AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-866-2224
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
WP ASSET MANAGEMENT
Bedminster, NJ
AUM
$121.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-719-8800
Full profileNo website
CAPITAL ALLOCATION MANAGEMENT, INC
Totowa, NJ
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-812-9660
Full profileNo website
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
908-914-1572
Full profileNo website
AUM
$111.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-758-6502
Full profileNo website
GARDEN STATE RETIREMENT SPECIALISTS, LLC
Red Bank, NJ
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-936-9641
Full profileNo website
AUM
$108.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-250-4616
Full profileNo website
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Commissions +2 more
973-533-1818
Full profileNo website
RCM CAPITAL MANAGEMENT, L.L.C.
Hammonton, NJ
AUM
$97.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-704-0500
Full profileNo website
PEGASUS GROUP, LLC
Morristown, NJ
AUM
$91.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
Full profileNo website
RMAS, INC.
Bellmawr, NJ
AUM
$91.2M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
856-933-2225
Full profileNo website
WILLIAM EDWARD DURNAN
Far Hills, NJ
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Hourly charges
9735435353
Full profileNo website
HANLEY CAPITAL MANAGEMENT, LLC
Madison, NJ
AUM
$65.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
908-598-2648
Full profileNo website
MCGOVERN FINANCIAL PLANNING, LLC
North Arlington, NJ
AUM
$63.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
201-991-8383
Full profileNo website
G.B. ALLEN ASSOCIATES, INC.
Montvale, NJ
AUM
$61.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
201-262-7878
Full profileNo website
REPEX INVESTMENT MANAGEMENT CO., INC.
Closter, NJ
AUM
$54.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
201-767-1050
Full profileNo website
PASCO INVESTMENT ADVISORS INC
Westfield, NJ
AUM
$50.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
908-518-1888
Full profileNo website
AUM
$50.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
914-234-9319
Full profileNo website
BRENNAN FINANCIAL GROUP, LLC
Princeton, NJ
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-428-6973
Full profileNo website
WRIGHT ASSET MANAGEMENT INC
Manasquan, NJ
AUM
$49.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
732-223-4223
Full profileNo website
O'DOWD ASSET MANAGEMENT LLC
Morristown, NJ
AUM
$43.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-214-3987
Full profileNo website
NISMAN INVESTMENT SERVICES INC.
East Brunswick, NJ
AUM
$42.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-254-5556
Full profileNo website
ESD ADVISORY SERVICES INC
South Orange, NJ
AUM
$42.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-907-7774
Full profileNo website
G. DOUGLAS WEALTH MANAGEMENT
Toms River, NJ
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
732-288-1184
Full profileNo website