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Wealth Advisor in Morris County, NJ, Serving Clients Nationwide

RIA means you can feel independent too.

What is the RIA difference? Investment Advisor Representatives have a duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the Registered Investment Advisor (RIA) and their representatives make and the advice and guidance they offer. Lyle Weintraub, CFP® is a wealth advisor in Morris County who has your back.  Located just minutes from Manhattan, our team serves clients throughout the Tri-State area and nationwide.  

RIAs aren’t a trend, they’re the future

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Average assets under management increase for RIA’s from 2023 to 2024

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Revenue increase from 2023 to 2024

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RIA client growth from 2023 to 2024

1 Yrs

Consistent growth year over year for RIAs

We’re ready
to listen.

We’d love to hear from you. Please reach out with any questions. 

RIA Data Source: Schwab Advisor Services 2025 Benchmarking Study, 7.21.2025