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Fidelon
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Market Standing · 2026
The most transparent firms in Trenton-Princeton.
97 scored firmsTop 5 recognizedfidelon.com/markets/trenton-princeton-nj
1IA-only—91Arank within Top 5; below the 80 standard
2IA-only$12M91ARecognized · Top 5
3
Invest Bantu
CRD 318608
IA-only—91Arank within Top 5; below the 80 standard
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only—90.9Arank within Top 5; below the 80 standard
6IA-only$54.8M90.6A—
7
Van Rensselaer
CRD 109880
IA-only$13M90.6A—
8IA-only$52M90.5A—
9
Kdt Advisors
CRD 289816
IA-only$210M90.3A—
10
Hamilton &
CRD 11310
IA-only—90.1A—
11IA-only$13.9M90.1A—
12IA-only—89.6A—
13IA-only—89.5A—
14IA-only$49.7M89.3A—
15IA-only$4.6M89.2A—
16IA-only$47.8M89A—
17
Adviso Wealth
CRD 308198
IA-only$3.6M88.9A—
18IA-only$58.3M88.5A—
19IA-only$48.7M88.3A—
20
Patton Hall
CRD 167346
IA-only$7.4M88.1A—
21IA-only—88B+—
22IA-only$11.6M87.9B+—
23IA-only$2M87.9B+—
24IA-only$2.1B87.7B+—
25IA-only$1.5M87.5B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.