INVESTMENT PARTNERS ASSET MANAGEMENT
Metuchen, NJ
AUM
$333.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
732-205-0391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
Red Bank, NJ
AUM
$331.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-842-7400
AUM
$330.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-801-1550
SHORE POINT ADVISORS, LLC
Brielle, NJ
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
732-876-3777
EKS ASSOCIATES
Princeton, NJ
AUM
$324.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6099211016
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Medford, NJ
AUM
$317.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
856-500-2900
SALVUS WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-542-2629
TENON FINANCIAL
Metuchen, NJ
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Fixed fees
732-902-0066
KEVIN M. GIBNEY AND COMPANY, LLC
Iselin, NJ
AUM
$306.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-970-9800
BECKERMAN WEALTH
Ocean Grove, NJ
AUM
$303.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
877-892-7738
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Summit, NJ
AUM
$300.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
908-517-5880
STERN CAPITAL MANAGEMENT, INC.
Old Bridge, NJ
AUM
$297.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-679-7050
BLUEFIN FINANCIAL
Moorestown, NJ
AUM
$289.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(856) 795-9998
TANDEM CAPITAL MANAGEMENT, INC.
Woodcliff Lake, NJ
AUM
$279.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
201-822-0028
BUCKMAN ADVISORY GROUP LLC
Little Silver, NJ
AUM
$277.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(732) 530-0303
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
FINANCIAL FUTURES
Brielle, NJ
AUM
$270.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
732-722-7289
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
ASTRA WEALTH PARTNERS
Jersey City, NJ
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
800-805-8740
REVEL WEALTH MANAGEMENT
Teaneck, NJ
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
316-518-3615
CORRADO ADVISORS, LLC
Ramsey, NJ
AUM
$252.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
201-661-6600
TALISMAN WEALTH ADVISORS, LLC
Mountainside, NJ
AUM
$251.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(908) 519-8120
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