Top advisors in Newark
We’ve curated a list of the best financial advisors in Newark, take a look at it below
Find an advisor in Newark| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $25,132,819,782 | 274 advisors | ||
| 2 | $1,224,575,448 | 8 advisors | ||
| 3 | $440,105,214 | 5 advisors | ||
| 4 | $356,119,000 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Newark, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newark. 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. Passaic Partners LLC
Assets under management
$1,224,575,448
Fee structure
A percentage of assets under your management
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)
3. Curasset Capital Management, LLC
Assets under management
$440,105,214
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
4. Blueprint Capital Advisors LLC
Assets under management
$356,119,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
INVESTMENT ADVISORY FEE
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)
Selection Of Other Advisers
Research And Portfolio Advisory Services
Your first meeting is free.