MK3 WEALTH LLC
Cherry Hill, NJ
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-545-0077
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
INVESTMENT CAPITAL ADVISORS
Clinton, NJ
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-730-8599
THE INVESTMENT CONNECTION LLC
Bridgewater, NJ
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
908-595-2220
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Fair Haven, NJ
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-888-4994
AUM
$107.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-801-4830
BERGAMOT ASSET MANAGEMENT LP
Princeton, NJ
AUM
$106.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
609-917-7900
AUM
$106.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
845-774-1144
MD WEALTH ADVISORS INC
Cranford, NJ
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
908-440-0811
MILLSTONE FINANCIAL GROUP
Princeton, NJ
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-385-8544
AUM
$103.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
844-782-4396
CAPITAL ENHANCEMENT, LLC
Warren, NJ
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-484-7700
VICTORY WEALTH PARTNERS
Mullica Hill, NJ
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
856-464-3100
TKG WEALTH ADVISERS LLC
Cranford, NJ
AUM
$102.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
848-235-5405
AMADEUS WEALTH ALTERNATIVES, INC.
Hackensack, NJ
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2126973930
VALHUM ASSET MANAGEMENT, LLC
Upper Saddle River, NJ
AUM
$100.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
CONSULTING FEE
203-554-1180
ABE CAPITAL MANAGEMENT, LLC
Short Hills, NJ
AUM
$98.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-713-1236
MHA FINANCIAL CORP
Ridgewood, NJ
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-257-5240
RICE WEALTH MANAGEMENT GROUP, INC.
Fair Haven, NJ
AUM
$94.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-345-9001
CARAPACE FINANCIAL ADVISORS LLC
Bedminster, NJ
AUM
$92.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(908) 375-8072
COMPREHENSIVE WEALTH SERVICES, LLC
Morristown, NJ
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-924-2313
WESTFIELD WEALTH MANAGEMENT, LLC
Cranford, NJ
AUM
$91.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-654-4784
XPOTENTIAL INC.
Short Hills, NJ
AUM
$91.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-273-7600
M.K. BYRNE & CO. LLC
Parsippany, NJ
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(973) 265-2905
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-924-2500