{ "path": "/advisors/nj", "url": "https://advisorcensus.com/advisors/nj/page/9", "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": 9, "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": 155392, "name": "Jeffrey Matthews Wealth Management, LLC", "name_as_filed": "JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392", "city": "Florham Park", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143748, "name": "Jersey Shore Financial Advisors LLC", "name_as_filed": "JERSEY SHORE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/jersey-shore-financial-advisors-llc-tinton-falls-nj-143748", "city": "Tinton Falls", "state": "NJ", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300578, "name": "Johnson Capital Global Advisory L.L.C.", "name_as_filed": "JOHNSON CAPITAL GLOBAL ADVISORY L.L.C.", "url": "https://advisorcensus.com/firm/johnson-capital-global-advisory-l-l-c-300578", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340730, "name": "Joint Financial LLC", "name_as_filed": "JOINT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/joint-financial-llc-340730", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129279, "name": "Joseph C. Kelly & Associates, Inc.", "name_as_filed": "JOSEPH C. KELLY & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/joseph-c-kelly-and-associates-inc-middletown-nj-129279", "city": "Middletown", "state": "NJ", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287940, "name": "Joshua Duvall Financial Planning & Accounting, LLC", "name_as_filed": "JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLC", "url": "https://advisorcensus.com/firm/joshua-duvall-financial-planning-and-accounting-llc-287940", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 285994, "name": "Julien Planning, LLC", "name_as_filed": "JULIEN PLANNING, LLC", "url": "https://advisorcensus.com/firm/julien-planning-llc-hackensack-nj-285994", "city": "Hackensack", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316741, "name": "Julius Wealth Advisors, LLC", "name_as_filed": "JULIUS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741", "city": "Englewood Cliffs", "state": "NJ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290574, "name": "JWBC Management, LLC", "name_as_filed": "JWBC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jwbc-management-llc-ramsey-nj-290574", "city": "Ramsey", "state": "NJ", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111282, "name": "K R Financial LLC", "name_as_filed": "K R FINANCIAL LLC", "url": "https://advisorcensus.com/firm/k-r-financial-llc-princeton-nj-111282", "city": "Princeton", "state": "NJ", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175409, "name": "Kabr Management, LLC", "name_as_filed": "KABR MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kabr-management-llc-englewood-nj-175409", "city": "Englewood", "state": "NJ", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 154321, "name": "Kagan Cocozza Asset Management", "name_as_filed": "KAGAN COCOZZA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/kagan-cocozza-asset-management-mullica-hill-nj-154321", "city": "Mullica Hill", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162028, "name": "Kaspian Wealth Management", "name_as_filed": "KASPIAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kaspian-wealth-management-woodcliff-lake-nj-162028", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289816, "name": "KDT Advisors, LLC", "name_as_filed": "KDT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816", "city": "Princeton", "state": "NJ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311986, "name": "Keller Wealth Management LLC", "name_as_filed": "KELLER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/keller-wealth-management-llc-whippany-nj-311986", "city": "Whippany", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322605, "name": "Kennedy Investment Group", "name_as_filed": "KENNEDY INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605", "city": "West Deptford", "state": "NJ", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128982, "name": "Kenneth P. Alevras, Cpa.inc.", "name_as_filed": "KENNETH P. ALEVRAS, CPA.INC.", "url": "https://advisorcensus.com/firm/kenneth-p-alevras-cpa-inc-florham-park-nj-128982", "city": "Florham Park", "state": "NJ", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 136346, "name": "Kensington Financial Advisors LLC", "name_as_filed": "KENSINGTON FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/kensington-financial-advisors-llc-roseland-nj-136346", "city": "Roseland", "state": "NJ", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151879, "name": "Kevin M. Gibney and Company, LLC", "name_as_filed": "KEVIN M. GIBNEY AND COMPANY, LLC", "url": "https://advisorcensus.com/firm/kevin-m-gibney-and-company-llc-iselin-nj-151879", "city": "Iselin", "state": "NJ", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298240, "name": "Key Client Fiduciary Advisors, LLC", "name_as_filed": "KEY CLIENT FIDUCIARY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/key-client-fiduciary-advisors-llc-fairfield-nj-298240", "city": "Fairfield", "state": "NJ", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121480, "name": "Kiely Capital Management, Inc.", "name_as_filed": "KIELY CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kiely-capital-management-inc-morristown-nj-121480", "city": "Morristown", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335098, "name": "Kind Capital Wealth LLC", "name_as_filed": "KIND CAPITAL WEALTH LLC", "url": "https://advisorcensus.com/firm/kind-capital-wealth-llc-335098", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126936, "name": "Kingsbridge Advisors, LLC", "name_as_filed": "KINGSBRIDGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kingsbridge-advisors-llc-fair-lawn-nj-126936", "city": "Fair Lawn", "state": "NJ", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 332998, "name": "Kingston Horizon Advisors LLC", "name_as_filed": "KINGSTON HORIZON ADVISORS LLC", "url": "https://advisorcensus.com/firm/kingston-horizon-advisors-llc-paramus-nj-332998", "city": "Paramus", "state": "NJ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133710, "name": "Klimax Wealth Management, LLC", "name_as_filed": "KLIMAX WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/klimax-wealth-management-llc-133710", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129105, "name": "KML Financial Services Group, L.L.C.", "name_as_filed": "KML FINANCIAL SERVICES GROUP, L.L.C.", "url": "https://advisorcensus.com/firm/kml-financial-services-group-l-l-c-manasquan-nj-129105", "city": "Manasquan", "state": "NJ", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290380, "name": "Koltai & Company Advisors, LLC", "name_as_filed": "KOLTAI & COMPANY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/koltai-and-company-advisors-llc-rutherford-nj-290380", "city": "Rutherford", "state": "NJ", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 151619, "name": "Kubhera Enterprises LLC", "name_as_filed": "KUBHERA ENTERPRISES LLC", "url": "https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619", "city": "Princeton", "state": "NJ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165336, "name": "Landscape Capital Management LLC", "name_as_filed": "LANDSCAPE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/landscape-capital-management-llc-englewood-nj-165336", "city": "Englewood", "state": "NJ", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309937, "name": "Landseer Advisors LLC", "name_as_filed": "LANDSEER ADVISORS LLC", "url": "https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937", "city": "Princeton", "state": "NJ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 139271, "name": "Landy Investment Management LLC", "name_as_filed": "LANDY INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/landy-investment-management-llc-139271", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341637, "name": "Lasani Wealth Management", "name_as_filed": "LASANI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lasani-wealth-management-341637", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307246, "name": "Lasting Wealth Principles, LLC", "name_as_filed": "LASTING WEALTH PRINCIPLES, LLC", "url": "https://advisorcensus.com/firm/lasting-wealth-principles-llc-307246", "city": null, "state": null, "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335234, "name": "Lateral Capital Management", "name_as_filed": "LATERAL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/lateral-capital-management-jersey-city-nj-335234", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336824, "name": "Laurel Oak Wealth Management, LLC", "name_as_filed": "LAUREL OAK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824", "city": "Marlton", "state": "NJ", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167592, "name": "Lavish Financial Planning", "name_as_filed": "LAVISH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/lavish-financial-planning-morristown-nj-167592", "city": "Morristown", "state": "NJ", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331286, "name": "LBK Financial LLC", "name_as_filed": "LBK FINANCIAL LLC", "url": "https://advisorcensus.com/firm/lbk-financial-llc-whippany-nj-331286", "city": "Whippany", "state": "NJ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155340, "name": "LBT Wealth Management, LLC", "name_as_filed": "LBT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lbt-wealth-management-llc-iselin-nj-155340", "city": "Iselin", "state": "NJ", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338612, "name": "Lease Investment Advisors", "name_as_filed": "LEASE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/lease-investment-advisors-toms-river-nj-338612", "city": "Toms River", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299608, "name": "Leatherback Investments LLC", "name_as_filed": "LEATHERBACK INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/leatherback-investments-llc-lakewood-nj-299608", "city": "Lakewood", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144477, "name": "Legacy Investment Advisors, LLC", "name_as_filed": "LEGACY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477", "city": "Voorhees", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171967, "name": "Leicht Financial Planning and Wealth Management", "name_as_filed": "LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/leicht-financial-planning-and-wealth-management-parsippany-nj-171967", "city": "Parsippany", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163259, "name": "Leo Fund Services, LLC", "name_as_filed": "LEO FUND SERVICES, LLC", "url": "https://advisorcensus.com/firm/leo-fund-services-llc-edison-nj-163259", "city": "Edison", "state": "NJ", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283891, "name": "Leo Wealth, LLC", "name_as_filed": "LEO WEALTH, LLC", "url": "https://advisorcensus.com/firm/leo-wealth-llc-edison-nj-283891", "city": "Edison", "state": "NJ", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 156530, "name": "Lepore Financial Services LLC", "name_as_filed": "LEPORE FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/lepore-financial-services-llc-manasquan-nj-156530", "city": "Manasquan", "state": "NJ", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292364, "name": "Lexington Capital Management LP", "name_as_filed": "LEXINGTON CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/lexington-capital-management-lp-lakewood-nj-292364", "city": "Lakewood", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337973, "name": "Liftpoint Family Wealth Advisors, LLC", "name_as_filed": "LIFTPOINT FAMILY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/liftpoint-family-wealth-advisors-llc-far-hills-nj-337973", "city": "Far Hills", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121496, "name": "Lighthouse Financial Advisors, Inc.", "name_as_filed": "LIGHTHOUSE FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lighthouse-financial-advisors-inc-red-bank-nj-121496", "city": "Red Bank", "state": "NJ", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 131192, "name": "Lincoln Asset Management", "name_as_filed": "LINCOLN ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/lincoln-asset-management-131192", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168083, "name": "Live Oak Financial Management", "name_as_filed": "LIVE OAK FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/live-oak-financial-management-168083", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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" } }