Fiduciary advisors in New Jersey

370registered advisers
351fee-only verified

High property taxes and one of the nation's steepest income tax rates (10.75% top bracket) make fiduciary advice a necessity, not a luxury, in New Jersey. The state registers 370 SEC-filed fiduciary advisors, 351 of them fee-only. The pharmaceutical corridor, Wall Street commuter wealth, and a dense population of small business owners keep advisory firms busy across all market segments.

Cities

Top advisors

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wyckoff, New JerseyCRD #124288
Typical Fee--
AUM$150M
Minimum--
Clients314

1932 INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
Newark, New JerseyCRD #337619
Typical Fee--
AUM$788M
Minimum--
Clients3

5C CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Woodcliff Lake, New JerseyCRD #284213
Typical Fee--
AUM$537M
Minimum--
Clients1,833

ABLE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Toms River, New JerseyCRD #298085
Typical Fee--
AUM$580M
Minimum--
Clients2,109

ABNER HERRMAN & BROCK, LLC

Clean RecordAlso Compensated via Product Sales
Jersey City, New JerseyCRD #8517
Typical Fee--
AUM$2.4B
Minimum--
Clients2,177

AC FUNDS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgewood, New JerseyCRD #311748
Typical Fee--
AUM$579M
Minimum--
Clients6

ACA/PRUDENT INVESTORS PLANNING CORPORATION

Clean RecordAlso Compensated via Brokerage
Green Brook, New JerseyCRD #47798
Typical Fee--
AUM$323M
Minimum--
Clients1,511

ACCESS WEALTH

Clean RecordAlso Compensated via Brokerage
East Hanover, New JerseyCRD #112973
Typical Fee--
AUM$490M
Minimum--
Clients1,014

ACCRETIVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Parsippany, New JerseyCRD #299544
Typical Fee--
AUM$402M
Minimum--
Clients627

ACTIVE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodcliff Lake, New JerseyCRD #336793
Typical Fee--
AUM$53M
Minimum--
Clients10

ADP STRATEGIC PLAN SERVICES, LLC

Fee-Only, No ConflictsClean Record
Roseland, New JerseyCRD #286555
Typical Fee--
AUM$23.8B
Minimum--
Clients90,603

ADVISORS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgewood, New JerseyCRD #112266
Typical Fee--
AUM$9.5B
Minimum--
Clients14,670

AEM ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Somerset, New JerseyCRD #310360
Typical Fee--
AUM$122M
Minimum--
Clients45

AHARA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jersey City, New JerseyCRD #312385
Typical Fee--
AUM$122M
Minimum--
Clients95

AIGA CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Jersey City, New JerseyCRD #311692
Typical Fee--
AUM$251M
Minimum--
Clients2

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Red Bank, New JerseyCRD #157714
Typical Fee--
AUM$212M
Minimum--
Clients999

ALIGN ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vineland, New JerseyCRD #336638
Typical Fee--
AUM$111M
Minimum--
Clients338

ALJEN ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedar Knolls, New JerseyCRD #128962
Typical Fee--
AUM$205M
Minimum--
Clients994

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Flemington, New JerseyCRD #169573
Typical Fee--
AUM$517M
Minimum--
Clients1,211

ALOOOLA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kingston, New JerseyCRD #325090
Typical Fee--
AUM$25M
Minimum--
Clients417

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC

Fee-Only, No Conflicts
Englewood Cliffs, New JerseyCRD #311532
Typical Fee--
AUM$830M
Minimum--
Clients3

ALTMAN INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #113832
Typical Fee--
AUM$112M
Minimum--
Clients74

AMERRA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Englewood, New JerseyCRD #155860
Typical Fee--
AUM$665M
Minimum--
Clients21

ANCHORED FINANCIAL PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Deptford, New JerseyCRD #336537
Typical Fee--
AUM$183M
Minimum--
Clients1,223

