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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. 021
    Pgim, Inc.Newark, NJ · 611 clientsAsset managerHybridPgim (hong Kong) LTD., Pruco Securities, LLC
    J.P. Morgan 57%
    $1.1T
  2. 025
    Managed Account Advisors LLCJersey City, NJ · 1,446,258 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank of America Singapore Limited, Bank of America Yatirim Bank A.S.
    Merrill / Bank of America 100%
    $995B
  3. 027
    UBS Financial Services Inc.Weehawken, NJ · 1,144,588 clientsBroker-dealer firmHybridUBS AG, UBS Asset Management (americas) LLC
    No custodian reported
    $916B
  4. 036
    Blackrock Investment Management, LLCPrinceton, NJ · 10,859 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    Citi 53%Merrill / Bank of America 47%
    $677B
  5. 045
    Metlife Investment Management, LLCWhippany, NJ · 317 clientsAsset managerHybridMetlife Investments Securities, LLC, Metlife Investors Distribution Company
    J.P. Morgan 100%
    $564B
  6. 073
    Pgim Investments LLCNewark, NJ · 44 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    No custodian reported
    $345B
  7. 097
    Lord, Abbett & Co. LLCJersey City, NJ · 25,775 clientsAsset managerHybridLord Abbett Distributor LLC
    Merrill / Bank of America 49%BNY 27%Morgan Stanley 24%
    $270B
  8. 225
    Corebridge Institutional Investments (u.s.), LLCJersey City, NJ · 41 clientsAsset managerHybridCorebridge Capital Services, Inc.
    BNY 100%
    $121B
  9. 238
    Pgim Quantitative SolutionsNewark, NJ · 117 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC, Prudential Annuities Distributors, Inc
    State Street 56%
    $111B
  10. 240
    PathstoneEnglewood, NJ · 2,244 clientsWealth manager
    Schwab 57%Fidelity 25%
    $110B
  11. 340
    World Investment Advisors, LLCLincroft, NJ · 23,021 clientsAsset managerHybridGoldman Sachs & Co. LLC, World Investments, LLC, clears through Pershing
    Fidelity 66%Empower Financial Services 34%
    $72B
  12. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsWealth managerHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  13. 463
    Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
    BNY 53%Fidelity 47%
    $46B
  14. 491
    Franklin Mutual Advisers, LLCShort Hills, NJ · 62 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Schwab 100%
    $43B
  15. 605
    ECPSummit, NJ · 64 clientsPrivate fund adviser
    No custodian reported
    $33B
  16. 616
    ADP Strategic Plan Services, LLCRoseland, NJ · 110,773 clientsAsset managerHybridADP Broker-Dealer, Inc.
    ADP Retirement Trust Services 100%
    $32B
  17. 621
    Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
    Northern Trust 64%
    $32B
  18. 652
    Onex Credit Partners, LLCEnglewood Cliffs, NJ · 81 clientsPrivate fund adviser
    CIBC Mellon 98%
    $30B
  19. 692
    Jacobs Levy Equity ManagementFlorham Park, NJ · 75 clientsAsset manager
    State Street 78%Northern Trust 22%
    $28B
  20. 713
    Summit Financial, LLCParsippany, NJ · 18,393 clientsWealth managerWrap sponsorHybridLS Securities, LLC
    Fidelity 60%Schwab 23%
    $26B
  21. 758
    Pgim Private Placement Investors, L.P.Newark, NJ · 33 clientsAsset managerHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    J.P. Morgan 83%
    $24B
  22. 804
    Prudential Select Strategies LLCNewark, NJ · 34 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC
    No custodian reported
    $23B
  23. 858
    Appaloosa LPShort Hills, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $20B
  24. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
    Schwab 77%Fidelity 23%
    $18B
  25. 1042
    Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWealth managerWrap sponsorHybrid
    Schwab 72%LPL Financial 28%
    $15B
  26. 1087
    Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
    Schwab 79%
    $14B
  27. 1193
    Advisors Capital Management, LLCRidgewood, NJ · 18,140 clientsWealth manager
    Fidelity 58%LPL Financial 27%
    $12B
  28. 1195
    Honeywell Capital Management LLCMorris Plains, NJAsset manager
    No custodian reported
    $12B
  29. 1382
    Glacier Peak Capital Management, LLCChatham, NJ · 5 clientsAsset managerHybridCurvature Securities LLC
    Curvature Securities 100%
    $9.9B
  30. 1470
    Simon Quick Advisors, LLCMorristown, NJ · 1,042 clientsWealth manager
    Fidelity 74%Schwab 26%
    $9.0B
  31. 1530
    Skyview Investment Advisors, LLCShrewsbury, NJ · 21 clientsAsset manager
    No custodian reported
    $8.3B
  32. 1534
    Chatham Asset Management, LLCChatham, NJ · 18 clientsPrivate fund adviser
    No custodian reported
    $8.3B
  33. 1713
    Pgim Custom Harvest LLCNewark, NJ · 8,702 clientsWealth managerPublic-company ownedHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    UBS 54%Merrill / Bank of America 24%Morgan Stanley 22%
    $6.9B
  34. 1714
    Pgim DC SolutionsNewark, NJ · 4 clientsPrivate fund adviserHybridPrudential Investment Management Services LLC
    No custodian reported
    $6.9B
  35. 1721
    Prysm Capital, L.P.Princeton, NJ · 21 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  36. 1811
    Nppg Plan Professionals, LLCShrewsbury, NJ · 64 clientsAsset manager
    Principal Securities 49%Transamerica Capital 40%
    $6.3B
  37. 1871
    Reaves Asset ManagementJersey City, NJ · 283 clientsAsset managerHybrid
    Pershing 55%RBC 45%
    $5.9B
  38. 2023
    Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
    State Street 59%The Bank of NY Mellon 41%
    $5.3B
  39. 2138
    Edgestream Partners, L.P.Princeton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  40. 2157
    Star Asia ManagementMount Laurel, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $4.8B

RIAs by state