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101 Best New Jersey Wealth Management Companies and Startups

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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

Top New Jersey Wealth Management Startups

Data sourced from Crunchbase and SemRush.

FolioDynamix

FolioDynamix

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FolioDynamix, a provider of integrated wealth management technology solutions.

Sun National Bank

Sun National Bank

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Sun National Bank has a vested interest in moving our region forward, partnering with thousands of families.

Sun National Bank

CarrotFi

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Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.

Sun National Bank

RobustWealth

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RobustWealth is a digital wealth management platform built for their needs.

Sun National Bank

CircleBlack

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CircleBlack is a financial technology firm that provides financial advisory and wealth management services.

Sun National Bank

Albridge

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Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients

Sun National Bank

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.

Sun National Bank

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.

Sun National Bank

Acorn Financial Services

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Acorn Financial Services specializes in wealth management, financial solutions, insurance, employee benefits and pension plans.

Sun National Bank

Northern Trust Corporation

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Northern Trust Corporation provides asset management, wealth management, retirement, financial technology & investment management services.

Sun National Bank

Four Points Capital Partners

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Four Points Capital Partners provides strategic & innovative financial products, investment, wealth management & trading advisory services.

Sun National Bank

Modera Wealth Management

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Modera specializes in providing wealth management and portfolio management services.

Sun National Bank

Compuflex Corporation

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Compuflex Corporation is a software company that delivers solutions for automation, cash management and currency tracking.

Sun National Bank

RMR Wealth Builders

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RMR Wealth Builders renders financial, estate, retirement planning, consulting, review, taxation, college planning and insurance services.

Sun National Bank

Wechter Feldman Wealth Management

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Wechter Feldman Wealth Management provides financial solutions, risk, investment and wealth management services.

Sun National Bank

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.

Sun National Bank

KB Financial

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KB Financial offers tax and estate planning, insurance solutions, wealth management, and merchant banking services.

Sun National Bank

Lassus Wherley & Associates

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Lassus Wherley, is a fee-only wealth management firm.

Sun National Bank

Northeast Financial Network

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Northeast Financial Network renders retirement planning, insurance, investment management, risk management and wealth management services.

Sun National Bank

Van Leeuwen & Company

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Van Leeuwen & Company is a financial services firm that specializes in wealth management services.

Sun National Bank

Atrium Financial

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Atrium Financial provides a wide range of financial services like investment, retirement strategy, and insurance.

Sun National Bank

Brave Family Advisors

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Brave Family Advisors renders investment management, family office, retirement planning, asset and wealth management services.

Sun National Bank

First Capital Advisors Group

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First Capital Advisors Group is a wealth management firm that offers business planning and financial service.

Sun National Bank

King Financial Network

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King Financial Network is a wealth management firm.

Sun National Bank

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.

Sun National Bank

Traphagen Investment Advisors

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Traphagen Investment Advisors specializes in accounting, wealth management, financial reporting and advisory services.

Sun National Bank

LB Goodman & Co

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LB Goodman & Co provides tax, assurance, accounting, business consulting, and wealth management services.

Sun National Bank

Macro Consulting

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Macro Consulting delivers financial planning, wealth and investment management services.

Sun National Bank

FFP Wealth Management

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FFP Wealth Management provides insurance, money management, employee benefits, retirement, investment and estate tax planning services.

Sun National Bank

Active Allocator

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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

Sun National Bank

Compass CFO Solutions

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Compass CFO Solutions provides cash management, wealth management, accounting, financial advisory, payroll, taxation & consulting services.

Sun National Bank

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.

Sun National Bank

Milestone Wealth Management

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Milestone Wealth Management offers pension plan investment options, life insurance, financial, retirement and estate planning services.

Sun National Bank

ABMM Financial

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ABMM Financial is a wealth management firm that offers retirement planning, investment programs and risk management services.

Sun National Bank

Financial Focus Group

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Financial Focus Group provides financial services like investment, retirement, insurance, wealth management, and corporate services.

Sun National Bank

Access Wealth

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Access Wealth is an advisory firm that offers wealth, investment management, charitable, financial planning and consulting services

Sun National Bank

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.

Sun National Bank

Revolve Wealth Partners

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Revolve Wealth Partners is an investment advisory company.

Sun National Bank

Levine, Jacobs & Company

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Levine, Jacobs & Company is an accounting firm that also offers tax and management advisory services.

Sun National Bank

The FourFront Group

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The FourFront Group provides services like wealth management, education funding, estate, business, and retirement planning.

Sun National Bank

Ambre Financial

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Ambre Financial specializes in wealth management, insurance, retirement and financial planning services to business owners and individuals.

Sun National Bank

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.

Sun National Bank

Peapack Private Wealth Management

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Peapack Private Wealth Management provides financial planning, advice, investment management & Peapack private banking investment services.

Sun National Bank

AJE Wealth Management

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AJE Wealth Management provides financial and wealth management services.

Sun National Bank

Interactive Advisory Software

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Interactive Advisory Software provides wealth management software-as-a-service solutions for financial advisors and wealth managers.

Sun National Bank

Financial Principles

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Financial Principles provides financial planning, retirement, education planning, wealth management, insurance & asset allocation services.

Sun National Bank

Highland Financial Advisors

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Highland Financial Advisors offers asset allocation, risk management along with financial, legacy, tax and estate planning services.

Sun National Bank

AGS Aurora Financial Services

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AGS Aurora Financial Services offers insurance planning, education funding, wealth management, retirement planning and investment services.

Sun National Bank

Alternative Wealth Group

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Alternative Wealth Group specializes in wealth management, financial planning, long-term care and real estate advisory services.

Sun National Bank

Family Investors Company

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Family Investors Company provides stocks, bonds, annuities, retirement plans, insurance, financial planning & investment advisory services.

