ACA/PRUDENT INVESTORS PLANNING CORPORATION
Green Brook, NJ
AUM
$351.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
732-926-1100
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
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
COVINGTON & ASSOCIATES, INC.
Westfield, NJ
AUM
$308.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
908-232-4717
Full profileNo website
AUM
$256.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-277-0159
Full profileNo website
EVERGREEN CAPITAL ASSOCIATES LLC
Plainsboro, NJ
AUM
$243.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-936-8046
Full profileNo website
GENEVA FINANCIAL GROUP
Lakewood, NJ
AUM
$233.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-719-4101
Full profileNo website
OM ADVISERS LP
Summit, NJ
AUM
$189.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-373-2520
Full profileNo website
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
Far Hills, NJ
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(862) 412-8862
Full profileNo website
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
THE PILLAR STRATEGIES
Flemington, NJ
AUM
$175.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
908-782-0001
Full profileNo website
PERSONAL FINANCIAL SOLUTIONS, LLC
Manasquan, NJ
AUM
$155.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-722-7912
Full profileNo website
VETERI PLACE CORPORATION
Parsippany, NJ
AUM
$150.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-952-0405
Full profileNo website
AUM
$150.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
201-560-1993
Full profileNo website
ASSET MANAGEMENT CONSULTING SERVICES, INC.
Livingston, NJ
AUM
$144.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-628-7800
Full profileNo website
MILLINGTON SECURITIES, LLC
Red Bank, NJ
AUM
$140.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
732-842-4920
Full profileNo website
AUM
$131.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(516) 623-2862
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
AUM
$127.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-268-5550
Full profileNo website
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-866-2224
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
CAPITAL ALLOCATION MANAGEMENT, INC
Totowa, NJ
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-812-9660
Full profileNo website
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
908-914-1572
Full profileNo website
AUM
$111.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-758-6502
Full profileNo website
GARDEN STATE RETIREMENT SPECIALISTS, LLC
Red Bank, NJ
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-936-9641
Full profileNo website