New Jersey · 6 advisers
Financial Advisors in Roseland, New Jersey
Looking for a financial advisor in Roseland, New Jersey? Falists indexes 6 SEC-registered and state-registered investment advisers in Roseland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $23.78B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
6
With website
6
Largest AUM
$23.78B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Roseland
Ranked by AUM · Fees, team & specialties at a glance
ADP STRATEGIC PLAN SERVICES, LLC
Roseland, NJ
AUM
$23.78B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(973) 712-2000
SANDALWOOD SECURITIES, INC.
Roseland, NJ
AUM
$930.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-233-8800
THAMES CAPITAL MANAGEMENT, LLC
Roseland, NJ
AUM
$830.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-200-6725
KENSINGTON FINANCIAL ADVISORS LLC
Roseland, NJ
AUM
$159.9M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
201-201-0439
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
Roseland, NJ
AUM
$154.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-226-6000
EMPOWERED RETIREMENT, INC.
Roseland, NJ
AUM
$78.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-709-2244
More cities in New Jersey
Common questions
- How many financial advisors are in Roseland, New Jersey?
- 6 registered investment advisers are listed in our Roseland directory, sourced from public SEC filings.
- What types of advisors are in Roseland?
- 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 Roseland?
- 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.