Fiduciary advisors in Princeton, NJ

28 registered advisers

Princeton is Ivy League proximity and a biotech corridor along Route 1 create a high-net-worth advisory market with academic and pharmaceutical roots, and 28 SEC-registered fiduciary firms serve local investors. Of those, 27 are fee-only practices that do not earn commissions from financial product sales.

ALTMAN INVESTMENT MANAGEMENT LLC

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

BAYARD ASSET MANAGEMENT LLC

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

BLACKROCK INVESTMENT MANAGEMENT, LLC

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

CARNEGIE LAKE ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Princeton, New JerseyCRD #330024
Typical Fee1.50%
AUM$374M
Minimum$250,000
Clients431

CONCORD ADVISORY GROUP LTD

Fee-Only, No ConflictsClean Record
Princeton, New JerseyCRD #107291
Typical Fee--
AUM$37.6B
Minimum--
Clients200

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #109318
Typical Fee--
AUM$541M
Minimum--
Clients868

EDGESTREAM PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #166338
Typical Fee--
AUM$3.4B
Minimum--
Clients4

EKS ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #169687
Typical Fee--
AUM$300M
Minimum--
Clients294

FLIGHT LINE FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
Princeton, New JerseyCRD #169289
Typical Fee--
AUM--
Minimum--
Clients--

GIVERNY CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #150123
Typical Fee--
AUM$395M
Minimum--
Clients262

HALBERSTADT FINANCIAL CONSULTANTS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #109462
Typical Fee--
AUM$150M
Minimum--
Clients347

HAMILTON SQUARE PARTNERS MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #338881
Typical Fee--
AUM$319M
Minimum--
Clients6

KDT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #289816
Typical Fee--
AUM$210M
Minimum--
Clients60

KUBHERA ENTERPRISES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #151619
Typical Fee--
AUM$290M
Minimum--
Clients820

LANDSEER ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #309937
Typical Fee--
AUM$404M
Minimum--
Clients3

MERCATOR PARTNERS

Fee-Only, No ConflictsClean Record
Princeton, New JerseyCRD #318911
Typical Fee--
AUM$279M
Minimum--
Clients4

NOVI WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #166539
Typical Fee--
AUM$493M
Minimum--
Clients915

PIONEX INVESTMENTS INC.

Fee-Only, No ConflictsClean Record
Princeton, New JerseyCRD #318475
Typical Fee--
AUM--
Minimum--
Clients--

PRINCETON EQUITY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #310405
Typical Fee--
AUM$1.4B
Minimum--
Clients6

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #146644
Typical Fee--
AUM$783M
Minimum--
Clients1,164

PRYSM CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #304961
Typical Fee--
AUM$3.4B
Minimum--
Clients17

ROUNDVIEW CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #148083
Typical Fee--
AUM$1.9B
Minimum--
Clients1,784

SCIENCAST MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #271030
Typical Fee--
AUM$800M
Minimum--
Clients1

SYSTEMATIC ALPHA INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #297693
Typical Fee--
AUM$2.7B
Minimum--
Clients175

UNIO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #166483
Typical Fee--
AUM$315M
Minimum--
Clients105

WATERMARK GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #108272
Typical Fee--
AUM$4.1B
Minimum--
Clients6

WEST HORIZON CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Princeton, New JerseyCRD #337734
Typical Fee--
AUM$283M
Minimum--
Clients3

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Princeton, New JerseyCRD #302098
Typical Fee--
AUM$179M
Minimum--
Clients573
Fiduciary Advisors in Princeton, New Jersey | FiduciaryListings