Rialytix insights

Top RIA Firms in Fairfield, New Jersey

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Fairfield, New Jersey. This hub covers 6 matching firms with $4.2B in total reported AUM and median AUM of $564.2M.

Firms

Matching current profiles

Total AUM

$4.2B

Reported regulatory AUM

Median AUM

$564.2M

Across firms with AUM

Largest firm

$1.7B

Strategic Family Wealth Counselors, L.l.c.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Strategic Family Wealth Counselors, L.l.c. CRD 128199 · Limited Liability Company	FAIRFIELD, NJ	$1.7B Mar 2026	+$348.0M+26.5%	+$614.0M+58.7%	+$832.7M+100.7%	+$1.2B+248.8%	+1 employees+7.7% over 3Y	+600 accounts+20.0% over 3Y
2. Cornerstone Planning Group CRD 307189 · Corporation	FAIRFIELD, NJ	$951.8M Apr 2026	+$301.8M+46.4%	+$533.0M+127.3%	+$742.6M+354.9%	—	+7 employees+50.0% over 3Y	+840 accounts+38.1% over 3Y
3. Key Client Fiduciary Advisors, LLC CRD 298240 · Limited Liability Company	FAIRFIELD, NJ	$896.3M Mar 2026	+$260.3M+40.9%	+$397.0M+79.5%	+$757.1M+544.0%	—	-2 employees-16.7% over 3Y	+1,023 accounts+87.3% over 3Y
4. Chadler Investment Advisory Solutions, LLC CRD 165763 · Limited Liability Company	FAIRFIELD, NJ	$232.0M Mar 2026	+$97.5M+72.5%	+$57.9M+33.2%	+$38.7M+20.0%	+$105.4M+83.3%	+1 employees+50.0% over 3Y	+7 accounts+15.6% over 3Y
5. Podell Financial Group LLC CRD 325383 · Limited Liability Company	FAIRFIELD, NJ	$227.6M Mar 2026	+$55.4M+32.2%	—	—	—	+1 employees+20.0% over 1Y	+100 accounts+20.4% over 1Y
6. Sandro Wealth Management LLC CRD 332113 · Limited Liability Company	FAIRFIELD, NJ	$227.6M May 2026	+$125.9M+123.8%	—	—	+$125.9M+123.8%	+9 employees+75.0% over 1Y	+98 accounts+140.0% over 1Y

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.