How many financial advisors are in Holmdel, New Jersey?

Falists lists 6 registered investment advisers with a principal office or filing address in Holmdel, New Jersey, based on public SEC IAPD data.

How do financial advisors in Holmdel charge fees?

Fee structures vary by firm. In Holmdel, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Holmdel?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New Jersey · 6 advisers

Financial Advisors in Holmdel, New Jersey

Looking for a financial advisor in Holmdel, New Jersey? Falists indexes 6 SEC-registered and state-registered investment advisers in Holmdel — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $5.26B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$5.26B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning3 Trusts4 Retirement1 Institutional2

Top advisors in Holmdel

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

ZAIS GROUP

Holmdel, NJ

AUM

$5.26B

Wealth MgmtRetirementInstitutional

Team

19 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

732-530-3610

Full profile Visit site →

EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC

Holmdel, NJ

AUM

$706.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

10 advisors

Clients

11-25

Fees

Percentage of AUM; Commissions

212-417-8247

Full profile Visit site →

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

Full profile Visit site →

UNIQUE FINANCIAL ADVISORS LLC

Holmdel, NJ

AUM

$74.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(732)615-0380

Full profile Visit site →

INDOUSEQUITIES LLC

Holmdel, NJ

AUM

—

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

9177503683

Full profile Visit site →

MOALA WALLET LTD

Holmdel, NJ

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

1(647)874-4331

Full profileNo website

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Common questions

How many financial advisors are in Holmdel, New Jersey?: 6 registered investment advisers are listed in our Holmdel directory, sourced from public SEC filings.
What types of advisors are in Holmdel?: 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 Holmdel?: 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.