Rialytix insights

Top RIA Firms in New Jersey

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in New Jersey. This hub covers 356 matching firms with $6.1T in total reported AUM and median AUM of $504.5M.

Firms

356

Matching current profiles

Total AUM

$6.1T

Reported regulatory AUM

Median AUM

$504.5M

Across firms with AUM

Largest firm

$1.1T

Pgim, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Pgim, INC.
CRD 105676 · Corporation
NEWARK, NJ$1.1T
Apr 2026
+$98.4B+9.5%+$147.8B+15.0%-$21.3B-1.8%+$699.7B+162.0%+332 employees+20.0% over 3Y+64 accounts+7.3% over 3Y
2. Managed Account Advisors LLC
CRD 142558 · Limited Liability Company
JERSEY CITY, NJ$995.0B
Mar 2026
+$303.1B+43.8%+$418.7B+72.7%+$548.4B+122.8%+$899.6B+942.7%-3 employees-4.7% over 3Y+484,146 accounts+27.9% over 3Y
3. Ubs Financial Services INC.
CRD 8174 · Corporation
WEEHAWKEN, NJ$915.8B
Mar 2026
+$107.0B+13.2%+$315.0B+52.4%+$343.3B+60.0%+$730.5B+394.2%-535 employees-4.1% over 3Y+66,838 accounts+6.2% over 3Y
4. Blackrock Investment Management, LLC
CRD 108928 · Limited Liability Company
PRINCETON, NJ$676.7B
May 2026
+$168.5B+33.2%+$273.8B+68.0%+$332.9B+96.8%+$404.9B+149.0%+432 employees+37.3% over 3Y+9,092 accounts+20.3% over 3Y
5. Metlife Investment Management, LLC
CRD 142463 · Limited Liability Company
WHIPPANY, NJ$563.8B
May 2026
+$54.9B+10.8%+$82.6B+17.2%+$7.2B+1.3%+$553.3B+5265.6%-125 employees-11.6% over 3Y+217 accounts+36.9% over 3Y
6. Pgim Investments LLC
CRD 105670 · Limited Liability Company
NEWARK, NJ$344.8B
May 2026
+$22.8B+7.1%+$33.1B+10.6%-$43.6B-11.2%+$166.8B+93.6%-51 employees-10.0% over 3Y+17 accounts+9.4% over 3Y
7. Lord, Abbett & CO. LLC
CRD 110391 · Limited Liability Company
JERSEY CITY, NJ$270.4B
Dec 2025
+$31.6B+13.2%+$59.2B+28.0%+$51.3B+23.4%+$168.0B+164.0%+91 employees+12.5% over 3Y+7,351 accounts+39.8% over 3Y
8. Corebridge Institutional Investments (u.s.), LLC
CRD 150088 · Limited Liability Company
JERSEY CITY, NJ$121.1B
May 2026
+$8.8B+7.8%-$5.3B-4.2%-$217.0B-64.2%-$191.9B-61.3%-201 employees-32.4% over 3Y+559 accounts+980.7% over 3Y
9. Pgim Quantitative Solutions
CRD 129752 · Limited Liability Company
NEWARK, NJ$110.9B
Mar 2026
+$17.5B+18.8%-$4.4B-3.8%-$15.3B-12.1%+$40.4B+57.2%-66 employees-31.0% over 3Y+113 accounts+93.4% over 3Y
10. Pathstone
CRD 151736 · Limited Liability Company
ENGLEWOOD, NJ$110.3B
Mar 2026
+$9.9B+9.8%+$85.5B+344.1%+$90.7B+462.8%+$109.3B+10616.8%+407 employees+137.0% over 3Y+8,222 accounts+43.4% over 3Y
11. World Investment Advisors, LLC
CRD 208512 · Limited Liability Company
LINCROFT, NJ$71.6B
Mar 2026
+$15.4B+27.3%+$45.0B+169.1%+$47.4B+195.5%+371 employees+152.0% over 3Y+28,469 accounts+385.8% over 3Y
12. Concord Advisory Group LTD
CRD 107291 · Corporation
PRINCETON, NJ$46.2B
