FIDELIS INVESTORS, LLC
Cranford, NJ
AUM
$1.38B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-402-8132
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ, CRANFORD
7 advisers found
VIRTUS WEALTH SOLUTIONS
Cranford, NJ
AUM
$594.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-967-6360
MERRION INVESTMENT MANAGEMENT CO, LLC
Cranford, NJ
AUM
$244.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
908-654-0033
MD WEALTH ADVISORS INC
Cranford, NJ
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
908-440-0811
WESTFIELD WEALTH MANAGEMENT, LLC
Cranford, NJ
AUM
$91.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-654-4784
VOLPE INVESTMENTS LLC
Cranford, NJ
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(908) 325-9878
WBB SECURITIES, LLC
Cranford, NJ
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
858-592-9901