Fee-OnlyFinder

Advisers in Princeton, NJ

36 advisers in Princeton — 36 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (19)Hourly fees (15)Flat / fixed fees (28)% of assets managed (32)Retirement plan consulting (10)

All advisers

Acorn Asset Management LLC300 Witherspoon Street, Suite 201 · Princeton, NJ 08542 · (609) 455-1223 · Financial planningCRD 340572 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMSEC registeredNo commissions reportedAdviso Wealth103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (610) 840-2622 · Financial planningCRD 308198 · Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedAltman Investment Management LLC33 Witherspoon Street, 2nd Floor · Princeton, NJ 08542 · (609) 252-0048 · % of assets managedCRD 113832 · % of assets · $119.9 million AUMSEC registeredNo commissions reportedAnsonia Capital Advisors LLC342 Dodds Ln · Princeton, NJ 08540 · (917) 929-5108 · % of assets managedCRD 335574 · % of assets · $2.0 million AUMState registeredNo commissions reportedBergamot Asset Management LP300 Carnegie Center, Suite 140 · Princeton, NJ 08540 · (609) 917-7900 · Flat / fixed feesCRD 309424 · % of assets, Fixed fees, Performance-based fees · $106.5 million AUMSEC registeredNo commissions reportedBerunda Capital Management5 Independence Way, Suite 300 · Princeton, NJ 08540 · (267) 977-9620 · Financial planningCRD 297072 · % of assets, Fixed fees · $11.2 million AUMState registeredNo commissions reportedBlackrock Investment Management, LLC1 University Square Drive · Princeton, NJ 08540 · (609) 282-2000 · Flat / fixed feesCRD 108928 · % of assets, Fixed fees, Performance-based fees · $676.7 billion AUMSEC registeredNo commissions reportedBrennan Financial Group, LLC475 Wall Street · Princeton, NJ 08540 · (908) 428-6973 · Financial planningCRD 117644 · % of assets, Hourly charges, Fixed fees · $49.7 million AUMState registeredNo commissions reportedCarnegie Lake Advisors LLC100 Overlook Center, 2nd Floor · Princeton, NJ 08540 · (609) 955-3667 · % of assets managedCRD 330024 · % of assets · $403.0 million AUMSEC registeredNo commissions reportedCertified Wealth Management & Investment LLC101 College Road East, Suite 2 · Princeton, NJ 08540 · (609) 716-4700 · Financial planningCRD 165924 · % of assets, Hourly charges, Fixed fees · $25.3 million AUMState registeredNo commissions reported
Concord Advisory Group LTD700 Alexander Park, Suite 203 & 202 · Princeton, NJ 08540 · (609) 987-9000 · Flat / fixed feesCRD 107291 · Fixed fees, Other · $46.2 billion AUMSEC registeredNo commissions reportedDumont & Blake Investment Advisors LLC731 Alexander Road, Suite 301 · Princeton, NJ 08540 · (609) 514-1899 · Flat / fixed feesCRD 109318 · % of assets, Fixed fees · $562.3 million AUMSEC registeredNo commissions reportedEks Associates601 Ewing Street, Suite A-7 · Princeton, NJ 08540 · (609) 921-1016 · Financial planningCRD 169687 · % of assets, Fixed fees · $324.3 million AUMSEC registeredNo commissions reportedEndowbridge Capital, LLC707 Alexander Road, Suite 208 · Princeton, NJ 08540 · (609) 878-8161 · Financial planningCRD 228786 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedFlight Line Financial, LLC103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (609) 955-3570 · Flat / fixed feesCRD 169289 · Fixed fees, OtherSEC registeredNo commissions reportedGiverny Capital Advisors182 Nassau Street, Suite 201 · Princeton, NJ 08542 · (609) 759-1250 · % of assets managedCRD 150123 · % of assets · $420.9 million AUMSEC registeredNo commissions reportedHalberstadt Financial Consultants INC50 North Tulane St · Princeton, NJ 08542 · (609) 921-0180 · Financial planningCRD 109462 · % of assets, Hourly charges, Fixed fees · $185.0 million AUMSEC registeredNo commissions reportedHamilton & Company650 College Road East, Suite 3400 · Princeton, NJ 08540 · (609) 452-0300 · Flat / fixed feesCRD 11310 · % of assets, Fixed