FLIGHT LINE FINANCIAL, LLC
Princeton, NJ
AUM
—
Trusts & Estates
Team
1 advisors
Clients
251-500
Fees
Fixed fees; SOLICTOR FEES FROM OTHER REGISTERED INVESTMENT ADIVSORS
609-955-3570
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
HAMILTON & COMPANY
Princeton, NJ
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-452-0300
INDOUSEQUITIES LLC
Holmdel, NJ
AUM
—
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9177503683
KINGSBRIDGE ADVISORS, LLC
Fair Lawn, NJ
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Fixed fees; REFERRAL FEES
973-771-0886
LEASE INVESTMENT ADVISORS
Toms River, NJ
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
704-497-1644
PATHWAYS FINANCIAL PLANNING
Neptune, NJ
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(207) 358 - 8608
STRATEGIC FINANCIAL
Mount Laurel, NJ
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
856-983-1001
SYSTEMATIC ALPHA INVESTMENTS, LLC
Princeton, NJ
AUM
$3.49B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-751-7550
Full profileNo website
PORTFOLIO STRATEGIES INC NY
Montvale, NJ
AUM
$1.02B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
201-571-4100
Full profileNo website
SINDIA CAPITAL ADVISERS, LLC
Somers Point, NJ
AUM
$423.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-908-9118
Full profileNo website
GIVERNY CAPITAL ADVISORS
Princeton, NJ
AUM
$420.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
609-759-1250
Full profileNo website
ACA/PRUDENT INVESTORS PLANNING CORPORATION
Green Brook, NJ
AUM
$351.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
732-926-1100
Full profileNo website
COVINGTON & ASSOCIATES, INC.
Westfield, NJ
AUM
$308.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
908-232-4717
Full profileNo website
AUM
$256.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-277-0159
Full profileNo website
EVERGREEN CAPITAL ASSOCIATES LLC
Plainsboro, NJ
AUM
$243.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-936-8046
Full profileNo website
GENEVA FINANCIAL GROUP
Lakewood, NJ
AUM
$233.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-719-4101
Full profileNo website
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
Far Hills, NJ
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(862) 412-8862
Full profileNo website
AUM
$179.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-539-2855
Full profileNo website
PERSONAL FINANCIAL SOLUTIONS, LLC
Manasquan, NJ
AUM
$155.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-722-7912
Full profileNo website
AUM
$150.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
201-560-1993
Full profileNo website
ASSET MANAGEMENT CONSULTING SERVICES, INC.
Livingston, NJ
AUM
$144.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-628-7800
Full profileNo website
AUM
$131.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(516) 623-2862
Full profileNo website
FAMILY WEALTH PARTNERS LLC
Medford, NJ
AUM
$130.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
609 975-8389
Full profileNo website
AUM
$127.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-268-5550
Full profileNo website