| Zynergy Retirement Planning | Red Bank | $173M | — |
| Davidson Wealth Management LLC | Forked River | $172.4M | — |
| Genesis Financial Group, LLC | Paramus | $171.3M | — |
| Leatherback Investments LLC | Lakewood | $169.6M | — |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan | $168.7M | — |
| Stolzer Rothschild Levy LLC | Basking Ridge | $166M | — |
| Rdm Capital Associates Inc | Red Bank | $164.5M | — |
| Taurus Financial LLC | Jersey City | $162.5M | — |
| Steffens Financial Corp | Byram Township | $162M | — |
| Jeffrey Matthews Wealth Management, LLC | Florham Park | $161.7M | — |
| Kensington Financial Advisors LLC | Roseland | $159.9M | — |
| Personal Financial Solutions, LLC | Manasquan | $155.6M | — |
| Diversified Planning Strategies Advisors LLC | Roseland | $154.4M | — |
| Lexington Capital Management LP | Lakewood | $153.4M | 1 |
| East Coast Wealth Management, Inc. | Florham Park | $153M | — |
| Shapiro Financial Security Group, Inc. | Hazlet | $152.6M | — |
| Leo Fund Services, LLC | Edison | $151.3M | 4 |
| Veteri Place Corporation | Parsippany | $150.7M | 6 |
| 191 Godwin Associates, Inc D/B/A Godwin Capital Management | Wyckoff | $150.1M | — |
| Stembrook Asset Management, LLC | Red Bank | $147.5M | — |
| Mfg Investments, LLC | Medford | $146.5M | — |
| Gci Financial Group, Inc. | Mendham | $145.1M | — |
| Asset Management Consulting Services, Inc. | Livingston | $144.2M | 5 |
| Pcg Asset Management, LLC | Gladstone | $143.1M | — |
| Millington Securities, LLC | Red Bank | $140.5M | — |
| Omega Capital Management,llc | Flanders | $139.7M | — |
| Sustainvest Asset Management, LLC | Linwood | $137.4M | — |
| Tsg Alpha Partners, LLC | Old Bridge | $134.9M | 12 |
| Puff Wealth Management LLC | Haddonfield | $134.8M | — |
| Hudson Oak Wealth Advisory LLC | Hoboken | $133.9M | — |
| Lumida Wealth Management LLC | Wayne | $132.8M | 8 |
| Geremia Financial Services, LLC | Edison | $132.2M | — |
| Teplitz Financial Group LLC | Old Bridge | $131.7M | — |
| Stawnychy Financial Services, Inc. | Kinnelon | $131.2M | — |
| Family Wealth Partners LLC | Medford | $130.9M | — |
| Align Advisor Group, LLC | Vineland | $127.5M | — |
| Rilex Capital LLC | Manasquan | $124.3M | — |
| Tc Financial Management, Co. Inc. | Margate City | $122.7M | — |
| Wealth Planning Asset Management Limited Liability Company | Bedminster | $121.3M | — |
| Women's Wealth Advisor | Chester | $120.8M | — |
| Altman Investment Management LLC | Princeton | $119.9M | — |
| Aem Asset Management, LLC | Somerset | $117.9M | — |
| Ciro Capital LLC | Jersey City | $117.4M | — |
| First Light Wealth Advisors, LLC | Little Falls | $116.3M | — |
| Palante Wealth Advisors, LLC | Pennington | $115.5M | — |
| Compass Private Wealth Group LLC | Short Hills | $113.3M | — |
| Mk3 Wealth LLC | Cherry Hill | $113.1M | — |
| Garden State Retirement Specialists, LLC | Red Bank | $109.3M | — |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven | $107.9M | — |
| Bergamot Asset Management LP | Princeton | $106.5M | 8 |