SIMPLICITY WEALTH
Summit, NJ
AUM
$4.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
190 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
844-220-8326
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ, SUMMIT
10 advisers found
FORZA INVESTMENT GROUP, LP
Summit, NJ
AUM
$3.94B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
973-315-5394
RSW INVESTMENTS
Summit, NJ
AUM
$2.30B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
908-273-4311
TLG ADVISORS, INC.
Summit, NJ
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
155 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-371-0013
SYSTEM 2 ADVISORS, L.P.
Summit, NJ
AUM
$912.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-608-8800
SEABRIDGE INVESTMENT ADVISORS LLC
Summit, NJ
AUM
$771.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
908-273-5085
BRAVE FAMILY ADVISORS
Summit, NJ
AUM
$624.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
908-522-8822
TSP CAPITAL MANAGEMENT GROUP, LLC
Summit, NJ
AUM
$553.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-273-2105
PULVER CAPITAL MANAGEMENT LLC
Summit, NJ
AUM
$82.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
908 795 3069
RIDGELEIGH CAPITAL
Summit, NJ
AUM
$1.03B
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-373-2520
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