Top 10 advisors in Jersey City
We’ve curated a list of the best financial advisors in Jersey City, take a look at it below
Find an advisor in Jersey City# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $24,533,358,736 | 3704 advisors | ||
2 | $3,438,020,483 | 5 advisors | ||
3 | $2,064,347,338 | 17 advisors | ||
4 | $1,602,776,427 | 11 advisors | ||
5 | $737,963,372 | 12 advisors | ||
6 | $530,528,055 | 16 advisors | ||
7 | $520,384,372 | 9 advisors | ||
8 | $371,300,000 | 8 advisors | ||
9 | $286,731,079 | 5 advisors | ||
10 | $267,524,132 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Jersey City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jersey City. 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. 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
2. Alphacat Capital Inc.
Assets under management
$3,438,020,483
Fee structure
OPERATING EXPENSES PLUS 7% EXCLUDING "PASS THROUGH"
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)
3. Hgk Asset Management Inc
Assets under management
$2,064,347,338
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
4. Abner Herrman & Brock, LLC
Assets under management
$1,602,776,427
Fee structure
A percentage of assets under your management
Commissions
Services offered
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)
5. Hudson Cove Capital Management LLC
Assets under management
$737,963,372
Fee structure
A percentage of assets under your management
Performance-based fees
MONITORING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Manteio Capital LLC
Assets under management
$530,528,055
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)
- Not sure which one to choose?Use our smart matching tool
7. Us Select Asset Management, Inc.
Assets under management
$520,384,372
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Unigestion (us) Ltd
Assets under management
$371,300,000
Fee structure
A percentage of assets under your management
GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES
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)
9. Glovista Investments LLC
Assets under management
$286,731,079
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
- Not sure which one to choose?Use our smart matching tool
10. Roanoke Asset Management Corp
Assets under management
$267,524,132
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Your first meeting is free.