Solutions

arrow down
Private EquityInvestment BankingBusiness BrokersConsultingCorporate Development
Our Data

Company

arrow down
About UsCareer

Resources

arrow down
ArticlesDownloadsCase Studier
Resources
inven

Top 20 Superior Wealth Management Firms in New Jersey

3
min read
Top 20 wealth management companies in New Jersey Main

Top 20 Superior Wealth Management Firms in New Jersey

3
min read
Get started
Top 20 wealth management companies in New Jersey Main
Top firms trust Inven to find niche companies

Wealth management companies in New Jersey provide a host of services to help individuals, families, and businesses manage and grow their wealth. These services can include financial planning, investment management, retirement planning, tax planning and more. Engaging with a wealth management company can offer the benefit of expert advice, personalized services, and sophisticated financial tools. New Jersey is home to numerous top-tier wealth management firms, and this thriving sector continues to evolve to meet the changing financial needs and goals of its diverse client base.


Top 20 wealth management companies in New Jersey

1. Royal Alliance Associates

Royal Alliance is a wealth management firm that provides comprehensive financial services to its clients. With a team of experienced professionals, the company offers personalized support and access to state-of-the-art technologies to help financial professionals meet the unique needs of their clients.


2. The Investment Center, Inc.

The Investment Center is a financial services company that provides a wide range of resources and support to help individuals and businesses grow their wealth. They offer investment advisory solutions, portfolio management tools, and access to various investment products.


3. Simon Quick Advisors, LLC

Simon Quick Advisors is a financial advisory firm offering personalized wealth management and investment advisory services. With a team of experienced professionals, they provide holistic financial planning solutions to affluent families, business owners, and executives. Their fiduciary duty is to act in the best interest of their clients, offering honest and unbiased advice. They have an in-house investment research team that conducts extensive due diligence on investment solutions, giving their clients access to distinctive opportunities.


4. Bleakley Financial Group

  • Website: bleakley.com
  • Headquarters: Fairfield, New Jersey, United States
  • Founded: 1984
  • Headcount: 51-200
  • LinkedIn

Bleakley Financial Group, LLC is a financial services company based in Fairfield, NJ. They provide high levels of financial expertise to corporate executives, offering customized financial planning, wealth management, and investment advice. They pride themselves in helping business owners manage their businesses and give back to the community. They are associated with LPL Financial and offer services such as registered representatives, securities, and investment advisory services.


5. Modera Wealth Management

Modera Wealth Management is a financial advisory firm that offers fee-only financial planning services. They provide portfolio design, advisory support, and news and intelligence to clients in various industries including business owners, executives, doctors and dentists, surviving spouses, and LGBTQ+ individuals. With a focus on delivering a personalized and thoughtful wealth management experience, Modera strives to empower and support their clients in achieving their financial goals.


6. Sterling Financial Group

  • Website: sfg.us
  • Headquarters: Sparta, New Jersey, United States
  • Headcount: 51-200
  • LinkedIn

Sterling Financial Group is an independent financial firm that offers investment and wealth management, retirement planning, insurance and risk management, estate planning, taxation and cash flow services. They provide clarity and confidence in your financial life through comprehensive financial planning.


7. Transcend Capital Advisors

Transcend Capital Advisors is a wealth management company that offers an elevated experience to clients, leveraging their network and an institutional approach to investing in both public and private markets.


8. Alliance Wealth Management Group

Alliance Wealth Management Group provides professional investment management and personalized financial planning services. They offer unrestricted and unbiased investment choices tailored to fit the needs and goals of their clients, aiming to create wealth accumulation and retirement success strategies. With a focus on identifying and mitigating risks, they also provide services for business owners, estate and legacy planning, tax planning, and succession planning. Their team of financial advisors and tax advisors work together to coordinate investments and taxes, maximizing returns and saving time for their busy clients.


9. Meyer Capital Group

  • Website: meyercg.com
  • Headquarters: Marlton, New Jersey, United States
  • Founded: 1963
  • Headcount: 11-50
  • LinkedIn

Meyer Capital Group is a financial advisory firm that offers a range of services to help clients achieve their financial goals. They provide personalized investment management, retirement planning, estate conservation, and wealth preservation solutions. Their team of experienced professionals is dedicated to educating clients and ensuring their financial well-being.


