Top 10 fastest-growing RIAs in New Jersey (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Sax Wealth Advisors, LLC PARSIPPANY	$1.74B → $3.6B	2.07× 1.5× typical	15 → 37	+5	Organic or recruited	Fidelity	96.0
2	Summit Financial, LLC PARSIPPANY	$11.55B → $26.35B	2.28× 1.7× typical	119 → 216	+4	Organic	Fidelity	95.5
3	Cornerstone Planning Group FAIRFIELD	$523.3M → $951.8M	1.82× 1.4× typical	8 → 16	+3	Organic or recruited	Schwab	92.6
4	Pathstone ENGLEWOOD	$48.26B → $110.3B	2.29× 1.7× typical	287 → 365	+25	Organic	Schwab	91.7
5	Alexander Capital Wealth Management LLC RED BANK	$120.8M → $238.1M	1.97× 1.5× typical	25 → 35	+1	Organic or recruited	RBC	88.1
6	Private Advisor Group, LLC MORRISTOWN	$35.29B → $57.7B	1.64× 1.2× typical	742 → 885	+148	Acquisitions	LPL Financial	84.6
7	Traphagen Financial Group ORADELL	$1.53B → $2.28B	1.49× 1.1× typical	10 → 16	+2	Organic or recruited	–	82.5
8	Advisors Capital Management, LLC RIDGEWOOD	$7.44B → $12.2B	1.64× 1.2× typical	44 → 57	+1	Organic or recruited	Fidelity	82.4
9	The Genwealth Group, Inc. MAPLEWOOD	$391.8M → $661.3M	1.69× 1.3× typical	4 → 5	+1	Organic	Schwab	82.2
10	Atlas Private Wealth Advisors RED BANK	$557.7M → $859.8M	1.54× 1.1× typical	11 → 14	+3	Organic or recruited	LPL Financial	81.9

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in New Jersey.

How we ranked