Wealth management companies in New Jersey cater to clients seeking tailored financial strategies and investment guidance. Operating within a competitive market, these firms offer an array of services including financial planning, tax management, and estate administration. As the industry evolves, there is a noticeable shift towards technological integration and personalized investment solutions, driven by client demand for transparency and efficiency. Insights from industry veterans suggest a growing emphasis on sustainable and impact investing, reflecting a changing client profile that values social responsibility alongside financial returns. This trend positions New Jersey firms to adapt and thrive in an evolving marketplace.

The wealth management companies in this list represent a rich variety of firms based in New Jersey. They range in size from small teams of 10 to larger organizations boasting over 500 professionals. Some were founded several decades ago, while others are relatively new but have quickly gained recognition. Specializing in areas such as financial planning, investment management, and tax efficiency, these firms cater to high net worth individuals, families, and businesses. With an impressive breadth of expertise and services, these firms are well-equipped to meet the complexities of modern financial needs.

Continue reading to explore top wealth management companies in New Jersey.

Top 20 Wealth Management Companies in New Jersey

1. Pine Valley Investments, LLC

• Website: pinevalleyinvestments.com
• Ownership type: Private
• Headquarters: Evesham, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn: pine-valley-investments-llc

Pine Valley Investments, LLC, based in Evesham, New Jersey, is an investment advisory firm that specializes in wealth management and financial planning. Established in 2014, the firm serves high net worth individuals, families, and businesses, helping them navigate the complexities of financial markets. Their services include investment management, trust administration, estate planning, and retirement planning. Pine Valley Investments operates with a fiduciary standard, ensuring that client interests are prioritized in all financial decisions. The firm has been recognized for its excellence, notably being named one of USA Today’s Best Financial Advisory Firms, which reflects their commitment to quality service and client satisfaction. With a team of experienced professionals, Pine Valley Investments aims to provide tailored financial strategies that align with the unique goals of each client.

2. Pathstone

• Website: pathstone.com
• Ownership type: Private Equity
• Headquarters: Englewood, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: March 2023
• Founded year: 2010
• Headcount: 201-500
• LinkedIn: pathstone-federal-street

Pathstone is a wealth management firm based in Englewood, New Jersey, founded in 2010. The company specializes in providing comprehensive financial advisory services tailored to the needs of multigenerational families, family offices, and foundations. With a team of over 500 professionals, Pathstone offers a wide range of services, including estate planning, investment management, tax compliance, and family office structuring. The firm prides itself on its client-first approach, ensuring that each solution is customized to meet the specific goals and values of its clients. Pathstone manages approximately $100 billion in assets under advisement and administration, reflecting its significant presence in the industry. The firm has also been recognized for its growth and innovation, ranking highly in lists such as Barron's Top 100 RIA Firms and Forbes' Top RIA Firms. Pathstone's commitment to addressing the complex financial needs of its clients positions it as a relevant and capable player in the wealth management sector.

3. Modera Wealth Management

• Website: moderawealth.com
• Ownership type: Private
• Headquarters: Westwood, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: Other (Debt), $45.0M, February 2024
• Founded year: 1983
• Headcount: 51-200
• LinkedIn: modera-wealth-management

Modera Wealth Management, based in Westwood, New Jersey, is a private wealth management firm that has been serving clients since 1983. With a team of approximately 181 employees, the firm specializes in providing comprehensive financial advisory services tailored to individuals and families. Their expertise spans financial planning, investment management, and retirement strategies, helping clients navigate the complexities of their financial lives. Modera's clientele includes business owners, executives, and families, all seeking to simplify their financial situations and achieve long-term goals. The firm operates under a fee-only model, ensuring that their advice is unbiased and aligned with clients' interests. Recently, Modera secured $45 million in funding, reflecting its growth and commitment to enhancing its service offerings. The firm is recognized for its client-first approach and has been acknowledged in various industry rankings, further solidifying its reputation in the wealth management field.

