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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

EAMES FINANCIAL

NJ

AUM

$179.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

973-539-2855

Full profileNo website

FAMILY WEALTH PARTNERS LLC

Medford, NJ

AUM

$130.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

609 975-8389

Full profileNo website

WP ASSET MANAGEMENT

Bedminster, NJ

AUM

$121.3M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

908-719-8800

Full profileNo website

UPRIGHT FINANCIAL CORP

NJ

AUM

$98.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Commissions +2 more

973-533-1818

Full profileNo website

RCM CAPITAL MANAGEMENT, L.L.C.

Hammonton, NJ

AUM

$97.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

609-704-0500

Full profileNo website

PEGASUS GROUP, LLC

Morristown, NJ

AUM

$91.3M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

845-369-9422

Full profileNo website

RMAS, INC.

Bellmawr, NJ

AUM

$91.2M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM

856-933-2225

Full profileNo website

WILLIAM EDWARD DURNAN

Far Hills, NJ

AUM

$70.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Hourly charges

9735435353

Full profileNo website
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