SEC-registered financial advisors in New Jersey
This page lists 268 advisory firms with a main office in New Jersey that are registered with the SEC and report individual clients. It is not every advisor in New Jersey. Firms registered with New Jersey's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in New Jersey
Showing 24 of 268
- 191 Godwin Associates, Inc. d/b/a Godwin Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- 5C Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Able Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Abner Herrman & Brock, LLC$1B or moreSEC recordPercentage of assets
- Aca/Prudent Investors Planning Corporation$100M to $500MSEC recordPercentage of assets
- Access Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Accretive Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Active Wealth Advisors$25M to $100MSEC recordPercentage of assets
- Advisors Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Aem Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ahara Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alexander Capital Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Align Advisor Group, LLC$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Aljen Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alliance Wealth Management Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Alooola$25M to $100MSEC recordPercentage of assets
- Altman Investment Management LLC$100M to $500MSEC recordPercentage of assets
- Anchored Financial Planning LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Asset Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Astra Wealth Partners$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Atlas Private Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Aurora Private Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Baron Financial Group LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bautis Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- BC Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- BCG Securities, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- BCS Private Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Beacon Trust$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Beckerman Wealth$100M to $500MSEC recordPercentage of assets
- Bergamot Asset Management LP$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Black Coral Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Blackhill Capital, Inc$1B or moreSEC recordPercentage of assets
- BlackRock Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Bluefin Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- BPP Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bravias Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Breakwater Capital Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Buckman Advisory Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Bulldog Investors, LLP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Byrne Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Byron Place Capital Management, LLC$25M to $100MSEC recordPercentage of assetsPerformance-basedOther
- Cadia Private Client LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Carnegie Lake Advisors LLC$100M to $500MSEC recordPercentage of assets
- Castle Financial & Retirement Planning Associates Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CFS Investment Advisory Services LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Chatham Wealth Management$500M to $1BSEC recordPercentage of assets
- Cherrydale Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Circle Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ciro Capital LLC$100M to $500MSEC recordPercentage of assetsHourly
- Clear Wave Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Compass Private Wealth Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Comprehensive Capital Management, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Concord Advisory Group Ltd$1B or moreSEC recordFixed or flat feeOther
- Condor Capital Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Copper Beech Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Cora Capital Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Cornerstone Planning Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Corrado Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Covenant Asset Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Covington & Associates, Inc.$100M to $500MSEC recordPercentage of assets
- Cra Financial Services, L.L.C.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Credit Capital Investments$100M to $500MSEC recordPercentage of assetsPerformance-based
- Cypress Financial Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Davidson Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Delta Capital Management LLC$100M to $500MSEC recordPercentage of assets
- DGS Capital Management$1B or moreSEC recordPercentage of assets
- Diversified Planning Strategies Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dumont & Blake Investment Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Eagle Wealth Strategies$500M to $1BSEC recordPercentage of assetsOther
- East Coast Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Egis Capital Partners LP$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Eks Associates$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Emissary Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Empire Financial Management Company, LLC$500M to $1BSEC recordPercentage of assetsCommissions
- Evergreen Capital Associates LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Excel Capital Management Corp$100M to $500MSEC recordPercentage of assets
- Family Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Futures$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- First Light Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fortis Group Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Franklin Mutual Advisers, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Friedenthal Financial, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Garden State Investment Advisory Services, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Garden State Retirement Specialists, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gci Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Genesis Financial Group, LLC$100M to $500MSEC recordPercentage of assets
- Geneva Financial Group$100M to $500MSEC recordPercentage of assets
- Geremia Financial Services, LLC$100M to $500MSEC recordPercentage of assets
- Giverny Capital Advisors$100M to $500MSEC recordPercentage of assets
- Glen Eagle Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Global Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Goodhaven Capital Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Grand Slam Asset Management, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Grantvest Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Green Ridge Wealth Planning LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Groesbeck Investment Management Corp$25M to $100MSEC recordPercentage of assets
- GSG Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Gulfstream CM, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Haddonfield Financial Planning LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Halberstadt Financial Consultants Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harding Loevner LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Hennion & Walsh Asset Management, Inc.$500M to $1BSEC recordPercentage of assetsCommissions
- Heritage Financial Counselors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- HFM Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- High Point Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Highland Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Hillcrest Wealth Advisors - NY, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hudson Edge Investment Partners, Inc.$1B or moreSEC recordPercentage of assets
- Hudson Oak Wealth Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Investment Partners Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Jeffrey Matthews Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- KDT Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kennedy Investment Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kensington Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kevin M. Gibney and Company, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Key Client Fiduciary Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kubhera Enterprises LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Landseer Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Laurel Oak Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Leatherback Investments LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Leicht Financial Planning and Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Leo Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Liftpoint Family Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lighthouse Financial Advisors, Inc.$1B or moreSEC recordFixed or flat fee
- Locker Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lord, Abbett & Co. LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Lumida Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Makrod Investment Associates Inc$500M to $1BSEC recordPercentage of assets
- Managed Account Advisors LLC$1B or moreSEC recordPercentage of assets
