{ "path": "/advisors/nj", "url": "https://advisorcensus.com/advisors/nj/page/15", "page_type": "state", "title": "Financial advisors in New Jersey", "filters": {}, "scope_total": 923, "faq": [ { "q": "How many financial advisory firms are there in New Jersey?", "a": "AdvisorCensus lists 923 investment advisory firms with a principal office in New Jersey, from Form ADV filings as of October 2026: 401 SEC-registered, 460 state-registered, and 62 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New Jersey?", "a": "297 of the 923 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New Jersey offer financial planning?", "a": "508 of the 861 firms in New Jersey that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New Jersey fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 297 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 923 investment advisory firms with a principal office in New Jersey, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in New Jersey: 923 firms from Form ADV filings as of October 2026.", "total_firms": 923, "page": 15, "total_pages": 19, "sort": "name", "registration_types": { "sec": 401, "state": 460, "exempt": 62 }, "fee_model_mix": [ { "code": "fee-only", "count": 297 }, { "code": "percentage_of_aum", "count": 742 }, { "code": "hourly", "count": 332 }, { "code": "subscription", "count": 10 }, { "code": "fixed", "count": 453 }, { "code": "commissions", "count": 30 }, { "code": "performance_based", "count": 158 }, { "code": "other", "count": 117 }, { "code": "not_reported", "count": 62 } ], "years_registered_distribution": [ { "code": "under_5", "count": 329 }, { "code": "5_to_9", "count": 204 }, { "code": "10_to_19", "count": 224 }, { "code": "20_plus", "count": 164 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 220 }, { "code": "25m_100m", "count": 149 }, { "code": "100m_500m", "count": 194 }, { "code": "500m_1b", "count": 74 }, { "code": "1b_5b", "count": 66 }, { "code": "over_5b", "count": 39 }, { "code": "not_reported", "count": 181 } ], "firms": [ { "crd_number": 323023, "name": "Sakthi Capital LLC", "name_as_filed": "SAKTHI CAPITAL LLC", "url": "https://advisorcensus.com/firm/sakthi-capital-llc-323023", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171986, "name": "Salvus Wealth Management, LLC", "name_as_filed": "SALVUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986", "city": "Red Bank", "state": "NJ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285591, "name": "Sand Spring Advisors LLC", "name_as_filed": "SAND SPRING ADVISORS LLC", "url": "https://advisorcensus.com/firm/sand-spring-advisors-llc-285591", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 27240, "name": "Sandalwood Securities, Inc.", "name_as_filed": "SANDALWOOD SECURITIES, INC.", "url": "https://advisorcensus.com/firm/sandalwood-securities-inc-roseland-nj-27240", "city": "Roseland", "state": "NJ", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332113, "name": "Sandro Wealth Management LLC", "name_as_filed": "SANDRO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sandro-wealth-management-llc-fairfield-nj-332113", "city": "Fairfield", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342393, "name": "Sansone Advisors, LLC", "name_as_filed": "SANSONE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sansone-advisors-llc-rumson-nj-342393", "city": "Rumson", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330176, "name": "Sarkor Financial Advisors", "name_as_filed": "SARKOR FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sarkor-financial-advisors-montclair-nj-330176", "city": "Montclair", "state": "NJ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334053, "name": "Satva Advisors LLC", "name_as_filed": "SATVA ADVISORS LLC", "url": "https://advisorcensus.com/firm/satva-advisors-llc-334053", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321018, "name": "Savvy Asset Management LLC", "name_as_filed": "SAVVY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/savvy-asset-management-llc-321018", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 151394, "name": "Sawtooth Capital LLC", "name_as_filed": "SAWTOOTH CAPITAL LLC", "url": "https://advisorcensus.com/firm/sawtooth-capital-llc-ramsey-nj-151394", "city": "Ramsey", "state": "NJ", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 119193, "name": "SAX Wealth Advisors, LLC", "name_as_filed": "SAX WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sax-wealth-advisors-llc-parsippany-nj-119193", "city": "Parsippany", "state": "NJ", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131893, "name": "Schorpp Capital Management", "name_as_filed": "SCHORPP CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/schorpp-capital-management-east-brunswick-nj-131893", "city": "East Brunswick", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 271030, "name": "Sciencast Management LP", "name_as_filed": "SCIENCAST MANAGEMENT LP", "url": "https://advisorcensus.com/firm/sciencast-management-lp-princeton-nj-271030", "city": "Princeton", "state": "NJ", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310615, "name": "Scientech