MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
Old Tappan, NJ
AUM
$168.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
201-768-0218
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NJ
235 advisers found
STOLZER ROTHSCHILD LEVY LLC
Basking Ridge, NJ
AUM
$166.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
7324812200
TAURUS FINANCIAL
Jersey City, NJ
AUM
$162.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201 500 6322
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
908-879-9559
KENSINGTON FINANCIAL ADVISORS LLC
Roseland, NJ
AUM
$159.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
201-201-0439
EAST COAST WEALTH MANAGEMENT, INC.
Florham Park, NJ
AUM
$153.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
973-396-8626
GCI FINANCIAL GROUP
Mendham, NJ
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-543-2133
OMEGA CAPITAL MANAGEMENT, LLC
Flanders, NJ
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
973-927-8388
PENSION PARAMETERS FINANCIAL SERVICES, INC.
Aberdeen, NJ
AUM
$137.6M
Wealth MgmtRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
732-583-1313
TSG ALPHA PARTNERS, LLC
Old Bridge, NJ
AUM
$134.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-403-5364
TEPLITZ FINANCIAL GROUP LLC
Old Bridge, NJ
AUM
$131.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-591-0909
ALIGN ADVISOR GROUP, LLC
Vineland, NJ
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
856-692-0555
CIRO CAPITAL LLC
Jersey City, NJ
AUM
$117.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
646-785-6201
FIRST LIGHT WEALTH ADVISORS, LLC
Little Falls, NJ
AUM
$116.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
973-435-4520
COMPASS PRIVATE WEALTH GROUP LLC
Short Hills, NJ
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(908) 615-2249
MK3 WEALTH LLC
Cherry Hill, NJ
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-545-0077
THE INVESTMENT CONNECTION LLC
Bridgewater, NJ
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
908-595-2220
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Fair Haven, NJ
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-888-4994
MD WEALTH ADVISORS INC
Cranford, NJ
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
908-440-0811
MILLSTONE FINANCIAL GROUP
Princeton, NJ
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-385-8544
VICTORY WEALTH PARTNERS
Mullica Hill, NJ
AUM
$102.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
856-464-3100
TKG WEALTH ADVISERS LLC
Cranford, NJ
AUM
$102.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
848-235-5405
MHA FINANCIAL CORP
Ridgewood, NJ
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-257-5240
RICE WEALTH MANAGEMENT GROUP, INC.
Fair Haven, NJ
AUM
$94.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-345-9001