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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

BRENNAN FINANCIAL GROUP, LLC

Princeton, NJ

AUM

$49.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

908-428-6973

Full profileNo website

O'DOWD ASSET MANAGEMENT LLC

Morristown, NJ

AUM

$43.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

973-214-3987

Full profileNo website

ESD ADVISORY SERVICES INC

South Orange, NJ

AUM

$42.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

301-907-7774

Full profileNo website

G. DOUGLAS WEALTH MANAGEMENT

Toms River, NJ

AUM

$35.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

732-288-1184

Full profileNo website

RIVER INVESTMENT CORP

Princeton, NJ

AUM

$30.1M

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

6093752000

Full profileNo website

GRANITE ROSE WEALTH ALLIANCE LLC

Fairfield, NJ

AUM

$29.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(973) 952-6466

Full profileNo website

TPK ADVISORS LLC

Edgewater, NJ

AUM

$24.3M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

201-943-1342

Full profileNo website

RLS FINANCIAL SERVICES

Bloomsbury, NJ

AUM

$22.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

(908) 479-4087

Full profileNo website

CHUISANO AND ALBERT, L.L.C.

Old Bridge, NJ

AUM

$15.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

732-360-0355

Full profileNo website

LBK FINANCIAL LLC

Whippany, NJ

AUM

$14.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(201) 602-4705

Full profileNo website

ESTEE ADVISORS LLC

Short Hills, NJ

AUM

$12.5M

Wealth Mgmt

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

973-912-9797

Full profileNo website
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