APPALOOSA LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Short Hills, New JerseyCRD #281909
Typical Fee--
AUM$17.7B
Minimum--
Clients2

ASHE CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Englewood Cliffs, New JerseyCRD #169616
Typical Fee--
AUM$1.5B
Minimum--
Clients1

ASSET ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kinnelon, New JerseyCRD #106618
Typical Fee--
AUM$480M
Minimum--
Clients633

ASSET MANAGEMENT CONSULTING SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Livingston, New JerseyCRD #128793
Typical Fee--
AUM$141M
Minimum--
Clients35

ASTRA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jersey City, New JerseyCRD #321136
Typical Fee--
AUM$204M
Minimum--
Clients511

ATLAS PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Red Bank, New JerseyCRD #283744
Typical Fee--
AUM$688M
Minimum--
Clients2,524

AURORA PRIVATE WEALTH, INC.

Fee-Only, No Conflicts
Rockaway, New JerseyCRD #281604
Typical Fee--
AUM$395M
Minimum--
Clients1,843

AXQ CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jersey City, New JerseyCRD #318863
Typical Fee--
AUM$287M
Minimum--
Clients5

BARNEGAT FUND MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hoboken, New JerseyCRD #158347
Typical Fee--
AUM$803M
Minimum--
Clients2

BARON FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fair Lawn, New JerseyCRD #144234
Typical Fee--
AUM$340M
Minimum--
Clients928

BAUTIS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montclair, New JerseyCRD #148582
Typical Fee--
AUM$197M
Minimum--
Clients797

BAYARD ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #177515
Typical Fee--
AUM$314M
Minimum--
Clients4

BC ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Mt. Laurel, New JerseyCRD #142982
Typical Fee--
AUM$4.6B
Minimum--
Clients104

BCG SECURITIES, INC.

Also Compensated via Brokerage
Cherry Hill, New JerseyCRD #70
Typical Fee--
AUM$740M
Minimum--
Clients1,900

BCS PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rumson, New JerseyCRD #174761
Typical Fee--
AUM$470M
Minimum--
Clients580

BEACON TRUST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Morristown, New JerseyCRD #226547
Typical Fee--
AUM$4.4B
Minimum--
Clients2,889

BECKERMAN WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ocean Grove, New JerseyCRD #142480
Typical Fee--
AUM$253M
Minimum--
Clients622

BELLWETHER CONSULTING LLC

Fee-Only, No ConflictsClean Record
Millburn, New JerseyCRD #111188
Typical Fee--
AUM--
Minimum--
Clients--

BLACK CORAL FINANCIAL ADVISORS, LLC

Fee-Only, No Conflicts
Mount Olive, New JerseyCRD #154623
Typical Fee--
AUM$504M
Minimum--
Clients785

BLACKHILL CAPITAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Morristown, New JerseyCRD #105208
Typical Fee--
AUM$2.0B
Minimum--
Clients82

BLACKROCK INVESTMENT MANAGEMENT, LLC

Fee-Only, No Conflicts
Princeton, New JerseyCRD #108928
Typical Fee--
AUM$508.2B
Minimum--
Clients48,659

BLUEFIN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Moorestown, New JerseyCRD #288375
Typical Fee--
AUM$259M
Minimum--
Clients677

BLUEPRINT CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Short Hills, New JerseyCRD #282327
Typical Fee--
AUM$1.7B
Minimum--
Clients9

BLUESHIFT ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Red Bank, New JerseyCRD #290637
Typical Fee--
AUM$529M
Minimum--
Clients7

BLUEVINE ADVISORY LLC

Fee-Only, No ConflictsClean Record
Jersey City, New JerseyCRD #326599
Typical Fee--
AUM$2M
Minimum--
Clients54

BPP WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Basking Ridge, New JerseyCRD #166962
Typical Fee--
AUM$228M
Minimum--
Clients393
View all 370 advisors in New Jersey
Fiduciary Financial Advisors in New Jersey | FiduciaryListings