PRIVATE ADVISOR GROUP, LLC
Morristown, NJ
AUM
$44.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
670 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
973-538-7010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ, MORRISTOWN
9 advisers found
SIMON QUICK ADVISORS, LLC
Morristown, NJ
AUM
$9.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
77 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
973-525-1000
BEACON TRUST
Morristown, NJ
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-377-8090
WASHINGTON CROSSING ADVISORS LLC
Morristown, NJ
AUM
$2.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
973-549-4052
MCRAE CAPITAL MANAGEMENT INC.
Morristown, NJ
AUM
$795.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-387-1080
PEGASUS ASSET MANAGEMENT INC
Morristown, NJ
AUM
$553.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
DIADEMA PARTNERS LP
Morristown, NJ
AUM
$397.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-979-8432
COMPREHENSIVE WEALTH SERVICES, LLC
Morristown, NJ
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-924-2313
PEGASUS GROUP, LLC
Morristown, NJ
AUM
$91.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
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