THE KNOX GROUP WEALTH MANAGEMENT
Short Hills, NJ
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
973-218-2496
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-659-8852
FINANCIAL LIFE PLANNING, LLC
Marlton, NJ
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
856-988-5480
PURPOSE BUILT
Moorestown, NJ
AUM
$23.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
2152789559
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
Princeton, NJ
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-716-4700
YAISH FINANCIAL
Bergenfield, NJ
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
201-948-4040
THE INSPIRED NETWORK WEALTH ADVISORY
Highlands, NJ
AUM
$17.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-796-1500
STOCKADE WEALTH MANAGEMENT
Marlboro, NJ
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
848-248-4600
BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC
Fair Lawn, NJ
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-690-3035
MAISCH FINANCIAL PARTNERS, LLC
Mount Laurel, NJ
AUM
$16.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
856-203-6911
SG SECURITIES, LLC
Princeton, NJ
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(609) 309-5533
S & A FINANCIAL STRATEGIES & SERVICES, LLC
Cherry Hill, NJ
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
856-482-1250
FAIRBRIDGE CAPITAL MANAGEMENT, LLC
Cedar Knolls, NJ
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-616-1622
EPIC WEALTH MANAGEMENT LLC
Red Bank, NJ
AUM
$13.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-732-784-6548
GENRISE WEALTH ADVISORS LLC
Mt. Laurel, NJ
AUM
$12.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
609-436-9734
BERUNDA CAPITAL MANAGEMENT
Princeton, NJ
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-977-9620
BIANCO WEALTH ADVISORS LLC
Summit, NJ
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
973-315-8079
PLAN2PROSPER LLC.
Andover, NJ
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
973-903-6856
INTEGRATED WEALTH SOLUTIONS, LLC
Manalapan, NJ
AUM
$9.3M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7328384770
ATHEREAN ASSET MANAGEMENT LLC
Jersey City, NJ
AUM
$8.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
347-409-1499
GRAND LIFE FINANCIAL LLC
Summit, NJ
AUM
$8.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-264-9044
MALVERN RIDGE WEALTH MANAGEMENT
Englewood Cliffs, NJ
AUM
$8.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908 451 3177
IEM ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
732-784-1812
ACORN ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-455-1223