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Top 4 financial advisor firms in Cranford

4 SEC-registered financial advisor firms are headquartered in Cranford, NJ, with $1.13B in combined regulatory assets under management. The largest by assets are Innovative Financial Solutions NJ ($595M), Merrion Investment Management ($245M) and S.F. Ehrlich Associates ($186M).

4
Financial advisor firms
$1.13B
Their combined AUM
$215M
Median firm AUM
663
Clients of the top 4

The 4 largest by assets

  1. 1
    Innovative Financial Solutions NJ

    RIA

    $595M

  2. 2
    Merrion Investment Management

    RIA

    $245M

  3. 3
    S.F. Ehrlich Associates

    RIA

    $186M

  4. 4
    MD Wealth Advisors

    RIA

    $105M

Profiles of the top 4

No. 1 · RIA

Innovative Financial Solutions NJ

Innovative Financial Solutions NJ is an investment adviser based in Cranford, NJ, registered with the SEC since 2024. 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 $595 million, as filed on 13 March 2026.

Regulatory AUM
$595M
Clients
325
Advisory staff
4
Founded
2002
Custodians
Fidelity
Headquarters
517 Centennial Avenue, Suite 200, Cranford, NJ 07016
Phone
908-967-6360
Website
virtuswealthsolutions.com

No. 2 · RIA

Merrion Investment Management

Merrion Investment Management is an investment adviser based in Cranford, NJ, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $245 million, as filed on 12 February 2026.

Merrion Investment Management charges 1.00% a year for its Investment management.

Regulatory AUM
$245M
Clients
37
Advisory staff
3
Fee schedule
1.00% to 1.00% a year
Custodians
Charles Schwab
Headquarters
184 North Ave. East, Cranford, NJ 07016
Phone
908-654-0033
Website
merriongroup.net

No. 3 · RIA

S.F. Ehrlich Associates

S.F. Ehrlich Associates is an investment adviser based in Cranford, NJ, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $186 million, as filed on 19 February 2026.

S.F. Ehrlich Associates charges 0.75%–1.00% a year for its Investment Advisory Services.

Regulatory AUM
$186M
Clients
117
Advisory staff
2
Fee schedule
0.75% to 1.00% a year
Custodians
Charles Schwab
Headquarters
15 Alden Street, Suite 12, Cranford, NJ 07016
Phone
908-789-1100
Website
sfehrlich.com

No. 4 · RIA

MD Wealth Advisors

MD Wealth Advisors is an investment adviser based in Cranford, NJ, registered with the SEC since 2026. 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 $105 million, as filed on 8 April 2026.

MD Wealth Advisors charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$105M
Clients
184
Advisory staff
1
Fee schedule
0.50% to 1.25%
Custodians
Charles Schwab
Headquarters
20 Commerce Drive, Suite 135, Cranford, NJ 07016
Phone
908-440-0811
Website
mdwealthinc.com

Questions about financial advisors in Cranford

How many financial advisor firms are headquartered in Cranford?

4 SEC-registered financial advisor firms report their principal office in Cranford, NJ, managing $1.13B in regulatory assets between them. The other 1 adviser headquartered in the city 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 Cranford?

Innovative Financial Solutions NJ, with $595M in regulatory assets under management on its latest Form ADV. The next largest are Merrion Investment Management ($245M) and S.F. Ehrlich Associates ($186M).

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

How large is a typical financial advisor firm in Cranford?

The median firm manages $215M in regulatory assets. That is the midpoint of the 4 firms headquartered in Cranford.

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

How much do financial advisors in Cranford 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 1.25% 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 Cranford?

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

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