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Top RIA Firms in Princeton, New Jersey
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Princeton, New Jersey. This hub covers 25 matching firms with $752.8B in total reported AUM and median AUM of $562.3M.
Firms
25
Matching current profiles
Total AUM
$752.8B
Reported regulatory AUM
Median AUM
$562.3M
Across firms with AUM
Largest firm
$676.7B
Blackrock Investment Management, 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. 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 |
| 2. 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 |
| 3. Prysm Capital, L.p. CRD 304961 · Limited Partnership | PRINCETON, NJ | $6.9B Mar 2026 | +$3.4B+100.9% | +$6.0B+729.5% | +$6.7B+3992.9% | +$6.8B+9112.7% | +4 employees+40.0% over 3Y | -3 accounts-12.5% over 3Y |
| 4. Edgestream Partners, L.p. CRD 166338 · Limited Partnership | PRINCETON, NJ | $4.9B Mar 2026 | +$1.5B+44.9% | +$3.1B+173.2% | +$1.3B+37.0% | +$4.5B+1056.6% | +3 employees+8.1% over 3Y | -1 accounts-25.0% over 3Y |
| 5. Watermark Group, INC. CRD 108272 · Corporation | PRINCETON, NJ | $3.8B Apr 2026 | -$283.8M-6.9% | +$1.2B+47.0% | +$1.5B+67.2% | +$3.0B+387.2% | +2 employees+10.0% over 3Y | +3 accounts+100.0% over 3Y |
| 6. Systematic Alpha Investments, LLC CRD 297693 · Limited Liability Company | PRINCETON, NJ | $3.5B Mar 2026 | +$1.2B+52.7% | +$1.5B+76.7% | +$2.5B+255.7% | — | 0 employees+0.0% over 3Y | +19 accounts+633.3% over 3Y |
| 7. Roundview Capital, LLC CRD 148083 · Limited Liability Company | PRINCETON, NJ | $2.1B May 2026 | +$250.9M+13.4% | +$950.9M+80.9% | +$1.2B+126.7% | +$1.9B+880.8% | +1 employees+8.3% over 3Y | +399 accounts+26.4% over 3Y |
| 8. Princeton Equity Group CRD 310405 · Limited Partnership | PRINCETON, NJ | $1.7B Mar 2026 | +$331.1M+23.9% | +$1.3B+318.3% | — | +$1.4B+390.1% | +12 employees+92.3% over 3Y | +6 accounts+300.0% over 3Y |
| 9. Princeton Global Asset Management LLC CRD 146644 · Limited Liability Company | PRINCETON, NJ | $921.3M Mar 2026 | +$138.5M+17.7% | +$429.9M+87.5% | +$458.0M+98.8% | +$812.6M+747.2% | +9 employees+69.2% over 3Y | +337 accounts+37.8% over 3Y |
| 10. Sciencast Management LP CRD 271030 · Limited Partnership | PRINCETON, NJ | $760.0M Apr 2026 | -$40.0M-5.0% | +$560.0M+280.0% | -$190.0M-20.0% | +$635.0M+508.0% | +1 employees+33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Unio Capital LLC CRD 166483 · Limited Liability Company | PRINCETON, NJ | $691.5M Mar 2026 | +$376.0M+119.2% | +$503.6M+268.1% | +$469.5M+211.5% | +$681.8M+7028.5% | +2 employees+33.3% over 3Y | +16 accounts+16.2% over 3Y |
| 12. Novi Wealth Partners CRD 166539 · Limited Liability Company | PRINCETON, NJ | $612.8M Mar 2026 | +$185.9M+43.5% | +$265.3M+76.4% | +$317.0M+107.2% | +$485.2M+380.1% | +2 employees+22.2% over 3Y | +326 accounts+48.3% over 3Y |
