AUM
$310.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-421-3700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
KEVIN M. GIBNEY AND COMPANY, LLC
Iselin, NJ
AUM
$306.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-970-9800
BECKERMAN WEALTH
Ocean Grove, NJ
AUM
$303.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
877-892-7738
CONCORD MANAGEMENT SERVICES, LLC
Summit, NJ
AUM
$301.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-508-7090
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Summit, NJ
AUM
$300.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
908-517-5880
STERN CAPITAL MANAGEMENT, INC.
Old Bridge, NJ
AUM
$297.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-679-7050
MERCATOR PARTNERS
Princeton, NJ
AUM
$297.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-753-2779
TAP ROOT CAPITAL MANAGEMENT LP
Summit, NJ
AUM
$297.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(908) 292-0050
HIGH TRAIL CAPITAL
Hoboken, NJ
AUM
$296.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
917-414-1733
BLUEFIN FINANCIAL
Moorestown, NJ
AUM
$289.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(856) 795-9998
AIGA CAPITAL PARTNERS LLC
Jersey City, NJ
AUM
$289.2M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-248-1250
WEST HORIZON CAPITAL
Princeton, NJ
AUM
$282.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
640-203-4660
TANDEM CAPITAL MANAGEMENT, INC.
Woodcliff Lake, NJ
AUM
$279.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
201-822-0028
BUCKMAN ADVISORY GROUP LLC
Little Silver, NJ
AUM
$277.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(732) 530-0303
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
FINANCIAL FUTURES
Brielle, NJ
AUM
$270.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-722-7289
BYRNE ASSET MANAGEMENT, LLC
Kingston, NJ
AUM
$268.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-497-1776
ASTRA WEALTH PARTNERS
Jersey City, NJ
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
800-805-8740
REVEL WEALTH MANAGEMENT
Teaneck, NJ
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
316-518-3615
CORRADO ADVISORS, LLC
Ramsey, NJ
AUM
$252.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
201-661-6600
TALISMAN WEALTH ADVISORS, LLC
Mountainside, NJ
AUM
$251.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(908) 519-8120
MASTERS LEGACY PLANNING
Linwood, NJ
AUM
$248.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
609-601-0800
BPP WEALTH SOLUTIONS, LLC
Basking Ridge, NJ
AUM
$247.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(908) 442-7750
GLOBAL WEALTH MANAGEMENT, LLC
Kingston, NJ
AUM
$245.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
609-452-2929