New Jersey · 3 advisers
Financial Advisors in Verona, New Jersey
Looking for a financial advisor in Verona, New Jersey? Falists indexes 3 SEC-registered and state-registered investment advisers in Verona — 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 $894.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$894.4M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Verona
Ranked by AUM · Fees, team & specialties at a glance
MAKROD INVESTMENT ASSOCIATES INC
Verona, NJ
AUM
$894.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
973-239-1033
LOCKER FINANCIAL SERVICES, LLC
Verona, NJ
AUM
$213.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-256-2555
AUM
$24.9M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-659-8852
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Common questions
- How many financial advisors are in Verona, New Jersey?
- 3 registered investment advisers are listed in our Verona directory, sourced from public SEC filings.
- What types of advisors are in Verona?
- 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 Verona?
- 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.