The RIA database

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

241. 10698
     Financial FuturesBrielle, NJ · 206 clientsWealth manager
     Schwab 100%
     +00% 1 yr$270M
242. 10731
     Byrne Asset Management, LLCKingston, NJ · 168 clientsWealth manager
     Schwab 100%
     +00% 1 yr$269M
243. 10737
     Astra Wealth PartnersJersey City, NJ · 138 clientsWealth manager
     Schwab 100%
     +00% 1 yr$268M
244. 10895
     Revel Wealth ManagementElmwood Park, NJ · 49 clientsWealth manager
     Schwab 100%
     +00% 1 yr$259M
245. 11032
     Corrado Advisors, LLCRamsey, NJ · 342 clientsWealth manager
     Schwab 100%
     +00% 1 yr$253M
246. 11060
     Talisman Wealth Advisors, LLCMountainside, NJ · 141 clientsWealth managerWrap sponsor
     LPL Financial 76%Schwab 24%
     +00% 1 yr$251M
247. 11135
     Masters Legacy PlanningLinwood, NJ · 146 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$248M
248. 11150
     BPP Wealth Solutions, LLCBasking Ridge, NJ · 113 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$247M
249. 11184
     Global Wealth Management, LLCKingston, NJ · 76 clientsWealth manager
     Schwab 94%
     +00% 1 yr$246M
250. 11196
     Merrion Investment Management Co, LLCCranford, NJ · 37 clientsWealth manager
     Schwab 100%
     +00% 1 yr$245M
251. 11205
     Gulfstream CM, LLCSummit, NJ · 25 clientsPrivate fund adviserHybridMountainside Securities LLC, clears through Pershing
     Pershing 100%
     +00% 1 yr$244M
252. 11218
     Evergreen Capital Associates LLCPlainsboro, NJ · 9 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$244M
253. 11289
     Delta Capital Management LLCRed Bank, NJ · 41 clientsAsset manager
     Wells Fargo 67%Schwab 33%
     +00% 1 yr$240M
254. 11350
     Alexander Capital Wealth Management LLCRed Bank, NJ · 614 clientsWealth managerWrap sponsorHybridAlexander Capital, L.P., clears through RBC Capital Markets, Velocity Clearing
     RBC 100%
     +00% 1 yr$238M
255. 11363
     Leicht Financial Planning and Wealth ManagementParsippany, NJ · 194 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$237M
256. 11392
     Heritage Financial Counselors, LLCBedminster, NJ · 143 clientsWealth manager
     Schwab 100%
     +00% 1 yr$236M
257. 11441
     Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
     Pershing 54%BNY 46%
     +00% 1 yr$234M
258. 11478
     Chadler Investment Advisory Solutions, LLCFairfield, NJ · 59 clientsAsset managerAffiliated broker-dealerBurnham & Flower Financial, Inc.
     No custodian reported
     +00% 1 yr$232M
259. 11519
     Aljen Asset Management LLCCedar Knolls, NJ · 456 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$230M
260. 11525
     Grantvest Financial Group LLCMatawan, NJ · 630 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$230M
261. 11586
     Podell Financial Group LLCFairfield, NJ · 236 clientsWealth manager
     Schwab 88%
     +00% 1 yr$228M
262. 11588
     Sandro Wealth Management LLCFairfield, NJ · 55 clientsWealth manager
     Schwab 76%Pershing 24%
     +00% 1 yr$228M
263. 11796
     Vaughan and Company Securities, Inc.Ridgewood, NJ · 193 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$219M
264. 11859
     Integrous Wealth StrategiesHamilton, NJ · 441 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$216M
265. 11915
     Locker Financial Services, LLCVerona, NJ · 141 clientsWealth manager
     Schwab 100%
     +00% 1 yr$214M
266. 11916
     OZE Capital LLCFlorham Park, NJ · 12 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$214M
267. 11940
     Sacks & Associates, LLCWarren, NJ · 144 clientsWealth manager
     Schwab 100%
     +00% 1 yr$213M
268. 11957
     Bravias FinancialIselin, NJ · 439 clientsWealth manager
     Schwab 100%
     +00% 1 yr$212M
269. 11995
     KDT Advisors, LLCPrinceton, NJ · 52 clientsAsset manager
     Schwab 100%
     +00% 1 yr$210M
270. 12067
     White Knight Strategic Wealth Advisors, LLCLawrenceville, NJ · 196 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$207M
271. 12133
     Monimus Capital Management, LPWoodbridge, NJ · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$204M
272. 12159
     New Horizons Wealth ManagementCedar Knolls, NJ · 228 clientsWealth managerWrap sponsorHybrid
     Schwab 100%
     +00% 1 yr$203M
273. 12198
     Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWealth managerWrap sponsorHybrid
     LPL Financial 95%
     +00% 1 yr$201M
274. 12220
     Weingarten Associates, L.L.C.Lawrenceville, NJ · 65 clientsWealth manager
     Schwab 100%
     +00% 1 yr$200M
275. 12222
     Tandem Investment Partners, LLCBordentown, NJ · 192 clientsWealth manager
     Schwab 100%
     +00% 1 yr$200M
276. 12254
     Tranquilli Financial Advisor, LLCClinton, NJ · 225 clientsWealth manager
     Axos 100%
     +00% 1 yr$199M
277. 12298
     Copper Beech Financial Group, LLCMoorestown, NJ · 201 clientsWealth managerHybrid
     SEI 100%
     +00% 1 yr$197M
278. 12300
     Bautis Financial, LLCMontclair, NJ · 275 clientsWealth manager
     Schwab 100%
     +00% 1 yr$197M
279. 12320
     Friedenthal Financial, LLCMarlton, NJ · 196 clientsWealth manager
     Schwab 100%
     +00% 1 yr$196M
280. 12338
     Tepp Wealth ManagementWestfield, NJ · 149 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$196M