| East Coast Wealth Management, Inc. | Florham Park | $124.8M | — |
| Rilex Capital LLC | Manasquan | $124.3M | — |
| Lexington Capital Management LP | Lakewood | $123.9M | 4 |
| Tc Financial Management, Co. Inc. | Margate City | $123.6M | — |
| Pcb Capital LLC | East Brunswick | $122.5M | — |
| Ahara Advisors LLC | Jersey City | $122.4M | — |
| Aem Asset Management, LLC | Somerset | $122.1M | — |
| Mfg Investments, LLC | Medford | $121M | — |
| Ciro Capital LLC | Jersey City | $117.4M | — |
| Teplitz Financial Group LLC | Old Bridge | $116.5M | — |
| First Light Wealth Advisors, LLC | Little Falls | $116.3M | — |
| Palante Wealth Advisors, LLC | Pennington | $115.5M | — |
| Wealth Planning Asset Management Limited Liability Company | Bedminster | $115.3M | — |
| Tap Root Capital Management LP | Summit | $114.3M | 2 |
| Sustainvest Asset Management, LLC | Linwood | $114M | — |
| Stawnychy Financial Services, Inc. | Kinnelon | $113.9M | — |
| Mk3 Wealth LLC | Cherry Hill | $113.1M | — |
| Altman Investment Management LLC | Princeton | $112.1M | — |
| Hudson Oak Wealth Advisory LLC | Hoboken | $110.3M | — |
| Bergamot Asset Management LP | Princeton | $106.5M | 7 |
| Taurus Financial LLC | Jersey City | $106.4M | — |
| MD Wealth Advisors Inc | Cranford | $105.2M | — |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven | $105.2M | — |
| Gci Financial Group, Inc. | Mendham | $105.1M | — |
| Puff Wealth Management LLC | Haddonfield | $104.9M | — |
| Millstone Financial Group Limited Liability Company | Princeton | $104.4M | — |
| Garden State Retirement Specialists, LLC | Red Bank | $103.6M | — |
| Geremia Financial Services, LLC | Edison | $103.4M | — |
| Victory Asset Management Co., Inc. | Mullica Hill | $102.6M | — |
| Genesis Financial Group, LLC | Paramus | $102M | — |
| Sandro Wealth Management LLC | Fairfield | $101.7M | — |
| Compass Private Wealth Group LLC | Short Hills | $100.8M | — |
| Valhum Asset Management, LLC | Upper Saddle River | $100M | — |
| Women's Wealth Advisor | Chester | $94.1M | — |
| Managed Account Advisors LLC | Jersey City | $83M | — |
| UBS Financial Services Inc. | Weehawken | $80.9M | — |
| Pegasus Group, LLC | Morristown | $77.3M | — |
| Tsg Alpha Partners, LLC | Jersey City | $75.4M | 9 |
| Comprehensive Capital Management, Inc. | Rockaway | $71M | — |
| Groesbeck Investment Management Corp | Paramus | $64.7M | — |
| Goose Hollow Capital Management LLC | Tenafly | $57.6M | — |
| Active Wealth Advisors LLC | Woodcliff Lake | $52.6M | — |
| Metlife Investment Management, LLC | Whippany | $50.9M | 11 |
| Byron Place Capital Management, LLC | Metuchen | $48.8M | — |
| Grand Slam Asset Management, LLC | Englewood Cliffs | $34.4M | 1 |
| PGIM Investments LLC | Newark | $32.2M | — |
| Ryan Heritage, LLP | Saddle Brook | $25.6M | — |
| Alooola, LLC | Kingston | $25.5M | — |
| Lord, Abbett & Co. LLC | Jersey City | $23.9M | 8 |
| The Gms Group, LLC | East Hanover | $13.9M | — |