HADDON WEALTH MANAGEMENT, LLC
Haddonfield, NJ
AUM
$90.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(856) 888-1744
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
ANTHONY J. ORLANDO INC.
Oradell, NJ
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
201-262-6000
WHEALTH ADVISORS
Red Bank, NJ
AUM
$88.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
732-852-5089
SONGBIRD CAPITAL, LLC
Princeton, NJ
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-5300
DORCHESTER ADVISORS LLC
Short Hills, NJ
AUM
$82.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(973) 671-1560
PULVER CAPITAL MANAGEMENT LLC
Summit, NJ
AUM
$82.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
908 795 3069
ISLAND FINANCIAL ADVISORS
Toms River, NJ
AUM
$80.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-505-9444
INDEPENDENCE WEALTH
Voorhees, NJ
AUM
$80.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
856-229-9295
EMPOWERED RETIREMENT, INC.
Roseland, NJ
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-709-2244
INVEST FOR A LIFETIME, LLC
Red Bank, NJ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(732) 741-7711
UNITED SUCCESS WEALTH MANAGEMENT
Chatham, NJ
AUM
$77.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-258-0790
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Totowa, NJ
AUM
$77.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC
Princeton, NJ
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
(609) 212-2934
OLSON, CROSS & ALAMO ADVISORS LLC
Red Bank, NJ
AUM
$76.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-608-1805
VALUEALIGNED PARTNERS
Red Bank, NJ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
732-800-2375
ACTIVE WEALTH ADVISORS
Woodcliff Lake, NJ
AUM
$75.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
551-502-2266
SIERRA FINANCIAL ADVISORS, LLC
Ramsey, NJ
AUM
$75.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-236-2226
AVANTI WEALTH MANAGEMENT
Rutherford, NJ
AUM
$75.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
201-729-3777
UNIQUE FINANCIAL ADVISORS LLC
Holmdel, NJ
AUM
$74.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(732)615-0380
TITAN FINANCIAL SERVICES, LLC
Emerson, NJ
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
201-599-2235
SCHORPP CAPITAL MANAGEMENT
East Brunswick, NJ
AUM
$69.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
732-387-2054
FREEDOM FOUND FINANCIAL
Towaco, NJ
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
973-588-7840
H&S TAX AND WEALTH ADVISORS LLC
Red Bank, NJ
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-268-8813
SEA CLEAR FINANCIAL PLANNING, LLC
Brielle, NJ
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-580-8039