Mark Smith
This article showcases our top picks for the best New Jersey based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top New Jersey Wealth Management Startups
Data sourced from Crunchbase and SemRush.
FolioDynamix
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FolioDynamix, a provider of integrated wealth management technology solutions.
Sun National Bank
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Sun National Bank has a vested interest in moving our region forward, partnering with thousands of families.
CarrotFi
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Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.
RobustWealth
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RobustWealth is a digital wealth management platform built for their needs.
CircleBlack
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CircleBlack is a financial technology firm that provides financial advisory and wealth management services.
Albridge
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Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients
Enterprise Iron Financial Industry Solutions
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Enterprise Iron Financial Industry Solutions, Inc. is a management consulting firm with services across New Jersey.
Signet Financial Management
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Signet Financial Management is a wealth management firm that takes a personal approach in helping high-net-worth families.
Acorn Financial Services
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Acorn Financial Services specializes in wealth management, financial solutions, insurance, employee benefits and pension plans.
Northern Trust Corporation
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Northern Trust Corporation provides asset management, wealth management, retirement, financial technology & investment management services.
Four Points Capital Partners
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Four Points Capital Partners provides strategic & innovative financial products, investment, wealth management & trading advisory services.
Modera Wealth Management
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Modera specializes in providing wealth management and portfolio management services.
Compuflex Corporation
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Compuflex Corporation is a software company that delivers solutions for automation, cash management and currency tracking.
RMR Wealth Builders
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RMR Wealth Builders renders financial, estate, retirement planning, consulting, review, taxation, college planning and insurance services.
Wechter Feldman Wealth Management
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Wechter Feldman Wealth Management provides financial solutions, risk, investment and wealth management services.
Eagle Rock, a Greenberg and Rapp
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Eagle Rock, a Greenberg and Rapp is a consulting firm that offers wealth management, insurance and other financial services.
KB Financial
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KB Financial offers tax and estate planning, insurance solutions, wealth management, and merchant banking services.
Lassus Wherley & Associates
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Lassus Wherley, is a fee-only wealth management firm.
Northeast Financial Network
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Northeast Financial Network renders retirement planning, insurance, investment management, risk management and wealth management services.
Van Leeuwen & Company
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Van Leeuwen & Company is a financial services firm that specializes in wealth management services.
Atrium Financial
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Atrium Financial provides a wide range of financial services like investment, retirement strategy, and insurance.
Brave Family Advisors
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Brave Family Advisors renders investment management, family office, retirement planning, asset and wealth management services.
First Capital Advisors Group
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First Capital Advisors Group is a wealth management firm that offers business planning and financial service.
King Financial Network
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King Financial Network is a wealth management firm.
ATA CPA Group
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ATA CPA Group is a certified public accounting firm that expertise in accounting, auditing, taxation, payroll and consulting services.
Traphagen Investment Advisors
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Traphagen Investment Advisors specializes in accounting, wealth management, financial reporting and advisory services.
LB Goodman & Co
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LB Goodman & Co provides tax, assurance, accounting, business consulting, and wealth management services.
Macro Consulting
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Macro Consulting delivers financial planning, wealth and investment management services.
FFP Wealth Management
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FFP Wealth Management provides insurance, money management, employee benefits, retirement, investment and estate tax planning services.
Active Allocator
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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
Compass CFO Solutions
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Compass CFO Solutions provides cash management, wealth management, accounting, financial advisory, payroll, taxation & consulting services.
Prestige Wealth Management Group
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Prestige Wealth Management is a consulting firm that offers investment management, insurance, tax, accounting, financial & estate planning.
Milestone Wealth Management
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Milestone Wealth Management offers pension plan investment options, life insurance, financial, retirement and estate planning services.
ABMM Financial
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ABMM Financial is a wealth management firm that offers retirement planning, investment programs and risk management services.
Financial Focus Group
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Financial Focus Group provides financial services like investment, retirement, insurance, wealth management, and corporate services.
