{ "path": "/advisors/nj", "url": "https://advisorcensus.com/advisors/nj/page/17", "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": 17, "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": 122038, "name": "Teplitz Financial Group LLC", "name_as_filed": "TEPLITZ FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/teplitz-financial-group-llc-old-bridge-nj-122038", "city": "Old Bridge", "state": "NJ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283899, "name": "Tepp Wealth Management", "name_as_filed": "TEPP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/tepp-wealth-management-westfield-nj-283899", "city": "Westfield", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332490, "name": "TGF Assets", "name_as_filed": "TGF ASSETS", "url": "https://advisorcensus.com/firm/tgf-assets-332490", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106559, "name": "Thames Asset Management, Inc", "name_as_filed": "THAMES ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559", "city": "Hackensack", "state": "NJ", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288755, "name": "Thames Capital Management, LLC", "name_as_filed": "THAMES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/thames-capital-management-llc-roseland-nj-288755", "city": "Roseland", "state": "NJ", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 120217, "name": "The Astorino Financial Group, Inc.", "name_as_filed": "THE ASTORINO FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/the-astorino-financial-group-inc-fairfield-nj-120217", "city": "Fairfield", "state": "NJ", "years_registered": 34, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153820, "name": "The Benchmark Group RIA Services, LLC", "name_as_filed": "THE BENCHMARK GROUP RIA SERVICES, LLC", "url": "https://advisorcensus.com/firm/the-benchmark-group-ria-services-llc-cherry-hill-nj-153820", "city": "Cherry Hill", "state": "NJ", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 159936, "name": "The Faragi Group", "name_as_filed": "THE FARAGI GROUP", "url": "https://advisorcensus.com/firm/the-faragi-group-forked-river-nj-159936", "city": "Forked River", "state": "NJ", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339495, "name": "The Financial Forge, LLC", "name_as_filed": "THE FINANCIAL FORGE, LLC", "url": "https://advisorcensus.com/firm/the-financial-forge-llc-339495", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 159932, "name": "The Financial Planning Answerplace, LLC", "name_as_filed": "THE FINANCIAL PLANNING ANSWERPLACE, LLC", "url": "https://advisorcensus.com/firm/the-financial-planning-answerplace-llc-princeton-nj-159932", "city": "Princeton", "state": "NJ", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332155, "name": "The Financial Planning Center, LLC", "name_as_filed": "THE FINANCIAL PLANNING CENTER, LLC", "url": "https://advisorcensus.com/firm/the-financial-planning-center-llc-schooleys-mountain-nj-332155", "city": "Schooleys Mountain", "state": "NJ", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154569, "name": "The Genwealth Group, Inc.", "name_as_filed": "THE GENWEALTH GROUP, INC.", "url": "https://advisorcensus.com/firm/the-genwealth-group-inc-maplewood-nj-154569", "city": "Maplewood", "state": "NJ", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167130, "name": "The Haggerty Investment Group, LLC", "name_as_filed": "THE HAGGERTY INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/the-haggerty-investment-group-llc-ridgewood-nj-167130", "city": "Ridgewood", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 333122, "name": "The Inspired Network Wealth Advisory", "name_as_filed": "THE INSPIRED NETWORK WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/the-inspired-network-wealth-advisory-highlands-nj-333122", "city": "Highlands", "state": "NJ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171533, "name": "The Investment Connection LLC", "name_as_filed": "THE INVESTMENT CONNECTION LLC", "url": "https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533", "city": "Bridgewater", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298662, "name": "The Knox Group Wealth Management", "name_as_filed": "THE KNOX GROUP WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/the-knox-group-wealth-management-short-hills-nj-298662", "city": "Short Hills", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166641, "name": "The Pillar Strategies", "name_as_filed": "THE PILLAR STRATEGIES", "url": "https://advisorcensus.com/firm/the-pillar-strategies-flemington-nj-166641", "city": "Flemington", "state": "NJ", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311221, "name": "The Private Client Advisory Group, LLC", "name_as_filed": "THE PRIVATE CLIENT ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/the-private-client-advisory-group-llc-manasquan-nj-311221", "city": "Manasquan", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317291, "name": "The Wealth Boutique", "name_as_filed": "THE WEALTH BOUTIQUE", "url": "https://advisorcensus.com/firm/the-wealth-boutique-chester-nj-317291", "city": "Chester", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160021, "name": "Three Bridges Capital, LP", "name_as_filed": "THREE BRIDGES CAPITAL, LP", "url": "https://advisorcensus.com/firm/three-bridges-capital-lp-monmouth-beach-nj-160021", "city": "Monmouth Beach", "state": "NJ", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110890, "name": "Tilson Financial Group Inc", "name_as_filed": "TILSON FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890", "city": "New Providence", "state": "NJ", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334731, "name": "Time Investment Advisers", "name_as_filed": "TIME INVESTMENT ADVISERS", "url": "https://advisorcensus.com/firm/time-investment-advisers-334731", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129384, "name": "Titan Financial Services, LLC", "name_as_filed": "TITAN FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384", "city": "Emerson", "state": "NJ", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 282938, "name": "TJW Fiduciary Plan Consultants, LLC", "name_as_filed": "TJW FIDUCIARY PLAN CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/tjw-fiduciary-plan-consultants-llc-red-bank-nj-282938", "city": "Red Bank", "state": "NJ", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324156, "name": "TKG Wealth Advisers LLC", "name_as_filed": "TKG