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RIA Intel State Report

New Jersey RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in New Jersey, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024
Total Firms
529
Total AUM?
$1.43T
Median AUM
$246M
13F Filers
99
AUM Tier Distribution
Under $100M99
$100M–$500M273
$500M–$1B82
$1B–$5B63
$5B+12
State Snapshot
Total Firms529
Total AUM$1.43T
Median AUM$246M
13F Filers99
High Succession Risk62
Elevated Succession Risk43
Succession Risk Breakdown
High
62 firms (12%)
Elevated
43 firms (8%)
Moderate
123 firms (24%)
Lower
287 firms (56%)
Growth Leaders — Wealth Advisory Firms
FirmCityAUM3Y CAGRSuccession
HV MANCO, LLCNEWARK$2.7B+137.5%Lower
MERCATOR MANAGEMENT (USA) LPPRINCETON$279M+109.1%Lower
NEWPORT CAPITAL GROUP, LLCRED BANK$1.2B+64.3%High
GLEN EAGLE ADVISORS, LLCPRINCETON$128M+63.5%Lower
WILLOWBRIDGE ASSOCIATES INC.PLAINSBORO$308M+57.2%Lower
PRINCETON EQUITY ADVISORS, LPPRINCETON$1.4B+57.1%Lower
RMR WEALTH BUILDERS, INC.MONTCLAIR$2.9B+53.7%Moderate
CONVERSANT CAPITAL LLCSUMMIT$2.6B+51.7%Lower
M&A Opportunity Signals
🎯
98Acquisition candidates
Firms with elevated/high succession risk and AUM $100M–$5B
📈
51Growing but vulnerable
Positive 3Y CAGR with high succession risk — attractive for acquirers
📉
19Mid-market shrinking
AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk
🔒 Top 25 Acquisition Targets — Ranked by Composite Score
RankFirmAUMScore
1CHERRYDALE WEALTH MANAGEMENT, LLC$495M55.6
2SYSTEMATIC FINANCIAL MANAGEMENT LP$3.9B46.6
3PEGASUS ASSET MANAGEMENT INC$554M46
4CFS INVESTMENT ADVISORY SERVICES LLC$2.4B45.7
5CRA FINANCIAL SERVICES, L.L.C.$1.5B44.5
6NCM CAPITAL MANAGEMENT, LLC$431M42.9
🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

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Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in New Jersey. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.