HNW client percentage for Team firms serving clients in New Jersey

Team firms active in New Jersey 332 firms

Very Low 1%-11%

Low 11%-25%

Typical 25%-40%

High 40%-55%

Very High 55%-86%

5th 20th 40th 60th 80th 95th

Median: 31%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Cary Street Partners Asset Management	Typical 34%	608	1,804	$710K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Washington Crossing Advisors LLC	Very Low 2%	55	3,152	$590K
RSW Investments	Very High 62%	882	1,412	$1.6M
Public Advisors LLC	Low 22%	973	4,521	$4.2K
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Miller Tabak Asset Management	Very Low 0%	—	936	$1.3M
Abner Herrman & Brock, LLC	Very High 100%	2,246	2,251	$1M
MTM Financial Group, LLC	Very Low 0%	14	3,273	$230K
Dgs Capital Management	Typical 38%	148	394	$2.7M
Withum Wealth Management	Very High 91%	688	755	$2.8M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Nest Egg	Very Low 0%	—	2,819	$46K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
Makrod Investment Associates Inc	Very High 73%	415	568	$1.5M
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
DT Investment Partners, LLC	Low 24%	315	1,296	$1.3M
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Stonecrop Wealth Advisors, LLC	Typical 39%	464	1,185	$200K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Key Client Fiduciary Advisors, LLC	Very Low 9%	198	2,195	$330K
Kennedy Investment Group	Low 12%	120	1,036	$610K
Focused Wealth Management, Inc.	Low 14%	296	2,163	$580K
WP Advisors, LLC	High 53%	209	391	$1.5M
Mcrae Capital Management Inc.	Very High 100%	736	736	$920K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
IAM Advisory LLC	Low 14%	223	1,583	$430K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Vision Retirement	High 41%	451	1,106	$560K
Able Wealth Management LLC	Low 21%	195	937	$520K
Drucker Wealth	High 46%	333	721	$1.1M
Pegasus Asset Management Inc	High 44%	126	284	$1.6M
Chatham Wealth Management	Very High 89%	378	424	$1.5M
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Roundview Capital, LLC	Very High 65%	352	544	$3.6M
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
CRA Financial Services, L.L.C.	Typical 29%	377	1,299	$1.1M
Traphagen Financial Group	Typical 29%	561	1,922	$1.1M
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
WBI Investments, LLC	Very Low 8%	58	759	$370K
NCM Capital Management, LLC	Very High 77%	194	252	$2.1M
Alexander Investment Services Co.	Very Low 10%	123	1,240	$390K
Grantvest Financial Group LLC	Typical 32%	200	620	$350K
Curran Wealth Management	High 46%	168	369	$2.1M
United Advisors America	Very Low 2%	57	2,809	$160K
Security Capital Management	Typical 26%	613	2,357	$570K
Compass Capital Corporation	Very Low 10%	136	1,367	$480K
CFS Investment Advisory Services LLC	High 47%	532	1,139	$1.5M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Valley National Advisers Inc	Typical 30%	410	1,353	$960K
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
IBEX Wealth Advisors, LLC	High 46%	400	869	$1.4M
Sykon Capital LLC	Very High 60%	390	647	$510K
Lighthouse Financial Advisors, Inc.	High 48%	208	429	$2.4M
Payne Capital Management, LLC	Typical 36%	349	964	$1.3M
Dumont & Blake Investment Advisors LLC	High 48%	205	428	$1.3M
Fortis Group Advisors LLC	Very Low 7%	190	2,566	$310K
WealthPLAN Partners	Low 15%	248	1,677	$640K
DBS Investment Advisers, LLC	Very Low 7%	35	523	$300K
Premier Wealth Advisors, LLC	High 41%	251	614	$730K
Virtus Wealth Solutions	Typical 36%	109	307	$1.8M
Parisi Gray Wealth Management, LLC	High 53%	108	203	$3.9M
Aviso Wealth Management	Low 17%	158	913	$640K
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
Pearson Financial Services	Very Low 0%	—	500	—
Snyder Wealth Group	Very Low 9%	55	599	$620K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Freedom Investment Management, Inc.	Low 16%	76	485	$610K
Market Street Wealth Management	Low 19%	202	1,052	$790K
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
MyTimeEquity	Very High 80%	378	471	$330K
Cora Capital Advisors	Typical 33%	248	752	$880K
Shorehaven Wealth Partners, LLC	High 45%	171	376	$1.3M
