VALHUM ASSET MANAGEMENT, LLC
Upper Saddle River, NJ
AUM
$100.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
CONSULTING FEE
203-554-1180
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NJ
294 advisers found
ABE CAPITAL MANAGEMENT, LLC
Short Hills, NJ
AUM
$98.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-713-1236
MHA FINANCIAL CORP
Ridgewood, NJ
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-257-5240
COMPREHENSIVE WEALTH SERVICES, LLC
Morristown, NJ
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-924-2313
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
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
PULVER CAPITAL MANAGEMENT LLC
Summit, NJ
AUM
$82.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
908 795 3069
INVEST FOR A LIFETIME, LLC
Red Bank, NJ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(732) 741-7711
UNITED SUCCESS WEALTH MANAGEMENT
Chatham, NJ
AUM
$77.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-258-0790
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
ACTIVE WEALTH ADVISORS
Woodcliff Lake, NJ
AUM
$75.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
551-502-2266
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
REDFIELD, BLONSKY & STARINSKY, LLC
Westfield, NJ
AUM
$59.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-276-7226
GUIDANCE WEALTH ADVISORS LLC
Lebanon, NJ
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-750-9444
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
NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
Princeton, NJ
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-4488
RETIREMENT INCOME ADVISORY GROUP LLC
Woodbridge, NJ
AUM
$57.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-455-9990
GROESBECK INVESTMENT MANAGEMENT CORP
Paramus, NJ
AUM
$54.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
201-291-7888
NEXT GENERATION WEALTH PLANNING, LLC
Forked River, NJ
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-409-7232
ALOOOLA
Kingston, NJ
AUM
$51.2M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
484.275.5525
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