MANAGED ACCOUNT ADVISORS LLC
Jersey City, NJ
AUM
$994.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
201-557-0504
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ
470 advisers found
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
BLACKROCK INVESTMENT MANAGEMENT, LLC
Princeton, NJ
AUM
$676.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
444 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
609 282 2000
METLIFE INVESTMENT MANAGEMENT, LLC
Whippany, NJ
AUM
$563.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
695 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
973-355-4000
LORD, ABBETT & CO. LLC
Jersey City, NJ
AUM
$270.39B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
191 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-827-2000
PGIM QUANTITATIVE SOLUTIONS
Newark, NJ
AUM
$110.95B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
61 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
973-367-4653
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
CONCORD ADVISORY GROUP LTD
Princeton, NJ
AUM
$46.19B
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Fixed fees; % OF ASSESTS UNDER CONSULTATION
609-987-9000
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
FRANKLIN MUTUAL ADVISERS, LLC
Short Hills, NJ
AUM
$42.59B
Wealth MgmtTrusts & Estates
Team
37 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(973) 912-2000
HARDING LOEVNER LP
Bridgewater, NJ
AUM
$32.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
36 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-218-7900
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
AUM
$9.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(908) 560-9207
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
PGIM CUSTOM HARVEST LLC
Newark, NJ
AUM
$6.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
800-210-0118
REAVES ASSET MANAGEMENT
Jersey City, NJ
AUM
$5.94B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)
201-332-4596
BC ADVISORS, LLC
Mt. Laurel, NJ
AUM
$4.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
856-793-5000
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
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