BRAVE FAMILY ADVISORS
Summit, NJ
AUM
$624.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
908-522-8822
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ
294 advisers found
NOVI WEALTH PARTNERS
Princeton, NJ
AUM
$612.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-921-7002
AMERRA CAPITAL MANAGEMENT, LLC
Englewood, NJ
AUM
$610.4M
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-710-8033, 212-843-8927
JAFFA CAPITAL MANAGEMENT LLC
Clifton, NJ
AUM
$597.2M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-245-1231
VIRTUS WEALTH SOLUTIONS
Cranford, NJ
AUM
$594.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-967-6360
MANTEIO SCALABLE TECHNOLOGIES LLC
Jersey City, NJ
AUM
$582.5M
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
917-736-9209
ABLE WEALTH MANAGEMENT LLC
Toms River, NJ
AUM
$579.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-634-7842
DUMONT & BLAKE INVESTMENT ADVISORS LLC
Princeton, NJ
AUM
$562.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-514-1899
BULLDOG INVESTORS, LLP
Saddle Brook, NJ
AUM
$561.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-556-0092
PEGASUS ASSET MANAGEMENT INC
Morristown, NJ
AUM
$553.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
TSP CAPITAL MANAGEMENT GROUP, LLC
Summit, NJ
AUM
$553.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-273-2105
SHOREHAVEN WEALTH PARTNERS, LLC
Red Bank, NJ
AUM
$541.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
732-447-9301
WBI INVESTMENTS, LLC
Red Bank, NJ
AUM
$539.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
732-842-4920
ACCESS WEALTH
East Hanover, NJ
AUM
$539.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-740-2400
MOUNTAIN HILL INVESTMENT PARTNERS
Atlantic Highlands, NJ
AUM
$539.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
732-291-3188
MANTEIO CAPITAL LLC
Jersey City, NJ
AUM
$492.7M
Wealth MgmtInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
917-736-9209
CYPRESS FINANCIAL PLANNING
Haddon Heights, NJ
AUM
$490.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(856) 720-0027
BCS PRIVATE WEALTH MANAGEMENT
Rumson, NJ
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
732-291-7272
SAIPH CAPITAL, LLC
Wyckoff, NJ
AUM
$459.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
201-215-0199
WORTH VENTURE PARTNERS, LLC
Fort Lee, NJ
AUM
$456.1M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-558-9017
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
Montvale, NJ
AUM
$454.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
201-505-1100
QUAKER WEALTH MANAGEMENT LLC
Moorestown, NJ
AUM
$449.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
856-222-0110
PRECISION FINANCIAL SERVICES
Mine Hill, NJ
AUM
$435.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
973-927-6300
PRINCETON CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$435.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE FEE PAID TO RELATED PARTY
201-332-9800