ZOREA CAPITAL LP
Englewood, NJ
AUM
$50.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7865434786
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
A. GARY SHILLING & CO.
Springfield, NJ
AUM
$50.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
973-467-0070
MJM FINANCIAL ADVISORS, LLC
Gillette, NJ
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-647-7444
PREMIER FINANCIAL PLANNING, INC.
Princeton, NJ
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-924-2424
APOGEE FINANCIAL SERVICES GROUP, INC.
Moorestown, NJ
AUM
$48.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
856-234-3055
FINANCIAL PLANNING SERVICES
Merchantville, NJ
AUM
$48.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
856-663-7011
BYRON PLACE CAPITAL MANAGEMENT, LLC
Metuchen, NJ
AUM
$48.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
732-841-6641
FULL COURT STRATEGIC WEALTH, LLC
Mount Laurel, NJ
AUM
$48.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
267-970-6464
CASTLESTONE MANAGEMENT LLC
Ridgewood, NJ
AUM
$46.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
1 201 546-6458
GAUR ASSET MANAGEMENT, INC.
Somerset, NJ
AUM
$45.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-873-9668
EVERGUIDE FINANCIAL GROUP, LLC
Cranford, NJ
AUM
$45.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-203-6673
WACHTEL CAPITAL ADVISORS, LLC
Towaco, NJ
AUM
$44.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(973) 794-3600
ROCKCREST FINANCIAL LLC
Somers Point, NJ
AUM
$44.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
856-694-3288
WROUGHT FINANCIAL PLANNING
Haddonfield, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8562499980
COONEY FINANCIAL ADVISORS INC
Marlton, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-988-0688
YORKVILLE AMERICA EQUITIES, LLC
Mountainside, NJ
AUM
$42.6M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; SOLICITATION FEE PER AGREEMENT WITH OTHER RIAS
201.985.8300
THAMES ASSET MANAGEMENT, INC
Hackensack, NJ
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
201-525-1222
FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.
Hillsborough, NJ
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-725-9001
SCIPIONE WEALTH ADVISORS, INC.
Wyckoff, NJ
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
201-703-8800
GOOSE HOLLOW CAPITAL MANAGEMENT LLC
Tenafly, NJ
AUM
$41.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
646-657-9575
CEREUS FINANCIAL ADVISORS, LLC
Franklin Lakes, NJ
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(201) 848-6802
DE CESARE RETIREMENT SPECIALISTS
Marlton, NJ
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-235-3830
SMALLWOOD FINANCIAL GROUP LLC
Summit, NJ
AUM
$37.0M
Retirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-988-4191
JULIEN PLANNING, LLC
Hackensack, NJ
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-489-4890