Fiduciary advisors in Morristown, NJ
12 registered advisers
Morristown is a historic New Jersey town that hosts several pharmaceutical and financial services firms along the I-287 corridor, and 12 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 100%, with 12 firms declining all forms of commission-based compensation.
BEACON TRUST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.4B
Minimum--
Clients2,889
BLACKHILL CAPITAL, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.0B
Minimum--
Clients82
DIADEMA PARTNERS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$178M
Minimum--
Clients7
HIMCO, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$828M
Minimum--
Clients29
MCRAE CAPITAL MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$816M
Minimum--
Clients842
NEW VERNON CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$911M
Minimum--
Clients49
PEGASUS ASSET MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$473M
Minimum--
Clients764
PEGASUS GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$77M
Minimum--
Clients56
PRIVATE ADVISOR GROUP, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$41.4B
Minimum--
Clients137,723
PRIVATE ADVISOR NETWORK, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
SIMON QUICK ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7.1B
Minimum--
Clients3,710
WASHINGTON CROSSING ADVISORS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.1B
Minimum--
Clients3,476