New Jersey · 20 advisers
Financial Advisors in Morristown, New Jersey
Looking for a financial advisor in Morristown, New Jersey? Falists indexes 20 SEC-registered and state-registered investment advisers in Morristown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $44.33B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
20
With website
16
Largest AUM
$44.33B
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Morristown
Ranked by AUM · Fees, team & specialties at a glance
PRIVATE ADVISOR GROUP, LLC
Morristown, NJ
AUM
$44.33B
Team
670 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
973-538-7010
SIMON QUICK ADVISORS, LLC
Morristown, NJ
AUM
$9.01B
Team
77 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
973-525-1000
BEACON TRUST
Morristown, NJ
AUM
$4.44B
Team
43 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-377-8090
WASHINGTON CROSSING ADVISORS LLC
Morristown, NJ
AUM
$2.03B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
973-549-4052
BLACKHILL CAPITAL, INC
Morristown, NJ
AUM
$2.00B
Team
2 advisors
Clients
0
Fees
Percentage of AUM
973-984-7014
NEW VERNON CAPITAL
Morristown, NJ
AUM
$902.1M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
201-793-0570
MCRAE CAPITAL MANAGEMENT INC.
Morristown, NJ
AUM
$795.0M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-387-1080
HIMCO, LLC
Morristown, NJ
AUM
$725.7M
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-292-9595
PEGASUS ASSET MANAGEMENT INC
Morristown, NJ
AUM
$553.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
SAGE RESIDENTIAL MANAGEMENT LLC
Morristown, NJ
AUM
$444.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-693-6673
DIADEMA PARTNERS LP
Morristown, NJ
AUM
$397.9M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-979-8432
COMPREHENSIVE WEALTH SERVICES, LLC
Morristown, NJ
AUM
$91.7M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
973-924-2313
KIELY CAPITAL MANAGEMENT, INC.
Morristown, NJ
AUM
$58.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(973) 455-1894
LAVISH FINANCIAL PLANNING
Morristown, NJ
AUM
$35.5M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(201) 535-4499
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
Morristown, NJ
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
973-532-6840
PEGASUS GROUP, LLC
Morristown, NJ
AUM
$91.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
845-369-9422
O'DOWD ASSET MANAGEMENT LLC
Morristown, NJ
AUM
$43.1M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
973-214-3987
HEDGED ALPHA CAPITAL MANAGEMENT, LLC
Morristown, NJ
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-397-1733
PRIVATE ADVISOR NETWORK, LLC
Morristown, NJ
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-538-7010
More cities in New Jersey
Common questions
- How many financial advisors are in Morristown, New Jersey?
- 20 registered investment advisers are listed in our Morristown directory, sourced from public SEC filings.
- What types of advisors are in Morristown?
- 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 Morristown?
- 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.