TRANQUILLI FINANCIAL ADVISOR, LLC
Clinton, NJ
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(908) 730-6234
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
COPPER BEECH FINANCIAL GROUP, LLC
Moorestown, NJ
AUM
$197.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
856-988-8300
BAUTIS FINANCIAL, LLC
Montclair, NJ
AUM
$197.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
862-205-5800
FRIEDENTHAL FINANCIAL, LLC
Marlton, NJ
AUM
$196.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
856-210-6494
TEPP WEALTH MANAGEMENT
Westfield, NJ
AUM
$195.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-301-1200
AUM
$195.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(973) 896-6666
HIGH POINT WEALTH MANAGEMENT, LLC
Chester, NJ
AUM
$192.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-975-3367
CADIA PRIVATE CLIENT LLC
Parsippany, NJ
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
973-993-6300
EXCEL CAPITAL MANAGEMENT CORP
Warren, NJ
AUM
$192.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-431-1770
LORD ABBETT FIF ADVISOR LLC
Jersey City, NJ
AUM
$190.4M
Wealth Mgmt
Team
191 advisors
Clients
—
Fees
Percentage of AUM
201-827-2000
S.F. EHRLICH ASSOCIATES, INC.
Cranford, NJ
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
908-789-1100
AHARA ADVISORS
Jersey City, NJ
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-908-0844
EMISSARY WEALTH
Hackensack, NJ
AUM
$185.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
201-853-9103
HALBERSTADT FINANCIAL CONSULTANTS INC
Princeton, NJ
AUM
$185.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(609) 921-0180
PCB CAPITAL LLC
East Brunswick, NJ
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(732) 634-3620
ANCHORED FINANCIAL PLANNING LLC
West Deptford, NJ
AUM
$182.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(856) 202-7250
ROXBURY FINANCIAL
Mount Arlington, NJ
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-928-7181
WOLOSHIN INVESTMENT MANAGEMENT, LLC
Medford, NJ
AUM
$180.4M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-654-9700
AVRIO WEALTH PTE LTD
Singapore, NJ
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
6562406865
AUM
$176.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
6102910232
SFI ADVISORS, LLC
Montclair, NJ
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-744-1014
PHILADELPHIA INVESTMENT PARTNERS, LLC
Voorhees, NJ
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
856-210-6779
ZYNERGY RETIREMENT PLANNING
Red Bank, NJ
AUM
$173.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
732-784-2380
DAVIDSON WEALTH MANAGEMENT LLC
Forked River, NJ
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-409-1060