Rialytix insights

Top RIA Firms in Morristown, New Jersey

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Morristown, New Jersey. This hub covers 11 matching firms with $65.3B in total reported AUM and median AUM of $902.1M.

Firms

Matching current profiles

Total AUM

$65.3B

Reported regulatory AUM

Median AUM

$902.1M

Across firms with AUM

Largest firm

$44.3B

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	$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
2. Simon Quick Advisors, LLC CRD 132330 · Limited Liability Company	MORRISTOWN, NJ	$9.0B Mar 2026	+$3.3B+56.6%	+$4.4B+96.6%	+$5.6B+164.7%	+$6.2B+218.0%	+39 employees+67.2% over 3Y	+1,554 accounts+103.4% over 3Y
3. Beacon Trust CRD 226547 · Corporation	MORRISTOWN, NJ	$4.4B Mar 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 Mar 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 Apr 2026	-$102.7M-12.4%	-$251.2M-25.7%	-$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 Mar 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. 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
11. Pegasus Group, LLC CRD 113499 · Limited Liability Company	MORRISTOWN, NJ	$91.3M Mar 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.