4. Bleakley Financial Group

• Website: bleakley.com
• Ownership type: Family Owned
• Headquarters: Fairfield, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2024
• Founded year: 1984
• Headcount: 51-200
• LinkedIn: bleakley-financial-group

Bleakley Financial Group, based in Fairfield, New Jersey, is a family-owned financial advisory firm that has been active since 1984. With a team of over 100 investment professionals, the firm specializes in personalized financial planning and wealth management services. They serve a broad clientele, including individuals, families, corporate executives, and business owners, helping them navigate complex financial landscapes. Bleakley employs a comprehensive 360-degree approach to financial planning, ensuring that every aspect of a client's financial life is considered. Their services range from retirement planning and estate management to business planning strategies and ESG responsible investing. The firm has built a reputation for its commitment to client outcomes and continuous innovation, managing over $10 billion in client assets across multiple custodial platforms. Their recent accolade as a top hybrid RIA by Investment News further underscores their standing in the financial advisory industry.

5. Eagle Rock, A Greenberg & Rapp Company

• Website: greenbergandrapp.com
• Ownership type: Private
• Headquarters: Morristown, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1994
• Headcount: 11-50
• LinkedIn: greenberg-%26-rapp-financial-group-inc.

Eagle Rock, A Greenberg & Rapp Company, founded in 1994 and based in Morristown, New Jersey, is a private financial services firm that focuses on wealth management and investment advisory services. The company caters primarily to Ultra High Net Worth families and individuals, offering customized solutions designed to enhance investment returns while minimizing tax liabilities. Their approach involves a thorough analysis of a family's financial footprint, emphasizing tax efficiency and asset allocation. The firm utilizes a range of strategies, including private placement life insurance and alternative investments, to help clients build and preserve their legacies. With a team of experienced professionals, Eagle Rock is dedicated to providing innovative and effective financial solutions tailored to the unique needs of their clients. They also maintain a presence in multiple locations, including West Palm Beach, New York City, and Miami, further extending their reach in the wealth management sector.

6. Palisade Capital Management, LP

• Website: palisadecapital.com
• Ownership type: Private
• Headquarters: Fort Lee, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 11-50
• LinkedIn: palisade-capital-management

Palisade Capital Management, LP, based in Fort Lee, New Jersey, is an investment management firm that specializes in wealth management and financial planning. Established in 1995, the firm has built a reputation for its personalized service and proactive communication with clients. Palisade caters to a range of clients, including institutional investors and individual families, helping them navigate the complexities of financial markets. The firm emphasizes a partnership approach, ensuring that clients receive tailored strategies that align with their investment goals. With a team of experienced professionals, Palisade is dedicated to maintaining accountability and responsibility for their clients' financial well-being. Their insights and market analyses are regularly shared through various channels, including appearances on financial news platforms, showcasing their active engagement in the industry.

7. Transcend Capital Advisors

• Website: transcendcapital.com
• Ownership type: Private
• Headquarters: Madison, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2019
• Headcount: 11-50
• LinkedIn: transcend-wealth-collective

Transcend Capital Advisors, based in Madison, New Jersey, is a wealth management firm that offers a comprehensive suite of services tailored to individuals, families, and businesses. Founded in 2019, the firm has quickly established itself by prioritizing fiduciary responsibility and a commitment to aligning its interests with those of its clients. The firm provides a range of services including financial planning, estate planning, investment advice, and philanthropic planning. With a team of experienced professionals, Transcend aims to enhance the client experience by offering unique insights and access to investment opportunities typically reserved for institutional investors. Their approach is characterized by a focus on rigorous due diligence and a commitment to creative solutions that address the specific needs of their clients. Transcend has also gained recognition in the industry, being named to Forbes’ list of America’s Top RIA Firms, which underscores its relevance and growing influence in the wealth management space.

