ROUNDVIEW CAPITAL, LLC
Princeton, NJ
AUM
$2.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
609-688-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ
294 advisers found
WASHINGTON CROSSING ADVISORS LLC
Morristown, NJ
AUM
$2.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
973-549-4052
BLUEPRINT CAPITAL ADVISORS LLC
Short Hills, NJ
AUM
$1.79B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
2127862084
SEELAUS ASSET MANAGEMENT, LLC
Chatham, NJ
AUM
$1.70B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(212) 935-0755
CRA FINANCIAL SERVICES, L.L.C.
Northfield, NJ
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
609-380-3500
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
Fairfield, NJ
AUM
$1.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-575-3444
PERSONAL CFO SOLUTIONS LLC
Chester, NJ
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
908-955-7055
METAURUS ADVISORS LLC
Hoboken, NJ
AUM
$1.58B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-683-7979
REVOLVE WEALTH PARTNERS, LLC
Hackensack, NJ
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
201-373-2163
LAUREL OAK WEALTH MANAGEMENT, LLC
Marlton, NJ
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
856-519-0200
FIDELIS INVESTORS, LLC
Cranford, NJ
AUM
$1.38B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-402-8132
NEWPORT CAPITAL GROUP, LLC
Red Bank, NJ
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-741-8400
MILLER TABAK ASSET MANAGEMENT
Matawan, NJ
AUM
$1.24B
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
212-850-8103
PREMIER PATH WEALTH PARTNERS, LLC
Madison, NJ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-671-6530
SIGNET FINANCIAL MANAGEMENT, LLC
Parsippany, NJ
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(973) 543-6660
LIGHTHOUSE FINANCIAL ADVISORS, INC.
Red Bank, NJ
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Fixed fees
(732) 747-6680
NPA ASSET MANAGEMENT, LLC
Fair Lawn, NJ
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
52 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
201-476-0029
DGS CAPITAL MANAGEMENT
Jersey City, NJ
AUM
$1.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
646-992-4370
TOEWS ASSET MANAGEMENT
Northfield, NJ
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM
877-863-9726
AC FUNDS, LLC
Ridgewood, NJ
AUM
$1.03B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
201-426-0081
GLEN EAGLE ADVISORS, LLC
Kingston, NJ
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
609-631-8231
BREAKWATER CAPITAL GROUP
Paramus, NJ
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(551) 342-3733
QUANTUM CAPITAL MANAGEMENT, LLC
Northfield, NJ
AUM
$1.00B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
609-677-4949
OLIVER LUXXE ASSETS LLC
Gladstone, NJ
AUM
$981.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-741-4884