BLACKROCK INVESTMENT MANAGEMENT, LLC
Princeton, NJ
AUM
$676.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
444 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
609 282 2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
55 advisers found
CONCORD ADVISORY GROUP LTD
Princeton, NJ
AUM
$46.19B
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Fixed fees; % OF ASSESTS UNDER CONSULTATION
609-987-9000
PRYSM CAPITAL, L.P.
Princeton, NJ
AUM
$6.86B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-651-5125
EDGESTREAM PARTNERS, L.P.
Princeton, NJ
AUM
$4.89B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-681-2200
WATERMARK GROUP, INC.
Princeton, NJ
AUM
$3.82B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(609) 683-8200
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
PRINCETON EQUITY GROUP
Princeton, NJ
AUM
$1.72B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-454-5700
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
UNIO CAPITAL LLC
Princeton, NJ
AUM
$691.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-920-2000
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
DUMONT & BLAKE INVESTMENT ADVISORS LLC
Princeton, NJ
AUM
$562.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-514-1899
LANDSEER ADVISORS LLC
Princeton, NJ
AUM
$415.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-457-0902
CARNEGIE LAKE ADVISORS LLC
Princeton, NJ
AUM
$403.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
609-955-3667
BAYARD ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$397.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-580-1457
EKS ASSOCIATES
Princeton, NJ
AUM
$324.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6099211016
MERCATOR PARTNERS
Princeton, NJ
AUM
$297.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-753-2779
WEST HORIZON CAPITAL
Princeton, NJ
AUM
$282.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
640-203-4660
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
ALTMAN INVESTMENT MANAGEMENT LLC
Princeton, NJ
AUM
$119.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
609-252-0048
BERGAMOT ASSET MANAGEMENT LP
Princeton, NJ
AUM
$106.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
609-917-7900
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
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