New Jersey · 2 advisers
Financial Advisors in Wayne, New Jersey
Looking for a financial advisor in Wayne, New Jersey? Falists indexes 2 SEC-registered and state-registered investment advisers in Wayne — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $640.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$640.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wayne
Ranked by AUM · Fees, team & specialties at a glance
HIGHLAND FINANCIAL ADVISORS, LLC
Wayne, NJ
AUM
$640.0M
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
973-557-2933
LUMIDA WEALTH MANAGEMENT LLC
Wayne, NJ
AUM
$132.8M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(917) 541-0170
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Common questions
- How many financial advisors are in Wayne, New Jersey?
- 2 registered investment advisers are listed in our Wayne directory, sourced from public SEC filings.
- What types of advisors are in Wayne?
- 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 Wayne?
- 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.