Top advisors in Totowa

Top advisors in Totowa

We’ve curated a list of the best financial advisors in Totowa, take a look at it below

Find an advisor in Totowa
# Financial advisor Assets under management Number of advisors
1 $1,089,167,848 12 advisors

How we came up with this list

To generate our top financial advisors list in Totowa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Totowa. 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. Cfs Investment Advisory Services LLC

    Assets under management

    $1,089,167,848

    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

    Advice On Matters Not Involving Securities.

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