Top 10 financial advisors in New Jersey
We've curated a list of the best financial advisors in New Jersey, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $24,533,358,736 Number of advisors 3704 advisors | |||
| 2 | Assets under management $16,475,907,548 Number of advisors 297 advisors | |||
| 3 | Assets under management $7,454,388,626 Number of advisors 165 advisors | |||
| 4 | Assets under management $6,161,268,318 Number of advisors 71 advisors | |||
| 5 | Assets under management $5,601,706,059 Number of advisors 68 advisors | |||
| 6 | Assets under management $4,171,004,157 Number of advisors 42 advisors | |||
| 7 | Assets under management $3,053,113,802 Number of advisors 17 advisors | |||
| 8 | Assets under management $2,141,183,720 Number of advisors 10 advisors | |||
| 9 | Assets under management $2,102,114,133 Number of advisors 48 advisors | |||
| 10 | Assets under management $2,064,347,338 Number of advisors 17 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in New Jersey, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Osaic Wealth, Inc.
Osaic Wealth, Inc. is a financial advisory firm based in Jersey City, New Jersey. It currently has approximately $24,533,358,736 of assets under management and employs about 3704 people. Osaic Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$24,533,358,736 under management
3704 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Pathstone
Pathstone is a financial advisory firm based in Englewood, New Jersey. It currently has approximately $16,475,907,548 of assets under management and employs about 297 people. Pathstone uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$16,475,907,548 under management
297 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Family Office Services - Expense Management, Bill Pay, Insurance Advisory, Concierge Service, Philanthropic Advisory
Bleakley Financial Group, LLC
Bleakley Financial Group, LLC is an investment advisory firm established in 1994, based in Parsippany, NJ. They manage over $10 billion in client assets as of December 31, 2024, with a focus on customized financial planning and wealth management services. Bleakley serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations. The firm acts as a fiduciary, putting clients' best interests first and offering both discretionary and non-discretionary investment advisory services. Clients can participate in the Bleakley Wrap Program, where they are charged a single fee covering investment advisory services and custodial charges. The wrap fee is negotiable up to a maximum of 2.00% of assets managed by Bleakley. Clients may impose restrictions on Bleakley's services and are encouraged to review fees, custodial charges, and potential conflicts of interest outlined in the brochure. Bleakley offers proprietary investment strategies like Global Macro, Target Income, and Benestar, managed by their portfolio managers. Clients have access to custodian-sponsored programs, third-party investment managers, and Turnkey Asset Management Platforms. The firm's Code of Ethics ensures integrity and transparency in personal securities transactions and client interactions. Bleakley discloses potential conflicts of interest, referral fees, and compensation arrangements to maintain transparency with clients.
$7,454,388,626 under management
165 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Non-investment Consulting/implementation Services
Regentatlantic
RegentAtlantic Capital, LLC, operating as RegentAtlantic, is an investment adviser firm established on June 9, 2022, with offices in Morristown, NJ, and New York, NY. The firm specializes in wealth management services, including financial planning and investment management. RegentAtlantic primarily invests client assets in individual fixed income securities, equity securities, exchange-traded funds, mutual funds, and private funds. The firm may also recommend allocating assets to independent managers. For accounts below $250,000, RegentAtlantic can utilize Schwab Institutional Intelligent Portfolios. The firm charges an annual wealth management fee based on a tiered structure, with a minimum fee for accounts under $1,000,000. RegentAtlantic is a fiduciary and does not receive performance-based fees. The firm's investment strategies include asset allocation, investment selection, and risk management. RegentAtlantic is a subsidiary of CI Private Wealth US, LLC, which is owned by CI Financial Corp. The firm does not have any disciplinary events to disclose and provides clients with access to account information through a client portal. RegentAtlantic participates in Schwab Advisor Network® and may receive referral fees for client referrals. Clients' assets are held at qualified custodians, and the firm has policies in place to ensure the proper voting of client securities. RegentAtlantic is financially sound and capable of meeting its commitments to clients. For more information, clients can contact Jennifer E. Papadopolo, Chief Compliance Officer, at 973-425-8420.
