New Jersey · 2 advisers
Financial Advisors in New Providence, New Jersey
Looking for a financial advisor in New Providence, New Jersey? Falists indexes 2 SEC-registered and state-registered investment advisers in New Providence — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $750.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$750.6M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New Providence
Ranked by AUM · Fees, team & specialties at a glance
TILSON FINANCIAL GROUP INC
New Providence, NJ
AUM
$750.6M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-561-6203
UPLAND INVESTMENT ADVISORS, LLC
New Providence, NJ
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
908-230-7560
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Common questions
- How many financial advisors are in New Providence, New Jersey?
- 2 registered investment advisers are listed in our New Providence directory, sourced from public SEC filings.
- What types of advisors are in New Providence?
- 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 New Providence?
- 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.