Access Wealth
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Access Wealth is an advisory firm that offers wealth, investment management, charitable, financial planning and consulting services
RMT Wealth Management
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RMT Wealth Management provides a complete range of life insurance, health benefits, retirement, estate and tax planning services.
Revolve Wealth Partners
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Revolve Wealth Partners is an investment advisory company.
Levine, Jacobs & Company
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Levine, Jacobs & Company is an accounting firm that also offers tax and management advisory services.
The FourFront Group
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The FourFront Group provides services like wealth management, education funding, estate, business, and retirement planning.
Ambre Financial
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Ambre Financial specializes in wealth management, insurance, retirement and financial planning services to business owners and individuals.
Straight Talk
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Straight Talk is a financial solutions firm that offers wealth management, accounting, cash flow management and employee benefit services.
Peapack Private Wealth Management
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Peapack Private Wealth Management provides financial planning, advice, investment management & Peapack private banking investment services.
AJE Wealth Management
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AJE Wealth Management provides financial and wealth management services.
Interactive Advisory Software
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Interactive Advisory Software provides wealth management software-as-a-service solutions for financial advisors and wealth managers.
Financial Principles
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Financial Principles provides financial planning, retirement, education planning, wealth management, insurance & asset allocation services.
Highland Financial Advisors
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Highland Financial Advisors offers asset allocation, risk management along with financial, legacy, tax and estate planning services.
AGS Aurora Financial Services
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AGS Aurora Financial Services offers insurance planning, education funding, wealth management, retirement planning and investment services.
Alternative Wealth Group
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Alternative Wealth Group specializes in wealth management, financial planning, long-term care and real estate advisory services.
Family Investors Company
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Family Investors Company provides stocks, bonds, annuities, retirement plans, insurance, financial planning & investment advisory services.
Biltmore Capital Advisors
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Biltmore Capital Advisors provides financial planning and wealth management services.
DeCesare Retirement Specialists
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DeCesare Retirement Specialists provides full-service financial solutions for well-planned retirement and wealth management to companies.
Mills & Defilippis
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Mills & Defilippis is an accounting firm that provides taxation, estate, financial/retirement planning and litigation support services.
The Green Group
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The Green Group is an accounting firm that provides tax, consulting, wealth management and advice.
The Tilson Financial Group
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The Tilson Financial Group is a wealth management firm that provides financial and retirement planning & investment management services.
Wealth Management Associates
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Wealth Management Associates is a registered investment advisory firm.
Reaves Asset Management
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Reaves Asset Management provides investment management services, investment advisory, and portfolio management services.
Devji Wealth Management
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Devji Wealth Management is an investment firm that renders estate, financial, business, retirement, insurance and tax management services.
Hudson Wealth Management
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Hudson Wealth Management provides customized financial planning and consulting services.
Lifelong Investments
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Lifelong Investments offers investment management, financial and estate planning, business planning and insurance services.
Froehlich Financial Group
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Froehlich Financial Group is a wealth advisor that offers wealth management, taxation, insurance, retirement planning & consulting services.
Reich Asset Management
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Reich Asset Management renders college planning, wealth planning, investment, estate planning, insurance and risk management services.
Aspen Wealth Management
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Aspen Wealth Management is an independent financial service provider.
Financial Life Focus
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Financial Life Focus specializes in financial life planning, advisory, consulting and wealth management services.
Salvus Wealth Management
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Salvus Wealth Management is an advisory firm that provides wealth management and financial services.
Atlantic Pension Planning
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Atlantic Pension Planning offers financial planning, retirement planning, life insurance, investment, and wealth management services.
Sax Wealth Advisors
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Sax Wealth Advisors provides financial services such as investment management, financial and estate planning, proactive tax planning.
Solitario & Tierney
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Solitario & Tierney is an accounting firm that specializes in financial planning, estate planning and tax services.
