THE KNOX GROUP WEALTH MANAGEMENT
Short Hills, NJ
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
973-218-2496
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-659-8852
FINANCIAL LIFE PLANNING, LLC
Marlton, NJ
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
856-988-5480
PURPOSE BUILT
Moorestown, NJ
AUM
$23.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
2152789559
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
Princeton, NJ
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-716-4700
VISTA FINANCIAL SERVICES LLC
Alpha, NJ
AUM
$19.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-271-6711
CONSTANTIA CAPITAL LLC
Lawrenceville, NJ
AUM
$18.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
609-947-3352
YAISH FINANCIAL
Bergenfield, NJ
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
201-948-4040
THE INSPIRED NETWORK WEALTH ADVISORY
Highlands, NJ
AUM
$17.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-796-1500
STOCKADE WEALTH MANAGEMENT
Marlboro, NJ
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
848-248-4600
BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC
Fair Lawn, NJ
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-690-3035
MAISCH FINANCIAL PARTNERS, LLC
Mount Laurel, NJ
AUM
$16.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
856-203-6911
SG SECURITIES, LLC
Princeton, NJ
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(609) 309-5533
S & A FINANCIAL STRATEGIES & SERVICES, LLC
Cherry Hill, NJ
AUM
$16.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
856-482-1250
FAIRBRIDGE CAPITAL MANAGEMENT, LLC
Cedar Knolls, NJ
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-616-1622
CM CAPITAL PARTNERS
Millstone Township, NJ
AUM
$15.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
702-755-7304
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC
Skillman, NJ
AUM
$15.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
609-252-9951
AUM
$15.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
877-860-0900
EPIC WEALTH MANAGEMENT LLC
Red Bank, NJ
AUM
$13.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-732-784-6548
GENRISE WEALTH ADVISORS LLC
Mt. Laurel, NJ
AUM
$12.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
609-436-9734
NEW YORK IVY CAPITAL MANAGEMENT LLC
Princeton, NJ
AUM
$11.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-683-1871
CLAVIS CAPITAL MANAGEMENT, LLC
Englewood Cliffs, NJ
AUM
$11.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-377-2050
BERUNDA CAPITAL MANAGEMENT
Princeton, NJ
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-977-9620
BIANCO WEALTH ADVISORS LLC
Summit, NJ
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
973-315-8079