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Est. 2026The front page of wealth managementNew York

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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. 12409
    High Point Wealth Management, LLCChester, NJ · 146 clientsWealth manager
    Fidelity 100%
    $193M
  2. 12426
    Cadia Private Client LLCParsippany, NJ · 122 clientsWealth manager
    Fidelity 100%
    $193M
  3. 12427
    Excel Capital Management CorpWarren, NJ · 71 clientsWealth manager
    No custodian reported
    $193M
  4. 12486
    Lord Abbett FIF Advisor LLCJersey City, NJ · 2 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $190M
  5. 12509
    OM Advisers LPSummit, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $189M
  6. 12558
    Liftpoint Family Wealth Advisors, LLCFAR Hills, NJ · 64 clientsWealth manager
    Fidelity 100%
    $188M
  7. 12621
    S.F. Ehrlich Associates, Inc.Cranford, NJ · 117 clientsWealth manager
    Schwab 100%
    $186M
  8. 12633
    Ahara AdvisorsJersey City, NJ · 55 clientsWealth manager
    Fidelity 83%
    $185M
  9. 12636
    Emissary WealthHackensack, NJ · 230 clientsWealth manager
    Schwab 100%
    $185M
  10. 12639
    Halberstadt Financial Consultants IncPrinceton, NJ · 158 clientsWealth manager
    Schwab 100%
    $185M
  11. 12643
    PCB Capital LLCEast Brunswick, NJ · 358 clientsWealth manager
    Schwab 100%
    $185M
  12. 12697
    Anchored Financial Planning LLCWest Deptford, NJ · 500 clientsWealth managerWrap sponsor
    Raymond James 100%
    $183M
  13. 12763
    Roxbury FinancialMount Arlington, NJ · 245 clientsWealth manager
    Fidelity 100%
    $180M
  14. 12764
    Woloshin Investment Management, LLCMedford, NJ · 410 clientsWealth managerWrap sponsor
    Schwab 100%
    $180M
  15. 12881
    SFI Advisors, LLCMontclair, NJ · 304 clientsWealth managerHybrid
    Schwab 100%
    $176M
  16. 12883
    Philadelphia Investment Partners, LLCVoorhees, NJ · 145 clientsWealth manager
    Interactive Brokers 72%
    $176M
  17. 12900
    Three Bridges Capital, LPMonmouth Beach, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $175M
  18. 12909
    The Pillar StrategiesFlemington, NJAsset managerHybrid
    Schwab 100%
    $175M
  19. 12988
    Zynergy Retirement PlanningRed Bank, NJ · 172 clientsWealth manager
    Schwab 100%
    $173M
  20. 13012
    Davidson Wealth Management LLCForked River, NJ · 228 clientsWealth managerHybrid
    SEI 65%
    $172M
  21. 13044
    Genesis Financial Group, LLCParamus, NJ · 73 clientsWealth manager
    Schwab 100%
    $171M
  22. 13097
    Leatherback Investments LLCLakewood, NJ · 12 clientsAsset manager
    Schwab 100%
    $170M
  23. 13125
    Michael J. Porro & Co. Financial Advisors, Inc.Old Tappan, NJ · 214 clientsWealth manager
    Schwab 100%
    $169M
  24. 13143
    Soryn IP Capital ManagementMillburn, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $168M
  25. 13200
    Stolzer Rothschild Levy LLCBasking Ridge, NJ · 98 clientsWealth manager
    Schwab 100%
    $166M
  26. 13245
    RDM Capital Associates IncRed Bank, NJ · 127 clientsWealth manager
    Pershing 100%
    $164M
  27. 13283
    Taurus FinancialJersey City, NJ · 127 clientsWealth managerHybrid
    Schwab 85%
    $162M
  28. 13298
    Steffens Financial CorpByram Township, NJ · 229 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $162M
  29. 13306
    Jeffrey Matthews Wealth Management, LLCFlorham Park, NJ · 367 clientsWealth managerHybridThe Jeffrey Matthews Financial Group, L.L.C.
    No custodian reported
    $162M
  30. 13327
    Egis Capital Partners LPSummit, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $161M
  31. 13365
    Kensington Financial Advisors LLCRoseland, NJ · 91 clientsWealth manager
    Schwab 100%
    $160M
  32. 13408
    Nitor Capital ManagementEnglewood Cliffs, NJ · 15 clientsPrivate fund adviser
    Interactive Brokers 100%
    $159M
  33. 13505
    Personal Financial Solutions, LLCManasquan, NJ · 131 clientsWealth manager
    Schwab 100%
    $156M
  34. 13541
    Diversified Planning Strategies Advisors LLCRoseland, NJ · 364 clientsWealth manager
    Schwab 86%
    $154M
  35. 13569
    Lexington Capital Management LPLakewood, NJ · 7 clientsPrivate fund adviser
    Morgan Stanley 100%
    $153M
  36. 13583
    East Coast Wealth Management, Inc.Florham Park, NJ · 201 clientsWealth manager
    Schwab 100%
    $153M
  37. 13596
    Shapiro Financial Security Group, Inc.Hazlet, NJ · 137 clientsWealth manager
    No custodian reported
    $153M
  38. 13635
    LEO Fund Services, LLCEdison, NJ · 4 clientsPrivate fund adviserHybridLEO Brokerage, LLC
    No custodian reported
    $151M
  39. 13663
    Veteri Place CorporationParsippany, NJ · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $151M
  40. 13680
    191 Godwin Associates, Inc. D/b/a Godwin Capital ManagementWyckoff, NJ · 319 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $150M

RIAs by state