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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
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
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
AUM
$1.27B
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-322-2570
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
WISS PRIVATE CLIENT ADVISORS, LLC
Florham Park, NJ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
973-577-2872
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
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
CORNERSTONE PLANNING GROUP
Fairfield, NJ
AUM
$951.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-487-3220
PRINCETON GLOBAL ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$921.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-945-1781
NEW VERNON CAPITAL
Morristown, NJ
AUM
$902.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
201-793-0570
KEY CLIENT FIDUCIARY ADVISORS, LLC
Fairfield, NJ
AUM
$896.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-244-4142
MAKROD INVESTMENT ASSOCIATES INC
Verona, NJ
AUM
$894.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
973-239-1033
BCG SECURITIES, INC.
Cherry Hill, NJ
AUM
$894.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
856-393-1950
GSG ADVISORS LLC
Mount Laurel, NJ
AUM
$862.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
856-234-9595
ATLAS PRIVATE WEALTH ADVISORS
Red Bank, NJ
AUM
$859.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(888) 996-2666
FORTIS GROUP ADVISORS LLC
Westwood, NJ
AUM
$822.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
201-383-0630