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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in NJ

294 advisers found

WP ASSET MANAGEMENT

Bedminster, NJ

AUM

$121.3M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

908-719-8800

Full profileNo website

UPRIGHT FINANCIAL CORP

NJ

AUM

$98.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Commissions +2 more

973-533-1818

Full profileNo website

PEGASUS GROUP, LLC

Morristown, NJ

AUM

$91.3M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

845-369-9422

Full profileNo website

RMAS, INC.

Bellmawr, NJ

AUM

$91.2M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM

856-933-2225

Full profileNo website

WILLIAM EDWARD DURNAN

Far Hills, NJ

AUM

$70.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Hourly charges

9735435353

Full profileNo website

RIVER INVESTMENT CORP

Princeton, NJ

AUM

$30.1M

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

6093752000

Full profileNo website
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