Top 10 advisors in Princeton
We’ve curated a list of the best financial advisors in Princeton, take a look at it below
Find an advisor in Princeton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,599,231,832 | 20 advisors | ||
| 2 | $1,455,201,252 | 26 advisors | ||
| 3 | $1,069,110,161 | 12 advisors | ||
| 4 | $471,731,589 | 13 advisors | ||
| 5 | $469,917,988 | 13 advisors | ||
| 6 | $438,761,874 | 8 advisors | ||
| 7 | $305,178,759 | 4 advisors | ||
| 8 | $274,487,160 | 7 advisors | ||
| 9 | $222,250,615 | 5 advisors | ||
| 10 | $202,492,049 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Princeton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Princeton. 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. Watermark Group, Inc.
Assets under management
$2,599,231,832
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Edison Partners Management, LLC
Assets under management
$1,455,201,252
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Roundview Capital, LLC
Assets under management
$1,069,110,161
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 Pooled Investment Vehicles
Pension Consulting Services
4. Princeton Equity Group
Assets under management
$471,731,589
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Princeton Global Asset Management LLC
Assets under management
$469,917,988
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
Educational Seminars/workshops
6. Dumont & Blake Investment Advisors LLC
Assets under management
$438,761,874
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Landseer Advisors LLC
Assets under management
$305,178,759
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
8. Van Leeuwen & Company, LLC
Assets under management
$274,487,160
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)
9. Mercator Partners
Assets under management
$222,250,615
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
10. Next Horizon Advisors LLC
Assets under management
$202,492,049
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
Your first meeting is free.