COPPER BEECH FINANCIAL GROUP, LLC
Moorestown, NJ
AUM
$197.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
856-988-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
BAUTIS FINANCIAL, LLC
Montclair, NJ
AUM
$197.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
862-205-5800
FRIEDENTHAL FINANCIAL, LLC
Marlton, NJ
AUM
$196.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
856-210-6494
TEPP WEALTH MANAGEMENT
Westfield, NJ
AUM
$195.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-301-1200
AUM
$195.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(973) 896-6666
HIGH POINT WEALTH MANAGEMENT, LLC
Chester, NJ
AUM
$192.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-975-3367
CADIA PRIVATE CLIENT LLC
Parsippany, NJ
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
973-993-6300
S.F. EHRLICH ASSOCIATES, INC.
Cranford, NJ
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
908-789-1100
AHARA ADVISORS
Jersey City, NJ
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-908-0844
EMISSARY WEALTH
Hackensack, NJ
AUM
$185.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
201-853-9103
HALBERSTADT FINANCIAL CONSULTANTS INC
Princeton, NJ
AUM
$185.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(609) 921-0180
PCB CAPITAL LLC
East Brunswick, NJ
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(732) 634-3620
ANCHORED FINANCIAL PLANNING LLC
West Deptford, NJ
AUM
$182.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(856) 202-7250
ROXBURY FINANCIAL
Mount Arlington, NJ
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-928-7181
WOLOSHIN INVESTMENT MANAGEMENT, LLC
Medford, NJ
AUM
$180.4M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-654-9700
AVRIO WEALTH PTE LTD
Singapore, NJ
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
6562406865
AUM
$176.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
6102910232
SFI ADVISORS, LLC
Montclair, NJ
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-744-1014
PHILADELPHIA INVESTMENT PARTNERS, LLC
Voorhees, NJ
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
856-210-6779
ZYNERGY RETIREMENT PLANNING
Red Bank, NJ
AUM
$173.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
732-784-2380
DAVIDSON WEALTH MANAGEMENT LLC
Forked River, NJ
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-409-1060
GENESIS FINANCIAL GROUP, LLC
Paramus, NJ
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
551-284-4023
LEATHERBACK INVESTMENTS LLC
Lakewood, NJ
AUM
$169.6M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(732) 242-4045
AUM
$169.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(201) 300-6097