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 Wealth Management advisors in NJ, MORRISTOWN
17 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
HIMCO, LLC
Morristown, NJ
AUM
$725.7M
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-292-9595
PEGASUS ASSET MANAGEMENT INC
Morristown, NJ
AUM
$553.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
SAGE RESIDENTIAL MANAGEMENT LLC
Morristown, NJ
AUM
$444.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-693-6673
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
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
PRIVATE ADVISOR NETWORK, LLC
Morristown, NJ
AUM
—
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-538-7010
Full profileNo website