OMNI 360 WEALTH, INC.
Plainsboro, NJ
AUM
$425.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
609-452-0889
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ
294 advisers found
RIDGEWOOD INVESTMENTS
Springfield, NJ
AUM
$419.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
973-544-6970
LANDSEER ADVISORS LLC
Princeton, NJ
AUM
$415.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-457-0902
GOODHAVEN CAPITAL MANAGEMENT
Millburn, NJ
AUM
$405.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-677-7650
HFM INVESTMENT ADVISORS, LLC
Glassboro, NJ
AUM
$404.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
856-232-2270
CARNEGIE LAKE ADVISORS LLC
Princeton, NJ
AUM
$403.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
609-955-3667
DIADEMA PARTNERS LP
Morristown, NJ
AUM
$397.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-979-8432
BAYARD ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$397.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-580-1457
AUM
$393.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
908-205-2955
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
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
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
CREDIT CAPITAL INVESTMENTS
Livingston, NJ
AUM
$351.3M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-315-3000
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
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
AUM
$310.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-421-3700
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
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