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Fastest Growing RIAs
in New Jersey

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Pento Portfolio Strategies, LLC
Colts Neck, 
NJ
3 Year Grow Rate:
398%
AUM (MM):
$77

#

Haymarket Wealth Management LLC
Madison, 
NJ
3 Year Grow Rate:
366%
AUM (MM):
$330

#

Parisi Gray Wealth Management, LLC
Bedminster, 
NJ
3 Year Grow Rate:
203%
AUM (MM):
$454

#

LeoGroup Wealth Solutions, LLC
Iselin, 
NJ
3 Year Grow Rate:
185%
AUM (MM):
$481

#

Pine Valley Investments
Cherry Hill, 
NJ
3 Year Grow Rate:
164%
AUM (MM):
$567

#

Stirling Wealth Advisors LLC
Blairstown, 
NJ
3 Year Grow Rate:
163%
AUM (MM):
$131

#

Retiresmart Consulting, LLC.
Princeton, 
NJ
3 Year Grow Rate:
135%
AUM (MM):
$31

#

Withum Wealth Management
Red Bank, 
NJ
3 Year Grow Rate:
104%
AUM (MM):
$579

#

LWS Wealth Advisors, Inc.
Basking Ridge, 
NJ
3 Year Grow Rate:
104%
AUM (MM):
$389

#

EKS Associates
Princeton, 
NJ
3 Year Grow Rate:
103%
AUM (MM):
$300

#

Salvus Wealth Management, LLC
Red Bank, 
NJ
3 Year Grow Rate:
97%
AUM (MM):
$156

#

Gouldin & McCarthy, LLC
Basking Ridge, 
NJ
3 Year Grow Rate:
95%
AUM (MM):
$199

#

Zynergy Retirement Planning
Red Bank, 
NJ
3 Year Grow Rate:
86%
AUM (MM):
$82

#

Mezzasalma Advisors
Eatontown, 
NJ
3 Year Grow Rate:
82%
AUM (MM):
$99

#

Circle Wealth Management, LLC
Summit, 
NJ
3 Year Grow Rate:
81%
AUM (MM):
$1,920

#

Maltin Wealth Management, Inc.
Wyckoff, 
NJ
3 Year Grow Rate:
80%
AUM (MM):
$263

#

Prospect Hill Management, LLC
Short Hills, 
NJ
3 Year Grow Rate:
80%
AUM (MM):
$85

#

Red Hook Management
Morristown, 
NJ
3 Year Grow Rate:
70%
AUM (MM):
$348

#

SJ Capital Management LLC
Monmouth Junction, 
NJ
3 Year Grow Rate:
69%
AUM (MM):
$34

#

Roundview Capital, LLC
Princeton, 
NJ
3 Year Grow Rate:
67%
AUM (MM):
$773

#

FXP Advisory Services
Edison, 
NJ
3 Year Grow Rate:
67%
AUM (MM):
$27

#

Kubhera Enterprises LLC
Princeton, 
NJ
3 Year Grow Rate:
64%
AUM (MM):
$160

#

GSG Advisors LLC
Mount Laurel, 
NJ
3 Year Grow Rate:
64%
AUM (MM):
$406

#

Charter Advisory Group
Bedminster, 
NJ
3 Year Grow Rate:
63%
AUM (MM):
$49

#

Delta Financial Group, Inc.
Basking Ridge, 
NJ
3 Year Grow Rate:
61%
AUM (MM):
$751

#

Mountain Hill Investment Partners
Atlantic Highlands, 
NJ
3 Year Grow Rate:
59%
AUM (MM):
$251

#

EisnerAmper Wealth Management & Corporate Benefits, LLC
Iselin, 
NJ
3 Year Grow Rate:
55%
AUM (MM):
$573

#

The Genwealth Group, Inc.
Maplewood, 
NJ
3 Year Grow Rate:
54%
AUM (MM):
$295

#

IBEX Wealth Advisors, LLC
Lebanon, 
NJ
3 Year Grow Rate:
48%
AUM (MM):
$439

#

Kaplan Financial Advisors LLC
Berkeley Heights, 
NJ
3 Year Grow Rate:
42%
AUM (MM):
$117

#

Simon Quick Advisors, LLC
Morristown, 
NJ
3 Year Grow Rate:
41%
AUM (MM):
$3,403

#

Black Coral Financial Advisors, LLC
Budd Lake, 
NJ
3 Year Grow Rate:
41%
AUM (MM):
$577

#

Strategic Family Wealth Counselors, L.L.C.
Fairfield, 
NJ
3 Year Grow Rate:
39%
AUM (MM):
$827

#

McRae Capital Management Inc.
Morristown, 
NJ
3 Year Grow Rate:
35%
AUM (MM):
$474

#

Murphy Capital Management Inc
Bedminster, 
NJ
3 Year Grow Rate:
9%
AUM (MM):
$914
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