Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Morristown, New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 21 vetted financial advisors and non-vetted financial advisors in Morristown, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Morristown, New Jersey have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
PRIVATE ADVISOR GROUP, LLC 65 Madison Avenue, Suite 300, Morristown, NJ, 7960 | 155216 | $28,519,298,513 | 114555 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES) |
SIMON QUICK ADVISORS, LLC 360 Mt. Kemble Ave, Morristown, NJ, 7960 | 132330 | $5,103,979,658 | 4811 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY MANAGED ASSET PROGRAM) |
BEACON TRUST 163 Madison Avenue, Morristown, NJ, 7960 | 226547 | $3,459,000,000 | 2675 | A Percentage of AUM, Fixed Fees |
HIMCO, LLC 21 South Street, Morristown, NJ, 7960 | 157865 | $999,844,060 | 38 | A Percentage of AUM, Performance Based |
BLACKHILL CAPITAL, INC 161 Madison Avenue, Morristown, NJ, 7960 | 105208 | $904,495,448 | 84 | A Percentage of AUM |
NEW VERNON CAPITAL 62 Elm Street, Morristown, NJ, 7960 | 160231 | $835,977,407 | 53 | A Percentage of AUM, Fixed Fees, Performance Based |
MCRAE CAPITAL MANAGEMENT INC. 230 Madison Avenue, Morristown, NJ, 7960 | 104567 | $584,796,303 | 785 | A Percentage of AUM, Fixed Fees |
HUDSON VALUE PARTNERS, LLC 177 Madison Avenue, Morristown, NJ, 7960 | 301325 | $334,579,302 | 302 | A Percentage of AUM, Hourly charges, Fixed Fees |
PRIVATE ADVISOR NETWORK, LLC 65 Madison Avenue, Suite 300 Morristown, NJ, 7960 | 299133 | $0 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees |
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