EVERGUIDE FINANCIAL GROUP, LLC
Cranford, NJ
AUM
$45.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-203-6673
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
WACHTEL CAPITAL ADVISORS, LLC
Towaco, NJ
AUM
$44.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(973) 794-3600
ROCKCREST FINANCIAL LLC
Somers Point, NJ
AUM
$44.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
856-694-3288
WROUGHT FINANCIAL PLANNING
Haddonfield, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8562499980
COONEY FINANCIAL ADVISORS INC
Marlton, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-988-0688
THAMES ASSET MANAGEMENT, INC
Hackensack, NJ
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
201-525-1222
FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.
Hillsborough, NJ
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-725-9001
SCIPIONE WEALTH ADVISORS, INC.
Wyckoff, NJ
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
201-703-8800
CEREUS FINANCIAL ADVISORS, LLC
Franklin Lakes, NJ
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(201) 848-6802
DE CESARE RETIREMENT SPECIALISTS
Marlton, NJ
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-235-3830
JULIEN PLANNING, LLC
Hackensack, NJ
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-489-4890
ICN HOLDING
Freehold, NJ
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Performance-based fees +1 more
732-414-1910
LAVISH FINANCIAL PLANNING
Morristown, NJ
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(201) 535-4499
GRAND SLAM ASSET MANAGEMENT, LLC
Englewood Cliffs, NJ
AUM
$35.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2013464335
JERSEY SHORE FINANCIAL ADVISORS LLC
Red Bank, NJ
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
732-229-7489
FIG TREE WEALTH MANAGEMENT LLC
Mountainside, NJ
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-805-6939
ARTEMIS WEALTH ADVISORS
Flemington, NJ
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-800-2783
LEGACY INVESTMENT ADVISORS, LLC
Voorhees, NJ
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
856-751-7909
WEALTHNESS LLC
Boonton, NJ
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(973) 387-4900
SOUND WEALTH LLC
Marlton, NJ
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-276-4303
3I WEALTH MANAGEMENT LLC
Fairfield, NJ
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-600-9481
MOLOTSKY TAX ADVISORY GROUP, LLC
Voorhees, NJ
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-454-5110
SHAMROCK FINANCIAL SERVICES
Woodcliff Lake, NJ
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-250-1148
CHARTER ADVISORY GROUP
Bedminster, NJ
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
908-325-1707