WEALTH ADVISERS LLC", "url": "https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156", "city": "Cranford", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111052, "name": "TLG Advisors, Inc.", "name_as_filed": "TLG ADVISORS, INC.", "url": "https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052", "city": "Summit", "state": "NJ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106304, "name": "Toews Asset Management", "name_as_filed": "TOEWS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/toews-asset-management-northfield-nj-106304", "city": "Northfield", "state": "NJ", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340227, "name": "Tomoro", "name_as_filed": "TOMORO", "url": "https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227", "city": "Colts Neck", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152633, "name": "TPK Advisors LLC", "name_as_filed": "TPK ADVISORS LLC", "url": "https://advisorcensus.com/firm/tpk-advisors-llc-edgewater-nj-152633", "city": "Edgewater", "state": "NJ", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156518, "name": "Tranquility Path Investment Advisors, LLC", "name_as_filed": "TRANQUILITY PATH INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tranquility-path-investment-advisors-llc-matawan-nj-156518", "city": "Matawan", "state": "NJ", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298056, "name": "Tranquilli Financial Advisor, LLC", "name_as_filed": "TRANQUILLI FINANCIAL ADVISOR, LLC", "url": "https://advisorcensus.com/firm/tranquilli-financial-advisor-llc-clinton-nj-298056", "city": "Clinton", "state": "NJ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299723, "name": "Transcend Capital Advisors, LLC", "name_as_filed": "TRANSCEND CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/transcend-capital-advisors-llc-madison-nj-299723", "city": "Madison", "state": "NJ", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335286, "name": "Transparent Wealth Solutions", "name_as_filed": "TRANSPARENT WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/transparent-wealth-solutions-335286", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107764, "name": "Traphagen Financial Group", "name_as_filed": "TRAPHAGEN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/traphagen-financial-group-oradell-nj-107764", "city": "Oradell", "state": "NJ", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165288, "name": "Treesa Financial Planning, LLC", "name_as_filed": "TREESA FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288", "city": "Closter", "state": "NJ", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342031, "name": "Triple Crown Advisors", "name_as_filed": "TRIPLE CROWN ADVISORS", "url": "https://advisorcensus.com/firm/triple-crown-advisors-maplewood-nj-342031", "city": "Maplewood", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292061, "name": "True North Financial Services, LLC", "name_as_filed": "TRUE NORTH FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/true-north-financial-services-llc-292061", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336223, "name": "Truestar Financial Partners", "name_as_filed": "TRUESTAR FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223", "city": "Marlton", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319493, "name": "TSG Alpha Partners, LLC", "name_as_filed": "TSG ALPHA PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tsg-alpha-partners-llc-old-bridge-nj-319493", "city": "Old Bridge", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 131889, "name": "TSP Capital Management Group, LLC", "name_as_filed": "TSP CAPITAL MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889", "city": "Summit", "state": "NJ", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 161896, "name": "Twin Oaks Partners", "name_as_filed": "TWIN OAKS PARTNERS", "url": "https://advisorcensus.com/firm/twin-oaks-partners-chatham-nj-161896", "city": "Chatham", "state": "NJ", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 8174, "name": "UBS Financial Services Inc.", "name_as_filed": "UBS FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174", "city": "Weehawken", "state": "NJ", "years_registered": 55, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 166483, "name": "Unio Capital LLC", "name_as_filed": "UNIO CAPITAL LLC", "url": "https://advisorcensus.com/firm/unio-capital-llc-princeton-nj-166483", "city": "Princeton", "state": "NJ", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170880, "name": "Union Grove Venture Partners", "name_as_filed": "UNION GROVE VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/union-grove-venture-partners-summit-nj-170880", "city": "Summit", "state": "NJ", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174124, "name": "Unique Financial Advisors LLC", "name_as_filed": "UNIQUE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/unique-financial-advisors-llc-holmdel-nj-174124", "city": "Holmdel", "state": "NJ", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342995, "name": "United Physicians Fund", "name_as_filed": "UNITED PHYSICIANS FUND", "url": "https://advisorcensus.com/firm/united-physicians-fund-clark-nj-342995", "city": "Clark", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327031, "name": "United Success Wealth Management", "name_as_filed": "UNITED SUCCESS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/united-success-wealth-management-chatham-nj-327031", "city": "Chatham", "state": "NJ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313253, "name": "Unlimited Capital Advisors LLC", "name_as_filed": "UNLIMITED CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/unlimited-capital-advisors-llc-sommerville-nj-313253", "city": "Sommerville", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304149, "name": "Upland Investment Advisors, LLC", "name_as_filed": "UPLAND INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/upland-investment-advisors-llc-new-providence-nj-304149", "city": "New Providence", "state": "NJ", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323895, "name": "Valhum Asset Management, LLC", "name_as_filed": "VALHUM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/valhum-asset-management-llc-upper-saddle-river-nj-323895", "city": "Upper Saddle River", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "other" ], "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" } }