PALISADE CAPITAL MANAGEMENT, LP
Fort Lee, NJ
AUM
$3.86B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +2 more
(201) 585-7733
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NJ
235 advisers found
SAX WEALTH ADVISORS, LLC
Parsippany, NJ
AUM
$3.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
973-859-2199
HUDSON EDGE INVESTMENT PARTNERS, INC.
Jersey City, NJ
AUM
$2.95B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
201-659-3700
TRANSCEND CAPITAL ADVISORS, LLC
Madison, NJ
AUM
$2.91B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(973) 370-3203
RMR WEALTH BUILDERS, INC.
Montclair, NJ
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(201) 836-2460
ABNER HERRMAN & BROCK, LLC
Jersey City, NJ
AUM
$2.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
201-484-2000
CFS INVESTMENT ADVISORY SERVICES LLC
Totowa, NJ
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-826-8800
VALLEY WEALTH MANAGERS, INC.
Paramus, NJ
AUM
$2.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
34 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
888-794-7940
PINE VALLEY INVESTMENTS
Marlton, NJ
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM
856-334-8260
WITHUM WEALTH MANAGEMENT
Red Bank, NJ
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-450-0147
TLG ADVISORS, INC.
Summit, NJ
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
155 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-371-0013
TRAPHAGEN FINANCIAL GROUP
Oradell, NJ
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
201-262-1040
PASSAIC PARTNERS LLC
Newark, NJ
AUM
$2.24B
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
201-603-7200
CONDOR CAPITAL WEALTH MANAGEMENT
Martinsville, NJ
AUM
$2.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
732-356-7323
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
WASHINGTON CROSSING ADVISORS LLC
Morristown, NJ
AUM
$2.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
973-549-4052
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
AUM
$1.27B
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-322-2570
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