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 Institutional advisors in NJ
294 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
RDM CAPITAL ASSOCIATES INC
Red Bank, NJ
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
732-576-1671
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
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Florham Park, NJ
AUM
$161.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-467-3636
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
908-879-9559
LEXINGTON CAPITAL MANAGEMENT LP
Lakewood, NJ
AUM
$153.4M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
732-666-1414
STEMBROOK ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
201-484-0063
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
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
HADDONFIELD FINANCIAL PLANNING LLC
Haddonfield, NJ
AUM
$134.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
856-795-0471
LUMIDA WEALTH MANAGEMENT LLC
Wayne, NJ
AUM
$132.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(917) 541-0170
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
NITOR CAPITAL MANAGEMENT
Englewood Cliffs, NJ
AUM
$122.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 322-3715
THE WEALTH BOUTIQUE
Chester, NJ
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-955-0077
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
PALANTE WEALTH ADVISORS, LLC
Pennington, NJ
AUM
$115.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
609-476-9269
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
BERGAMOT ASSET MANAGEMENT LP
Princeton, NJ
AUM
$106.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
609-917-7900
AUM
$106.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
845-774-1144
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
AUM
$103.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
844-782-4396
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