GRAND LIFE FINANCIAL LLC
Summit, NJ
AUM
$8.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-264-9044
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
MALVERN RIDGE WEALTH MANAGEMENT
Englewood Cliffs, NJ
AUM
$8.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908 451 3177
IEM ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
732-784-1812
ACORN ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-455-1223
ONE ACROSS CAPITAL, LLC
Maplewood, NJ
AUM
$6.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
973-275-9100
MILL HILL MANAGEMENT
Short Hills, NJ
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(201) 539-0115
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
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