Breakwater Capital Group	Very High 65%	239	370	$2.8M
Biondo Investment Advisors LLC	Low 24%	266	1,108	$990K
United Asset Strategies Inc.	Typical 32%	501	1,553	$1.2M
Quaker Wealth Management LLC	Typical 31%	140	453	$990K
The Millstone Evans Group, LLC	Typical 33%	210	630	$1.4M
Personal CFO Solutions LLC	Very High 62%	387	624	$2.6M
Seasons of Advice Wealth Management	High 41%	368	891	$1.4M
Prestige Wealth Management Group, LLC	High 41%	182	440	$1.5M
Matauro, LLC	High 40%	354	876	$1.2M
Platform Technology Partners	Typical 39%	336	871	$1.4M
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Brick & Kyle Associates Inc	Very High 74%	314	427	$1.2M
Research Financial Strategies	Low 18%	93	511	$470K
Romano Wealth Management	High 51%	478	934	$1.5M
Signature Wealth Management Partners, LLC	Typical 25%	107	423	$1.1M
Aurora Private Wealth, INC.	Very Low 5%	81	1,508	$250K
Regatta Capital Group, LLC	High 43%	471	1,088	$1.2M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Northeast Advisers, Inc.	Typical 32%	105	333	$1.3M
Addison Capital	Very High 55%	137	249	$2.2M
Strategic Wealth Management Group	High 47%	155	332	$2.4M
Wealth Management Associates, Inc.	Low 24%	216	907	$720K
Confidence Wealth Management, Inc.	Typical 26%	191	737	$610K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Paradigm Investment Advisory, LLC	Very High 87%	563	644	$610K
Diversified, LLC	High 42%	828	1,982	$1.3M
Ruggiero Investments	Very Low 7%	26	392	$300K
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Ramsay Stattman Vela & Price Inc	Very High 61%	237	390	$1.7M
Amplius Wealth Advisors	High 52%	406	775	$2.2M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Blackhill Capital, Inc	Very High 63%	48	76	$17M
HFM Investment Advisors, LLC	Low 15%	82	532	$520K
Strategic Family Wealth Counselors, L.L.C.	High 50%	150	300	$5.3M
Alliance Wealth Management Group, LLC	Typical 31%	137	447	$1.2M
Wealth Effects	Low 17%	100	596	$790K
KFA Private Wealth Group, LLC	Typical 28%	229	814	$990K
OMNI 360 Wealth, Inc.	Low 23%	86	370	$1.1M
Wealth Teams Alliance	Very Low 6%	52	812	$270K
Smallwood Wealth Management	Typical 25%	110	441	$680K
Bravias Financial	Very Low 9%	39	439	$480K
Sterling Investment Advisors Ltd.	High 45%	194	436	$2.4M
SteadTrust	Low 24%	156	651	$920K
Eagle Wealth Strategies	Low 23%	146	648	$940K
Oliver Luxxe Assets LLC	Very High 78%	338	432	$1.9M
Covenant Asset Management, LLC	Very High 64%	412	643	$1M
Clear Wave Wealth Management, LLC	Very High 80%	113	142	$4.3M
A Better Way Financial, LLC	Very Low 4%	15	354	$310K
Cornerstone Professional Advisor Services, LLC	Very Low 7%	26	352	$280K
Sterling Financial Planning Inc	Typical 38%	212	562	$1.3M
Ventura Wealth Management	Typical 31%	173	562	$1.1M
Victory Wealth Partners	Very Low 4%	13	351	$180K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Darwin Wealth Management	Low 19%	157	835	$740K
MFG Investments, LLC	Low 15%	52	344	$430K
UAS Asset Management	High 47%	160	342	$900K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Flagship Wealth Advisors, LLC.	High 45%	217	478	$1.6M
Accretive Wealth Partners, LLC	Very High 70%	142	204	$2.4M
Wellington Shields Capital Management, LLC	High 50%	273	544	$1.6M
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Maridea Wealth Management	High 47%	725	1,530	$610K
TSP Capital Management Group, LLC	High 47%	62	133	$3.7M
Strategy Asset Managers L.L.C.	Typical 36%	214	598	$1.4M
Brave Family Advisors	Typical 28%	93	327	$1.9M
Hoopoe Advisors	High 40%	236	585	$990K
Premier Path Wealth Partners, LLC	High 51%	233	454	$2.6M
G&H Investments	Typical 29%	38	129	$2.6M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
5C Capital Management, LLC	Typical 32%	166	511	$1.2M
Shore Point Advisors, LLC	Low 14%	91	637	$490K
Northstar Financial Companies, Inc.	Low 22%	113	507	$1M
Jemma Financial Services	Low 24%	74	312	$350K
Park Edge Advisors, LLC	Typical 32%	100	312	$1.5M
MRA Advisory Group	Typical 25%	125	497	$720K
McDermott Investment Advisors, LLC	Very High 78%	480	618	$330K
Cypress Financial Planning	Typical 25%	108	427	$1.1M
GSG Advisors, LLC	Very High 86%	156	182	$4.7M
The GenWealth Group, Inc.	Very High 59%	179	301	$2.2M
