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Top 3 financial advisor firms in Florham Park

3 SEC-registered financial advisor firms are headquartered in Florham Park, NJ, with $1.53B in combined regulatory assets under management. The largest by assets are Wiss Private Client Advisors ($1.22B), Jeffrey Matthews Wealth Management ($162M) and East Coast Wealth Management ($153M).

3
Financial advisor firms
$1.53B
Their combined AUM
$162M
Median firm AUM
754
Clients of the top 3

The 3 largest by assets

  1. 1
    Wiss Private Client Advisors

    RIA

    $1.22B

  2. 2
    Jeffrey Matthews Wealth Management

    RIA

    $162M

  3. 3
    East Coast Wealth Management

    RIA

    $153M

Profiles of the top 3

No. 1 · RIA

Wiss Private Client Advisors

Wiss Private Client Advisors is an investment adviser based in Florham Park, NJ, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.22 billion, as filed on 23 March 2026.

Wiss Private Client Advisors charges 0.65%–1.50% a year for its Investment and Wealth Management Fees.

Regulatory AUM
$1.22B
Clients
186
Advisory staff
9
Fee schedule
0.65% to 1.50% a year
Minimum account
$1,000,000
Custodians
Fidelity
Headquarters
100 Campus Drive, W Suite 400, Florham Park, NJ 07932
Phone
973-577-2872

No. 2 · RIA

Jeffrey Matthews Wealth Management

Jeffrey Matthews Wealth Management is an investment adviser based in Florham Park, NJ, registered with the SEC since 2025. 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 $162 million, as filed on 28 July 2026.

Jeffrey Matthews Wealth Management charges 1.00%–1.50% for its Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$162M
Clients
367
Advisory staff
15
Fee schedule
1.00% to 1.50%
Headquarters
30b Vreeland Road, Suite 210, Florham Park, NJ 07932
Phone
888-467-3636
Website
jeffreymatthews.com

No. 3 · RIA

East Coast Wealth Management

East Coast Wealth Management is an investment adviser based in Florham Park, NJ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $153 million, as filed on 26 February 2026.

East Coast Wealth Management charges 0.825%–1.25% a year for its Investment management fees.

Regulatory AUM
$153M
Clients
201
Advisory staff
2
Fee schedule
0.82% to 1.25% a year
Custodians
Charles Schwab
Headquarters
220 Ridgedale Avenue, Suite A3, Florham Park, NJ 07932
Phone
973-396-8626
Website
eastcoastwealth.com

Questions about financial advisors in Florham Park

How many financial advisor firms are headquartered in Florham Park?

3 SEC-registered financial advisor firms report their principal office in Florham Park, NJ, managing $1.53B in regulatory assets between them. The other 2 advisers 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 Florham Park?

Wiss Private Client Advisors, with $1.22B in regulatory assets under management on its latest Form ADV. The next largest are Jeffrey Matthews Wealth Management ($162M) and East Coast Wealth Management ($153M).

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

How large is a typical financial advisor firm in Florham Park?

The median firm manages $162M in regulatory assets. That is the midpoint of the 3 firms headquartered in Florham Park.

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

How much do financial advisors in Florham Park charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% 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 Florham Park?

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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