Top 10 financial advisor firms in New Jersey

211 SEC-registered financial advisor firms are headquartered in New Jersey, with $292B in combined regulatory assets under management. The largest by assets are Pathstone Family Office ($110B), Modera Wealth Management ($17.7B) and Bleakley Financial Group ($15.1B).

211
Financial advisor firms: $292B
Their combined AUM: $328M
Median firm AUM: 25,033
Clients of the top 10

The 10 largest by assets

1
Pathstone Family Office
RIA
$110B
Regulatory AUM
2
Modera Wealth Management
RIA
$17.7B
0.25% to 1.00% a year
3
Bleakley Financial Group
RIA
$15.1B
Up to 2.00% a year
4
Circle Wealth Management
RIA
$14.1B
0.24% to 0.85%
5
Simon Quick Advisors
RIA
$9.01B
Regulatory AUM
6
BC Advisors
RIA
$4.73B
0.40% to 0.50% a year
7
Beacon Investment Advisory Services
RIA
$4.44B
Up to 1.25% a year
8
SAX Wealth Advisors
RIA
$3.6B
0.45% to 1.00% a year
9
Systematic Alpha Investments
RIA
$3.49B
Regulatory AUM
10
Leo Wealth
RIA
$3.21B
0.35% to 1.50%

Profiles of the top 10

No. 1 · RIA

Pathstone Family Office

Pathstone Family Office is an investment adviser based in Englewood, NJ, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $110 billion, as filed on 31 March 2026.

Regulatory AUM: $110B
Clients: 2,244
Advisory staff: 365
Founded: 2010
Custodians: Charles Schwab, Fidelity, PNC Bank, N.A.
Headquarters: 10 Sterling BLVD, Suite 402, Englewood, NJ 07631
Phone: 201-944-7284
Website: pathstone.com

No. 2 · RIA

Modera Wealth Management

Modera Wealth Management is an investment adviser based in Westwood, NJ, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $17.7 billion, as filed on 14 September 2026.

Modera Wealth Management charges 0.25%–1.00% a year for its Wealth management.

Regulatory AUM: $17.7B
Clients: 6,308
Advisory staff: 106
Fee schedule: 0.25% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 56 Jefferson Avenue, Westwood, NJ 07675
Phone: 201-768-4600
Website: moderawealth.com

No. 3 · RIA

Bleakley Financial Group

Bleakley Financial Group is an investment adviser based in Parsippany, NJ, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $15.1 billion, as filed on 14 September 2026.

Bleakley Financial Group charges up to 2.00% a year for its Investment Advisory Fee.

Regulatory AUM: $15.1B
Clients: 8,647
Advisory staff: 104
Fee schedule: Up to 2.00% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 300 Kimball Drive, Suite 310, Parsippany, NJ 07054
Phone: 973-575-4180
Website: onepointbfg.com

No. 4 · RIA

Circle Wealth Management

Circle Wealth Management is an investment adviser based in Summit, NJ, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $14.1 billion, as filed on 8 April 2026.

Circle Wealth Management charges 0.24%–0.85% for its Investment advisory fee, typical range. The brochure does not state whether the rate is annual.

Regulatory AUM: $14.1B
Clients: 380
Advisory staff: 11
Fee schedule: 0.24% to 0.85%
Minimum account: $50,000,000
Custodians: Charles Schwab, J.P. Morgan
Headquarters: 47 Maple Street, Suite 201, Summit, NJ 07901
Phone: 908-206-1306
Website: circlewm.com

No. 5 · RIA

Simon Quick Advisors

Simon Quick Advisors is an investment adviser based in Morristown, NJ, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $9.01 billion, as filed on 28 July 2026.

Regulatory AUM: $9.01B
Clients: 1,042
Advisory staff: 77
Custodians: Charles Schwab, Fidelity
Headquarters: 360 MT. Kemble Ave, Morristown, NJ 07960
Phone: 973-525-1000
Website: simonquickadvisors.com

No. 6 · RIA

BC Advisors

BC Advisors is an investment adviser based in MT. Laurel, NJ, registered with the SEC since 2007. It provides investment management. Its clients include high-net-worth individuals and pension and profit-sharing plans. Its regulatory assets under management total $4.73 billion, as filed on 26 March 2026.

BC Advisors charges 0.40%–0.50% a year for its Investment Advisory Fee.

Regulatory AUM: $4.73B
Clients: 102
Advisory staff: 6
Fee schedule: 0.40% to 0.50% a year
Headquarters: 102 Gaither Drive, Suite 5, MT. Laurel, NJ 08054
Phone: 856-793-5000
Website: theberingergroup.com

No. 7 · RIA

Beacon Investment Advisory Services

Beacon Investment Advisory Services is an investment adviser based in Morristown, NJ, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $4.44 billion, as filed on 27 July 2026.

Beacon Investment Advisory Services charges up to 1.25% a year for its Investment management.

Regulatory AUM: $4.44B
Clients: 2,939
Advisory staff: 43
Fee schedule: Up to 1.25% a year
Headquarters: 163 Madison Avenue, Morristown, NJ 07960
Phone: 973-377-8090
Website: beacontrust.com

No. 8 · RIA

SAX Wealth Advisors

SAX Wealth Advisors is an investment adviser based in Parsippany, NJ, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $3.6 billion, as filed on 19 August 2026.

SAX Wealth Advisors charges 0.45%–1.00% a year for its Investment Management Services.

Regulatory AUM: $3.6B
Clients: 1,655
Advisory staff: 37
Founded: 1999
Fee schedule: 0.45% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 389 Interpace Parkway, Suite 3, Parsippany, NJ 07054
Phone: 973-859-2199
Website: saxwa.com

No. 9 · RIA

Systematic Alpha Investments

Systematic Alpha Investments is an investment adviser based in Princeton, NJ, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $3.49 billion, as filed on 23 March 2026.

Regulatory AUM: $3.49B
Clients: 2
Advisory staff: 1
Custodians: Northern Trust Securities, Citigroup Global Markets, Bofa Securities
Headquarters: 36 Mercer Street, Princeton, NJ 08540
Phone: 609-751-7550

No. 10 · RIA

Leo Wealth

Leo Wealth is an investment adviser based in Edison, NJ, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $3.21 billion, as filed on 2 September 2026.

Leo Wealth charges 0.35%–1.50% for its Non-ERISA 3(21) Investment Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $3.21B
Clients: 1,714
Advisory staff: 31
Fee schedule: 0.35% to 1.50%
Custodians: Charles Schwab, Fidelity
Headquarters: 379 Thornall St., Floor 9, Suite 9, Edison, NJ 08837
Phone: 732-903-2600
Website: leowealth.com

Questions about financial advisors in New Jersey

How many financial advisor firms are headquartered in New Jersey?

211 SEC-registered financial advisor firms report their principal office in New Jersey, managing $292B in regulatory assets between them. The other 144 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in New Jersey?

Pathstone Family Office, with $110B in regulatory assets under management on its latest Form ADV. The next largest are Modera Wealth Management ($17.7B) and Bleakley Financial Group ($15.1B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in New Jersey?

The median firm manages $328M in regulatory assets. That is the midpoint of the 211 firms headquartered in New Jersey.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in New Jersey charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in New Jersey?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

New Jersey has 211 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in New Jersey

Top financial advisor firms by city in New Jersey