Fee-OnlyFinder

Advisers in Jersey City, NJ

12 advisers in Jersey City — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (3)Flat / fixed fees (5)% of assets managed (11)Retirement plan consulting (3)

All advisers

Abner Herrman & Brock, LLC185 Hudson Street, Suite 1640 · Jersey City, NJ 07311 · (201) 484-2000 · % of assets managedCRD 8517 · % of assets · $2.7 billion AUMSEC registeredNo commissions reportedAhara Advisors201 Montgomery St, Ste 263 · Jersey City, NJ 07302 · (412) 908-0844 · Financial planningCRD 312385 · % of assets, Hourly charges, Fixed fees · $185.4 million AUMSEC registeredNo commissions reportedAstra Wealth Partners101 Hudson Street, Suite 2100 · Jersey City, NJ 07302 · (800) 805-8740 · Financial planningCRD 321136 · % of assets, Fixed fees, Performance-based fees · $268.4 million AUMSEC registeredNo commissions reportedAtherean Asset Management LLC101 Hudson Street, 21st Floor · Jersey City, NJ 07302 · (347) 409-1499 · Financial planningCRD 170857 · % of assets, Fixed fees, Performance-based fees · $8.9 million AUMState registeredNo commissions reportedCiro Capital LLC185 Hudson St., Suite 2500 · Jersey City, NJ 07311 · (646) 785-6201 · Financial planningCRD 329576 · % of assets, Hourly charges · $117.4 million AUMSEC registeredNo commissions reportedDgs Capital Management101 Hudson Street, 21st Floor · Jersey City, NJ 07302 · (646) 992-4370 · % of assets managedCRD 281938 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedHudson Edge Investment Partners, INC.Newport Tower, 525 Washington Boulevard · Jersey City, NJ 07310 · (201) 659-3700 · % of assets managedCRD 104870 · % of assets · $2.9 billion AUMSEC registeredNo commissions reportedLord, Abbett & CO. LLC30 Hudson Street · Jersey City, NJ 07302 · (201) 827-2000 · % of assets managedCRD 110391 · % of assets, Performance-based fees · $270.4 billion AUMSEC registeredNo commissions reportedManaged Account Advisors LLC525 Washington Blvd. · Jersey City, NJ 07310 · (201) 557-0504 · % of assets managedCRD 142558 · % of assets · $995.0 billion AUMSEC registeredNo commissions reportedPioneer Advisory LLC111 Town Square Place, Suite #1205 · Jersey City, NJ 07310 · (206) 661-5225 · Flat / fixed feesCRD 337502 · Fixed fees · $94,783 AUMSEC registeredNo commissions reported
Reaves Asset Management10 Exchange Place, 18th Floor · Jersey City, NJ 07302 · (201) 332-4596 · % of assets managedCRD 3140 · % of assets, Other · $5.9 billion AUMSEC registeredNo commissions reportedTaurus Financial1 Evertrust Plaza, Suite 307 · Jersey City, NJ 07302 · (201) 500-6322 · Financial planningCRD 335067 · % of assets, Hourly charges, Fixed fees · $162.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Jersey City? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.