Top 3 financial advisor firms in Kingston

3 SEC-registered financial advisor firms are headquartered in Kingston, NJ, with $1.54B in combined regulatory assets under management. The largest by assets are Glen Eagle Advisors ($1.03B), Byrne Asset Management ($269M) and Global Wealth Management ($246M).

3
Financial advisor firms: $1.54B
Their combined AUM: $269M
Median firm AUM: 3,645
Clients of the top 3

The 3 largest by assets

1
Glen Eagle Advisors
RIA
$1.03B
Up to 2.00% a year
2
Byrne Asset Management
RIA
$269M
Regulatory AUM
3
Global Wealth Management
RIA
$246M
0.50% to 1.00% a year

Profiles of the top 3

No. 1 · RIA

Glen Eagle Advisors

Glen Eagle Advisors is an investment adviser based in Kingston, NJ, registered with the SEC since 2014. 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 $1.03 billion, as filed on 2 April 2026.

Glen Eagle Advisors charges up to 2.00% a year for its Non-Wrap Fee Program.

Regulatory AUM: $1.03B
Clients: 3,401
Advisory staff: 17
Fee schedule: Up to 2.00% a year
Custodians: Interactive Brokers, AQR Investments
Headquarters: 4422c Route 27, Kingston, NJ 08528-0399
Phone: 609-631-8231
Website: gleneagleadv.com

No. 2 · RIA

Byrne Asset Management

Byrne Asset Management is an investment adviser based in Kingston, NJ, registered with the SEC since 2003. It provides investment management. Its clients include high-net-worth individuals and pension and profit-sharing plans. Its regulatory assets under management total $269 million, as filed on 10 March 2026.

Regulatory AUM: $269M
Clients: 168
Advisory staff: 5
Founded: 1998
Custodians: Charles Schwab, Charles Schwab
Headquarters: 4420 NJ 27, Suite C 3, Kingston, NJ 08528
Phone: 609-497-1776
Website: byrneasset.com

No. 3 · RIA

Global Wealth Management

Global Wealth Management is an investment adviser based in Kingston, NJ, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $246 million, as filed on 27 February 2026.

Global Wealth Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $246M
Clients: 76
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 4420 Route 27, Suite B, Kingston, NJ 08528
Phone: 609-452-2929
Website: globalwealthllc.com

Questions about financial advisors in Kingston

How many financial advisor firms are headquartered in Kingston?

3 SEC-registered financial advisor firms report their principal office in Kingston, NJ, managing $1.54B 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 Kingston?

Glen Eagle Advisors, with $1.03B in regulatory assets under management on its latest Form ADV. The next largest are Byrne Asset Management ($269M) and Global Wealth Management ($246M).

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

How large is a typical financial advisor firm in Kingston?

The median firm manages $269M in regulatory assets. That is the midpoint of the 3 firms headquartered in Kingston.

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

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

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

Kingston has 3 financial advisor firms; see every adviser in the city →