerHybrid
    Schwab 69%SEI 31%
    $348M
  17. 9562
    Smallwood Wealth ManagementRed Bank, NJ · 458 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $339M
  18. 9622
    Seix CLO Management LLCPark Ridge, NJ · 2 clientsPrivate fund adviserAffiliated broker-dealerVP Distributors LLC
    No custodian reported
    $336M
  19. 9654
    Investment Partners Asset ManagementMetuchen, NJ · 257 clientsWealth manager
    Schwab 100%
    $333M
  20. 9744
    Shore Point Advisors, LLCBrielle, NJ · 668 clientsWealth manager
    Schwab 100%
    $328M
  21. 9789
    EKS AssociatesPrinceton, NJ · 48 clientsWealth managerHybrid
    Schwab 100%
    $324M
  22. 9890
    Redwood Wealth Management Group, LLCMedford, NJ · 424 clientsWealth managerHybrid
    Schwab 100%
    $317M
  23. 9900
    Salvus Wealth Management, LLCRed Bank, NJ · 195 clientsWealth manager
    Fidelity 100%
    $316M
  24. 9906
    Tenon FinancialMetuchen, NJ · 100 clientsWealth manager
    Schwab 100%
    $316M
  25. 10021
    Covington & Associates, Inc.Westfield, NJ · 45 clientsWealth manager
    Fidelity 86%
    $308M
  26. 10042
    Kevin M. Gibney and Company, LLCIselin, NJ · 108 clientsWealth manager
    Fidelity 70%Schwab 30%
    $307M
  27. 10114
    Beckerman WealthOcean Grove, NJ · 217 clientsWealth manager
    Fidelity Distributors Company 100%
    $303M
  28. 10137
    Concord Management Services, LLCSummit, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $301M
  29. 10154
    Summit Place Financial Advisors, LLCSummit, NJ · 59 clientsWealth manager
    Schwab 100%
    $300M
  30. 10211
    Stern Capital Management, Inc.Old Bridge, NJ · 656 clientsWealth manager
    Schwab 100%
    $298M
  31. 10213
    Mercator PartnersPrinceton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $298M
  32. 10215
    TAP Root Capital Management LPSummit, NJ · 3 clientsPrivate fund adviserHybridSevenpoint Partners LLC
    No custodian reported
    $297M
  33. 10224
    High Trail CapitalHoboken, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $297M
  34. 10334
    Bluefin FinancialMoorestown, NJ · 331 clientsWealth manager
    Schwab 100%
    $290M
  35. 10343
    Aiga Capital Partners LLCJersey City, NJ · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $289M
  36. 10478
    West Horizon CapitalPrinceton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $283M
  37. 10531
    Tandem Capital Management, Inc.Woodcliff Lake, NJ · 93 clientsWealth manager
    Fidelity 100%
    $280M
  38. 10588
    Buckman Advisory Group LLCLittle Silver, NJ · 868 clientsWealth managerWrap sponsorHybridBuckman, Buckman & Reid, Inc.
    RBC 100%
    $277M
  39. 10609
    Certum GroupNewark, NJ · 10 clientsPrivate fund adviser
    No custodian reported
    $276M
  40. 10611
    Kubhera Enterprises LLCPrinceton, NJ · 304 clientsWealth manager
    Schwab 100%
    $276M

RIAs by state