MD WEALTH ADVISORS INC
Cranford, NJ
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
908-440-0811
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
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
AUM
$103.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
844-782-4396
CAPITAL ENHANCEMENT, LLC
Warren, NJ
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-484-7700
VICTORY WEALTH PARTNERS
Mullica Hill, NJ
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
856-464-3100
TKG WEALTH ADVISERS LLC
Cranford, NJ
AUM
$102.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
848-235-5405
AMADEUS WEALTH ALTERNATIVES, INC.
Hackensack, NJ
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2126973930
ABE CAPITAL MANAGEMENT, LLC
Short Hills, NJ
AUM
$98.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-713-1236
MHA FINANCIAL CORP
Ridgewood, NJ
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-257-5240
RICE WEALTH MANAGEMENT GROUP, INC.
Fair Haven, NJ
AUM
$94.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-345-9001
CARAPACE FINANCIAL ADVISORS LLC
Bedminster, NJ
AUM
$92.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(908) 375-8072
COMPREHENSIVE WEALTH SERVICES, LLC
Morristown, NJ
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-924-2313
WESTFIELD WEALTH MANAGEMENT, LLC
Cranford, NJ
AUM
$91.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-654-4784
XPOTENTIAL INC.
Short Hills, NJ
AUM
$91.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-273-7600
M.K. BYRNE & CO. LLC
Parsippany, NJ
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(973) 265-2905
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-924-2500
HADDON WEALTH MANAGEMENT, LLC
Haddonfield, NJ
AUM
$90.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(856) 888-1744
ANTHONY J. ORLANDO INC.
Oradell, NJ
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
201-262-6000
WHEALTH ADVISORS
Red Bank, NJ
AUM
$88.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
732-852-5089
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
DORCHESTER ADVISORS LLC
Short Hills, NJ
AUM
$82.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(973) 671-1560
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
ISLAND FINANCIAL ADVISORS
Toms River, NJ
AUM
$80.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-505-9444
INDEPENDENCE WEALTH
Voorhees, NJ
AUM
$80.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
856-229-9295