WESTFIELD WEALTH MANAGEMENT, LLC
Cranford, NJ
AUM
$91.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908-654-4784
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NJ
235 advisers found
XPOTENTIAL INC.
Short Hills, NJ
AUM
$91.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-273-7600
ANTHONY J. ORLANDO INC.
Oradell, NJ
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
201-262-6000
SONGBIRD CAPITAL, LLC
Princeton, NJ
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-5300
DORCHESTER ADVISORS LLC
Short Hills, NJ
AUM
$82.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(973) 671-1560
EMPOWERED RETIREMENT, INC.
Roseland, NJ
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-709-2244
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Totowa, NJ
AUM
$77.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC
Princeton, NJ
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOLICITOR/ENDORSEMENT FEES
(609) 212-2934
AVANTI WEALTH MANAGEMENT
Rutherford, NJ
AUM
$75.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
201-729-3777
TITAN FINANCIAL SERVICES, LLC
Emerson, NJ
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
201-599-2235
SENSUS INVESTMENT MANAGEMENT
Englewood Cliffs, NJ
AUM
$65.9M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-736-7871
OCEANIC CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-345-1533
I-SQUARED WEALTH MANAGEMENT, INC.
Totowa, NJ
AUM
$62.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-522-4170
ROCKDALE FINANCIAL SERVICES, INC.
Eatontown, NJ
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-695-2100
MAIN STREET FINANCIAL LIFE ADVISORS, LLC
Moorestown, NJ
AUM
$56.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
856-234-3550
BEACON HILL PRIVATE WEALTH LLC
Summit, NJ
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-608-8444
RETIRESMART CONSULTING, LLC.
Princeton, NJ
AUM
$52.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-955-3456
JULIUS WEALTH ADVISORS, LLC
Englewood Cliffs, NJ
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
201-408-4644
BYRON PLACE CAPITAL MANAGEMENT, LLC
Metuchen, NJ
AUM
$48.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
732-841-6641
WACHTEL CAPITAL ADVISORS, LLC
Towaco, NJ
AUM
$44.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(973) 794-3600
WROUGHT FINANCIAL PLANNING
Haddonfield, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8562499980
COONEY FINANCIAL ADVISORS INC
Marlton, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-988-0688
FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.
Hillsborough, NJ
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-725-9001
SCIPIONE WEALTH ADVISORS, INC.
Wyckoff, NJ
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
201-703-8800