NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
Princeton, NJ
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-4488
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
KIELY CAPITAL MANAGEMENT, INC.
Morristown, NJ
AUM
$58.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(973) 455-1894
THE PRIVATE CLIENT ADVISORY GROUP, LLC
Manasquan, NJ
AUM
$57.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
732-702-2844
RETIREMENT INCOME ADVISORY GROUP LLC
Woodbridge, NJ
AUM
$57.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-455-9990
JEDI MANAGEMENT, INC.
Englewood Cliffs, NJ
AUM
$56.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-482-0288
MAIN STREET FINANCIAL LIFE ADVISORS, LLC
Moorestown, NJ
AUM
$56.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
856-234-3550
GROESBECK INVESTMENT MANAGEMENT CORP
Paramus, NJ
AUM
$54.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
201-291-7888
SHORE FINANCIAL PLANNING
Monmouth Beach, NJ
AUM
$54.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Fixed fees
732-704-8982
AUGULIS FINANCIAL FIRM, L.L.C.
Warren, NJ
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-834-8040
BEACON HILL PRIVATE WEALTH LLC
Summit, NJ
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-608-8444
NEXT GENERATION WEALTH PLANNING, LLC
Forked River, NJ
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-409-7232
RETIRESMART CONSULTING, LLC.
Princeton, NJ
AUM
$52.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-955-3456
PURPLE DOG INVESTMENTS LLC
Springfield, NJ
AUM
$51.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
973-346-4150
ALOOOLA
Kingston, NJ
AUM
$51.2M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
484.275.5525
JULIUS WEALTH ADVISORS, LLC
Englewood Cliffs, NJ
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
201-408-4644
ZOREA CAPITAL LP
Englewood, NJ
AUM
$50.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7865434786
A. GARY SHILLING & CO.
Springfield, NJ
AUM
$50.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
973-467-0070
MJM FINANCIAL ADVISORS, LLC
Gillette, NJ
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-647-7444
PREMIER FINANCIAL PLANNING, INC.
Princeton, NJ
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-924-2424
APOGEE FINANCIAL SERVICES GROUP, INC.
Moorestown, NJ
AUM
$48.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
856-234-3055
FINANCIAL PLANNING SERVICES
Merchantville, NJ
AUM
$48.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
856-663-7011
BYRON PLACE CAPITAL MANAGEMENT, LLC
Metuchen, NJ
AUM
$48.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
732-841-6641
FULL COURT STRATEGIC WEALTH, LLC
Mount Laurel, NJ
AUM
$48.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
267-970-6464
GAUR ASSET MANAGEMENT, INC.
Somerset, NJ
AUM
$45.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-873-9668