Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Jersey City and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Ballaster Financial
- Profolio Investments
- MYRA Wealth
- Stockcross Financial Services
- Reaves Asset Management
- New York Life Investments
- Unigestion (US) LTD
- SumRidge Partners LLC
- Taurus Financial
- Tullett Prebon Americas Corporation.
1. Ballaster Financial
Ballaster Financial is a fee-only fiduciary wealth management firm specializing in helping working professionals, particularly those with stock compensation, optimize their full financial picture. Led by Jay Ballaster—a CFA® and CFP® with nearly two decades of Wall Street experience—the firm offers holistic services including investment management, tax optimization, employer benefit maximization, and risk planning. Ballaster Financial emphasizes personalized, client-first advice without earning commissions, focusing on building long-term financial strategies that align with clients’ goals while saving them time and stress.
2. Profolio Investments
Profolio Investments, Inc. is a registered independent investment advisor (RIA) that puts the best interests of its clients first in every professional relationship. They offer customized wealth planning, investment management, and retirement benefits services to high net worth individuals, beginning investors, and businesses across a variety of industries. With a personalized approach, Profolio helps clients manage assets for goals such as wealth accumulation, income, retirement, education, and legacy planning. They also provide personalized financial planning for retirement plan participants as an additional service at no cost. As an independent RIA, Profolio is free to select strategic partners that align with their fiduciary principles, ensuring that all investment decisions are made in the best interests of their clients .
3. MYRA Wealth
MYRA Wealth is a US-based financial advisory firm, founded by Sahil Vakil, that specifically serves the financial needs of immigrants and multicultural communities. As an SEC-registered investment advisor, MYRA offers financial planning, investment management, tax preparation, and immigration consulting services, with a tailored approach for international individuals at various stages of life, from students to professionals and retirees. MYRA’s team, which also consists of immigrants, understands the complexities of immigration status and its financial implications, and is able to provide relevant and personalized solutions. With a transparent fixed-fee model and fiduciary commitment, MYRA ensures that all financial decisions are made in the best interests of its clients, helping them build wealth, plan for the future, and create a meaningful legacy in the United States .
4. Stockcross Financial Services
Siebert Financial Corp.’s “Siebert Disclosures” page outlines the company’s commitment to protecting client privacy and complying with financial regulations. As a registered broker-dealer and investment adviser, Siebert collects nonpublic personal information to manage accounts, communicate with clients, and offer services. The firm does not sell customer information and shares data only with non-affiliated third parties as permitted by law or with client consent. Siebert implements physical, electronic, and procedural safeguards to protect personal information and employs online security measures, including encryption and secure login protocols. The page also provides links to various product-specific disclosures, such as those for Siebert AdvisorNXT, Siebert Insurance, and RISE Financial Services, ensuring transparency and compliance with regulatory requirements.
5. Reaves Asset Management
Reaves Asset Management is a privately held investment firm specializing in infrastructure-related equities, with a history dating back to 1978. The firm employs a fundamental, bottom-up research approach to manage portfolios focused on essential services such as utilities, communications, and transportation. Their investment strategies aim to deliver long-term capital appreciation and income, targeting high single-digit returns with lower market volatility. Reaves offers various investment vehicles, including separately managed accounts, mutual funds like the Reaves Infrastructure Fund, and closed-end funds such as the Reaves Utility Income Fund. The firm emphasizes defensive equity portfolios and is committed to producing competitive risk-adjusted returns across different market cycles.
6. New York Life Investments
New York Life Investments is a diversified global asset management firm with approximately $740 billion in assets under management as of December 2024. Operating as a multi-boutique platform, it encompasses several affiliated investment advisors, including Ausbil Investment Management, Apogem Capital, Candriam, MacKay Shields, NYL Investors, and Tristan Capital Partners. The firm offers a comprehensive range of investment solutions across equities, fixed income, alternatives, and sustainable investments, catering to institutional clients, financial advisors, and individual investors. With a long-term focus on client success, New York Life Investments emphasizes sustainable relationships and responsible investing practices. Under the leadership of CEO Naïm Abou-Jaoudé, the firm continues to expand its global presence and commitment to delivering value through specialized investment strategies.
7. Unigestion (US) LTD
Unigestion is an independent, international boutique asset manager founded in 1971 and headquartered in Geneva, Switzerland. With over 50 years of experience, the firm specializes in providing tailored investment solutions across three core areas: private equity, equities, and wealth management. Serving institutional clients and high-net-worth individuals globally, Unigestion emphasizes a combination of human insight and advanced technology to deliver consistent, risk-adjusted returns. The company is committed to sustainability, having integrated Environmental, Social, and Governance (ESG) criteria into its investment processes for more than two decades. Operating in multiple locations worldwide, including Europe, North America, and Asia, Unigestion continues to focus on innovation and long-term partnerships to meet the evolving needs of its clients.
8. SumRidge Partners LLC
SumRidge Partners LLC is a fixed income trading firm that specializes in providing liquidity and market-making services, particularly in investment-grade and high-yield corporate bonds, municipal bonds, and structured products. The firm operates as a non-bank dealer, using technology and data-driven strategies to serve institutional clients with efficient execution and pricing. SumRidge is known for its customer-focused approach and innovative use of electronic trading platforms to optimize bond market transactions.
9. Taurus Financial
Taurus Financial is a boutique financial advisory firm based in Jersey City, New Jersey, known for delivering Wall Street-level expertise with a personalized touch. Founded by industry veterans Tina Sun and Yisha Wang, the firm specializes in serving high-net-worth individuals and business owners across the United States, particularly those with complex financial needs involving equity compensation, tax optimization, and estate planning.
10. Tullett Prebon Americas Corporation.
Tullett Prebon, a core brand within the TP ICAP Group, operates as a leading intermediary in the wholesale financial, energy, and commodities markets. The firm facilitates trading activities for a diverse client base, including commercial and investment banks, hedge funds, buy-side institutions, corporates, and trading houses. With a global presence spanning 24 countries, Tullett Prebon employs a combination of voice, hybrid, and electronic trading channels to maximize value for its clients’ trading activities. The company’s expertise encompasses various asset classes, such as rates, credit, equities, and energy products, enabling it to provide comprehensive broking services across multiple markets. As part of the TP ICAP Group, Tullett Prebon contributes to the organization’s mission of delivering innovative liquidity and data solutions to the world’s wholesale markets.
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