PTS BROKERAGE, LLC
Mt. Laurel, NJ
AUM
$131.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-802-9400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
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
STAWNYCHY FINANCIAL SERVICES, INC.
Kinnelon, NJ
AUM
$131.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-283-0024
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-994-4314
ALIGN ADVISOR GROUP, LLC
Vineland, NJ
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
856-692-0555
RILEX CAPITAL LLC
Manasquan, NJ
AUM
$124.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732 223-5600
TC FINANCIAL MANAGEMENT, CO INC.
Margate City, NJ
AUM
$122.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
609-487-1805
AUM
$122.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
610-828-8288
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
AEM ASSET MANAGEMENT, LLC
Somerset, NJ
AUM
$117.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-714-6437
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
AUM
$116.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
201-670-7728
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
COMPASS PRIVATE WEALTH GROUP LLC
Short Hills, NJ
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(908) 615-2249
MK3 WEALTH LLC
Cherry Hill, NJ
AUM
$113.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-545-0077
INVESTMENT CAPITAL ADVISORS
Clinton, NJ
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-730-8599
THE INVESTMENT CONNECTION LLC
Bridgewater, NJ
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
908-595-2220
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
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
MILLSTONE FINANCIAL GROUP
Princeton, NJ
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-385-8544
CAPITAL ENHANCEMENT, LLC
Warren, NJ
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-484-7700
TKG WEALTH ADVISERS LLC
Cranford, NJ
AUM
$102.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
848-235-5405
AMADEUS WEALTH ALTERNATIVES, INC.
Hackensack, NJ
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2126973930