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Largest RIA Firms in Morristown, New Jersey by AUM

Explore registered investment advisers headquartered in Morristown, New Jersey, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 12 firms with $79.1B in total reported AUM and median AUM of $848.5M.

Firms

Matching current profiles

Total AUM

$79.1B

Reported regulatory AUM

Median AUM

$848.5M

Across firms with AUM

Largest firm

$57.7B

Private Advisor Group, LLC

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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. Private Advisor Group, LLC CRD 155216 · Limited Liability Company	MORRISTOWN, NJ	$57.7B Oct 2026	+$16.3B+39.5%	+$29.2B+102.3%	+$27.6B+91.8%	+$57.7B+209602.9%	+217 employees+30.4% over 3Y	+55,651 accounts+48.6% over 3Y
2. Simon Quick Advisors, LLC CRD 132330 · Limited Liability Company	MORRISTOWN, NJ	$9.0B Jul 2026	+$1.9B+27.3%	+$3.9B+76.5%	+$5.1B+133.4%	+$6.2B+218.0%	+22 employees+29.3% over 3Y	-1,754 accounts-36.5% over 3Y
3. Beacon Trust CRD 226547 · Corporation	MORRISTOWN, NJ	$4.4B Jul 2026	+$89.4M+2.1%	+$983.2M+28.4%	+$737.2M+19.9%	+$4.3B+3439.2%	+3 employees+6.3% over 3Y	+264 accounts+9.9% over 3Y
4. Washington Crossing Advisors LLC CRD 281511 · Limited Liability Company	MORRISTOWN, NJ	$2.0B Apr 2026	-$110.1M-5.1%	-$1.1B-34.6%	-$1.0B-33.6%	+$1.9B+1230.4%	+1 employees+11.1% over 3Y	-134 accounts-4.0% over 3Y
5. Blackhill Capital, INC CRD 105208 · Corporation	MORRISTOWN, NJ	$2.0B Mar 2026	+$713.6M+55.4%	+$804.2M+67.2%	+$1.1B+134.7%	+$1.5B+332.3%	0 employees+0.0% over 3Y	-1 accounts-1.2% over 3Y
6. New Vernon Capital CRD 160231 · Limited Partnership	MORRISTOWN, NJ	$902.1M May 2026	-$8.6M-0.9%	+$66.1M+7.9%	+$28.7M+3.3%	-$97.6M-9.8%	+2 employees+16.7% over 3Y	-6 accounts-11.3% over 3Y
7. Mcrae Capital Management INC. CRD 104567 · Corporation	MORRISTOWN, NJ	$795.0M Sep 2026	-$20.7M-2.5%	+$210.2M+35.9%	+$233.2M+41.5%	+$567.5M+249.3%	+1 employees+14.3% over 3Y	+35 accounts+4.5% over 3Y
8. Himco, LLC CRD 157865 · Limited Liability Company	MORRISTOWN, NJ	$725.7M Jun 2026	-$102.7M-12.4%	-$274.1M-27.4%	-$63.5M-8.0%	-$1.2B-62.0%	-17 employees-25.8% over 3Y	-11 accounts-28.9% over 3Y
9. Pegasus Asset Management INC CRD 104766 · Corporation	MORRISTOWN, NJ	$553.6M Jun 2026	+$80.5M+17.0%	+$218.3M+65.1%	+$231.5M+71.9%	+$432.0M+355.3%	0 employees+0.0% over 3Y	+7 accounts+0.9% over 3Y
10. Sage Residential Management LLC CRD 315039 · Limited Liability Company	MORRISTOWN, NJ	$444.1M Sep 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
11. Diadema Partners LP CRD 331527 · Limited Partnership	MORRISTOWN, NJ	$397.9M Mar 2026	+$254.2M+176.9%	—	—	+$254.2M+176.9%	+1 employees+20.0% over 1Y	0 accounts+0.0% over 1Y
12. Pegasus Group, LLC CRD 113499 · Limited Liability Company	MORRISTOWN, NJ	$91.3M Jun 2026	+$14.1M+18.2%	+$42.8M+88.1%	+$36.7M+67.2%	+$77.8M+573.4%	0 employees+0.0% over 3Y	+6 accounts+12.2% 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 sufficient historical filing data is unavailable for the lookback period.