HILLCREST WEALTH ADVISORS - NY, LLC
Holmdel, NJ
AUM
$390.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-837-4455
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
GREEN RIDGE WEALTH PLANNING LLC
Montville, NJ
AUM
$389.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-554-1770
REDWOOD FINANCIAL PLANNING, LLC
Scotch Plains, NJ
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-663-2125
NORTHSTAR ADVISORY GROUP, LLC
Northfield, NJ
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
833-226-0400
AURORA PRIVATE WEALTH, INC.
Totowa, NJ
AUM
$374.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
BARON FINANCIAL GROUP LLC
Fair Lawn, NJ
AUM
$369.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
201-791-6408
OAKBOURNE ADVISORS
Berkeley Heights, NJ
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
908-850-9991
AUM
$340.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-442-7580
SMALLWOOD WEALTH MANAGEMENT
Red Bank, NJ
AUM
$339.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(732) 542-1565
INVESTMENT PARTNERS ASSET MANAGEMENT
Metuchen, NJ
AUM
$333.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
732-205-0391
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
Red Bank, NJ
AUM
$331.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-842-7400
SHORE POINT ADVISORS, LLC
Brielle, NJ
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
732-876-3777
EKS ASSOCIATES
Princeton, NJ
AUM
$324.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6099211016
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Medford, NJ
AUM
$317.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
856-500-2900
SALVUS WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-542-2629
TENON FINANCIAL
Metuchen, NJ
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Fixed fees
732-902-0066
KEVIN M. GIBNEY AND COMPANY, LLC
Iselin, NJ
AUM
$306.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-970-9800
BECKERMAN WEALTH
Ocean Grove, NJ
AUM
$303.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
877-892-7738
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Summit, NJ
AUM
$300.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
908-517-5880
STERN CAPITAL MANAGEMENT, INC.
Old Bridge, NJ
AUM
$297.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-679-7050
BLUEFIN FINANCIAL
Moorestown, NJ
AUM
$289.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(856) 795-9998
TANDEM CAPITAL MANAGEMENT, INC.
Woodcliff Lake, NJ
AUM
$279.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
201-822-0028
BUCKMAN ADVISORY GROUP LLC
Little Silver, NJ
AUM
$277.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(732) 530-0303
KUBHERA ENTERPRISES LLC
Princeton, NJ
AUM
$275.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
609-799-5900