8. Lord, Abbett & Co. LLC

• Website: lordabbett.com
• Ownership type: Private
• Headquarters: Jersey City, New Jersey, United States (USA)
• Employee distribution: United States (USA) 96%, Other 4%
• Founded year: 1929
• Headcount: 501-1000
• LinkedIn: lord-abbett-%26-co-llc

Lord, Abbett & Co. LLC, based in Jersey City, New Jersey, is an investment management firm that has been operational since 1929. The firm offers a variety of investment services, including portfolio management and financial advisory, catering to individual investors, institutions, and financial advisors. With a strong emphasis on helping clients achieve their investment goals, Lord Abbett leverages its expertise to manage assets effectively. The firm is known for its insightful market analysis and economic commentary, which aids clients in making informed investment decisions. Lord Abbett's global presence and commitment to client service further solidify its role in the investment management industry.

9. Simon Quick Advisors, LLC

• Website: simonquickadvisors.com
• Ownership type: Private
• Headquarters: Morristown, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 51-200
• LinkedIn: massey-quick-%26-co--llc

Simon Quick Advisors, LLC, based in Morristown, New Jersey, is a financial advisory firm that specializes in wealth management and investment advisory services. Established in 2004, the firm serves affluent families, business owners, and executives, offering customized financial planning and investment solutions tailored to individual needs. Simon Quick operates under a fiduciary standard, ensuring that clients' interests are always prioritized in financial decisions. The firm has a robust team of professionals with extensive experience in the industry, and they have been recognized in Barron's 2023 Top 100 RIA Firms. Simon Quick Advisors also emphasizes community service and diversity, actively engaging in initiatives that support local organizations and promote inclusion within the workplace. Their holistic approach to wealth management includes comprehensive services such as financial planning, investment advisory, and family office services, making them a relevant player in the wealth management sector.

10. Gitterman Wealth Management, LLC

• Website: gittermanwealth.com
• Ownership type: Private
• Headquarters: Edison, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1989
• Headcount: 11-50
• LinkedIn: gitterman-%26-associates-wealth-management-llc

Gitterman Wealth Management, LLC, based in Edison, New Jersey, is a private wealth management firm that has been serving clients since 1989. The company specializes in personalized financial and retirement planning, investment management, and estate planning services tailored to individuals, families, and institutions. With a strong emphasis on sustainable investing, Gitterman Wealth Management employs its proprietary SMART (Sustainability Metrics Applied to Risk Tolerance)® investing solutions, which aim to align clients' investments with their values while seeking above-average risk-adjusted returns. The firm boasts a team of experienced advisors who are dedicated to providing comprehensive financial guidance. Gitterman Wealth Management is also recognized for its thought leadership in the industry, contributing insights on sustainability and climate change through various publications and media appearances.

11. Questar Capital Partners

• Website: questarcap.com
• Ownership type: Private
• Headquarters: Paramus, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2022
• Headcount: 1-10
• LinkedIn: questar-capital-partners

Questar Capital Partners, founded in 2022 and based in Paramus, New Jersey, is an independent wealth management firm dedicated to assisting high net worth individuals and business owners in achieving their financial goals. The firm specializes in personalized financial planning, investment management, and wealth preservation strategies. Questar's team comprises experienced financial professionals who prioritize understanding their clients' unique values and objectives. They offer a range of services, including retirement planning, tax efficiency strategies, and estate planning. Questar operates as a fiduciary, ensuring that their clients' best interests are at the forefront of their services. The firm collaborates with established partners like Sanctuary Wealth and Charles Schwab to provide a broad array of investment options and cutting-edge technology, enhancing their service delivery. Their focus on a select number of clients allows for a high level of attention and customized solutions, positioning them as a noteworthy option in the wealth management industry.

12. Revolve Wealth Partners

• Website: revolvewealth.com
• Ownership type: Private
• Headquarters: Hackensack, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2017
• Headcount: 11-50
• LinkedIn: revolvewealthpartners

Revolve Wealth Partners is a private wealth management firm based in Hackensack, New Jersey, with a focus on providing comprehensive financial planning and investment management services. Founded in 2017 by Dan Katz and Michael Israel, both Certified Financial Planners, the firm aims to assist individuals and families in navigating their financial futures. Revolve emphasizes a personalized approach, working closely with clients to develop tailored strategies for wealth protection, portfolio management, and legacy planning. The firm operates primarily in New Jersey and New York City, overseeing assets for over 300 families. Revolve's commitment to client education is evident through their insights and resources available on their website. They leverage strategic partnerships with established firms like Charles Schwab and MoneyGuidePro to enhance their service offerings. Revolve Wealth Partners has not reported any funding, indicating a self-sustained growth model since its inception.

