New Jersey · 3 advisers
Financial Advisors in Edison, New Jersey
Looking for a financial advisor in Edison, New Jersey? Falists indexes 3 SEC-registered and state-registered investment advisers in Edison — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $3.21B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$3.21B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Edison
Ranked by AUM · Fees, team & specialties at a glance
LEO WEALTH, LLC
Edison, NJ
AUM
$3.21B
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
732-903-2600
LEO FUND SERVICES, LLC
Edison, NJ
AUM
$151.3M
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
732-903-2600
GEREMIA FINANCIAL SERVICES, LLC
Edison, NJ
AUM
$132.2M
Team
2 employees
Clients
0
Fees
Percentage of AUM
732-738-5678
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Common questions
- How many financial advisors are in Edison, New Jersey?
- 3 registered investment advisers are listed in our Edison directory, sourced from public SEC filings.
- What types of advisors are in Edison?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Edison?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.