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Top 3 financial advisor firms in Paramus

3 SEC-registered financial advisor firms are headquartered in Paramus, NJ, with $3.88B in combined regulatory assets under management. The largest by assets are Valley Wealth Managers ($2.69B), Breakwater Capital Group ($1.02B) and Genesis Financial Group ($171M).

3
Financial advisor firms
$3.88B
Their combined AUM
$1.02B
Median firm AUM
1,412
Clients of the top 3

The 3 largest by assets

  1. 1
    Valley Wealth Managers

    RIA

    $2.69B

  2. 2
    Breakwater Capital Group

    RIA

    $1.02B

  3. 3
    Genesis Financial Group

    RIA

    $171M

Profiles of the top 3

No. 1 · RIA

Valley Wealth Managers

Valley Wealth Managers is an investment adviser based in Paramus, NJ, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $2.69 billion, as filed on 31 March 2026.

Valley Wealth Managers charges 0.50%–1.25% a year for its VWM Investment Strategies.

Regulatory AUM
$2.69B
Clients
969
Advisory staff
34
Fee schedule
0.50% to 1.25% a year
Minimum account
$100,000
Custodians
Northern Trust Securities, Charles Schwab, Pershing
Headquarters
80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652
Phone
888-794-7940
Website
valley.com

No. 2 · RIA

Breakwater Capital Group

Breakwater Capital Group is an investment adviser based in Paramus, NJ, registered with the SEC since 2022. 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 $1.02 billion, as filed on 24 July 2026.

Breakwater Capital Group charges 0.50%–1.50% a year for its Wealth Management Services.

Regulatory AUM
$1.02B
Clients
370
Advisory staff
4
Founded
2022
Fee schedule
0.50% to 1.50% a year
Custodians
Charles Schwab
Headquarters
140 E. Ridgewood Avenue, Suite 415, Paramus, NJ 07652
Phone
551-342-3733
Website
breakwatercapitalgroup.com

No. 3 · RIA

Genesis Financial Group

Genesis Financial Group is an investment adviser based in Paramus, NJ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $171 million, as filed on 11 March 2026.

Genesis Financial Group charges up to 2.00% for its Individually Managed Accounts. The brochure does not state whether the rate is annual.

Regulatory AUM
$171M
Clients
73
Advisory staff
1
Fee schedule
Up to 2.00%
Custodians
Charles Schwab
Headquarters
80 W Century Road, Suite 303, Paramus, NJ 07652
Phone
551-284-4023
Website
genesisfinancialgroupllc.com

Questions about financial advisors in Paramus

How many financial advisor firms are headquartered in Paramus?

3 SEC-registered financial advisor firms report their principal office in Paramus, NJ, managing $3.88B 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 Paramus?

Valley Wealth Managers, with $2.69B in regulatory assets under management on its latest Form ADV. The next largest are Breakwater Capital Group ($1.02B) and Genesis Financial Group ($171M).

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

How large is a typical financial advisor firm in Paramus?

The median firm manages $1.02B in regulatory assets. That is the midpoint of the 3 firms headquartered in Paramus.

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

How much do financial advisors in Paramus 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 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 Paramus?

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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