Research LLC", "name_as_filed": "SCIENTECH RESEARCH LLC", "url": "https://advisorcensus.com/firm/scientech-research-llc-jersey-city-nj-310615", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 121874, "name": "Scipione Wealth Advisors, Inc.", "name_as_filed": "SCIPIONE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/scipione-wealth-advisors-inc-wyckoff-nj-121874", "city": "Wyckoff", "state": "NJ", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 315726, "name": "Sea Change Financial Planning", "name_as_filed": "SEA CHANGE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/sea-change-financial-planning-315726", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160133, "name": "Sea Clear Financial Planning, LLC", "name_as_filed": "SEA CLEAR FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/sea-clear-financial-planning-llc-brielle-nj-160133", "city": "Brielle", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 108681, "name": "Seabridge Investment Advisors LLC", "name_as_filed": "SEABRIDGE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/seabridge-investment-advisors-llc-summit-nj-108681", "city": "Summit", "state": "NJ", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339098, "name": "Securus Wealth Management", "name_as_filed": "SECURUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/securus-wealth-management-339098", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149582, "name": "Seelaus Asset Management, LLC", "name_as_filed": "SEELAUS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/seelaus-asset-management-llc-chatham-nj-149582", "city": "Chatham", "state": "NJ", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285354, "name": "Seix CLO Management LLC", "name_as_filed": "SEIX CLO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/seix-clo-management-llc-park-ridge-nj-285354", "city": "Park Ridge", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 162808, "name": "Selkirk Management, LLC", "name_as_filed": "SELKIRK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/selkirk-management-llc-chatham-nj-162808", "city": "Chatham", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145961, "name": "Sensus Investment Management", "name_as_filed": "SENSUS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/sensus-investment-management-englewood-cliffs-nj-145961", "city": "Englewood Cliffs", "state": "NJ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287929, "name": "SFI Advisors, LLC", "name_as_filed": "SFI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sfi-advisors-llc-montclair-nj-287929", "city": "Montclair", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 181524, "name": "SG Securities, LLC", "name_as_filed": "SG SECURITIES, LLC", "url": "https://advisorcensus.com/firm/sg-securities-llc-flemington-nj-181524", "city": "Flemington", "state": "NJ", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 286273, "name": "SGKD Advisory Services LLC", "name_as_filed": "SGKD ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/sgkd-advisory-services-llc-rumson-nj-286273", "city": "Rumson", "state": "NJ", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 151857, "name": "Shamrock Financial Services", "name_as_filed": "SHAMROCK FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/shamrock-financial-services-woodcliff-lake-nj-151857", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146104, "name": "Shapiro Asset Management, LLC", "name_as_filed": "SHAPIRO ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shapiro-asset-management-llc-146104", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120801, "name": "Shapiro Financial Security Group, Inc.", "name_as_filed": "SHAPIRO FINANCIAL SECURITY GROUP, INC.", "url": "https://advisorcensus.com/firm/shapiro-financial-security-group-inc-hazlet-nj-120801", "city": "Hazlet", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122770, "name": "Share and Harris, L.L.C.", "name_as_filed": "SHARE AND HARRIS, L.L.C.", "url": "https://advisorcensus.com/firm/share-and-harris-l-l-c-east-brunswick-nj-122770", "city": "East Brunswick", "state": "NJ", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299824, "name": "Shore Financial Planning", "name_as_filed": "SHORE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/shore-financial-planning-monmouth-beach-nj-299824", "city": "Monmouth Beach", "state": "NJ", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 296848, "name": "Shore Point Advisors, LLC", "name_as_filed": "SHORE POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/shore-point-advisors-llc-brielle-nj-296848", "city": "Brielle", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290660, "name": "Shorebridge Capital Management, LLC", "name_as_filed": "SHOREBRIDGE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shorebridge-capital-management-llc-summit-nj-290660", "city": "Summit", "state": "NJ", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308026, "name": "Shorehaven Wealth Partners, LLC", "name_as_filed": "SHOREHAVEN WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/shorehaven-wealth-partners-llc-red-bank-nj-308026", "city": "Red Bank", "state": "NJ", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339581, "name": "Short Cliffs Capital LLC", "name_as_filed": "SHORT CLIFFS CAPITAL LLC", "url": "https://advisorcensus.com/firm/short-cliffs-capital-llc-short-hills-nj-339581", "city": "Short Hills", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289785, "name": "Shrewsbury River Capital LP", "name_as_filed": "SHREWSBURY RIVER CAPITAL LP", "url": "https://advisorcensus.com/firm/shrewsbury-river-capital-lp-red-bank-nj-289785", "city": "Red Bank", "state": "NJ", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 320766, "name": "Sidereal Capital Group", "name_as_filed": "SIDEREAL CAPITAL GROUP", "url": "https://advisorcensus.com/firm/sidereal-capital-group-summit-nj-320766", "city": "Summit", "state": "NJ", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141044, "name": "Sierra Financial Advisors, LLC", "name_as_filed": "SIERRA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sierra-financial-advisors-llc-ramsey-nj-141044", "city": "Ramsey", "state": "NJ", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 302063, "name": "Sigma Capital Management", "name_as_filed": "SIGMA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/sigma-capital-management-302063", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298315, "name": "Signature Wealth Management Partners, LLC", "name_as_filed": "SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/signature-wealth-management-partners-llc-montvale-nj-298315", "city": "Montvale", "state": "NJ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105310, "name": "Signet Financial Management, LLC", "name_as_filed": "SIGNET FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/signet-financial-management-llc-parsippany-nj-105310", "city": "Parsippany", "state": "NJ", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132330, "name": "Simon Quick Advisors, LLC", "name_as_filed": "SIMON QUICK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/simon-quick-advisors-llc-morristown-nj-132330", "city": "Morristown", "state": "NJ", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 300572, "name": "Simplicity Wealth", "name_as_filed": "SIMPLICITY WEALTH", "url": "https://advisorcensus.com/firm/simplicity-wealth-summit-nj-300572", "city": "Summit", "state": "NJ", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333325, "name": "Sindia Capital Advisers, LLC", "name_as_filed": "SINDIA CAPITAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/sindia-capital-advisers-llc-somers-point-nj-333325", "city": "Somers Point", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341184, "name": "Sky Life Sciences Capital, LP", "name_as_filed": "SKY LIFE SCIENCES CAPITAL, LP", "url": "https://advisorcensus.com/firm/sky-life-sciences-capital-lp-princeton-nj-341184", "city": "Princeton", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286353, "name": "Skyview Investment Advisors, LLC", "name_as_filed": "SKYVIEW INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/skyview-investment-advisors-llc-shrewsbury-nj-286353", "city": "Shrewsbury", "state": "NJ", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282593, "name": "Skyy Financial Group, LLC", "name_as_filed": "SKYY FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/skyy-financial-group-llc-282593", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 144061, "name": "Slosberg Financial Solutions, LLC", "name_as_filed": "SLOSBERG FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/slosberg-financial-solutions-llc-144061", "city": null, "state": null, "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 305790, "name": "Smallwood Financial Group LLC", "name_as_filed": "SMALLWOOD FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/smallwood-financial-group-llc-summit-nj-305790", "city": "Summit", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288663, "name": "Smallwood Wealth Management", "name_as_filed": "SMALLWOOD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/smallwood-wealth-management-red-bank-nj-288663", "city": "Red Bank", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/nj/trenton", "name": "Trenton", "msa_name": "Trenton-Princeton, NJ", "state_code": "NJ", "firm_count": 69 }, { "path": "/advisors/nj/atlantic-city", "name": "Atlantic City", "msa_name": "Atlantic City-Hammonton, NJ", "state_code": "NJ", "firm_count": 13 }, { "path": "/advisors/nj/vineland", "name": "Vineland", "msa_name": "Vineland, NJ", "state_code": "NJ", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nj", "label": "Financial advisors in New Jersey" }, "fee_pages": [ { "path": "/advisors/nj/fee-only", "label": "Fee-only financial advisors in New Jersey", "firm_count": 297 }, { "path": "/advisors/nj/flat-fee", "label": "Flat-fee financial advisors in New Jersey", "firm_count": 453 }, { "path": "/advisors/nj/hourly", "label": "Hourly financial advisors in New Jersey", "firm_count": 332 } ] }, "csv": "https://advisorcensus.com/advisors/nj.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }