EMPOWERED RETIREMENT, INC.
Roseland, NJ
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-709-2244
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
INVEST FOR A LIFETIME, LLC
Red Bank, NJ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(732) 741-7711
UNITED SUCCESS WEALTH MANAGEMENT
Chatham, NJ
AUM
$77.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-258-0790
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Totowa, NJ
AUM
$77.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC
Princeton, NJ
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
(609) 212-2934
OLSON, CROSS & ALAMO ADVISORS LLC
Red Bank, NJ
AUM
$76.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-608-1805
VALUEALIGNED PARTNERS
Red Bank, NJ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
732-800-2375
ACTIVE WEALTH ADVISORS
Woodcliff Lake, NJ
AUM
$75.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
551-502-2266
SIERRA FINANCIAL ADVISORS, LLC
Ramsey, NJ
AUM
$75.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-236-2226
AVANTI WEALTH MANAGEMENT
Rutherford, NJ
AUM
$75.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
201-729-3777
UNIQUE FINANCIAL ADVISORS LLC
Holmdel, NJ
AUM
$74.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(732)615-0380
TITAN FINANCIAL SERVICES, LLC
Emerson, NJ
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
201-599-2235
SCHORPP CAPITAL MANAGEMENT
East Brunswick, NJ
AUM
$69.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
732-387-2054
FREEDOM FOUND FINANCIAL
Towaco, NJ
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
973-588-7840
H&S TAX AND WEALTH ADVISORS LLC
Red Bank, NJ
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-268-8813
SEA CLEAR FINANCIAL PLANNING, LLC
Brielle, NJ
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-580-8039
OCEANIC CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-345-1533
I-SQUARED WEALTH MANAGEMENT, INC.
Totowa, NJ
AUM
$62.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-522-4170
G & R FINANCIAL SOLUTIONS LLC
Fairfield, NJ
AUM
$60.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
862-668-5022
RETIREMENT WEALTH MANAGEMENT, LLC
Nutley, NJ
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(973) 661-1988
S SQUARED RETIREMENT SOLUTIONS LLC
Montville, NJ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
862-251-4700
REDFIELD, BLONSKY & STARINSKY, LLC
Westfield, NJ
AUM
$59.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-276-7226
GUIDANCE WEALTH ADVISORS LLC
Lebanon, NJ
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-750-9444
ROCKDALE FINANCIAL SERVICES, INC.
Eatontown, NJ
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-695-2100