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Transcend Capital Advisors, LLC	High 42%	450	1,073	$2.5M
4Thought Financial Group Inc.	Very Low 0%	—	297	$580K
Momentum Advisors	Typical 38%	134	354	$990K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Signet Financial Management, LLC	High 46%	320	689	$1.6M
Oak Grove Capital, LLC	Very High 75%	85	114	$7.2M
Cornerstone Planning Group	Low 19%	225	1,192	$640K
The Estate Planners Group	High 51%	173	340	$1.2M
Green Ridge Wealth Planning LLC	Typical 36%	103	283	$1.3M
Palumbo Wealth Management LLC	Very High 56%	158	283	$1.9M
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Buckman Advisory Group LLC	Typical 30%	255	844	$290K
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Lewis Asset Management	Typical 39%	109	276	$1.4M
Oakbourne Advisors	Low 22%	95	437	$790K
NobleBridge Wealth	Low 15%	57	372	$580K
IRC Wealth	High 41%	149	366	$1.7M
Thrive Capital Management, LLC	Typical 25%	199	783	$830K
Mezzasalma Advisors	High 50%	182	364	$1.4M
Revolve Wealth Partners, LLC	High 43%	288	674	$2.1M
Mountain Hill Investment Partners	Typical 31%	48	155	$2.3M
Benchmark Financial Wealth Advisors LLC	Typical 30%	110	361	$2.1M
Total Wealth Planning and Management, Inc.	Low 16%	66	412	$580K
Tilson Financial Group Inc	High 44%	180	410	$1.6M
Condor Capital Wealth Management	High 49%	424	869	$2.4M
Precision Financial Services	Low 22%	111	509	$810K
Hudson Value Partners, LLC	Very High 59%	119	203	$3.3M
BCR Wealth Strategies	Typical 36%	127	354	$1.4M
Maltin Wealth Management, Inc.	Very High 63%	126	201	$2.4M
Millstone Financial Group	Low 23%	67	297	$350K
Archford Capital Strategies, LLC	Typical 36%	278	774	$1.5M
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Key Group Management, Inc.	Typical 25%	85	335	$890K
Regency Wealth Management	Very High 64%	184	287	$2M
Westover Capital Advisors, LLC	High 53%	125	238	$2.4M
HIGHLAND Financial Advisors, LLC	High 42%	139	328	$1.8M
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
The Wealth Boutique	Very Low 9%	27	317	$380K
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
Forthright Capital	Very Low 1%	9	978	$110K
First American Asset Advisory, LLC	Very High 100%	266	266	$720K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Syndicated Capital, Inc.	Very Low 6%	27	465	$310K
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Brooklyn FI, LLC	Low 19%	71	373	$1.5M
IBN Financial Services, Inc.	Very Low 8%	40	497	$150K
Nasdaq Dorsey Wright	Very High 59%	479	806	$520K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Paradigm Wealth Advisory LLC	Low 23%	65	280	$710K
Pennsylvania Capital Management Inc.	Very High 55%	109	200	$4.1M
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Fogel Capital Management Inc	High 45%	108	238	$1.7M
Ellevest	Very High 79%	371	471	$2.3M
Valor Investments and Planning LLC	Very Low 6%	13	235	$380K
Merit Financial Partners LLC	High 52%	100	193	$1.6M
Novi Wealth Partners	Very High 56%	150	270	$2.3M
New Horizons Wealth Management	Low 15%	35	228	$730K
Flagstar Advisors, Inc.	Typical 34%	338	1,004	$640K
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Cardea Capital Advisors, LLC	Very Low 10%	25	256	$480K
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
RTD Financial Advisors Inc	Very High 69%	494	719	$2.5M
PTS Brokerage, LLC	Very Low 0%	—	495	$260K
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Riversedge Advisors	High 44%	167	382	$2.2M
Peddock Capital Advisors, LLC	Very High 57%	99	173	$4.5M
Zynergy Retirement Planning	Typical 30%	52	172	$1M
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Byrne Asset Management, LLC	Very High 100%	166	166	$1.5M
Legacy Edge Advisors	Very High 83%	442	530	$2.3M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Very Low 10%	31	298	$300K
Destiny Capital Corporation	Typical 35%	92	260	$1.5M
Stirlingshire Investments	Very High 75%	570	760	$240K
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Diastole Wealth Management	Typical 32%	86	273	$1.4M
Investment Partners Asset Management	Very High 61%	148	241	$1.1M
Carnegie Lake Advisors LLC	Typical 35%	74	209	$1.8M
RMR Wealth Management	Low 19%	34	178	$980K
