With more than nine million people, New Jersey is one of the most populated states in the union. And with that population and its location on the coast close to New York, there is so much to see and do, and many opportunities to take advantage of. A lot of wealth runs through the state and makes its home there, and if you’re successful you can do even more if you get a financial advisor on your side. Fortunately, there are plenty of options, and we know the right firms to look up.
Here are our top five choices for financial advisory firms in New Jersey:
Pathstone Family Office, LLC
Founded in 2016, Pathstone Family Office, LLC is located in Englewood and has nearly $8.55 billion in assets under its management. They have many advisors, each with their own expert skill set, who are ready to help you choose a portfolio that is right for you.
They mostly deal with high-net-worth individuals, charitable corporations, pooled investment vehicles, and other types of organizations. What stands out with this firm is the use of modern technology when it comes to optimizing asset allocation and manager selection. They strive for each client to have a portfolio which perfectly balances risks and returns.
Pathstone Family Office, LLC is a fee-only firm that has a $2 million minimum account requirement to work with them.
You can expect the following working with Pathstone Family Office:
- Utilization of modern portfolio theory to maximize each client’s returns.
- Plenty of relationship-focused advisors to work with you.
- Additional services such as tax help and accounting.
A firm in Morristown with more than $3.76 billion in assets under its management, RegentAtlantic has been in business since 2001. It works mostly with high-net-worth individuals, but there is a history of working with pension and profit-sharing plans, endowments, foundations, and businesses.
They first try to understand you and your goals, then develop a solid strategy to work from. They also regularly utilize modern technology efficiently with their clients, reducing the need for paperwork and speeding the process along.
RegentAtlantic is a fee-only firm that has no minimum account requirement to work with them. It does require a $10,000 minimum annual fee.
You can expect the following working with RegentAtlantic:
- A firm that has many financial planning services and investment management services.
- Advisers who regularly rebalance your portfolios to achieve maximum returns.
- Experience in working with people from all walks of life.
Modera Wealth Management, LLC
Located in Westwood, Modera Wealth Management, LLC has more than $2.38 billion in assets under its management. They work with individuals, families, philanthropic organizations, institutions, and trusts by creating customized plans and portfolios.
They have guided many generations of clients by understanding the nuances of managing wealth. They offer personal attention, objective advice, and an excellent set of resources. You can easily make informed financial decisions working with this firm.
Modera Wealth Management, LLC is a fee-only firm that has not set any minimum account requirement to work with them. It requires a minimum quarterly fee based on the services rendered.
You can expect the following working with Modera Wealth Management:
- A focus on market prices, portfolio diversification, and a proportional risk and return relationship.
- A newsroom where you can stay connected with all the firms’ upcoming events.
- A 100 percent response rate to all their clients’ needs and concerns.
Advisors Capital Management, LLC
Advisors Capital Management, LLC, based in Ridgewood with about $2 billion in assets under management, works with more non-high-net-worth individuals than high-net-worth individuals. This is because its minimum asset requirement will vary based on the type of account you use. It also works with other types of clients. If you’re looking for a firm that will treat you well and give you the personalized attention you deserve, then you need the services of this firm.
It’s a firm that focuses heavily on long-term investments. They also take your time horizon and level of risk aversion into consideration. You can trust the firm to be an excellent steward of your wealth.
Advisors Capital Management, LLC is a fee-based firm that has a minimum account requirement that depends on the type of account you want to open with them.
You can expect the following working with Advisors Capital Management:
- Investment decisions made according to how well they align with your time horizon and risk tolerance.
- A team that is built to be the best when it comes to analysis, trading, operations, compliance, and marketing.
- A high standard for their investment portfolios to ensure maximum returns.
CFS Investment Advisory Services, LLC
Founded in 1998, CFS Investment Advisory Services, LLC has a bit more than $1 billion in assets under its management. The firm’s service offerings include financial planning, estate planning, investment planning, consulting, tax planning, and insurance planning.
They have a qualified team of advisors who use fundamental, technical, and cyclical analysis to reach decisions on which securities to invest their client’s money in. The selling of such securities can take a month to a year, and they do so when there are confident it will benefit their clients. This firm will grow your wealth as effectively as possible.
CFS Investment Advisory Services, LLC is a fee-based firm that has a $500,000 minimum account requirement to work with them.
You can expect the following working with CFS Investment Advisory Services:
- Plenty of educational resources tailored to help their clients learn more about their portfolios and the market.
- Experienced professionals who use a hands-on approach when providing financial advice.
- The use of the most efficient methods available to them in developing a strategy.
New Jersey has so much to offer, and we want you to make the most of not only your wealth but your time as well. That’s why we think a financial advisor can be perfect for you. We’re confident that one of the above selections will be a great fit, but you will want to have your own situation and priorities in mind before making a final decision. Take your time, and we hope that you will find the financial security you desire soon.