CLEAR WAVE WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
862-200-9438
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 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
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
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
REEDMARK ADVISORS, LLC
Somerville, NJ
AUM
$564.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
908-300-5292
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
NCM CAPITAL MANAGEMENT, LLC
Ramsey, NJ
AUM
$539.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(201) 529-1429
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
MEZZASALMA ADVISORS
Tinton Falls, NJ
AUM
$534.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-842-1120
ALLIANCE WEALTH MANAGEMENT GROUP, LLC
Flemington, NJ
AUM
$517.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(908) 751-7090
ACCRETIVE WEALTH PARTNERS, LLC
Parsippany, NJ
AUM
$504.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(973) 970-2627
BLACK CORAL FINANCIAL ADVISORS, LLC
Mount Olive, NJ
AUM
$504.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-352-8600
CHERRYDALE WEALTH MANAGEMENT, LLC
Montclair, NJ
AUM
$495.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(917) 838-7507
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
ASSET ADVISORY GROUP, INC.
Kinnelon, NJ
AUM
$479.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
973-492-0808
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
MULLOOLY ASSET MANAGEMENT, INC.
Wall Township, NJ
AUM
$455.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
732-223-9000