| Global Wealth Management, LLC | Kingston | $245.7M | — |
| Merrion Investment Management Co, LLC | Cranford | $244.8M | — |
| Gulfstream CM, LLC | Summit | $244.2M | 2 |
| Evergreen Capital Associates LLC | Plainsboro | $243.6M | 6 |
| Delta Capital Management LLC | Red Bank | $240.2M | — |
| Alexander Capital Wealth Management LLC | Red Bank | $238.1M | — |
| Leicht Financial Planning and Wealth Management, Inc. | Parsippany | $237.4M | — |
| Heritage Financial Counselors, LLC | Bedminster | $235.9M | — |
| Geneva Financial Group LLC | Lakewood | $233.7M | — |
| Chadler Investment Advisory Solutions, LLC | Fairfield | $232M | — |
| Aljen Asset Management LLC | Cedar Knolls | $230.2M | — |
| Grantvest Financial Group LLC | Matawan | $230M | — |
| Podell Financial Group LLC | Fairfield | $227.6M | — |
| Sandro Wealth Management LLC | Fairfield | $227.6M | — |
| Vaughan and Company Securities, Inc. | Ridgewood | $218.9M | — |
| Integrous Wealth Strategies LLC | Hamilton | $216.2M | — |
| Locker Financial Services, LLC | Verona | $213.8M | — |
| Oze Capital LLC | Florham Park | $213.7M | 13 |
| Sacks & Associates, LLC | Warren | $212.8M | — |
| Bravias Capital Group, LLC | Iselin | $212M | — |
| Kdt Advisors, LLC | Princeton | $210.4M | — |
| White Knight Strategic Wealth Advisors, LLC | Lawrenceville | $207.4M | — |
| Monimus Capital Management, LP | Woodbridge | $204.2M | 1 |
| Nhwm LLC | Cedar Knolls | $203.3M | — |
| Paradigm Wealth Advisory LLC | Bridgewater | $201.2M | — |
| Weingarten Associates, L.L.C. | Lawrenceville | $200.3M | — |
| Tandem Investment Partners, LLC | Bordentown | $200.2M | — |
| Tranquilli Financial Advisor, LLC | Clinton | $199.4M | — |
| Copper Beech Financial Group, LLC | Moorestown | $197.4M | — |
| Bautis Financial, LLC | Montclair | $197.4M | — |
| Friedenthal Financial, LLC | Marlton | $196.4M | — |
| Tepp RIA LLC | Westfield | $195.7M | — |
| High Point Wealth Management, LLC | Chester | $192.9M | — |
| Cadia Private Client LLC | Parsippany | $192.5M | — |
| Excel Capital Management Corp | Warren | $192.5M | — |
| Lord Abbett Fif Advisor LLC | Jersey City | $190.4M | — |
| Om Advisers LP | Summit | $189.5M | 1 |
| Liftpoint Family Wealth Advisors, LLC | Far Hills | $187.7M | — |
| S.f. Ehrlich Associates, Inc. | Cranford | $185.8M | — |
| Ahara Advisors LLC | Jersey City | $185.4M | 1 |
| Emissary Wealth LLC | Hackensack | $185.1M | 1 |
| Halberstadt Financial Consultants, Inc. | Princeton | $185M | — |
| Pcb Capital LLC | East Brunswick | $184.8M | — |
| Anchored Financial Planning LLC | West Deptford | $182.9M | — |
| Roxbury Financial LLC | Mount Arlington | $180.5M | — |
| Woloshin Investment Management, LLC | Medford | $180.4M | — |
| Sfi Advisors, LLC | Montclair | $176M | — |
| Philadelphia Investment Partners, LLC | Voorhees | $176M | — |
| Three Bridges Capital, LP | Monmouth Beach | $175.5M | 1 |
| Prestige Wealth Services Group, Inc. | Flemington | $175.2M | — |