10. Oujo Wealth Strategies

Oujo Wealth Strategies is a financial advisory firm that offers a range of services including financial planning, investment management, risk management, tax planning, and estate planning. Our team of professionals is dedicated to helping clients achieve their financial goals and maximize their wealth.


11. Northeast Financial Network

Northeast Financial Network is a practice specializing in investment, retirement, estate, insurance, tax, and money management services. They aim to provide accurate information and guidance to clients to help them make smarter financial decisions.


12. Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

  • Website: leenolan.com
  • Headquarters: Saddle Brook, New Jersey, United States
  • Founded: 1991
  • Headcount: 51-200
  • LinkedIn

Lee, Nolan & Koroghlian, LLC is a reputable and caring financial services company that has been providing unprecedented services to clients for over 30 years. With a team of well-trained and experienced professionals, they offer a wide range of financial solutions to help clients achieve their goals.


13. Certified Financial Services

  • Website: cfsllc.com
  • Headquarters: Paramus, New Jersey, United States
  • Founded: 1986
  • Headcount: 51-200
  • LinkedIn

Certified Financial Services is a comprehensive financial planning firm dedicated to helping individuals and businesses optimize their wealth-building potential and achieve financial well-being. With a multi-dimensional approach and trusted relationships, we provide personalized strategies and guidance to our clients, prioritizing their success.


14. Taylor Management Company

  • Website: taylormgt.com
  • Headquarters: Whippany, New Jersey, United States
  • Founded: 1996
  • Headcount: 51-200
  • LinkedIn

Taylor Management offers professional services to help clients manage their investments and achieve their financial goals.


15. BNY Mellon | Albridge

  • Website: albridge.com
  • Headquarters: Pennington, New Jersey, United States
  • Founded: 1993
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Albridge.com is a company that offers comprehensive financial data aggregation and portfolio accounting solutions. They provide innovative technology and services to financial advisors and institutions, helping them streamline their operations and gain valuable insights.


16. NexGen Financial Group

Nexgen Financial Group is a financial services company that offers retirement planning, investment management, estate planning, insurance services, and tax strategies. With a team of professionals, they help clients gain clarity and control over their finances to achieve their financial goals.


17. Villani & DeLuca, P.C.

Villani DeLuca is a company that offers a wide range of financial services and solutions. With their expertise in investment banking and wealth management, they help clients achieve their financial goals and navigate the complex world of investments.


18. Withum Wealth Management

Withum Wealth provides investment services and helps clients achieve their goals while navigating market fluctuations. They offer tailored plans for both personal and business objectives, using a mix of traditional and non-traditional approaches.


19. Pine Valley Investments, LLC

Pine Valley Investments is an SEC-registered investment advisory firm that serves as the Chief Investment Officer for families and businesses. They provide proprietary investment portfolios and attentive service to align with client goals.


20. Systematic Financial Management LLC

  • Website: sfmlp.com
  • Headquarters: Teaneck, New Jersey, United States
  • Founded: 1982
  • Headcount: 11-50
  • LinkedIn

SFMLP is a company that focuses on small cap value and free cash flow. They offer strategies for SMID cap value and small cap value investments. Their approach is based on a history of delivering results to their clients.


Want to find more wealth management companies?


If you want to find more companies that offer financial planning, investment advisory, and wealth management services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

Get started with Inven
Find companies 10x faster with Inven
Mock-up images of Inven UIGet started
Get Started Today!
See how Inven can help you source deals, find acquisition targets and potential buyers!
Get started

Keep on reading

More articles

Top 19 wedding gown designers in Ohio Thumbnail
Top 19 wedding gown designers in Ohio Main
Top 19 Desirable Wedding Gown Designers in Ohio
Get acquainted with Ohio's top wedding gown designers, such as Luxe Redux Bridal and Bridal & Formal. Discover talented creators of iconic, memorable bridal wear.
Top 20 geotechnical engineering companies in Massachusetts Thumbnail
Top 20 geotechnical engineering companies in Massachusetts Main
Massachusetts's Top 20 Geotechnical Engineering Firms
Explore the top geotechnical engineering companies in Massachusetts, including prominent firms like GEI Consultants, Inc. and Tighe & Bond. Learn about their services, specialties, and contributions to the state's infrastructure.
Top 24 warehousing companies in California Thumbnail
Top 24 warehousing companies in California Main
California's Prime 24 Warehousing Companies
Discover top warehousing companies in California, like 3PL Central and FNS Inc., revolutionising inventory management and supply chains with technological solutions and global expertise.