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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in NJ

619 advisers found

APPALOOSA LP

Short Hills, NJ

AUM

$20.40B

Wealth Mgmt

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

973-701-7000

Full profileNo website

HONEYWELL CAPITAL MANAGEMENT LLC

Morris Plains, NJ

AUM

$12.19B

Wealth MgmtInstitutional

Team

16 advisors

Clients

—

Fees

Percentage of AUM; AT COST BASED ON DIRECT EXPENSES FOR INTERNAL MANAGEMENT

973-975-8496

Full profileNo website

TWIN OAKS PARTNERS

Chatham, NJ

AUM

$1.23B

Wealth Mgmt

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

973-635-3854

Full profileNo website

RIDGELEIGH CAPITAL

Summit, NJ

AUM

$1.03B

Wealth MgmtInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

908-373-2520

Full profileNo website

PORTFOLIO STRATEGIES INC NY

Montvale, NJ

AUM

$1.02B

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

201-571-4100

Full profileNo website

SEIX CLO MANAGEMENT LLC

Park Ridge, NJ

AUM

$335.6M

Wealth Mgmt

Team

10 advisors

Clients

—

Fees

COLLATERAL MANAGEMENT FEES. SEE CLO OFFERING MEMORANDUM.

201-391-0300

Full profileNo website
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