STERLING FINANCIAL PLANNING INC
Sparta, NJ
AUM
$760.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
973-729-1234
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
743 advisers found
SHREWSBURY RIVER CAPITAL LP
Red Bank, NJ
AUM
$757.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-945-4321
TILSON FINANCIAL GROUP INC
New Providence, NJ
AUM
$750.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-561-6203
SHOREBRIDGE CAPITAL MANAGEMENT, LLC
Summit, NJ
AUM
$735.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-698-8544
AXQ CAPITAL, LP
Jersey City, NJ
AUM
$727.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees; MGMT FEE ON AUTHORIZED GROSS MARKET VALUE AND PERFORMANCE FEE
(917) 740-9028
HIMCO, LLC
Morristown, NJ
AUM
$725.7M
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-292-9595
CORA CAPITAL ADVISORS
Marlton, NJ
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
856-513-8600
WEALTH MANAGEMENT ASSOCIATES, INC.
Cherry Hill, NJ
AUM
$717.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-424-2350
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
Holmdel, NJ
AUM
$706.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-417-8247
BLUESHIFT ASSET MANAGEMENT
Red Bank, NJ
AUM
$694.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-450-8401
COVENANT ASSET MANAGEMENT, LLC
Chester, NJ
AUM
$692.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-879-4090
UNIO CAPITAL LLC
Princeton, NJ
AUM
$691.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-920-2000
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
Red Bank, NJ
AUM
$673.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-280-6886
PRESTIGE WEALTH MANAGEMENT GROUP, LLC
Flemington, NJ
AUM
$666.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-782-0001
THE GENWEALTH GROUP, INC.
Maplewood, NJ
AUM
$661.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-761-0400
EAGLE WEALTH STRATEGIES
Mullica Hill, NJ
AUM
$653.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; CONSULTING FEE
856-845-4005
5C CAPITAL MANAGEMENT, LLC
Woodcliff Lake, NJ
AUM
$648.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(347) 331-0648
CURASSET CAPITAL MANAGEMENT, LLC
Newark, NJ
AUM
$643.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
8623350333
CHATHAM WEALTH MANAGEMENT
Chatham, NJ
AUM
$642.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
973-635-4275
REGENCY WEALTH MANAGEMENT
Ramsey, NJ
AUM
$642.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
201-447-5850
KABR MANAGEMENT, LLC
Englewood, NJ
AUM
$642.3M
Wealth Mgmt
Team
11 advisors
Clients
0
Fees
Performance-based fees; A PERCENTAGE OF COMMITTED CAPITAL UNDER MANAGEMENT
201-845-2555
HIGHLAND FINANCIAL ADVISORS, LLC
Wayne, NJ
AUM
$640.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
973-557-2933
VENTURE INVESTMENT ASSOCIATES
Peapack, NJ
AUM
$636.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-532-0020
UNION GROVE VENTURE PARTNERS
Summit, NJ
AUM
$634.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
866-491-8550