Falists

New Jersey · 1 advisers

Financial Advisors in Morris Plains, New Jersey

Looking for a financial advisor in Morris Plains, New Jersey? Falists indexes 1 SEC-registered and state-registered investment advisers in Morris Plains — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $12.19B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

1

With website

0

Largest AUM

$12.19B

Financial planning

0

Filter by specialty

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

Top advisors in Morris Plains

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

View all 1

AUM

$12.19B

Wealth MgmtInstitutional

Team

16 advisors

Clients

Fees

Percentage of AUM; AT COST BASED ON DIRECT EXPENSES FOR INTERNAL MANAGEMENT

973-975-8496

Full profileNo website

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Common questions

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