New Jersey · 8 advisers
Financial Advisors in Florham Park, New Jersey
Looking for a financial advisor in Florham Park, New Jersey? Falists indexes 8 SEC-registered and state-registered investment advisers in Florham Park — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $28.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
7
Largest AUM
$28.01B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Florham Park
Ranked by AUM · Fees, team & specialties at a glance
JACOBS LEVY EQUITY MANAGEMENT
Florham Park, NJ
AUM
$28.01B
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-410-9222
WISS PRIVATE CLIENT ADVISORS, LLC
Florham Park, NJ
AUM
$1.22B
Team
9 advisors
Clients
0
Fees
Percentage of AUM
973-577-2872
OZE CAPITAL LLC
Florham Park, NJ
AUM
$213.7M
Team
5 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
973-446-6876
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Florham Park, NJ
AUM
$161.7M
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-467-3636
EAST COAST WEALTH MANAGEMENT, INC.
Florham Park, NJ
AUM
$153.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
973-396-8626
BODNAR FINANCIAL ADVISORS, INC.
Florham Park, NJ
AUM
—
Team
2 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
973-966-6939
KENNETH P. ALEVRAS, CPA.INC.
Florham Park, NJ
AUM
—
Team
0 total employees
Clients
0
Fees
Commissions
973.966.0800
NEIL E. BURNS, LLC
Florham Park, NJ
AUM
—
Team
1 advisors
Clients
—
Fees
SELECTION OF OTHER ADVISERS FEES
973-492-0101
More cities in New Jersey
Common questions
- How many financial advisors are in Florham Park, New Jersey?
- 8 registered investment advisers are listed in our Florham Park directory, sourced from public SEC filings.
- What types of advisors are in Florham Park?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Florham Park?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.