New Advisers Weekly

Newly registered investment advisers in New Jersey

9 adviser firms in New Jersey had a first registration approved in the last 30 days, 25 in the last 90 and 101 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

ACORN ASSET MANAGEMENT LLC

Princeton · approved 2026-10-31

State-registered

AURELIUS ADVISORY GROUP LLC

Piscataway · approved 2026-10-31

State-registered

VERITAS FINPRO ADVISOR

Somerville · approved 2026-10-30

State-registered

AM WEALTH MANAGEMENT

NJ · city not in the state feed · approved 2026-10-28

State-registered

CARAPACE FINANCIAL ADVISORS LLC

Bedminster · approved 2026-10-22

SEC-registeredalso notice-filed in 3 states

ATLANTICA INVESTMENT PARTNERS

Tinton Falls · approved 2026-10-21

State-registered

COBAN CAPITAL

Jersey City · approved 2026-10-21

Exempt reporting

WILLOW WEALTH MANAGEMENT LLC

NJ · city not in the state feed · approved 2026-10-20

State-registered

LEONARD WEALTH SOLUTIONS LLC

Mount Laurel · approved 2026-10-16

State-registered

The paid lists

The 9 above are the last 30 days in New Jersey, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (92)

FirmCitySegmentApproved
WESTPORT ADVISORY—State-registered2026-09-30
LOVE WEALTH MANAGEMENT LLC—State-registered2026-09-29
AILARESMonmouth JunctionState-registered2026-09-23
FLOWSTREAM ASSET MANAGEMENT, LLCShort HillsExempt reporting2026-09-23
ENTREPRENEUR WEALTHWoodbridgeState-registered2026-09-21
PORTFOLIO ADVISORY PARTNERSNorth BrunswickSEC-registered2026-09-21
COIS DARA INVESTING—State-registered2026-09-18
MILLER WEALTH MANAGEMENT—State-registered2026-09-18
VICI ADVISORS LLC—State-registered2026-09-18
AUROCHS CAPITAL FUNDSpartaExempt reporting2026-09-14
PTS BROKERAGE, LLCMt. LaurelSEC-registered2026-09-11
CAPITAL GAINS ADVISORY—State-registered2026-09-04
UNITED PHYSICIANS FUNDClarkExempt reporting2026-09-04
SABATTIS CAPITAL—State-registered2026-08-31
STERLING LEGACY ADVISORS INC.—State-registered2026-08-31
SORYN IP CAPITAL MANAGEMENTMillburnSEC-registered2026-08-21
CERTUM GROUPNewarkSEC-registered2026-08-05
THE FINANCIAL FORGE, LLC—State-registered2026-08-04
NYM ADVISORS, LLCRiver ValeState-registered2026-07-31
NITOR CAPITAL MANAGEMENTEnglewood CliffsSEC-registered2026-07-22
EGIS CAPITAL PARTNERS LPSummitSEC-registered2026-07-20
EAGLEVIEW ASSET MANAGEMENT, LLC—State-registered2026-07-17
LASANI WEALTH MANAGEMENT—State-registered2026-07-17
WICKUnion CitySEC-registered2026-07-17
OMEGA STRATEGIES LLC—State-registered2026-07-15
PULLMAN WEALTH—State-registered2026-07-10
WRIGHT FINANCIAL ADVISORY LLC—State-registered2026-07-10
ALIYA FINANCIAL—State-registered2026-06-30
ALTERRA—State-registered2026-06-30
DMAC CONSULTING SERVICES—State-registered2026-06-30
FJAKA WEALTH MANAGEMENT LLC—State-registered2026-06-30
REMBRANDT CAPITAL CORPMaplewoodExempt reporting2026-06-30
ASCENT PHYSICIAN WEALTH LLC—State-registered2026-06-18
WESTMOUNT CAPITAL GROUP LLCSummitState-registered2026-06-18
FORGED PATH WEALTH ADVISORS LLC—State-registered2026-06-17
JOINT FINANCIAL LLC—State-registered2026-06-16
MERIDIAN ATLAS PLANNING—State-registered2026-06-16
SAGE RESIDENTIAL MANAGEMENT LLCMorristownSEC-registered2026-06-15
STEFFENS FINANCIAL CORPByram TownshipSEC-registered2026-06-15
MK3 WEALTH LLCCherry HillSEC-registered2026-06-10
TOMOROColts NeckSEC-registered2026-06-04
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLCRoselandSEC-registered2026-06-01
FIRST LIGHT WEALTH ADVISORS, LLCLittle FallsSEC-registered2026-05-20
CIRO CAPITAL LLCJersey CitySEC-registered2026-05-18
FAMILY WEALTH PARTNERS LLCMedfordSEC-registered2026-05-18
RILEX CAPITAL LLCManasquanSEC-registered2026-05-14
CAPITAL B ADVISORY SERVICES LLCMiddletownState-registered2026-05-12
NJ CAPITAL MANAGEMENT—State-registered2026-05-12
NORTHBRIDGE WEALTH MANAGEMENT LLCTeaneckState-registered2026-05-12
BULL MARKET STRATEGIES LLCWestwoodState-registered2026-05-11
OMNIVEST GROUP LLCPrincetonState-registered2026-05-11
MT CAPITAL PARTNERS LLCSomersetExempt reporting2026-05-08
ANOVA S. TECH LLCJersey CityExempt reporting2026-05-05
BERGAMOT ASSET MANAGEMENT LPPrincetonSEC-registered2026-05-01
MD WEALTH ADVISORS INCCranfordSEC-registered2026-04-24
SANSONE ADVISORS, LLCRumsonExempt reporting2026-04-22
VOLPE INVESTMENTS LLCCranfordState-registered2026-04-21
AMD WEALTH MANAGEMENT LLCNorthfieldState-registered2026-04-14
DELLITH WEALTH ADVISORY—State-registered2026-04-10
VCM WEALTH ADVISORS—State-registered2026-04-10
HOUSE HOLDINGS MANAGEMENT, LLCEnglewoodExempt reporting2026-04-02
HEDGED ALPHA CAPITAL MANAGEMENT, LLCMorristownState-registered2026-03-31
CALIBER INVESTMENT ADVISORS, LLCRed BankState-registered2026-03-30
PALANTE WEALTH ADVISORS, LLCPenningtonSEC-registered2026-03-27
GRIPHOOK FINANCIAL LLCHamiltonState-registered2026-03-26
MILLSTONE FINANCIAL GROUPPrincetonSEC-registered2026-03-20
RELIANT WEALTH ADVISORY—State-registered2026-03-13
SKY LIFE SCIENCES CAPITAL, LPPrincetonExempt reporting2026-03-06
REVEL WEALTH MANAGEMENTElmwood ParkSEC-registered2026-03-02
FAIRBRIDGE CAPITAL MANAGEMENT, LLCCedar KnollsState-registered2026-02-25
FLIGHT LINE FINANCIAL, LLCPrincetonSEC-registered2026-02-13
HEARTHSTEAD FINANCIAL, LLC—State-registered2026-02-06
J.PAPPAS INVESTMENTS—State-registered2026-02-03
MMM CAPITAL VENTURES—State-registered2026-02-02
TRUESTAR FINANCIAL PARTNERS—State-registered2026-01-27
ADVICE TO THRIVE—State-registered2026-01-23
MOLOKAI ADVISORSRed BankState-registered2026-01-23
FORTUNE FINANCIAL—State-registered2026-01-16
TAURUS FINANCIALJersey CitySEC-registered2026-01-15
BRENNAN FINANCIAL GROUP, LLCPrincetonState-registered2026-01-13

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.