FINANCIAL FUTURES
Brielle, NJ
AUM
$270.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-722-7289
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
ASTRA WEALTH PARTNERS
Jersey City, NJ
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
800-805-8740
REVEL WEALTH MANAGEMENT
Teaneck, NJ
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
316-518-3615
CORRADO ADVISORS, LLC
Ramsey, NJ
AUM
$252.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
201-661-6600
TALISMAN WEALTH ADVISORS, LLC
Mountainside, NJ
AUM
$251.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(908) 519-8120
MASTERS LEGACY PLANNING
Linwood, NJ
AUM
$248.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
609-601-0800
BPP WEALTH SOLUTIONS, LLC
Basking Ridge, NJ
AUM
$247.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(908) 442-7750
GLOBAL WEALTH MANAGEMENT, LLC
Kingston, NJ
AUM
$245.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
609-452-2929
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
Parsippany, NJ
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-599-0400
HERITAGE FINANCIAL COUNSELORS, LLC
Bedminster, NJ
AUM
$235.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
862-579-2899
ALJEN ASSET MANAGEMENT LLC
Cedar Knolls, NJ
AUM
$230.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-316-1212
GRANTVEST FINANCIAL GROUP LLC
Matawan, NJ
AUM
$230.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(732) 970-6659
PODELL FINANCIAL GROUP LLC
Fairfield, NJ
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-227-8001
VAUGHAN AND COMPANY SECURITIES, INC.
Ridgewood, NJ
AUM
$218.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
201 444-1361
VIABLE
NJ
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-842-2295
LOCKER FINANCIAL SERVICES, LLC
Verona, NJ
AUM
$213.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-256-2555
SACKS & ASSOCIATES, LLC
Warren, NJ
AUM
$212.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
908-864-4950
BRAVIAS FINANCIAL
Iselin, NJ
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-702-2600
KDT ADVISORS, LLC
Princeton, NJ
AUM
$210.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
929-293-1270
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
Lawrenceville, NJ
AUM
$207.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
609-945-1772
NEW HORIZONS WEALTH MANAGEMENT
Cedar Knolls, NJ
AUM
$203.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
973-540-1066
PARADIGM WEALTH ADVISORY LLC
Bridgewater, NJ
AUM
$201.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(908) 450-7402
WEINGARTEN ASSOCIATES, L.L.C.
Lawrenceville, NJ
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
609-620-1770
TRANQUILLI FINANCIAL ADVISOR, LLC
Clinton, NJ
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(908) 730-6234