Argos Wealth Advisors LLC	Low 19%	45	234	$4.2M
Equinum, LLC	Very High 63%	92	146	$2M
Wellington Shields & Co., LLC	Typical 28%	164	580	$860K
Indivisible Partners	Very High 58%	268	460	$3M
Madison Global Advisors LLC	Low 11%	25	229	$290K
Heritage Financial Counselors, LLC	High 47%	67	143	$1.6M
Wilmington Capital Securities, LLC	Low 18%	31	171	$1.6M
Trust Advisory Group Ltd	Low 12%	70	562	$560K
Attleboro Wealth Management LLC	High 52%	73	140	$920K
White Knight Strategic Wealth Advisors, LLC	Low 24%	48	196	$1.1M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
1 St Discount Brokerage, Inc.	Typical 38%	83	216	$590K
Mha Financial Corp	Very High 57%	77	135	$720K
Geremia Financial Services, LLC	Low 24%	31	130	$1M
Access Wealth	Typical 33%	121	363	$1.4M
Next Capital Management LLC	Very High 70%	181	257	$6.6M
Francis Financial	Very High 78%	199	256	$3.1M
Platform Wealth Advisors	Typical 30%	78	256	$1.9M
WJL Financial Advisors	Very Low 0%	—	152	—
Lansing Street Advisors	High 46%	69	150	$3.4M
SageBroadview Wealth Management, LLC	Very High 68%	101	148	$2.7M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Hamel Associates, Inc.	Very High 55%	68	123	$4.3M
Salvus Wealth Management, LLC	Very High 64%	125	195	$1.6M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
ELCO Management Company, LLC	Very High 58%	84	144	$1.5M
Jackson, Grant Investment Advisers, Inc.	Very High 91%	86	94	$6.1M
Lumiere Financial	Low 16%	18	116	$710K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Clear Capital Management LP	Low 15%	17	112	$550K
Black Coral Financial Advisors, LLC	Very High 100%	88	88	$5.7M
Fruitful	Very Low 0%	1	351	$72K
Forefront	Low 18%	104	572	$420K
Blue Line Capital	Low 20%	24	121	$860K
LRI Investments	High 45%	213	477	$4M
Star Wealth Advisors	Very Low 3%	4	159	$280K
Aspire Advisors, LLC	Typical 29%	34	116	$860K
MBI LLC	High 50%	95	191	$1.6M
American Northwest Advisory Services L.L.C.	Typical 38%	36	95	$430K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Wiss Private Client Advisors, LLC	Very High 70%	130	186	$6.5M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Maslow Wealth Advisors	Very High 82%	311	381	$6.9M
Princeton Global Asset Management LLC	High 47%	166	356	$2.5M
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Empirikal Partners LLC	Very High 75%	132	175	$500K
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
Seabridge Investment Advisors LLC	Very High 66%	123	185	$2.7M
Laidlaw Wealth Management LLC	Typical 27%	27	100	$960K
Capital Synergy Partners	Typical 34%	114	331	$310K
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
GreenLeaf Financial Network, LLC	Low 21%	39	189	$620K
MMA Asset Management LLC	High 52%	148	282	$1.2M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Dudley & Shanley, Inc.	Very High 100%	45	45	$9.4M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
TritonPoint Partners, LLC	Very High 57%	42	74	$3.9M
AtCap Partners, LLC	Very High 56%	192	342	$490K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Najarian Family Office, LLC	Typical 38%	25	66	$1.1M
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
Valley FInancial Management, Inc.	Very Low 3%	4	124	$3.8K
Bulltick Wealth Management, LLC	Very High 71%	198	280	$5.6M
Equity Advisors, LLC	Very Low 0%	—	108	$330K
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Aimcdonnaugh & Co. Inc.	Low 18%	10	55	$110K
Q3 Advisors, LLC	Very Low 0%	—	224	—
Carapace Financial Advisors LLC	Very High 100%	49	49	$1.2M
Trident Advisors LLC	Very Low 0%	—	41	$300K
Sophis Investments LLC	Very High 56%	22	39	$3.3M
Partners Capital, LLC	Typical 36%	15	42	$710K
Cynosure Portfolio Advisors LLC	Very Low 0%	—	48	$120K
Total Alignment Wealth Advisors, LLC	Very High 100%	28	28	—
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
D'Arcangelo Financial Advisors, LLC	Very Low 0%	—	15	—
Sun Global LLC	High 45%	5	11	$420K
Algorithmic Investment Models	Typical 25%	2	8	$450K
Yayati Asset Management, LLC	Very High 100%	3	3	$650K
Advice Only	—	—	—	—
CSI Group Advisors, LLC	—	—	—	—
Mendham Capital Management, Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—

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