ICN HOLDING
Freehold, NJ
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Performance-based fees +1 more
732-414-1910
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
LAVISH FINANCIAL PLANNING
Morristown, NJ
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(201) 535-4499
GRAND SLAM ASSET MANAGEMENT, LLC
Englewood Cliffs, NJ
AUM
$35.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2013464335
JERSEY SHORE FINANCIAL ADVISORS LLC
Red Bank, NJ
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
732-229-7489
FIG TREE WEALTH MANAGEMENT LLC
Mountainside, NJ
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-805-6939
ARTEMIS WEALTH ADVISORS
Flemington, NJ
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-800-2783
LEGACY INVESTMENT ADVISORS, LLC
Voorhees, NJ
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
856-751-7909
WEALTHNESS LLC
Boonton, NJ
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(973) 387-4900
OMNIVEST GROUP LLC
Princeton, NJ
AUM
$28.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-986-1001
SOUND WEALTH LLC
Marlton, NJ
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-276-4303
3I WEALTH MANAGEMENT LLC
Fairfield, NJ
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-600-9481
MOLOTSKY TAX ADVISORY GROUP, LLC
Voorhees, NJ
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-454-5110
SHAMROCK FINANCIAL SERVICES
Woodcliff Lake, NJ
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-250-1148
CHARTER ADVISORY GROUP
Bedminster, NJ
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
908-325-1707
THE KNOX GROUP WEALTH MANAGEMENT
Short Hills, NJ
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
973-218-2496
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-659-8852
FINANCIAL LIFE PLANNING, LLC
Marlton, NJ
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
856-988-5480
PURPOSE BUILT
Moorestown, NJ
AUM
$23.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
2152789559
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
Princeton, NJ
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-716-4700
VISTA FINANCIAL SERVICES LLC
Alpha, NJ
AUM
$19.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-271-6711
GMS GROUP
East Hanover, NJ
AUM
$19.8M
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
973-535-5000
CONSTANTIA CAPITAL LLC
Lawrenceville, NJ
AUM
$18.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
609-947-3352
YAISH FINANCIAL
Bergenfield, NJ
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
201-948-4040
THE INSPIRED NETWORK WEALTH ADVISORY
Highlands, NJ
AUM
$17.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-796-1500