Top advisors in Paramus
We’ve curated a list of the best financial advisors in Paramus, take a look at it below
Find an advisor in Paramus| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,102,114,133 | 48 advisors | ||
| 2 | $812,053,011 | 28 advisors | ||
| 3 | $334,793,332 | 2 advisors | ||
| 4 | $82,731,064 | 3 advisors | ||
| 5 | $68,083,661 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Paramus, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Paramus. 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. Valley Wealth Managers, Inc.
Assets under management
$2,102,114,133
Fee structure
A percentage of assets under your management
Hourly charges
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)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
2. Private Portfolio Partners, LLC
Assets under management
$812,053,011
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
Solicitation/referral And Consulting Services
3. Breakwater Capital Group
Assets under management
$334,793,332
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)
Selection Of Other Advisers
4. Watters Financial Services, LLC
Assets under management
$82,731,064
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
One-time Portfolio Review
5. Groesbeck Investment Management Corp
Assets under management
$68,083,661
Fee structure
A percentage of assets under your management
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)
Your first meeting is free.