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 Trusts & Estates advisors in NJ, MORRISTOWN
13 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
BLACKHILL CAPITAL, INC
Morristown, NJ
AUM
$2.00B
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
973-984-7014
NEW VERNON CAPITAL
Morristown, NJ
AUM
$902.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
201-793-0570
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
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
KIELY CAPITAL MANAGEMENT, INC.
Morristown, NJ
AUM
$58.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(973) 455-1894
LAVISH FINANCIAL PLANNING
Morristown, NJ
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(201) 535-4499
PEGASUS GROUP, LLC
Morristown, NJ
AUM
$91.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
Full profileNo website
O'DOWD ASSET MANAGEMENT LLC
Morristown, NJ
AUM
$43.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-214-3987
Full profileNo website