UBS FINANCIAL SERVICES INC.
Weehawken, NJ
AUM
$915.79B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9149 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
201-352-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
PATHSTONE
Englewood, NJ
AUM
$110.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
365 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
201-944-7284
WORLD INVESTMENT ADVISORS, LLC
Lincroft, NJ
AUM
$71.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
471 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-833-1862
PRIVATE ADVISOR GROUP, LLC
Morristown, NJ
AUM
$44.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
670 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
973-538-7010
SUMMIT FINANCIAL, LLC
Parsippany, NJ
AUM
$22.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
216 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-285-3600
MODERA WEALTH MANAGEMENT, LLC
Westwood, NJ
AUM
$17.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(201) 768-4600
ONEPOINT BFG WEALTH PARTNERS
Parsippany, NJ
AUM
$15.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
104 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(973) 575-4180
CIRCLE WEALTH MANAGEMENT, LLC
Summit, NJ
AUM
$14.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-206-1306
ADVISORS CAPITAL MANAGEMENT, LLC
Ridgewood, NJ
AUM
$12.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
201-447-3400
SIMON QUICK ADVISORS, LLC
Morristown, NJ
AUM
$9.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
77 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
973-525-1000
BEACON TRUST
Morristown, NJ
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-377-8090
SIMPLICITY WEALTH
Summit, NJ
AUM
$4.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
190 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
844-220-8326
PALISADE CAPITAL MANAGEMENT, LP
Fort Lee, NJ
AUM
$3.86B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +2 more
(201) 585-7733
SAX WEALTH ADVISORS, LLC
Parsippany, NJ
AUM
$3.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
973-859-2199
LEO WEALTH, LLC
Edison, NJ
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
732-903-2600
TRANSCEND CAPITAL ADVISORS, LLC
Madison, NJ
AUM
$2.91B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(973) 370-3203
RMR WEALTH BUILDERS, INC.
Montclair, NJ
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(201) 836-2460
CFS INVESTMENT ADVISORY SERVICES LLC
Totowa, NJ
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-826-8800
VALLEY WEALTH MANAGERS, INC.
Paramus, NJ
AUM
$2.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
34 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
888-794-7940
PINE VALLEY INVESTMENTS
Marlton, NJ
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM
856-334-8260
WITHUM WEALTH MANAGEMENT
Red Bank, NJ
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-450-0147
TLG ADVISORS, INC.
Summit, NJ
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
155 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-371-0013
TRAPHAGEN FINANCIAL GROUP
Oradell, NJ
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
201-262-1040
CONDOR CAPITAL WEALTH MANAGEMENT
Martinsville, NJ
AUM
$2.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
732-356-7323
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