ROUNDVIEW CAPITAL, LLC
Princeton, NJ
AUM
$2.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
609-688-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
SEELAUS ASSET MANAGEMENT, LLC
Chatham, NJ
AUM
$1.70B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(212) 935-0755
CRA FINANCIAL SERVICES, L.L.C.
Northfield, NJ
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
609-380-3500
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
Fairfield, NJ
AUM
$1.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-575-3444
PERSONAL CFO SOLUTIONS LLC
Chester, NJ
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
908-955-7055
REVOLVE WEALTH PARTNERS, LLC
Hackensack, NJ
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
201-373-2163
LAUREL OAK WEALTH MANAGEMENT, LLC
Marlton, NJ
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
856-519-0200
NEWPORT CAPITAL GROUP, LLC
Red Bank, NJ
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-741-8400
PREMIER PATH WEALTH PARTNERS, LLC
Madison, NJ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-671-6530
WISS PRIVATE CLIENT ADVISORS, LLC
Florham Park, NJ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
973-577-2872
SIGNET FINANCIAL MANAGEMENT, LLC
Parsippany, NJ
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(973) 543-6660
LIGHTHOUSE FINANCIAL ADVISORS, INC.
Red Bank, NJ
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Fixed fees
(732) 747-6680
NPA ASSET MANAGEMENT, LLC
Fair Lawn, NJ
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
52 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
201-476-0029
GLEN EAGLE ADVISORS, LLC
Kingston, NJ
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
609-631-8231
BREAKWATER CAPITAL GROUP
Paramus, NJ
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(551) 342-3733
OLIVER LUXXE ASSETS LLC
Gladstone, NJ
AUM
$981.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-741-4884
CORNERSTONE PLANNING GROUP
Fairfield, NJ
AUM
$951.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-487-3220
PRINCETON GLOBAL ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$921.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-945-1781
KEY CLIENT FIDUCIARY ADVISORS, LLC
Fairfield, NJ
AUM
$896.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-244-4142
BCG SECURITIES, INC.
Cherry Hill, NJ
AUM
$894.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
856-393-1950
GSG ADVISORS LLC
Mount Laurel, NJ
AUM
$862.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
856-234-9595
ATLAS PRIVATE WEALTH ADVISORS
Red Bank, NJ
AUM
$859.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(888) 996-2666
FORTIS GROUP ADVISORS LLC
Westwood, NJ
AUM
$822.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
201-383-0630
HOXTON WEALTH
Jersey City, NJ
AUM
$803.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
34 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
737-249-9620