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 Wealth Management advisors in NJ, CRANFORD
11 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
S.F. EHRLICH ASSOCIATES, INC.
Cranford, NJ
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
908-789-1100
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
TKG WEALTH ADVISERS LLC
Cranford, NJ
AUM
$102.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
848-235-5405
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
EVERGUIDE FINANCIAL GROUP, LLC
Cranford, NJ
AUM
$45.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-203-6673
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
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