STOLZER ROTHSCHILD LEVY LLC
Basking Ridge, NJ
AUM
$166.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
7324812200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
AUM
$164.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
732-873-0433
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
856-266-2276
RDM CAPITAL ASSOCIATES INC
Red Bank, NJ
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
732-576-1671
AUM
$162.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-294-2621
TAURUS FINANCIAL
Jersey City, NJ
AUM
$162.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201 500 6322
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Florham Park, NJ
AUM
$161.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-467-3636
AUM
$160.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-783-9717
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
908-879-9559
KENSINGTON FINANCIAL ADVISORS LLC
Roseland, NJ
AUM
$159.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
201-201-0439
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
Roseland, NJ
AUM
$154.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-226-6000
EAST COAST WEALTH MANAGEMENT, INC.
Florham Park, NJ
AUM
$153.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
973-396-8626
SHAPIRO FINANCIAL SECURITY GROUP, INC.
Hazlet, NJ
AUM
$152.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-739-8991
STEMBROOK ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
201-484-0063
MFG INVESTMENTS, LLC
Medford, NJ
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
609-714-0546
GCI FINANCIAL GROUP
Mendham, NJ
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-543-2133
PRIVATE CLIENT GROUP ASSET MANAGEMENT
Gladstone, NJ
AUM
$143.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-719-3024
OMEGA CAPITAL MANAGEMENT, LLC
Flanders, NJ
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
973-927-8388
SUSTAINVEST ASSET MANAGEMENT, LLC
Linwood, NJ
AUM
$137.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
609-904-6028
TSG ALPHA PARTNERS, LLC
Old Bridge, NJ
AUM
$134.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-403-5364
HADDONFIELD FINANCIAL PLANNING LLC
Haddonfield, NJ
AUM
$134.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
856-795-0471
HUDSON OAK WEALTH ADVISORY LLC
Hoboken, NJ
AUM
$133.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(646) 820-4858
LUMIDA WEALTH MANAGEMENT LLC
Wayne, NJ
AUM
$132.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(917) 541-0170
GEREMIA FINANCIAL SERVICES, LLC
Edison, NJ
AUM
$132.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 employees
Clients
0
Fees
Percentage of AUM
732-738-5678