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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
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
TA CAPITAL MANAGEMENT, LLC
Sewell, NJ
AUM
$438.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
6462905660
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
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
PARADIGM INVESTMENT ADVISORY, LLC
Bridgewater, NJ
AUM
$425.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-450-7402
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
AUM
$393.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
908-205-2955
WEALTH QUARTERBACK LLC
Toms River, NJ
AUM
$391.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-965-8190
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
REDWOOD FINANCIAL PLANNING, LLC
Scotch Plains, NJ
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-663-2125
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
BARON FINANCIAL GROUP LLC
Fair Lawn, NJ
AUM
$369.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
201-791-6408
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
OAKBOURNE ADVISORS
Berkeley Heights, NJ
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
908-850-9991
AUM
$340.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-442-7580
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