feesState registeredNo commissions reportedIengage Asset Management LLC300 Carnegie Center, Suite 150 · Princeton, NJ 08540 · (609) 964-0388 · % of assets managedCRD 299108 · % of assets · $1.5 million AUMState registeredNo commissions reportedJantorno Financial Advisors, LLC13 Roszel Road, Suite A-103 · Princeton, NJ 08540 · (609) 919-0006 · Financial planningCRD 131409 · Hourly charges, Fixed feesState registeredNo commissions reportedKdt Advisors, LLC103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (929) 293-1270 · Financial planningCRD 289816 · % of assets, Hourly charges, Fixed fees · $210.4 million AUMSEC registeredNo commissions reportedKubhera Enterprises LLC742 Alexander Road, Suite 305 · Princeton, NJ 08540 · (609) 799-5900 · Financial planningCRD 151619 · % of assets, Hourly charges, Fixed fees · $275.5 million AUMSEC registeredNo commissions reportedLandseer Advisors LLC353 Nassau Street, Floor 2 · Princeton, NJ 08540 · (212) 457-0902 · Flat / fixed feesCRD 309937 · % of assets, Fixed fees, Performance-based fees · $415.2 million AUMSEC registeredNo commissions reportedMillstone Financial Group902 Carnegie Center Blvd, Suite 130 · Princeton, NJ 08540 · (732) 385-8544 · Financial planningCRD 297882 · % of assets, Hourly charges, Fixed fees · $104.4 million AUMSEC registeredNo commissions reportedNew York Ivy Capital Management LLC300 Carnegie Center, Suite 150 · Princeton, NJ 08540 · (201) 683-1871 · % of assets managedCRD 322777 · % of assets, Performance-based fees · $11.6 million AUMState registeredNo commissions reportedNorthwest Criterion Asset Management, L.L.C.114 Commons Way · Princeton, NJ 08540 · (609) 924-4488 · Financial planningCRD 130538 · % of assets, Hourly charges, Fixed fees · $58.3 million AUMState registeredNo commissions reportedNovi Wealth Partners512 Executive Drive · Princeton, NJ 08540 · (609) 921-7002 · Financial planningCRD 166539 · % of assets, Hourly charges, Fixed fees · $612.8 million AUMSEC registeredNo commissions reportedOmnivest Group LLC344 Nassau Street, Suite 101 · Princeton, NJ 08540 · (609) 986-1001 · Flat / fixed feesCRD 141057 · % of assets, Fixed fees · $28.7 million AUMState registeredNo commissions reportedPrinceton Global Asset Management LLC17 Hulfish Street, Suite 240 · Princeton, NJ 08542 · (609) 945-1781 · Financial planningCRD 146644 · % of assets, Fixed fees · $921.3 million AUMSEC registeredNo commissions reportedPrinceton Wealth Management Alliance, LLC103 Carnegie Center Drive, Suite 324 · Princeton, NJ 08540 · (609) 212-2934 · Financial planningCRD 298614 · % of assets, Other · $76.6 million AUMState registeredNo commissions reportedRetiresmart Consulting, LLC.103 Carnegie Center, Suite 300 a · Princeton, NJ 08540 · (609) 955-3456 · Financial planningCRD 147693 · % of assets, Hourly charges, Fixed fees · $52.0 million AUMState registeredNo commissions reportedRiver Investment Corp100 Overlook Center, 2nd Floor · Princeton, NJ 08540 · (609) 375-2000 · Hourly feesCRD 122637 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedRoundview Capital, LLC182 Nassau Street, Suite 201 · Princeton, NJ 08542 · (609) 688-9500 · Financial planningCRD 148083 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSongbird Capital, LLC14 Nassau Street · Princeton, NJ 08542 · (609) 924-5300 · Financial planningCRD 158074 · % of assets, Hourly charges, Fixed fees · $84.4 million AUMState registeredNo commissions reportedSystematic Alpha Investments, LLC36 Mercer Street · Princeton, NJ 08540 · (609) 751-7550 · Flat / fixed feesCRD 297693 · % of assets, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedUnio Capital LLC212 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (212) 920-2000 · % of assets managedCRD 166483 · % of assets, Performance-based fees · $691.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Princeton? 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.