RIA firms in New Jersey
3,807 RIA firms are registered or notice filed in New Jersey: 759 state registered and 3,048 federally registered. 594 are headquartered here.
Another 191 state registered advisers with no address on file are registered only in New Jersey. 12 exempt reporting advisers also file in New Jersey and are not counted as RIA firms. #12 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in New Jersey, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| UBS Financial Services Inc.also a Broker Dealer | 9,362 | $916B | Federally registered | Weehawken |
| Private Advisor Group, LLC | 886 | $44.3B | Federally registered | Morristown |
| BlackRock Investment Management, LLC | 672 | $677B | Federally registered | Princeton |
| World Investment Advisors, LLC | 358 | $71.6B | Federally registered | Lincroft |
| TLG Advisors, Inc. | 300 | $2.3B | Federally registered | Summit |
| Summit Financial, LLC | 213 | $26.3B | Federally registered | Parsippany |
| Lord, Abbett & Co. LLC | 210 | $27B | Federally registered | Jersey City |
| Pathstone | 203 | $11B | Federally registered | Englewood |
| Simplicity Wealth | 203 | $4.3B | Federally registered | Summit |
| Modera Wealth Management, LLC | 135 | $17.7B | Federally registered | Westwood |
Most advisers based in New Jersey
Advisers registered and working in New Jersey, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in New Jersey that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $6T
- Firms reporting
- 499
- Median, federally registered
- $436M
- Median, state registered
- $37M
How they charge
Share of the 593 firms headquartered here that report their fees.
Who they serve
Share of the 513 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
New Jersey RIA firms, answered.
How many RIA firms are registered in New Jersey?
3,807 RIA firms are registered or notice filed in New Jersey: 759 state registered and 3,048 federally registered. 594 are headquartered there.
Which RIA firms in New Jersey have the most advisers?
UBS Financial Services Inc. (9,362 advisers), Private Advisor Group, LLC (886 advisers) and BlackRock Investment Management, LLC (672 advisers).
How much do RIA firms in New Jersey manage?
The 499 RIA firms headquartered in New Jersey that report assets report $6T in total. The median is $436M for federally registered firms and $37M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in New Jersey counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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