13. Beacon Trust

• Website: beacontrust.com
• Ownership type: Private
• Headquarters: Morristown, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1988
• Headcount: 11-50
• LinkedIn: beacon-trust

Beacon Trust is a private wealth management firm based in Morristown, New Jersey, founded in 1988. With a focus on personalized financial strategies, the firm provides a range of services including investment management, financial planning, tax advisory, trust and estate administration, and private banking. Beacon Trust operates under a fiduciary standard, ensuring that client interests are always prioritized. The firm manages over $4 billion in assets, reflecting its capacity to serve a substantial client base. Over the years, Beacon Trust has expanded its offerings through strategic acquisitions, enhancing its investment management and planning capabilities. Their commitment to client satisfaction and proactive communication has established them as a trusted partner for individuals and families navigating their financial journeys.

14. Buckman Buckman & Reid

• Website: buckmanbuckman.com
• Ownership type: Private
• Headquarters: Little Silver, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1989
• Headcount: 11-50
• LinkedIn: buckman-buckman-%26-reid

Buckman, Buckman & Reid, Inc. is a financial services company based in Little Silver, New Jersey, established in 1989. The firm specializes in wealth management, asset management, and investment banking, catering primarily to individuals, high net worth families, and small businesses. They provide a range of services designed to help clients achieve their financial goals, including financial planning, retirement planning, estate planning, and college planning. Their asset management services cover various account types, ensuring that clients have access to tailored investment strategies. The firm also engages in retail brokerage and offers institutional trading services, demonstrating their capability to serve a broad spectrum of clients. With a dedicated team of professionals and a focus on personalized service, Buckman Buckman & Reid aims to build strong financial futures for their clients.

15. Glen Eagle Advisors, LLC

• Website: gleneagleadv.com
• Ownership type: Private
• Headquarters: South Brunswick Township, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn: glen-eagle-advisors-llc

Glen Eagle Advisors, LLC, based in South Brunswick Township, New Jersey, is a private financial advisory firm that has been operational since 2002. The company specializes in wealth management and institutional trading, offering a range of services including portfolio management, financial planning, corporate retirement plans, and insurance. With a team of approximately 25 employees, Glen Eagle Advisors emphasizes the importance of building meaningful, long-term relationships with clients to help them achieve their financial goals. The firm is also recognized for its community involvement, particularly in initiatives that support women's empowerment in finance. As an SEC Registered Investment Advisor, Glen Eagle Advisors adheres to industry regulations and standards, ensuring a high level of service and professionalism in their operations.

16. Circle Wealth Management, LLC

• Website: circlewm.com
• Ownership type: Private
• Headquarters: Summit, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn: circle-wealth-management-llc

Circle Wealth Management, LLC, based in Summit, New Jersey, is a private wealth management firm founded in 2007. The company specializes in providing a range of financial services, including wealth advisory, financial planning, and investment management. They cater primarily to individuals and families, helping them navigate the complexities of financial decision-making. The firm prides itself on a collaborative approach, working closely with clients to develop tailored strategies that reflect their unique goals and values. Circle Wealth Management places a strong emphasis on education, particularly for multigenerational families, ensuring that clients and their heirs are well-informed about their financial landscape. The team is composed of seasoned professionals with extensive experience in investment management and private wealth services, many of whom have held significant roles at major financial institutions. Their commitment to client security and ethical standards is evident in their operations, as they prioritize confidentiality and unbiased advice. Circle Wealth Management has also been recognized in the Financial Times 300 Top Registered Investment Advisers, underscoring their standing in the industry.

