SWANDER PACE CAPITAL
Bedminster, NJ
AUM
$959.6M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
908-719-2322
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
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
SANDALWOOD SECURITIES, INC.
Roseland, NJ
AUM
$930.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-233-8800
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
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
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
YORKVILLE ADVISORS GLOBAL, LP
Mountainside, NJ
AUM
$900.0M
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
(201) 536-5110
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
THAMES CAPITAL MANAGEMENT, LLC
Roseland, NJ
AUM
$830.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-200-6725
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
HOXTON WEALTH
Jersey City, NJ
AUM
$803.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
34 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
737-249-9620
BARNEGAT FUND MANAGEMENT INC.
Hoboken, NJ
AUM
$803.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-217-5625
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
PARISI GRAY WEALTH MANAGEMENT, LLC
Mendham, NJ
AUM
$796.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
973-358-4921
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
FAROPOINT VENTURES, LLC
Hoboken, NJ
AUM
$780.0M
Wealth Mgmt
Team
49 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
408-609-3725
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