The Edge
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The Edge provides financial assistance like investments in public markets, restructuring, insider buying and share buybacks.
Private Wealth Strategies Group
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Private Wealth Strategies Group provides retirement plans and wealth management services.
Kenneth Jerome & Co
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Kenneth Jerome & Co is in the retail brokerage industry and specializes in financial securities, retirement plans, mutual funds & insurance.
Anthony LoCascio Consulting
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Anthony LoCascio Consulting specializes in financial planning, investment management, retirement planning, tax & wealth management services.
Lawlor & Company
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Lawlor & Company is an accounting firm that expertise in taxation, auditing and financial planning along with industry-specific services.
JFL Total Wealth Management
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JFL Total Wealth Management provides financial services like tax preparation, asset management, and real estate investment.
Charter Advisory Group LLC
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Investment management, tax advisory, and wealth planning firm. Family office, business consulting and financial oversight services.
Highlander Capital Management
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HCM is an SEC-registered Investment Adviser that provides money management services to individuals, ERISA accounts and corporations.
Altrius Capital Managment
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Altrius Capital Management is a provider of privately managed portfolios and financial planning services.
Archis Management Advisors
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Archis Management advisors is an advisory firm that provides strategic, merger and acquisition advisory services.
Ibex Wealth Advisors
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Ibex Wealth Advisors specializes in investment, risk management, account aggregation, legacy planning and retirement planning services.
RJL Financial Group
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RJL Financial Group is an independent financial advisory firm that offers wealth management, financial and retirement planning services.
Arurora Private Wealth
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Arurora Private Wealth provides financial planning, investment advisory, wealth planning, risk management and retirement planning services.
Chartered Financial Services
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Chartered Financial Services is a financial services company that offers insurance solutions as well as financial planning services.
Bautis Financial
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Bautis Financial provides wealth management, risk management, financial planning, asset allocation and retirement advisory services.
Masso Torrence Wealth Management
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Masso Torrence Wealth Management is providing corporate retirement plans for physicians, dentists, attorneys, and small-business owners.
The Financial Company
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The Financial Company provides financial services like portfolio and asset management, estate planning and investment solutions.
Chatham Wealth Management
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Chatham Wealth Management offers financial, estate, legacy, insurance, investment and tax planning services to individuals and businesses.
Gitterman Wealth Management
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Gitterman Wealth Management provides asset management and wealth management services.
Black Brook Wealth Advisors
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Black Brook Wealth Advisors is a full-service investment company that provides wealth management solutions to small and medium-sized firms.
Strategic Family Wealth Counselors
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Strategic Family Wealth Counselors provide financial planning services.
Round Angle Advisors
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Round Angle Advisors offers retirement planning, risk management, security, investment and insurance services.
Collins Lambert
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Collins Lambert is an integrated wealth management firm.
Castlestone Management
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Castlestone Management is an advisory firm that provides long-term, appropriateness and foresight based investment management services.
SICA Wealth Management
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SICA Wealth Management is an investment management and consulting firm.
Sacks & Associates
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Sacks & Associates provides wealth, risk, asset management, cash flow analysis, retirement planning, tax and estate planning services.
Total Financial Concepts
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Total Financial Concepts is providing financial products and services.
Parks Wealth Management
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Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey.
Maltin Wealth Management
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Maltin Wealth Management helps individuals, families, institutions and not-for-profit institutions with investment advisory services.
CapitalWave
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CapitalWave is an organization that provides e-learning and corporate training for the investment and wealth management sectors.
Van Duyne
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Van Duyne is an accounting firm that offers auditing, trust and estate planning, payroll, taxation, business and wealth management services.
Pollack Financial Group
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Pollack Financial Group offers wealth management, investment management, and financial planning services.
Guarino Wealth Management
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Guarino Wealth Management provides risk management, portfolio management, taxation, financial planning, estate and legacy planning services.