17. TFS Wealth Management

• Website: wealthtfs.com
• Ownership type: Private
• Headquarters: Middletown Township, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1976
• Headcount: 201-500
• LinkedIn: tfswealthmanagement

TFS Wealth Management, based in Lincroft, New Jersey, has been serving clients since 1976. The firm specializes in a broad array of financial services, including investment advisory, tax preparation, and insurance solutions. Their clientele ranges from individuals to businesses and organizations, all seeking to optimize their financial strategies. TFS employs a comprehensive approach to wealth management, integrating various services to meet the unique needs of each client. The firm also operates affiliated companies, such as TFS Advisory Services and TFS Insurance Brokerage, which enhance their service offerings. With a team that includes Certified Financial Planners and Certified Public Accountants, TFS is well-equipped to provide informed financial guidance. Their focus on personalized service and continuous monitoring of client portfolios underscores their commitment to helping clients achieve financial independence.

18. Garden State Securities, Inc.

• Website: gardenstatesecurities.com
• Ownership type: Private
• Headquarters: Red Bank, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1980
• Headcount: 51-200
• LinkedIn: garden-state-securities-inc

Garden State Securities, Inc., founded in 1980 and based in Red Bank, New Jersey, is an investment firm that specializes in providing a variety of financial services. The company caters to corporate executives, small businesses, and individual investors, offering tailored solutions designed to help clients achieve their financial goals. With a team of experienced professionals, Garden State Securities emphasizes personalized service and innovative investment strategies. Their offerings include investment management, wealth management, and comprehensive financial planning, addressing a wide array of client needs from retirement planning to estate management. The firm operates through a network of financial professionals, ensuring that clients receive dedicated attention and expertise. Their commitment to ongoing education for staff ensures that clients have access to the latest strategies and solutions in the financial market.

19. Nationwide Planning Associates, Inc.

• Website: nationwideplanning.com
• Ownership type: Private
• Headquarters: Paramus, New Jersey, United States (USA)
• Employee distribution: United States (USA) 59%, Puerto Rico 41%
• Founded year: 1992
• Headcount: 51-200
• LinkedIn: nationwide-planning-associates-inc.

Nationwide Planning Associates, Inc. is a financial services firm based in Paramus, New Jersey, founded in 1992. The company specializes in a wide array of financial products and services, including financial planning, investment management, and insurance solutions. They cater to both individual investors and financial advisors, providing customized strategies aimed at helping clients achieve their financial objectives. With a strong emphasis on comprehensive wealth management, Nationwide Planning underscores the importance of professional guidance in navigating the complexities of financial planning. Their offerings include mutual funds, equities, fixed income resources, and various insurance products, alongside advisory services such as estate planning and tax planning. The firm operates with a workforce of approximately 59 employees, with a significant presence in Puerto Rico, indicating their reach beyond the continental United States. Nationwide Planning is a member of FINRA and SIPC, ensuring compliance and protection for their clients' assets.

20. Aurora Private Wealth, Inc.

• Website: aurorapw.com
• Ownership type: Private
• Headquarters: Rockaway, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2015
• Headcount: 11-50
• LinkedIn: aurora-private-wealth-inc.

Aurora Private Wealth, Inc. is a private wealth management firm based in Rockaway, New Jersey, established in 2015. The company specializes in providing financial advisory services tailored to the needs of individuals and families. With a team of experienced professionals, Aurora aims to simplify complex financial decisions and enhance the financial well-being of its clients. The firm operates under the guiding principle of forming lasting partnerships with clients, ensuring that their financial priorities are understood and addressed. Aurora employs innovative financial solutions and tools, such as the Money Mind® Analyzer, to help clients make informed decisions. The firm is dedicated to fostering a culture of philanthropy and community engagement, encouraging advisors to partner with charities and contribute to local and global wellness initiatives. Aurora Private Wealth is registered as an investment advisory firm and is committed to maintaining high standards of fiduciary responsibility.

Wealth Management Insights: Key Companies in New Jersey

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