New Jersey · 4 advisers
Financial Advisors in Montvale, New Jersey
Looking for a financial advisor in Montvale, New Jersey? Falists indexes 4 SEC-registered and state-registered investment advisers in Montvale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.02B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$1.02B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Montvale
Ranked by AUM · Fees, team & specialties at a glance
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
Montvale, NJ
AUM
$454.2M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
201-505-1100
PORTFOLIO STRATEGIES INC NY
Montvale, NJ
AUM
$1.02B
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
201-571-4100
G.B. ALLEN ASSOCIATES, INC.
Montvale, NJ
AUM
$61.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
201-262-7878
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Common questions
- How many financial advisors are in Montvale, New Jersey?
- 4 registered investment advisers are listed in our Montvale directory, sourced from public SEC filings.
- What types of advisors are in Montvale?
- 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 Montvale?
- 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.