Falists

New Jersey · 4 advisers

Financial Advisors in Old Bridge, New Jersey

Looking for a financial advisor in Old Bridge, New Jersey? Falists indexes 4 SEC-registered and state-registered investment advisers in Old Bridge — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $297.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

3

Largest AUM

$297.7M

Financial planning

4

Filter by specialty

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

Top advisors in Old Bridge

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

View all 4

AUM

$15.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

732-360-0355

Full profileNo website

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Common questions

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