{ "path": "/advisors/ny/new-york/jersey-city", "url": "https://advisorcensus.com/advisors/ny/new-york/jersey-city", "page_type": "metro_city", "title": "Financial advisors in Jersey City, NJ", "filters": {}, "scope_total": 35, "faq": [ { "q": "How many financial advisory firms are there in Jersey City, NJ?", "a": "AdvisorCensus lists 35 investment advisory firms with a principal office in Jersey City, New Jersey (part of the New York metro area), from Form ADV filings as of October 2026: 23 SEC-registered, 5 state-registered, and 7 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 Jersey City, NJ?", "a": "10 of the 35 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 Jersey City, NJ offer financial planning?", "a": "8 of the 28 firms in Jersey City, NJ 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 Jersey City, NJ 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 10 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 35 investment advisory firms with a principal office in Jersey City, New Jersey (part of the New York metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full New York metro area, including neighboring cities, is on its own page. 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 Jersey City, NJ: 35 firms from Form ADV filings as of October 2026.", "total_firms": 35, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 5, "exempt": 7 }, "fee_model_mix": [ { "code": "fee-only", "count": 10 }, { "code": "percentage_of_aum", "count": 24 }, { "code": "hourly", "count": 6 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 10 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 6 }, { "code": "not_reported", "count": 7 } ], "years_registered_distribution": [ { "code": "under_5", "count": 24 }, { "code": "5_to_9", "count": 1 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 1 }, { "code": "100m_500m", "count": 8 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 8517, "name": "Abner Herrman & Brock, LLC", "name_as_filed": "ABNER HERRMAN & BROCK, LLC", "url": "https://advisorcensus.com/firm/abner-herrman-and-brock-llc-jersey-city-nj-8517", "city": "Jersey City", "state": "NJ", "years_registered": 44, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312385, "name": "Ahara Advisors", "name_as_filed": "AHARA ADVISORS", "url": "https://advisorcensus.com/firm/ahara-advisors-jersey-city-nj-312385", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311692, "name": "Aiga Capital Partners LLC", "name_as_filed": "AIGA CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/aiga-capital-partners-llc-jersey-city-nj-311692", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340908, "name": "Anova S. Tech LLC", "name_as_filed": "ANOVA S. TECH LLC", "url": "https://advisorcensus.com/firm/anova-s-tech-llc-jersey-city-nj-340908", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340105, "name": "Anseres Capital Management, LLC", "name_as_filed": "ANSERES CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/anseres-capital-management-llc-jersey-city-nj-340105", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321136, "name": "Astra Wealth Partners", "name_as_filed": "ASTRA WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/astra-wealth-partners-jersey-city-nj-321136", "city": "Jersey City", "state": "NJ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 170857, "name": "Atherean Asset Management LLC", "name_as_filed": "ATHEREAN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/atherean-asset-management-llc-jersey-city-nj-170857", "city": "Jersey City", "state": "NJ", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 318863, "name": "AXQ Capital, LP", "name_as_filed": "AXQ CAPITAL, LP", "url": "https://advisorcensus.com/firm/axq-capital-lp-jersey-city-nj-318863", "city": "Jersey City", "state": "NJ", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 326599, "name": "Bluevine Advisory LLC", "name_as_filed": "BLUEVINE ADVISORY LLC", "url": "https://advisorcensus.com/firm/bluevine-advisory-llc-jersey-city-nj-326599", "city": "Jersey City", "state": "NJ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329576, "name": "Ciro Capital LLC", "name_as_filed": "CIRO CAPITAL LLC", "url": "https://advisorcensus.com/firm/ciro-capital-llc-jersey-city-nj-329576", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150088, "name": "Corebridge Institutional Investments (U.S.), LLC", "name_as_filed": "COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC", "url": "https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088", "city": "Jersey City", "state": "NJ", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 326367, "name": "Demopolis Equity Management, LLC", "name_as_filed": "DEMOPOLIS EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/demopolis-equity-management-llc-jersey-city-nj-326367", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281938, "name": "DGS Capital Management", "name_as_filed": "DGS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dgs-capital-management-jersey-city-nj-281938", "city": "Jersey City", "state": "NJ", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283096, "name": "Eagle Grove Advisors LLC", "name_as_filed": "EAGLE GROVE ADVISORS LLC", "url": "https://advisorcensus.com/firm/eagle-grove-advisors-llc-jersey-city-nj-283096", "city": "Jersey City", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338360, "name": "Florence Private Lending TR", "name_as_filed": "FLORENCE PRIVATE LENDING TR", "url": "https://advisorcensus.com/firm/florence-private-lending-tr-jersey-city-nj-338360", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283128, "name": "Hudson Cove Capital Management LLC", "name_as_filed": "HUDSON COVE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hudson-cove-capital-management-llc-jersey-city-nj-283128", "city": "Jersey City", "state": "NJ", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 104870, "name": "Hudson Edge Investment Partners, Inc.", "name_as_filed": "HUDSON EDGE INVESTMENT PARTNERS, INC.", "url": "https://advisorcensus.com/firm/hudson-edge-investment-partners-inc-jersey-city-nj-104870", "city": "Jersey City", "state": "NJ", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 337680, "name": "Logiq Capital LLC", "name_as_filed": "LOGIQ CAPITAL LLC", "url": "https://advisorcensus.com/firm/logiq-capital-llc-jersey-city-nj-337680", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334025, "name": "Lord Abbett CLO Management LP", "name_as_filed": "LORD ABBETT CLO MANAGEMENT LP", "url": "https://advisorcensus.com/firm/lord-abbett-clo-management-lp-jersey-city-nj-334025", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332700, "name": "Lord Abbett FIF Advisor LLC", "name_as_filed": "LORD ABBETT FIF ADVISOR LLC", "url": "https://advisorcensus.com/firm/lord-abbett-fif-advisor-llc-jersey-city-nj-332700", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332701, "name": "Lord Abbett Private Credit Advisor LLC", "name_as_filed": "LORD ABBETT PRIVATE CREDIT ADVISOR LLC", "url": "https://advisorcensus.com/firm/lord-abbett-private-credit-advisor-llc-jersey-city-nj-332701", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110391, "name": "Lord, Abbett & Co. 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"crd_number": 333019, "name": "Manteio Scalable Technologies LLC", "name_as_filed": "MANTEIO SCALABLE TECHNOLOGIES LLC", "url": "https://advisorcensus.com/firm/manteio-scalable-technologies-llc-jersey-city-nj-333019", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322418, "name": "MEI LIN Capital LLC", "name_as_filed": "MEI LIN CAPITAL LLC", "url": "https://advisorcensus.com/firm/mei-lin-capital-llc-jersey-city-nj-322418", "city": "Jersey City", "state": "NJ", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170638, "name": "Olesen Capital Management LLC", "name_as_filed": "OLESEN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/olesen-capital-management-llc-jersey-city-nj-170638", "city": "Jersey City", "state": "NJ", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337502, "name": "Pioneer Advisory LLC", "name_as_filed": "PIONEER ADVISORY LLC", "url": "https://advisorcensus.com/firm/pioneer-advisory-llc-jersey-city-nj-337502", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 3140, "name": "Reaves Asset Management", "name_as_filed": "REAVES ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/reaves-asset-management-jersey-city-nj-3140", "city": "Jersey City", "state": "NJ", "years_registered": 49, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "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", 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