$6,161,268,318 under management
71 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Advisors Capital Management, LLC
Advisors Capital Management, LLC is a financial advisory firm based in Ridgewood, New Jersey. It currently has approximately $5,601,706,059 of assets under management and employs about 68 people. Advisors Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$5,601,706,059 under management
68 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Palisade Capital Management, Lp
Palisade Capital Management, Lp is a financial advisory firm based in Fort Lee, New Jersey. It currently has approximately $4,171,004,157 of assets under management and employs about 42 people. Palisade Capital Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,171,004,157 under management
42 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portfolio Management For Wrap Account, Sma, And Uma Programs
Systematic Financial Management Lp
Systematic Financial Management Lp is a financial advisory firm based in Teaneck, New Jersey. It currently has approximately $3,053,113,802 of assets under management and employs about 17 people. Systematic Financial Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,053,113,802 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Rsw Investments
RSW Investments Holdings, LLC is a registered investment adviser specializing in managing municipal bond portfolios. Established in 2005, the firm succeeded its predecessor in 2019 and manages $2.4 billion on a discretionary basis as of December 31, 2024. RSW focuses on fixed-income investment management, offering actively-managed strategies in Market Duration, Low Duration, and Enhanced Intermediate Duration Portfolios. The firm's investment philosophy emphasizes proactive credit research, optimal portfolio structure, and dynamic risk management to maximize after-tax total return. RSW's fee structure is based on a percentage of assets under management, with a minimum account size of $250,000. The firm acts as a fiduciary and provides investment discretion, creating customized strategies aligned with clients' objectives and risk tolerances. RSW does not charge performance-based fees and primarily serves individual investors, trusts, estates, charitable organizations, and corporations. The firm's investment strategies involve fundamental and technical analysis, with a focus on managing risks associated with interest rate movements and creditworthiness. Clients receive quarterly account reviews and statements, ensuring transparency and accountability in the investment process.
$2,141,183,720 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Valley Wealth Managers, Inc.
Valley Wealth Managers, Inc. (VWM) is a registered investment adviser offering investment management strategies, financial planning services, and wrap fee advisory programs. Established in 2023, VWM specializes in discretionary and non-discretionary programs, including Valley Strategic Portfolios (VSP), Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), Valley Client Advisor (VCA), and Valley Excess Liquidity Advisor (VELA). Clients can choose from various portfolio managers, mutual funds, and individual securities based on their investment goals. VWM operates under a wrap fee arrangement, charging a single fee based on the market value of assets in the client's account. The firm's fee structure is negotiable, with a maximum Total Client Fee of 2.50%. VWM's investment committee oversees portfolio management decisions, and clients have the option to impose reasonable investment restrictions. The firm maintains a Code of Ethics, ensuring transparency and ethical conduct in personal securities transactions. VWM does not have any disciplinary events in the past ten years.
$2,102,114,133 under management
48 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Hgk Asset Management Inc
Hudson Edge Investment Partners, Inc. is an independent registered investment adviser founded in 1983 and located in Jersey City, New Jersey. The firm specializes in providing equity, fixed income, balanced, and international equity investment strategies primarily to institutional investors and high net worth individuals. Hudson Edge offers portfolio management services for separately managed accounts, wrap accounts, and private funds. The firm also participates in wrap fee programs, acting as a sub-adviser and receiving a portion of the wrap fee paid to the sponsor. As of December 31, 2024, Hudson Edge had total assets under advisement of $2,814,012,552. The firm charges asset management fees based on a fixed percentage of the client's assets under management, with fees varying depending on the investment strategy. Fees are negotiable, calculated and billed quarterly, and deducted directly from the client's investment account. Hudson Edge may recommend or invest in exchange-traded funds (ETFs) to diversify investments. The firm's advisory fees are exclusive of brokerage commissions, transaction fees, and other related costs incurred by the client. Hudson Edge does not generally receive performance fees but may engage in side-by-side management for specific accounts. The firm's investment strategies involve a fundamentally driven quantitative and qualitative security analysis, with a risk-averse approach to portfolio construction. Clients have the option to impose restrictions on investing in certain securities or types of securities. The firm's investment professionals, including Michael Pendergast, David Hauck, Eric Chung, Christopher Gerne, Matthew Kosara, David Ayres, and Helena Scholz, have extensive experience and hold relevant professional designations such as the Chartered Financial Analyst (CFA) designation. There are no reported disciplinary actions or conflicts of interest disclosed for these professionals. They are supervised by the Management Committee of Hudson Edge.
$2,064,347,338 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in New Jersey, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in New Jersey
Basking RidgeBellmawrBrielleBudd LakeChathamCherry HillCliftonCranfordEast BrunswickEast HanoverEdisonEnglewoodEnglewood CliffsEwingFairfieldFair HavenFair LawnFarmingdaleFlorham ParkFort LeeGlassboroHackensackHazletHobokenIselinJersey CityKingstonLakewoodLinwoodLivingstonMadisonMahwahManasquanMarltonMatawanMendhamMetuchenMillburnMontclairMontvaleMontvilleMoorestownMorristownMountainsideNeptune CityNewarkNew ProvidenceNorthfieldOcean GroveOld BridgeParamusPark RidgeParsippanyPlainsboroPrincetonRamseyRed BankRidgewoodRockawayRumsonSaddle BrookShort HillsSomersetSomervilleSummitTeaneckTenaflyTotowaVeronaWall TownshipWayneWoodbridgeWoodcliff LakeWyckoffIt's quick and easy to find the right financial advisor for you
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