PANDOLFO CAPITAL, LLC
Robbinsville, NJ
AUM
$10.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
609-610-5057
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
PLAN2PROSPER LLC.
Andover, NJ
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
973-903-6856
INTEGRATED WEALTH SOLUTIONS, LLC
Manalapan, NJ
AUM
$9.3M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7328384770
KASPIAN WEALTH MANAGEMENT
Woodcliff Lake, NJ
AUM
$9.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
201-357-8600
ATHEREAN ASSET MANAGEMENT LLC
Jersey City, NJ
AUM
$8.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
347-409-1499
GRAND LIFE FINANCIAL LLC
Summit, NJ
AUM
$8.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-264-9044
MALVERN RIDGE WEALTH MANAGEMENT
Englewood Cliffs, NJ
AUM
$8.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908 451 3177
IEM ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
732-784-1812
ACORN ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-455-1223
ONE ACROSS CAPITAL, LLC
Maplewood, NJ
AUM
$6.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
973-275-9100
MILL HILL MANAGEMENT
Short Hills, NJ
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(201) 539-0115
OCEANUS CAPITAL MANAGEMENT
Short Hills, NJ
AUM
$5.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-253-9641
ENDOWBRIDGE CAPITAL, LLC
Princeton, NJ
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-878-8161
ASCENT CAPITAL MANAGEMENT, INC.
Newton, NJ
AUM
$4.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-579-7656
ADVISO WEALTH
Princeton, NJ
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
610-840-2622
OCEANUS RESEARCH LLC
Short Hills, NJ
AUM
$3.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-253-9641
DTM ADVISORY GROUP LLC
Neptune, NJ
AUM
$838K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-829-6834
STEWARDS ASSET MANAGEMENT
Fort Lee, NJ
AUM
$789K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-542-0180
NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC
East Brunswick, NJ
AUM
$569K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-254-3000
BA GLOBAL CAPITAL
Newark, NJ
AUM
$40K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
862-571-3929
ARPP
Freehold, NJ
AUM
$0
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
732-766-5466
BELLWETHER CONSULTING LLC
Millburn, NJ
AUM
—
Trusts & EstatesRetirementFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Hourly charges; Fixed fees
646-205-9346
CURCIO WEBB LLC
Lawrenceville, NJ
AUM
—
Trusts & EstatesRetirementFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Hourly charges; Fixed fees
609-737-4100
DOLCINI CAPITAL MANAGEMENT
Cherry Hill, NJ
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
856-219-6949