New Jersey · 470 firms
Trust & Estate Advisors in New Jersey
Advisers working with trusts, estates, and charitable organizations. Browse 470 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
Trusts & Estates firms in New Jersey
MANAGED ACCOUNT ADVISORS LLC
Jersey City, NJ
AUM
$994.99B
Team
25 advisors
Clients
—
Fees
Percentage of AUM
201-557-0504
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
BLACKROCK INVESTMENT MANAGEMENT, LLC
Princeton, NJ
AUM
$676.69B
Team
444 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
609 282 2000
METLIFE INVESTMENT MANAGEMENT, LLC
Whippany, NJ
AUM
$563.78B
Team
695 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
973-355-4000
LORD, ABBETT & CO. LLC
Jersey City, NJ
AUM
$270.39B
Team
191 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-827-2000
PGIM QUANTITATIVE SOLUTIONS
Newark, NJ
AUM
$110.95B
Team
61 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
973-367-4653
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
CONCORD ADVISORY GROUP LTD
Princeton, NJ
AUM
$46.19B
Team
12 advisors
Clients
0
Fees
Fixed fees; % OF ASSESTS UNDER CONSULTATION
609-987-9000
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
FRANKLIN MUTUAL ADVISERS, LLC
Short Hills, NJ
AUM
$42.59B
Team
37 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(973) 912-2000
HARDING LOEVNER LP
Bridgewater, NJ
AUM
$32.06B
Team
36 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-218-7900
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
AUM
$9.14B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(908) 560-9207
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
PGIM CUSTOM HARVEST LLC
Newark, NJ
AUM
$6.90B
Team
9 advisors
Clients
—
Fees
Percentage of AUM
800-210-0118
REAVES ASSET MANAGEMENT
Jersey City, NJ
AUM
$5.94B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)
201-332-4596
BC ADVISORS, LLC
Mt. Laurel, NJ
AUM
$4.73B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
856-793-5000
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
743 total advisers in New Jersey. Browse all New Jersey advisors