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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ
294 advisers found
SYSTEM 2 ADVISORS, L.P.
Summit, NJ
AUM
$912.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-608-8800
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
POETIC GROUP LLC
Hackensack, NJ
AUM
$802.5M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-793-4551
MCRAE CAPITAL MANAGEMENT INC.
Morristown, NJ
AUM
$795.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-387-1080
VESTGEN INVESTMENT MANAGEMENT
Egg Harbor Twp., NJ
AUM
$786.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
609-601-1200
EMBASSY ASSET MANAGEMENT LP
Short Hills, NJ
AUM
$774.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
862.278.2113
SEABRIDGE INVESTMENT ADVISORS LLC
Summit, NJ
AUM
$771.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
908-273-5085
HENNION & WALSH ASSET MANAGEMENT, INC.
Parsippany, NJ
AUM
$768.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Commissions
973-299-8989
STERLING FINANCIAL PLANNING INC
Sparta, NJ
AUM
$760.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
973-729-1234
TILSON FINANCIAL GROUP INC
New Providence, NJ
AUM
$750.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-561-6203
WEALTH MANAGEMENT ASSOCIATES, INC.
Cherry Hill, NJ
AUM
$717.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-424-2350
COVENANT ASSET MANAGEMENT, LLC
Chester, NJ
AUM
$692.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-879-4090
UNIO CAPITAL LLC
Princeton, NJ
AUM
$691.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-920-2000
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
Red Bank, NJ
AUM
$673.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-280-6886
EAGLE WEALTH STRATEGIES
Mullica Hill, NJ
AUM
$653.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEE
856-845-4005
5C CAPITAL MANAGEMENT, LLC
Woodcliff Lake, NJ
AUM
$648.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(347) 331-0648
CURASSET CAPITAL MANAGEMENT, LLC
Newark, NJ
AUM
$643.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
8623350333
REGENCY WEALTH MANAGEMENT
Ramsey, NJ
AUM
$642.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
201-447-5850
HIGHLAND FINANCIAL ADVISORS, LLC
Wayne, NJ
AUM
$640.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
973-557-2933
VISION RETIREMENT
Ridgewood, NJ
AUM
$633.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
201-447-2212