Top 4 financial advisor firms in Chester

4 SEC-registered financial advisor firms are headquartered in Chester, NJ, with $2.66B in combined regulatory assets under management. The largest by assets are Personal CFO Solutions ($1.65B), Covenant Asset Management ($693M) and High Point Wealth Management ($193M).

4
Financial advisor firms: $2.66B
Their combined AUM: $443M
Median firm AUM: 1,781
Clients of the top 4

The 4 largest by assets

1
Personal CFO Solutions
RIA
$1.65B
0.50% to 1.00% a year
2
Covenant Asset Management
RIA
$693M
0.50% to 1.25% a year
3
High Point Wealth Management
RIA
$193M
Regulatory AUM
4
Women'S Wealth Advisor
RIA
$121M
0.70% to 1.50% a year

Profiles of the top 4

No. 1 · RIA

Personal CFO Solutions

Personal CFO Solutions is an investment adviser based in Chester, NJ, registered with the SEC since 2012. 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 $1.65 billion, as filed on 30 March 2026.

Personal CFO Solutions charges 0.50%–1.00% a year for its Discretionary Portfolio Management.

Regulatory AUM: $1.65B
Clients: 653
Advisory staff: 14
Founded: 2011
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 384 Main Street, Chester, NJ 07930-2528
Phone: 908-955-7055
Website: personalcfosolutions.com

No. 2 · RIA

Covenant Asset Management

Covenant Asset Management is an investment adviser based in Chester, NJ, registered with the SEC since 1999. 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 $693 million, as filed on 19 March 2026.

Covenant Asset Management charges 0.50%–1.25% a year for its Covenant Asset Management Standard Annual Fee Schedule.

Regulatory AUM: $693M
Clients: 665
Advisory staff: 8
Founded: 1999
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 125 Maple Avenue, Chester, NJ 07930
Phone: 908-879-4090
Website: covasset.com

No. 3 · RIA

High Point Wealth Management

High Point Wealth Management is an investment adviser based in Chester, NJ, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $193 million, as filed on 13 February 2026.

Regulatory AUM: $193M
Clients: 146
Advisory staff: 2
Custodians: Fidelity
Headquarters: 31 Fairmount Ave., Suite 105, Chester, NJ 07930
Phone: 908-975-3367
Website: highpointwealth.com

No. 4 · RIA

Women'S Wealth Advisor

Women'S Wealth Advisor is an investment adviser based in Chester, NJ, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $121 million, as filed on 24 April 2026.

Women'S Wealth Advisor charges 0.70%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $121M
Clients: 317
Advisory staff: 11
Fee schedule: 0.70% to 1.50% a year
Custodians: LPL Financial, Assetmark
Headquarters: 32 Collis Lane, Suite A, Chester, NJ 07930
Phone: 908-955-0077
Website: clarityfinsolutions.com

Questions about financial advisors in Chester

How many financial advisor firms are headquartered in Chester?

4 SEC-registered financial advisor firms report their principal office in Chester, NJ, managing $2.66B in regulatory assets between them.

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

What is the largest financial advisor firm in Chester?

Personal CFO Solutions, with $1.65B in regulatory assets under management on its latest Form ADV. The next largest are Covenant Asset Management ($693M) and High Point Wealth Management ($193M).

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

How large is a typical financial advisor firm in Chester?

The median firm manages $443M in regulatory assets. That is the midpoint of the 4 firms headquartered in Chester.

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

How much do financial advisors in Chester charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Chester?

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 city 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 city.

Source: Niva directory methodology

Chester has 4 financial advisor firms; see every adviser in the city →