NewRiaPulse: records in New Jersey
34 newRiaPulse: records in New Jersey are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-21; the most frequent is Pts Brokerage, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
34 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-21. Most frequent: Pts Brokerage, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Pts Brokerage, LLC (1)
- Integrated Management Systems Capital Management LLC (1)
- Portfolio Advisory Partners (1)
- Steffens Financial Corp (1)
- Clear Wave Wealth Management, LLC (1)
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What are the top newRiaPulse: records in New Jersey right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Pts Brokerage, LLC | $131,700,000 | 700 | Mt. Laurel |
| Integrated Management Systems Capital Management LLC | East Orange | ||
| Portfolio Advisory Partners | North Brunswick | ||
| Steffens Financial Corp | $162,007,559 | 432 | Byram Township |
| Clear Wave Wealth Management, LLC | $617,000,000 | 913 | Red Bank |
| Soryn Ip Capital Management | $168,053,781 | 7 | Millburn |
| Certum Group | $275,619,822 | 10 | Newark |
| Nitor Capital Management | $158,608,573 | 19 | Englewood Cliffs |
| Egis Capital Partners LP | $160,831,523 | 5 | Summit |
| Sage Residential Management LLC | $444,067,079 | 3 | Morristown |
| Mk3 Wealth LLC | $113,141,146 | 223 | Cherry Hill |
| Diversified Planning Strategies Advisors LLC | $154,398,323 | 709 | Roseland |
| First Light Wealth Advisors, LLC | $116,263,725 | 231 | Little Falls |
| Ciro Capital LLC | $117,442,000 | 268 | Jersey City |
| Rilex Capital LLC | $124,252,334 | 170 | Manasquan |
| Bergamot Asset Management LP | 🔒 Unlock all 34 records → | ||
| Md Wealth Advisors INC | 🔒 Unlock all 34 records → | ||
| Palante Wealth Advisors, LLC | 🔒 Unlock all 34 records → | ||
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in New Jersey are listed?
34 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-21.
Can I get alerts for New Jersey?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records