PENSION PARAMETERS FINANCIAL SERVICES, INC.
Aberdeen, NJ
AUM
$137.6M
Wealth MgmtRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
732-583-1313
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
SUSTAINVEST ASSET MANAGEMENT, LLC
Linwood, NJ
AUM
$137.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
609-904-6028
TSG ALPHA PARTNERS, LLC
Old Bridge, NJ
AUM
$134.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-403-5364
HADDONFIELD FINANCIAL PLANNING LLC
Haddonfield, NJ
AUM
$134.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
856-795-0471
HUDSON OAK WEALTH ADVISORY LLC
Hoboken, NJ
AUM
$133.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(646) 820-4858
LUMIDA WEALTH MANAGEMENT LLC
Wayne, NJ
AUM
$132.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(917) 541-0170
GEREMIA FINANCIAL SERVICES, LLC
Edison, NJ
AUM
$132.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 employees
Clients
0
Fees
Percentage of AUM
732-738-5678
PTS BROKERAGE, LLC
Mt. Laurel, NJ
AUM
$131.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-802-9400
TEPLITZ FINANCIAL GROUP LLC
Old Bridge, NJ
AUM
$131.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-591-0909
STAWNYCHY FINANCIAL SERVICES, INC.
Kinnelon, NJ
AUM
$131.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-283-0024
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-994-4314
ALIGN ADVISOR GROUP, LLC
Vineland, NJ
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
856-692-0555
RILEX CAPITAL LLC
Manasquan, NJ
AUM
$124.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732 223-5600
NITOR CAPITAL MANAGEMENT
Englewood Cliffs, NJ
AUM
$122.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 322-3715
TC FINANCIAL MANAGEMENT, CO INC.
Margate City, NJ
AUM
$122.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
609-487-1805
AUM
$122.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
610-828-8288
THE WEALTH BOUTIQUE
Chester, NJ
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-955-0077
ALTMAN INVESTMENT MANAGEMENT LLC
Princeton, NJ
AUM
$119.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
609-252-0048
AEM ASSET MANAGEMENT, LLC
Somerset, NJ
AUM
$117.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-714-6437
CIRO CAPITAL LLC
Jersey City, NJ
AUM
$117.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
646-785-6201
FIRST LIGHT WEALTH ADVISORS, LLC
Little Falls, NJ
AUM
$116.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
973-435-4520
AUM
$116.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
201-670-7728
PALANTE WEALTH ADVISORS, LLC
Pennington, NJ
AUM
$115.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
609-476-9269
COMPASS PRIVATE WEALTH GROUP LLC
Short Hills, NJ
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(908) 615-2249