Sun National Bank

Biltmore Capital Advisors

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Biltmore Capital Advisors provides financial planning and wealth management services.

Sun National Bank

DeCesare Retirement Specialists

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DeCesare Retirement Specialists provides full-service financial solutions for well-planned retirement and wealth management to companies.

Sun National Bank

Mills & Defilippis

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Mills & Defilippis is an accounting firm that provides taxation, estate, financial/retirement planning and litigation support services.

Sun National Bank

The Green Group

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The Green Group is an accounting firm that provides tax, consulting, wealth management and advice.

Sun National Bank

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.

Sun National Bank

Wealth Management Associates

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Wealth Management Associates is a registered investment advisory firm.

Sun National Bank

Reaves Asset Management

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Reaves Asset Management provides investment management services, investment advisory, and portfolio management services.

Sun National Bank

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.

Sun National Bank

Hudson Wealth Management

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Hudson Wealth Management provides customized financial planning and consulting services.

Sun National Bank

Lifelong Investments

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Lifelong Investments offers investment management, financial and estate planning, business planning and insurance services.

Sun National Bank

Froehlich Financial Group

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Froehlich Financial Group is a wealth advisor that offers wealth management, taxation, insurance, retirement planning & consulting services.

Sun National Bank

Reich Asset Management

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Reich Asset Management renders college planning, wealth planning, investment, estate planning, insurance and risk management services.

Sun National Bank

Aspen Wealth Management

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Aspen Wealth Management is an independent financial service provider.

Sun National Bank

Financial Life Focus

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Financial Life Focus specializes in financial life planning, advisory, consulting and wealth management services.

Sun National Bank

Salvus Wealth Management

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Salvus Wealth Management is an advisory firm that provides wealth management and financial services.

Sun National Bank

Atlantic Pension Planning

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Atlantic Pension Planning offers financial planning, retirement planning, life insurance, investment, and wealth management services.

Sun National Bank

Sax Wealth Advisors

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Sax Wealth Advisors provides financial services such as investment management, financial and estate planning, proactive tax planning.

Sun National Bank

Solitario & Tierney

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Solitario & Tierney is an accounting firm that specializes in financial planning, estate planning and tax services.

Sun National Bank

The Edge

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The Edge provides financial assistance like investments in public markets, restructuring, insider buying and share buybacks.

Sun National Bank

Private Wealth Strategies Group

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Private Wealth Strategies Group provides retirement plans and wealth management services.

Sun National Bank

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.

Sun National Bank

Anthony LoCascio Consulting

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Anthony LoCascio Consulting specializes in financial planning, investment management, retirement planning, tax & wealth management services.

Sun National Bank

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.

Sun National Bank

JFL Total Wealth Management

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JFL Total Wealth Management provides financial services like tax preparation, asset management, and real estate investment.

Sun National Bank

Charter Advisory Group LLC

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Investment management, tax advisory, and wealth planning firm. Family office, business consulting and financial oversight services.

Sun National Bank

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.

Sun National Bank

Altrius Capital Managment

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Altrius Capital Management is a provider of privately managed portfolios and financial planning services.

Sun National Bank

Archis Management Advisors

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Archis Management advisors is an advisory firm that provides strategic, merger and acquisition advisory services.

Sun National Bank

Ibex Wealth Advisors

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Ibex Wealth Advisors specializes in investment, risk management, account aggregation, legacy planning and retirement planning services.

Sun National Bank

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.

Sun National Bank

Arurora Private Wealth

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Arurora Private Wealth provides financial planning, investment advisory, wealth planning, risk management and retirement planning services.

Sun National Bank

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.

Sun National Bank

Bautis Financial

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Bautis Financial provides wealth management, risk management, financial planning, asset allocation and retirement advisory services.

Sun National Bank

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.

Sun National Bank

The Financial Company

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The Financial Company provides financial services like portfolio and asset management, estate planning and investment solutions.

Sun National Bank

Chatham Wealth Management

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Chatham Wealth Management offers financial, estate, legacy, insurance, investment and tax planning services to individuals and businesses.

Sun National Bank

Gitterman Wealth Management

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Gitterman Wealth Management provides asset management and wealth management services.

Sun National Bank

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.

Sun National Bank

Strategic Family Wealth Counselors

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Strategic Family Wealth Counselors provide financial planning services.

Sun National Bank

Round Angle Advisors

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Round Angle Advisors offers retirement planning, risk management, security, investment and insurance services.

Sun National Bank

Collins Lambert

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Collins Lambert is an integrated wealth management firm.

Sun National Bank

Castlestone Management

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Castlestone Management is an advisory firm that provides long-term, appropriateness and foresight based investment management services.

Sun National Bank

SICA Wealth Management

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SICA Wealth Management is an investment management and consulting firm.

Sun National Bank

Sacks & Associates

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Sacks & Associates provides wealth, risk, asset management, cash flow analysis, retirement planning, tax and estate planning services.

Sun National Bank

Total Financial Concepts

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Total Financial Concepts is providing financial products and services.

Sun National Bank

Parks Wealth Management

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Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey.

Sun National Bank

Maltin Wealth Management

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Maltin Wealth Management helps individuals, families, institutions and not-for-profit institutions with investment advisory services.

Sun National Bank

CapitalWave

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CapitalWave is an organization that provides e-learning and corporate training for the investment and wealth management sectors.

Sun National Bank

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.

Sun National Bank

Pollack Financial Group

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Pollack Financial Group offers wealth management, investment management, and financial planning services.

Sun National Bank

Guarino Wealth Management

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Guarino Wealth Management provides risk management, portfolio management, taxation, financial planning, estate and legacy planning services.

Written by Mark Smith

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