- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - New Jersey # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 34 newRiaPulse: records in New Jersey (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=NJ) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=NJ&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=NJ) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 34 Most frequent - 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) ## How do I get new newRiaPulse: records in New Jersey by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=NJ) [Watch this exact filter](/v/newriapulse?state=NJ#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 34 records → | | Md Wealth Advisors INC | Included in the full CSV with every column 🔒 Unlock all 34 records → | | Palante Wealth Advisors, LLC | Included in the full CSV with every column 🔒 Unlock all 34 records → | Browse 19 more matching record reports - [Bergamot Asset Management LP](/report/newriapulse/bergamot-asset-management-lp-princeton-nj--ria-309424) - [Md Wealth Advisors INC](/report/newriapulse/md-wealth-advisors-inc-cranford-nj--ria-304595) - [Palante Wealth Advisors, LLC](/report/newriapulse/palante-wealth-advisors-llc-pennington-nj--ria-175298) - [Millstone Financial Group](/report/newriapulse/millstone-financial-group-princeton-nj--ria-297882) - [Revel Wealth Management](/report/newriapulse/revel-wealth-management-elmwood-park-nj--ria-340306) - [West Horizon Capital](/report/newriapulse/west-horizon-capital-princeton-nj--ria-337734) - [Anchored Financial Planning LLC](/report/newriapulse/anchored-financial-planning-llc-west-deptford-nj--ria-336537) - [Tap Root Capital Management LP](/report/newriapulse/tap-root-capital-management-lp-summit-nj--ria-334936) - [Etoro USA Advisers INC.](/report/newriapulse/etoro-usa-advisers-inc-hoboken-nj--ria-300271) - [Tomoro](/report/newriapulse/tomoro-colts-neck-nj--ria-340227) - [Family Wealth Partners LLC](/report/newriapulse/family-wealth-partners-llc-medford-nj--ria-304935) - [Acorn Asset Management LLC](/report/newriapulse/acorn-asset-management-llc-princeton-nj--ria-340572) - [Garden State Retirement Specialists, LLC](/report/newriapulse/garden-state-retirement-specialists-llc-red-bank-nj--ria-128414) - [Csi Group Advisors, LLC](/report/newriapulse/csi-group-advisors-llc-wall-township-nj--ria-338012) - [Dimaio Private Wealth, LLC](/report/newriapulse/dimaio-private-wealth-llc-chester-nj--ria-343934) - [Inovo Wealth Architects](/report/newriapulse/inovo-wealth-architects-union-nj--ria-340777) - [Irish Creek Capital](/report/newriapulse/irish-creek-capital-camden-nj--ria-343009) - [Wick](/report/newriapulse/wick-union-city-nj--ria-342763) - [Flight Line Financial, LLC](/report/newriapulse/flight-line-financial-llc-princeton-nj--ria-169289) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More New Jersey public-record feeds [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in New Jersey](/hub/creditunionchangepulse/state/nj) [New Jersey State Ethics Commission Pulse in New Jersey](/hub/njethicscommissionpulse/state/nj) [Federal Alcohol Permit Holder Directory in New Jersey](/hub/ttbpermitpulse/state/nj) [Bank Branch Openings, Closings & Mergers by State in New Jersey](/hub/bankbranchchangepulse/state/nj) [Newly Posted IRS Automatic Revocations of Tax Exemption in New Jersey](/hub/nonprofitrevocationpulse/state/nj) [New NSF Research Awards by Institution in New Jersey](/hub/nsfawardpulse/state/nj) [Group Practices & Clinics from the NPI Registry in New Jersey](/hub/npipulse/state/nj) [New IPO Filings (SEC S-1 & F-1) by Industry & State in New Jersey](/hub/ipofilingpulse/state/nj) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)