New Jersey · 4 advisers
Financial Advisors in Fort Lee, New Jersey
Looking for a financial advisor in Fort Lee, New Jersey? Falists indexes 4 SEC-registered and state-registered investment advisers in Fort Lee — 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 $3.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$3.86B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fort Lee
Ranked by AUM · Fees, team & specialties at a glance
PALISADE CAPITAL MANAGEMENT, LP
Fort Lee, NJ
AUM
$3.86B
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +2 more
(201) 585-7733
WORTH VENTURE PARTNERS, LLC
Fort Lee, NJ
AUM
$456.1M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-558-9017
STEWARDS ASSET MANAGEMENT
Fort Lee, NJ
AUM
$789K
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-542-0180
DACEYHOLDEN MANAGEMENT, LLC
Fort Lee, NJ
AUM
$22.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 921-7868
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Common questions
- How many financial advisors are in Fort Lee, New Jersey?
- 4 registered investment advisers are listed in our Fort Lee directory, sourced from public SEC filings.
- What types of advisors are in Fort Lee?
- 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 Fort Lee?
- 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.