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

321. 13759
     Stembrook Asset Management, LLCRed Bank, NJ · 37 clientsWealth manager
     Schwab 100%
     +00% 1 yr$148M
322. 13794
     MFG Investments, LLCMedford, NJ · 344 clientsWealth managerHybrid
     Fidelity Distributors Company 100%
     +00% 1 yr$146M
323. 13846
     GCI Financial GroupMendham, NJ · 140 clientsWealth manager
     Schwab 100%
     +00% 1 yr$145M
324. 13878
     Asset Management Consulting Services, Inc.Livingston, NJ · 11 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$144M
325. 13916
     Private Client Group Asset ManagementGladstone, NJ · 109 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$143M
326. 13998
     Millington Securities, LLCRed Bank, NJ · 1 clientsAsset manager
     No custodian reported
     +00% 1 yr$141M
327. 14022
     Omega Capital Management, LLCFlanders, NJ · 171 clientsWealth manager
     Schwab 100%
     +00% 1 yr$140M
328. 14109
     Sustainvest Asset Management, LLCLinwood, NJ · 162 clientsWealth manager
     Schwab 100%
     +00% 1 yr$137M
329. 14202
     TSG Alpha Partners, LLCOld Bridge, NJ · 82 clientsPrivate fund adviserHybridBrightchoice Financial, LLC
     Schwab 100%
     +00% 1 yr$135M
330. 14207
     Haddonfield Financial Planning LLCHaddonfield, NJ · 212 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$135M
331. 14234
     Hudson Oak Wealth Advisory LLCHoboken, NJ · 56 clientsWealth manager
     Schwab 100%
     +00% 1 yr$134M
332. 14266
     Lumida Wealth Management LLCWayne, NJ · 44 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$133M
333. 14282
     Geremia Financial Services, LLCEdison, NJ · 132 clientsWealth managerWrap sponsor
     No custodian reported
     +00% 1 yr$132M
334. 14304
     PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
     Schwab 97%
     +00% 1 yr$132M
335. 14305
     Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
     Schwab 62%SEI 38%
     +00% 1 yr$132M
336. 14323
     Stawnychy Financial Services, Inc.Kinnelon, NJ · 121 clientsWealth manager
     Schwab 100%
     +00% 1 yr$131M
337. 14332
     Family Wealth Partners LLCMedford, NJ · 222 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$131M
338. 14444
     Align Advisor Group, LLCVineland, NJ · 210 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$128M
339. 14562
     Rilex Capital LLCManasquan, NJ · 170 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
340. 14618
     TC Financial Management, Co Inc.Margate City, NJ · 144 clientsWealth manager
     Schwab 100%
     +00% 1 yr$123M
341. 14670
     WP Asset ManagementBedminster, NJ · 224 clientsWealth manager
     No custodian reported
     +00% 1 yr$121M
342. 14688
     The Wealth BoutiqueChester, NJ · 317 clientsWealth managerWrap sponsor
     Assetmark 72%LPL Financial 28%
     +00% 1 yr$121M
343. 14733
     Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
     Schwab 53%UBS 37%
     +00% 1 yr$120M
344. 14815
     AEM Asset Management, LLCSomerset, NJ · 45 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$118M
345. 14824
     Ciro Capital LLCJersey City, NJ · 88 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$117M
346. 14877
     First Light Wealth Advisors, LLCLittle Falls, NJ · 98 clientsWealth manager
     Schwab 100%
     +00% 1 yr$116M
347. 14912
     Palante Wealth Advisors, LLCPennington, NJ · 102 clientsWealth manager
     Schwab 100%
     +00% 1 yr$116M
348. 14980
     Compass Private Wealth Group LLCShort Hills, NJ · 80 clientsWealth manager
     Schwab 100%
     +00% 1 yr$113M
349. 14987
     Mk3 Wealth LLCCherry Hill, NJ · 85 clientsWealth manager
     Schwab 100%
     +00% 1 yr$113M
350. 15136
     Garden State Retirement Specialists, LLCRed Bank, NJ · 152 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$109M
351. 15180
     Castle Financial & Retirement Planning Associates IncFair Haven, NJ · 146 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$108M
352. 15236
     Bergamot Asset Management LPPrinceton, NJ · 114 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$106M
353. 15273
     MD Wealth Advisors IncCranford, NJ · 184 clientsWealth manager
     Schwab 100%
     +00% 1 yr$105M
354. 15299
     Millstone Financial GroupPrinceton, NJ · 297 clientsWealth manager
     Altruist 100%
     +00% 1 yr$104M
355. 15355
     Victory Wealth PartnersMullica Hill, NJ · 364 clientsWealth managerHybrid
     Lincoln Financial Distributors 100%
     +00% 1 yr$102M
356. 15428
     Valhum Asset Management, LLCUpper Saddle River, NJ · 1 clientsAsset managerHybridAshton Stewart & Co., Inc.
     No custodian reported
     +00% 1 yr$100M
357. 15525
     Pegasus Group, LLCMorristown, NJ · 21 clientsWealth manager
     Schwab 100%
     +00% 1 yr$91M
358. 15648
     Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsWealth managerHybridAPW Capital, Inc.
     Capital Client Group 55%Pershing 27%
     +00% 1 yr$78M
359. 15663
     Active Wealth AdvisorsWoodcliff Lake, NJ · 21 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$75M
360. 15852
     Groesbeck Investment Management CorpGlen Rock, NJ · 30 clientsWealth manager
     No custodian reported
     +00% 1 yr$55M