New Jersey · 5 advisers
Financial Advisors in Montclair, New Jersey
Looking for a financial advisor in Montclair, New Jersey? Falists indexes 5 SEC-registered and state-registered investment advisers in Montclair — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $2.89B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$2.89B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Montclair
Ranked by AUM · Fees, team & specialties at a glance
RMR WEALTH BUILDERS, INC.
Montclair, NJ
AUM
$2.89B
Team
49 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(201) 836-2460
CHERRYDALE WEALTH MANAGEMENT, LLC
Montclair, NJ
AUM
$495.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(917) 838-7507
TALARA CAPITAL MANAGEMENT, LLC
Montclair, NJ
AUM
$317.6M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
845-213-8224
BAUTIS FINANCIAL, LLC
Montclair, NJ
AUM
$197.4M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
862-205-5800
SFI ADVISORS, LLC
Montclair, NJ
AUM
$176.0M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-744-1014
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Common questions
- How many financial advisors are in Montclair, New Jersey?
- 5 registered investment advisers are listed in our Montclair directory, sourced from public SEC filings.
- What types of advisors are in Montclair?
- 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 Montclair?
- 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.