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.
743 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