ROUNDVIEW CAPITAL, LLC
Princeton, NJ
AUM
$2.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
609-688-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ, PRINCETON
22 advisers found
PRINCETON GLOBAL ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$921.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-945-1781
NOVI WEALTH PARTNERS
Princeton, NJ
AUM
$612.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-921-7002
EKS ASSOCIATES
Princeton, NJ
AUM
$324.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6099211016
KUBHERA ENTERPRISES LLC
Princeton, NJ
AUM
$275.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
609-799-5900
KDT ADVISORS, LLC
Princeton, NJ
AUM
$210.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
929-293-1270
HALBERSTADT FINANCIAL CONSULTANTS INC
Princeton, NJ
AUM
$185.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(609) 921-0180
MILLSTONE FINANCIAL GROUP
Princeton, NJ
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-385-8544
SONGBIRD CAPITAL, LLC
Princeton, NJ
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-5300
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
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
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
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
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
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
JANTORNO FINANCIAL ADVISORS, LLC
Princeton, NJ
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
609 919-0006
Full profileNo website