How many financial advisors are in Englewood, New Jersey?

Falists lists 9 registered investment advisers with a principal office or filing address in Englewood, New Jersey, based on public SEC IAPD data.

How do financial advisors in Englewood charge fees?

Fee structures vary by firm. In Englewood, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Englewood?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New Jersey · 9 advisers

Financial Advisors in Englewood, New Jersey

Looking for a financial advisor in Englewood, New Jersey? Falists indexes 9 SEC-registered and state-registered investment advisers in Englewood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $110.30B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$110.30B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning1 Trusts2 Retirement1 Institutional3

Top advisors in Englewood

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

PATHSTONE

Englewood, NJ

AUM

$110.30B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

365 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

201-944-7284

Full profile Visit site →

LANDSCAPE CAPITAL MANAGEMENT LLC

Englewood, NJ

AUM

$3.03B

Wealth Mgmt

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

201-266-7984

Full profile Visit site →

KABR MANAGEMENT, LLC

Englewood, NJ

AUM

$642.3M

Wealth Mgmt

Team

11 advisors

Clients

Fees

Performance-based fees; A PERCENTAGE OF COMMITTED CAPITAL UNDER MANAGEMENT

201-845-2555

Full profile Visit site →

AMERRA CAPITAL MANAGEMENT, LLC

Englewood, NJ

AUM

$610.4M

Wealth MgmtInstitutional

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-710-8033, 212-843-8927

Full profile Visit site →

ZOREA CAPITAL LP

Englewood, NJ

AUM

$50.3M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

7865434786

Full profile Visit site →

GRAND AVENUE ADVISORS LLC

Englewood, NJ

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

201-227-2249

Full profile Visit site →

HOUSE HOLDINGS MANAGEMENT, LLC

Englewood, NJ

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(669) 377-4153

Full profile Visit site →

LOGIQ CAPITAL LLC

Englewood, NJ

AUM

Team

1 advisors

Clients

—

Fees

Percentage of AUM

848-230-4523

Full profileNo website

REBUY IRRVRNTVC SPV LLC

Englewood, NJ

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

2019705397

Full profileNo website

More cities in New Jersey

Princeton (55)Red Bank (38)Jersey City (32)Summit (32)Morristown (20)Newark (18)Short Hills (17)Fairfield (13)Marlton (13)Parsippany (13)Englewood Cliffs (12)Cranford (11)

Common questions

How many financial advisors are in Englewood, New Jersey?: 9 registered investment advisers are listed in our Englewood directory, sourced from public SEC filings.
What types of advisors are in Englewood?: 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 Englewood?: 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.