New Jersey · 4 advisers
Financial Advisors in Warren, New Jersey
Looking for a financial advisor in Warren, New Jersey? Falists indexes 4 SEC-registered and state-registered investment advisers in Warren — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $212.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$212.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Warren
Ranked by AUM · Fees, team & specialties at a glance
SACKS & ASSOCIATES, LLC
Warren, NJ
AUM
$212.8M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
908-864-4950
EXCEL CAPITAL MANAGEMENT CORP
Warren, NJ
AUM
$192.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-431-1770
CAPITAL ENHANCEMENT, LLC
Warren, NJ
AUM
$102.5M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
908-484-7700
AUGULIS FINANCIAL FIRM, L.L.C.
Warren, NJ
AUM
$54.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-834-8040
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Common questions
- How many financial advisors are in Warren, New Jersey?
- 4 registered investment advisers are listed in our Warren directory, sourced from public SEC filings.
- What types of advisors are in Warren?
- 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 Warren?
- 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.