Top advisors in Montclair
We’ve curated a list of the best financial advisors in Montclair, take a look at it below
Find an advisor in Montclair| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $929,728,655 | 42 advisors | ||
| 2 | $601,605,551 | 4 advisors | ||
| 3 | $121,970,868 | 5 advisors | ||
| 4 | $85,460,000 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Montclair, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Montclair. 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. Rmr Wealth Builders, Inc.
Assets under management
$929,728,655
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
INSURANCE COMPENSATION
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
Consulting Engagement For Specific Purpose Such As Education Funding, Estate Planning
2. Talara Capital Management, LLC
Assets under management
$601,605,551
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Bautis Financial, LLC
Assets under management
$121,970,868
Fee structure
A percentage of assets under your management
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)
4. 180 Degree Capital Corp.
Assets under management
$85,460,000
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
Pension Consulting Services
Your first meeting is free.