How many financial advisors are in Totowa, New Jersey?

Falists lists 6 registered investment advisers with a principal office or filing address in Totowa, New Jersey, based on public SEC IAPD data.

How do financial advisors in Totowa charge fees?

Fee structures vary by firm. In Totowa, 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 Totowa?

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 · 6 advisers

Financial Advisors in Totowa, New Jersey

Looking for a financial advisor in Totowa, New Jersey? Falists indexes 6 SEC-registered and state-registered investment advisers in Totowa — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $2.73B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.73B

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts5 Retirement4 Institutional3

Top advisors in Totowa

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

View all 6 →

CFS INVESTMENT ADVISORY SERVICES LLC

Totowa, NJ

AUM

$2.73B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

973-826-8800

Full profile Visit site →

AURORA PRIVATE WEALTH, INC.

Totowa, NJ

AUM

$374.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

16 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

973-394-0404

Full profile Visit site →

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Totowa, NJ

AUM

$77.5M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

9 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

973-394-0404

Full profile Visit site →

I-SQUARED WEALTH MANAGEMENT, INC.

Totowa, NJ

AUM

$62.8M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

914-522-4170

Full profile Visit site →

CAPITAL ALLOCATION MANAGEMENT, INC

Totowa, NJ

AUM

$118.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

973-812-9660

Full profileNo website

METRO CAPITAL APPRECIATION L.L.C.

Totowa, NJ

AUM

—

Team

0 total employees

Clients

—

Fees

FEE SHARING WITH STRATEGIC PTNR

973-790-8800

Full profileNo website

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Common questions

How many financial advisors are in Totowa, New Jersey?: 6 registered investment advisers are listed in our Totowa directory, sourced from public SEC filings.
What types of advisors are in Totowa?: 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 Totowa?: 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.