- Masters Legacy Planning$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- McRae Capital Management Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- MD Wealth Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Merrion Investment Management Co, LLC$100M to $500MSEC recordPercentage of assets
- MetLife Investment Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Mezzasalma Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- MFG Investments, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Michael J. Porro & Co. Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Miller Tabak Asset Management$1B or moreSEC recordPercentage of assets
- Millstone Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mk3 Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Modera Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mountain Hill Investment Partners$500M to $1BSEC recordPercentage of assetsHourly
- Mullooly Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- NCM Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- New Horizons Wealth Management$100M to $500MSEC recordPercentage of assets
- New Vernon Capital$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Newport Capital Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Nitor Capital Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Northstar Advisory Group, LLC$100M to $500MSEC recordPercentage of assets
- Novi Wealth Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Npa Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Oakbourne Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Oliver Luxxe Assets LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Omega Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Omni 360 Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Onepoint BFG Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Palante Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Palisade Capital Management, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Paradigm Investment Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Paradigm Wealth Advisory LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Parisi Gray Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Pathstone$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- PCB Capital LLC$100M to $500MSEC recordPercentage of assetsHourly
- Pegasus Asset Management Inc$500M to $1BSEC recordPercentage of assets
- Pegasus Group, LLC$25M to $100MSEC recordPercentage of assets
- Personal Cfo Solutions LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Personal Financial Solutions, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pgim Custom Harvest LLC$1B or moreSEC recordPercentage of assets
- Pgim, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Philadelphia Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Pine Valley Investments$1B or moreSEC recordPercentage of assets
- Pioneer Advisory LLCUnder $25MSEC recordFixed or flat fee
- Podell Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Portfolio Strategies Inc Ny$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Precision Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Premier Path Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Prestige Wealth Management Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Princeton Capital Management LLC$100M to $500MSEC recordPercentage of assetsOther
- Princeton Global Asset Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Private Advisor Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Private Client Group Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- PTS Brokerage, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Quaker Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Quantum Capital Management, LLC$1B or moreSEC recordPercentage of assets
- RDM Capital Associates Inc$100M to $500MSEC recordPercentage of assets
- Reaves Asset Management$1B or moreSEC recordPercentage of assetsOther
- Redwood Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Wealth Management Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Reedmark Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Regency Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Revel Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Revolve Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ridgewood Investments$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Rilex Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- RMR Wealth Builders, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Roundview Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Roxbury Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- RSW Investments$1B or moreSEC recordPercentage of assets
- Ryan Heritage, LLPUnder $25MSEC recordPercentage of assets
- S.F. Ehrlich Associates, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sacks & Associates, LLC$100M to $500MSEC recordPercentage of assets
- Saiph Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Salvus Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Sandro Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sax Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Seabridge Investment Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Seelaus Asset Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Sfi Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Shapiro Financial Security Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shore Point Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shorehaven Wealth Partners, LLC$500M to $1BSEC recordPercentage of assets
- Signature Wealth Management Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Signet Financial Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Simon Quick Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Simplicity Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Sindia Capital Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Skyview Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Smallwood Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stawnychy Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stembrook Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sterling Financial Planning Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Stern Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Stolzer Rothschild Levy LLC$100M to $500MSEC recordPercentage of assetsHourly
- Strategic Family Wealth Counselors, L.L.C.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Summit Financial, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Summit Place Financial Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Sustainvest Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Systematic Alpha Investments, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Systematic Financial Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Ta Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Talisman Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tandem Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tandem Investment Partners, LLC$100M to $500MSEC recordPercentage of assets
- Taurus Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- TC Financial Management, Co Inc.$100M to $500MSEC recordPercentage of assets
- Tenon Financial$100M to $500MSEC recordFixed or flat fee
- Teplitz Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tepp Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Genwealth Group, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- The Wealth Boutique$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tilson Financial Group Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- TLG Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Toews Asset Management$1B or moreSEC recordPercentage of assets
- Tranquilli Financial Advisor, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Transcend Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Traphagen Financial Group$1B or moreSEC recordPercentage of assetsHourly
- TSG Alpha Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- TSP Capital Management Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- UBS Financial Services Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Unio Capital LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Valley Wealth Managers, Inc.$1B or moreSEC recordPercentage of assetsHourly
- Vaughan and Company Securities, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Vestgen Investment Management$500M to $1BSEC recordPercentage of assetsHourly
- Victory Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Virtus Wealth Solutions$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Vision Retirement$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Washington Crossing Advisors LLC$1B or moreSEC recordPercentage of assets
- Wbi Investments, LLC$500M to $1BSEC recordPercentage of assets
- Wealth Management Associates, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wealth Quarterback LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Weingarten Associates, L.L.C.$100M to $500MSEC recordHourlyFixed or flat fee
- White Knight Strategic Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Wiss Private Client Advisors, LLC$1B or moreSEC recordPercentage of assets
- Withum Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Woloshin Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- World Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- WP Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Zynergy Retirement Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.