New Jersey · 3 advisers
Financial Advisors in Westwood, New Jersey
Looking for a financial advisor in Westwood, New Jersey? Falists indexes 3 SEC-registered and state-registered investment advisers in Westwood — 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 $17.68B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$17.68B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Westwood
Ranked by AUM · Fees, team & specialties at a glance
MODERA WEALTH MANAGEMENT, LLC
Westwood, NJ
AUM
$17.68B
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(201) 768-4600
FORTIS GROUP ADVISORS LLC
Westwood, NJ
AUM
$822.4M
Team
24 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
201-383-0630
BULL MARKET STRATEGIES LLC
Westwood, NJ
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-278-8000
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Common questions
- How many financial advisors are in Westwood, New Jersey?
- 3 registered investment advisers are listed in our Westwood directory, sourced from public SEC filings.
- What types of advisors are in Westwood?
- 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 Westwood?
- 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.