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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
516
Total AUM?
$1.29T
Median AUM
$251M
13F Filers
98
AUM Tier Distribution
Under $100M95
$100M–$500M270
$500M–$1B77
$1B–$5B62
$5B+12
State Snapshot
Total Firms516
Total AUM$1.29T
Median AUM$251M
13F Filers98
High Succession Risk63
Elevated Succession Risk44
Succession Risk Breakdown
High
63 firms (12%)
Elevated
44 firms (9%)
Moderate
122 firms (24%)
Lower
285 firms (55%)
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
🎯
100Acquisition candidates
Firms with elevated/high succession risk and AUM $100M–$5B
📈
52Growing 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$495M54.1
2ABNER HERRMAN & BROCK, LLC$2.4B47.2
3NCM CAPITAL MANAGEMENT, LLC$431M46.9
4CFS INVESTMENT ADVISORY SERVICES LLC$2.4B46.7
5SYSTEMATIC FINANCIAL MANAGEMENT LP$3.9B46.4
6KEVIN M. GIBNEY AND COMPANY, LLC$296M45.1
🔒

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.