New Jersey · 619 firms
Wealth Managers in New Jersey
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 619 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
Wealth Management firms in New Jersey
PGIM, INC.
Newark, NJ
AUM
$1.13T
Team
1350 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
973-367-6335
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
PGIM INVESTMENTS LLC
Newark, NJ
AUM
$344.84B
Team
97 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-800-225-1852
LORD, ABBETT & CO. LLC
Jersey City, NJ
AUM
$270.39B
Team
191 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
201-827-2000
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
Jersey City, NJ
AUM
$121.05B
Team
248 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-458-6082
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
ECP
Summit, NJ
AUM
$33.39B
Team
57 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-671-6100
HARDING LOEVNER LP
Bridgewater, NJ
AUM
$32.06B
Team
36 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
908-218-7900
ONEX CREDIT PARTNERS, LLC
Englewood Cliffs, NJ
AUM
$30.14B
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(201) 541-2121
JACOBS LEVY EQUITY MANAGEMENT
Florham Park, NJ
AUM
$28.01B
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-410-9222
PGIM PRIVATE PLACEMENT INVESTORS, L.P.
Newark, NJ
AUM
$24.44B
Team
290 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
973-367-2454
ADP STRATEGIC PLAN SERVICES, LLC
Roseland, NJ
AUM
$23.78B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(973) 712-2000
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
743 total advisers in New Jersey. Browse all New Jersey advisors