OCEANUS CAPITAL MANAGEMENT
Short Hills, NJ
AUM
$5.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-253-9641
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
ENDOWBRIDGE CAPITAL, LLC
Princeton, NJ
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-878-8161
ASCENT CAPITAL MANAGEMENT, INC.
Newton, NJ
AUM
$4.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-579-7656
CURBSTONE ADVISORS LLC
Tenafly, NJ
AUM
$3.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
201-568-1592
ADVISO WEALTH
Princeton, NJ
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
610-840-2622
BLUEPRINT CAPITAL MANAGEMENT, LLC
Marlton, NJ
AUM
$3.2M
Wealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
267-307-6420
OCEANUS RESEARCH LLC
Short Hills, NJ
AUM
$3.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-253-9641
LEPORE FINANCIAL SERVICES LLC
Manasquan, NJ
AUM
$2.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-779-8554
WRIGHT INVESTMENT PARTNERS LLC
Colonia, NJ
AUM
$2.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(732) 824-2432
FINANCIAL PLANNING GROUP INC. (THE)
Scotch Plains, NJ
AUM
$2.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
908-322-7719
ITANI WEALTH MANAGEMENT
Cedar Grove, NJ
AUM
$1.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(973) 553-2250
DTM ADVISORY GROUP LLC
Neptune, NJ
AUM
$838K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-829-6834
STEWARDS ASSET MANAGEMENT
Fort Lee, NJ
AUM
$789K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-542-0180
PERSONAL FINANCIAL SPECIALISTS
Cedar Knolls, NJ
AUM
$610K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-575-5909
NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC
East Brunswick, NJ
AUM
$569K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-254-3000
PIONEER ADVISORY LLC
Jersey City, NJ
AUM
$95K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
1-206-661-5225
BA GLOBAL CAPITAL
Newark, NJ
AUM
$40K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
862-571-3929
AUM
$40K
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
973-932-9139
AMD WEALTH MANAGEMENT LLC
Branchburg, NJ
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-288-2379
ARPP
Freehold, NJ
AUM
$0
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
732-766-5466
BELLWETHER CONSULTING LLC
Millburn, NJ
AUM
—
Trusts & EstatesRetirementFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Hourly charges; Fixed fees
646-205-9346
BULL MARKET STRATEGIES LLC
Westwood, NJ
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-278-8000
CALIBER INVESTMENT ADVISORS, LLC
Red Bank, NJ
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-204-7002