| 13. Dumont & Blake Investment Advisors LLC CRD 109318 · Limited Liability Company | PRINCETON, NJ | $562.3M Mar 2026 | +$72.3M+14.7% | +$113.2M+25.2% | +$136.6M+32.1% | +$309.4M+122.4% | 0 employees+0.0% over 3Y | -79 accounts-8.4% over 3Y |
| 14. Giverny Capital Advisors CRD 150123 · Limited Liability Company | PRINCETON, NJ | $420.9M Mar 2026 | +$26.0M+6.6% | +$162.7M+63.0% | +$203.4M+93.5% | +$314.4M+295.3% | 0 employees+0.0% over 3Y | +50 accounts+20.6% over 3Y |
| 15. Landseer Advisors LLC CRD 309937 · Limited Liability Company | PRINCETON, NJ | $415.2M Mar 2026 | +$44.6M+12.0% | +$113.4M+37.6% | +$264.9M+176.2% | +$264.2M+175.0% | +1 employees+25.0% over 3Y | +1 accounts+50.0% over 3Y |
| 16. Carnegie Lake Advisors LLC CRD 330024 · Limited Liability Company | PRINCETON, NJ | $403.0M Mar 2026 | +$46.3M+13.0% | — | — | — | -1 employees-12.5% over 1Y | +67 accounts+16.9% over 1Y |
| 17. Bayard Asset Management LLC CRD 177515 · Limited Liability Company | PRINCETON, NJ | $397.3M Mar 2026 | +$83.5M+26.6% | +$288.5M+265.4% | +$240.3M+153.1% | +$345.7M+671.1% | +1 employees+33.3% over 3Y | +2 accounts+66.7% over 3Y |
| 18. Eks Associates CRD 169687 · Limited Liability Company | PRINCETON, NJ | $324.3M Mar 2026 | +$69.7M+27.4% | +$89.8M+38.3% | +$23.9M+8.0% | +$186.7M+135.6% | -2 employees-40.0% over 3Y | +11 accounts+4.3% over 3Y |
| 19. Mercator Partners CRD 318911 · Limited Partnership | PRINCETON, NJ | $297.6M Mar 2026 | +$18.6M+6.7% | +$96.4M+47.9% | — | +$268.0M+903.2% | +2 employees+40.0% over 3Y | -1 accounts-25.0% over 3Y |
| 20. West Horizon Capital CRD 337734 · Limited Liability Company | PRINCETON, NJ | $282.8M Feb 2026 | — | — | — | $0+0.0% | +1 employees+33.3% over Total | 0 accounts+0.0% over Total |
| 21. Kubhera Enterprises LLC CRD 151619 · Limited Liability Company | PRINCETON, NJ | $275.5M Mar 2026 | +$36.5M+15.3% | +$52.9M+23.7% | +$115.0M+71.7% | +$158.7M+135.9% | 0 employees+0.0% over 3Y | -27 accounts-3.0% over 3Y |
| 22. Kdt Advisors, LLC CRD 289816 · Limited Liability Company | PRINCETON, NJ | $210.4M Jan 2026 | +$67.0M+46.8% | +$121.3M+136.1% | +$156.0M+286.7% | — | +1 employees+25.0% over 3Y | +16 accounts+36.4% over 3Y |
| 23. Halberstadt Financial Consultants INC CRD 109462 · Corporation | PRINCETON, NJ | $185.0M Mar 2026 | +$35.0M+23.3% | +$54.9M+42.2% | +$57.4M+45.0% | +$93.8M+102.9% | 0 employees+0.0% over 3Y | -32 accounts-8.7% over 3Y |
| 24. Altman Investment Management LLC CRD 113832 · Limited Liability Company | PRINCETON, NJ | $119.9M Mar 2026 | +$6.8M+6.0% | +$8.8M+8.0% | +$22.7M+23.4% | +$74.0M+161.2% | 0 employees+0.0% over 3Y | +9 accounts+15.3% over 3Y |
| 25. Millstone Financial Group CRD 297882 · Limited Liability Company | PRINCETON, NJ | $104.4M May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
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.