PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC
Princeton, NJ
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
(609) 212-2934
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
55 advisers found
NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
Princeton, NJ
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-4488
RETIRESMART CONSULTING, LLC.
Princeton, NJ
AUM
$52.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-955-3456
PREMIER FINANCIAL PLANNING, INC.
Princeton, NJ
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-924-2424
OMNIVEST GROUP LLC
Princeton, NJ
AUM
$28.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-986-1001
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
Princeton, NJ
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-716-4700
SG SECURITIES, LLC
Princeton, NJ
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(609) 309-5533
NEW YORK IVY CAPITAL MANAGEMENT LLC
Princeton, NJ
AUM
$11.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-683-1871
BERUNDA CAPITAL MANAGEMENT
Princeton, NJ
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-977-9620
ACORN ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-455-1223
ENDOWBRIDGE CAPITAL, LLC
Princeton, NJ
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-878-8161
ADVISO WEALTH
Princeton, NJ
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
610-840-2622
CHP MANAGEMENT, INC. DBA CARDINAL PARTNERS
Princeton, NJ
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
609-924-6452
FLIGHT LINE FINANCIAL, LLC
Princeton, NJ
AUM
—
Trusts & Estates
Team
1 advisors
Clients
251-500
Fees
Fixed fees; SOLICTOR FEES FROM OTHER REGISTERED INVESTMENT ADIVSORS
609-955-3570
HAMILTON & COMPANY
Princeton, NJ
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-452-0300
PIONEX INVESTMENTS INC.
Princeton, NJ
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-610-2699
SOSV INVESTMENTS LLC (F/K/A SOSVENTURES LLC)
Princeton, NJ
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
609 436 5056
THE FINANCIAL PLANNING ANSWERPLACE, LLC
Princeton, NJ
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
609-240-9785
SYSTEMATIC ALPHA INVESTMENTS, LLC
Princeton, NJ
AUM
$3.49B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-751-7550
Full profileNo website
SCIENCAST MANAGEMENT LP
Princeton, NJ
AUM
$760.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
609-917-3298
Full profileNo website
GIVERNY CAPITAL ADVISORS
Princeton, NJ
AUM
$420.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
609-759-1250
Full profileNo website
BRENNAN FINANCIAL GROUP, LLC
Princeton, NJ
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-428-6973
Full profileNo website