KUBHERA ENTERPRISES LLC
Princeton, NJ
AUM
$275.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
609-799-5900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ
294 advisers found
BYRNE ASSET MANAGEMENT, LLC
Kingston, NJ
AUM
$268.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-497-1776
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
MERRION INVESTMENT MANAGEMENT CO, LLC
Cranford, NJ
AUM
$244.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
908-654-0033
DELTA CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$240.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
212-986-4040
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
SANDRO WEALTH MANAGEMENT LLC
Fairfield, NJ
AUM
$227.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2016613416
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
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
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
TANDEM INVESTMENT PARTNERS, LLC
Bordentown, NJ
AUM
$200.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
609-452-2100
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
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
LORD ABBETT FIF ADVISOR LLC
Jersey City, NJ
AUM
$190.4M
Wealth Mgmt
Team
191 advisors
Clients
—
Fees
Percentage of AUM
201-827-2000
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
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
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