GLOBAL WEALTH MANAGEMENT, LLC
Kingston, NJ
AUM
$245.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
609-452-2929
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
MERRION INVESTMENT MANAGEMENT CO, LLC
Cranford, NJ
AUM
$244.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
908-654-0033
GULFSTREAM CM, LLC
Summit, NJ
AUM
$244.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-918-1600
DELTA CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$240.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
212-986-4040
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Red Bank, NJ
AUM
$238.1M
Wealth MgmtTrusts & Estates
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-687-5650
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
Parsippany, NJ
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-599-0400
HERITAGE FINANCIAL COUNSELORS, LLC
Bedminster, NJ
AUM
$235.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
862-579-2899
ALJEN ASSET MANAGEMENT LLC
Cedar Knolls, NJ
AUM
$230.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-316-1212
GRANTVEST FINANCIAL GROUP LLC
Matawan, NJ
AUM
$230.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(732) 970-6659
PODELL FINANCIAL GROUP LLC
Fairfield, NJ
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-227-8001
SANDRO WEALTH MANAGEMENT LLC
Fairfield, NJ
AUM
$227.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2016613416
VAUGHAN AND COMPANY SECURITIES, INC.
Ridgewood, NJ
AUM
$218.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
201 444-1361
VIABLE
NJ
AUM
$214.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-842-2295
LOCKER FINANCIAL SERVICES, LLC
Verona, NJ
AUM
$213.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
973-256-2555
SACKS & ASSOCIATES, LLC
Warren, NJ
AUM
$212.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
908-864-4950
BRAVIAS FINANCIAL
Iselin, NJ
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-702-2600
KDT ADVISORS, LLC
Princeton, NJ
AUM
$210.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
929-293-1270
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
Lawrenceville, NJ
AUM
$207.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
609-945-1772
NEW HORIZONS WEALTH MANAGEMENT
Cedar Knolls, NJ
AUM
$203.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
973-540-1066
PARADIGM WEALTH ADVISORY LLC
Bridgewater, NJ
AUM
$201.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(908) 450-7402
WEINGARTEN ASSOCIATES, L.L.C.
Lawrenceville, NJ
AUM
$200.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
609-620-1770
TANDEM INVESTMENT PARTNERS, LLC
Bordentown, NJ
AUM
$200.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
609-452-2100
TRANQUILLI FINANCIAL ADVISOR, LLC
Clinton, NJ
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(908) 730-6234
COPPER BEECH FINANCIAL GROUP, LLC
Moorestown, NJ
AUM
$197.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
856-988-8300