Top 10 advisors in New Jersey
We’ve curated a list of the best financial advisors in New Jersey, take a look at it below
Find an advisor in New Jersey| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $25,132,819,782 | 274 advisors | ||
| 2 | $24,533,358,736 | 3704 advisors | ||
| 3 | $17,240,133,787 | 61 advisors | ||
| 4 | $16,475,907,548 | 297 advisors | ||
| 5 | $15,730,256,000 | 70 advisors | ||
| 6 | $9,858,042,175 | 22 advisors | ||
| 7 | $7,454,388,626 | 165 advisors | ||
| 8 | $6,161,268,318 | 71 advisors | ||
| 9 | $5,601,706,059 | 68 advisors | ||
| 10 | $4,171,004,157 | 42 advisors |
How we came up with this list
To generate our top financial advisors list in New Jersey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Jersey. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pgim Private Placement Investors, L.p.
Assets under management
$25,132,819,782
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Osaic Wealth, Inc.
Assets under management
$24,533,358,736
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Jacobs Levy Equity Management
Assets under management
$17,240,133,787
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Pathstone
Assets under management
$16,475,907,548
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Family Office Services - Expense Management, Bill Pay, Insurance Advisory, Concierge Service, Philanthropic Advisory
5. Onex Credit Partners, LLC
Assets under management
$15,730,256,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Chatham Asset Management, LLC
Assets under management
$9,858,042,175
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Bleakley Financial Group, LLC
Assets under management
$7,454,388,626
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Non-investment Consulting/implementation Services
8. Regentatlantic
Assets under management
$6,161,268,318
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
9. Advisors Capital Management, LLC
Assets under management
$5,601,706,059
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Palisade Capital Management, Lp
Assets under management
$4,171,004,157
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portfolio Management For Wrap Account, Sma, And Uma Programs
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