New Jersey · 400 firms
Financial Planners in New Jersey
Advisers offering comprehensive financial planning services. Browse 400 advisers in New Jersey matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in New Jersey
UBS FINANCIAL SERVICES INC.
Weehawken, NJ
AUM
$915.79B
Team
9149 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
201-352-3000
PATHSTONE
Englewood, NJ
AUM
$110.30B
Team
365 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
201-944-7284
WORLD INVESTMENT ADVISORS, LLC
Lincroft, NJ
AUM
$71.64B
Team
471 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-833-1862
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
SUMMIT FINANCIAL, LLC
Parsippany, NJ
AUM
$22.47B
Team
216 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-285-3600
MODERA WEALTH MANAGEMENT, LLC
Westwood, NJ
AUM
$17.68B
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(201) 768-4600
ONEPOINT BFG WEALTH PARTNERS
Parsippany, NJ
AUM
$15.13B
Team
104 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(973) 575-4180
CIRCLE WEALTH MANAGEMENT, LLC
Summit, NJ
AUM
$14.07B
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
908-206-1306
ADVISORS CAPITAL MANAGEMENT, LLC
Ridgewood, NJ
AUM
$12.20B
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
201-447-3400
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
SIMPLICITY WEALTH
Summit, NJ
AUM
$4.27B
Team
190 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
844-220-8326
PALISADE CAPITAL MANAGEMENT, LP
Fort Lee, NJ
AUM
$3.86B
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +2 more
(201) 585-7733
SAX WEALTH ADVISORS, LLC
Parsippany, NJ
AUM
$3.60B
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
973-859-2199
LEO WEALTH, LLC
Edison, NJ
AUM
$3.21B
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
732-903-2600
TRANSCEND CAPITAL ADVISORS, LLC
Madison, NJ
AUM
$2.91B
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(973) 370-3203
RMR WEALTH BUILDERS, INC.
Montclair, NJ
AUM
$2.89B
Team
49 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(201) 836-2460
CFS INVESTMENT ADVISORY SERVICES LLC
Totowa, NJ
AUM
$2.73B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-826-8800
VALLEY WEALTH MANAGERS, INC.
Paramus, NJ
AUM
$2.69B
Team
34 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
888-794-7940
PINE VALLEY INVESTMENTS
Marlton, NJ
AUM
$2.67B
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM
856-334-8260
WITHUM WEALTH MANAGEMENT
Red Bank, NJ
AUM
$2.34B
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-450-0147
TLG ADVISORS, INC.
Summit, NJ
AUM
$2.30B
Team
155 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-371-0013
TRAPHAGEN FINANCIAL GROUP
Oradell, NJ
AUM
$2.28B
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
201-262-1040
CONDOR CAPITAL WEALTH MANAGEMENT
Martinsville, NJ
AUM
$2.18B
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
732-356-7323
743 total advisers in New Jersey. Browse all New Jersey advisors