Mar 2026
+$10.9B+30.9%+$786.7M+1.7%+$10.6B+29.7%+$36.9B+395.7%0 employees+0.0% over 3Y+27 accounts+15.3% over 3Y
13. Private Advisor Group, LLC
CRD 155216 · Limited Liability Company
MORRISTOWN, NJ$44.3B
May 2026
+$7.1B+19.0%+$18.7B+73.0%+$18.0B+68.1%+$44.3B+160995.2%-29 employees-4.1% over 3Y+31,731 accounts+28.7% over 3Y
14. Franklin Mutual Advisers, LLC
CRD 111376 · Limited Liability Company
SHORT HILLS, NJ$42.6B
Dec 2025
+$4.2B+10.9%+$7.1B+19.9%+$2.4B+5.9%-$12.0B-22.0%0 employees+0.0% over 3Y-10 accounts-12.8% over 3Y
15. Ecp
CRD 155020 · Limited Partnership
SUMMIT, NJ$33.4B
Apr 2026
+$10.6B+46.8%+$14.9B+80.2%+$20.1B+151.9%+$27.4B+459.0%+25 employees+35.7% over 3Y+8 accounts+14.3% over 3Y
16. Harding Loevner LP
CRD 104543 · Limited Partnership
BRIDGEWATER, NJ$32.1B
Mar 2026
-$11.8B-26.9%-$15.7B-32.9%-$42.7B-57.1%+$17.3B+116.6%-14 employees-11.9% over 3Y-825 accounts-17.5% over 3Y
17. Onex Credit Partners, LLC
CRD 138941 · Limited Liability Company
ENGLEWOOD CLIFFS, NJ$30.1B
May 2026
+$6.7B+28.4%+$14.4B+91.6%+$17.5B+137.6%+$28.7B+1981.2%+10 employees+14.3% over 3Y+34 accounts+72.3% over 3Y
18. Jacobs Levy Equity Management
CRD 107022 · Corporation
FLORHAM PARK, NJ$28.0B
Apr 2026
-$3.3B-10.4%+$10.8B+62.5%+$13.1B+87.9%+$19.5B+228.1%+9 employees+14.8% over 3Y+20 accounts+15.6% over 3Y
19. Pgim Private Placement Investors, L.p.
CRD 106442 · Limited Partnership
NEWARK, NJ$24.4B
Mar 2026
+$844.5M+3.6%+$2.7B+12.2%+$5.7B+30.6%+$14.8B+152.7%+38 employees+15.1% over 3Y+6 accounts+17.6% over 3Y
20. Prudential Select Strategies LLC
CRD 286153 · Limited Liability Company
NEWARK, NJ$22.8B
Mar 2026
+$3.0B+15.5%-$26.3B-53.6%+$22.8B+173728.7%-27 employees-29.7% over 3Y+141 accounts+1175.0% over 3Y
21. Summit Financial, LLC
CRD 299322 · Limited Liability Company
PARSIPPANY, NJ$22.5B
Mar 2026
+$10.9B+94.6%+$16.0B+247.0%+$19.0B+554.0%+$19.4B+634.5%+268 employees+120.7% over 3Y+25,952 accounts+252.4% over 3Y
22. Appaloosa LP
CRD 281909 · Limited Partnership
SHORT HILLS, NJ$20.4B
Mar 2026
+$2.7B+15.1%+$6.6B+47.9%+$7.7B+60.5%-2 employees-8.7% over 3Y0 accounts+0.0% over 3Y
23. Modera Wealth Management, LLC
CRD 155649 · Limited Liability Company
WESTWOOD, NJ$17.7B
May 2026
+$2.2B+14.0%+$10.9B+159.9%+$12.7B+256.6%+$16.7B+1699.8%+127 employees+114.4% over 3Y+11,370 accounts+113.1% over 3Y
24. Onepoint Bfg Wealth Partners
CRD 318366 · Limited Liability Company
PARSIPPANY, NJ$15.1B
Apr 2026
+$5.1B+50.3%+$7.7B+102.9%+40 employees+24.2% over 3Y+7,571 accounts+36.7% over 3Y
25. Circle Wealth Management, LLC
CRD 142878 · Limited Liability Company
SUMMIT, NJ$14.1B
Apr 2026
+$1.6B+12.7%+$7.5B+114.7%+$11.3B+407.6%+$13.0B+1217.4%+7 employees+43.8% over 3Y-97 accounts-7.9% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.