CARNEGIE LAKE ADVISORS LLC
Princeton, NJ
AUM
$403.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
609-955-3667
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ
619 advisers found
DIADEMA PARTNERS LP
Morristown, NJ
AUM
$397.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-979-8432
BAYARD ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$397.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
609-580-1457
AUM
$393.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
908-205-2955
WEALTH QUARTERBACK LLC
Toms River, NJ
AUM
$391.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-965-8190
HILLCREST WEALTH ADVISORS - NY, LLC
Holmdel, NJ
AUM
$390.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-837-4455
GREEN RIDGE WEALTH PLANNING LLC
Montville, NJ
AUM
$389.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-554-1770
REDWOOD FINANCIAL PLANNING, LLC
Scotch Plains, NJ
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
908-663-2125
NORTHSTAR ADVISORY GROUP, LLC
Northfield, NJ
AUM
$377.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
833-226-0400
AURORA PRIVATE WEALTH, INC.
Totowa, NJ
AUM
$374.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
BARON FINANCIAL GROUP LLC
Fair Lawn, NJ
AUM
$369.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
201-791-6408
CREDIT CAPITAL INVESTMENTS
Livingston, NJ
AUM
$351.3M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-315-3000
OAKBOURNE ADVISORS
Berkeley Heights, NJ
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
908-850-9991
AUM
$340.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-442-7580
SMALLWOOD WEALTH MANAGEMENT
Red Bank, NJ
AUM
$339.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(732) 542-1565
INVESTMENT PARTNERS ASSET MANAGEMENT
Metuchen, NJ
AUM
$333.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
732-205-0391
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
Red Bank, NJ
AUM
$331.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-842-7400
AUM
$330.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-801-1550
SHORE POINT ADVISORS, LLC
Brielle, NJ
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
732-876-3777
EKS ASSOCIATES
Princeton, NJ
AUM
$324.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6099211016
TALARA CAPITAL MANAGEMENT, LLC
Montclair, NJ
AUM
$317.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
845-213-8224
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Medford, NJ
AUM
$317.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
856-500-2900
SALVUS WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-542-2629
TENON FINANCIAL
Metuchen, NJ
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Fixed fees
732-902-0066