VISION RETIREMENT
Ridgewood, NJ
AUM
$633.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
201-447-2212
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
KENNEDY INVESTMENT GROUP
West Deptford, NJ
AUM
$633.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
856-853-0400
BRAVE FAMILY ADVISORS
Summit, NJ
AUM
$624.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
908-522-8822
CLEAR WAVE WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
862-200-9438
NOVI WEALTH PARTNERS
Princeton, NJ
AUM
$612.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-921-7002
AMERRA CAPITAL MANAGEMENT, LLC
Englewood, NJ
AUM
$610.4M
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-710-8033, 212-843-8927
JAFFA CAPITAL MANAGEMENT LLC
Clifton, NJ
AUM
$597.2M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
216-245-1231
VIRTUS WEALTH SOLUTIONS
Cranford, NJ
AUM
$594.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
908-967-6360
MANTEIO SCALABLE TECHNOLOGIES LLC
Jersey City, NJ
AUM
$582.5M
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
917-736-9209
ABLE WEALTH MANAGEMENT LLC
Toms River, NJ
AUM
$579.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-634-7842
REEDMARK ADVISORS, LLC
Somerville, NJ
AUM
$564.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
908-300-5292
DUMONT & BLAKE INVESTMENT ADVISORS LLC
Princeton, NJ
AUM
$562.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
609-514-1899
BULLDOG INVESTORS, LLP
Saddle Brook, NJ
AUM
$561.0M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-556-0092
PEGASUS ASSET MANAGEMENT INC
Morristown, NJ
AUM
$553.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
TSP CAPITAL MANAGEMENT GROUP, LLC
Summit, NJ
AUM
$553.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
908-273-2105
SHOREHAVEN WEALTH PARTNERS, LLC
Red Bank, NJ
AUM
$541.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
732-447-9301
WBI INVESTMENTS, LLC
Red Bank, NJ
AUM
$539.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
732-842-4920
NCM CAPITAL MANAGEMENT, LLC
Ramsey, NJ
AUM
$539.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(201) 529-1429
ACCESS WEALTH
East Hanover, NJ
AUM
$539.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-740-2400
MOUNTAIN HILL INVESTMENT PARTNERS
Atlantic Highlands, NJ
AUM
$539.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
732-291-3188
MEZZASALMA ADVISORS
Tinton Falls, NJ
AUM
$534.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-842-1120
ALLIANCE WEALTH MANAGEMENT GROUP, LLC
Flemington, NJ
AUM
$517.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(908) 751-7090
ACCRETIVE WEALTH PARTNERS, LLC
Parsippany, NJ
AUM
$504.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(973) 970-2627
BLACK CORAL FINANCIAL ADVISORS, LLC
Mount Olive, NJ
AUM
$504.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-352-8600