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 14 vetted financial advisors and 83 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 18 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.
65 Madison Avenue, Ste. 300
973-276-1232
1973 Washington Valley Road
732-356-7323
445 Park Avenue
6th Floor
212-796-8729
150 East 52nd Street Suite 5001
512-342-0202
100 Vanguard Blv V26
800-211-7806
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
PRIVATE ADVISOR GROUP, LLC 65 Madison Avenue, Suite 300, Morristown, NJ, 7960 | 155216 | $33,940,632,492 | 116249 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SOLICITOR/REFERRAL FEES) |
REGENTATLANTIC 60 Columbia Road, Building A Suite 300 Morristown, NJ, 7960 | 105995 | $6,205,189,466 | 2131 | A percentage of AUM, Hourly charges, Fixed fees |
SIMON QUICK ADVISORS, LLC 360 Mt. Kemble Ave, Morristown, NJ, 7960 | 132330 | $4,582,069,033 | 1503 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY MANAGED ASSET PROGRAM) |
BEACON TRUST 163 Madison Avenue, Morristown, NJ, 7960 | 226547 | $4,093,000,000 | 2442 | A percentage of AUM, Fixed fees |
BLACKHILL CAPITAL, INC 161 Madison Avenue, Morristown, NJ, 7960 | 105208 | $1,197,009,075 | 84 | A percentage of AUM |
HIMCO, LLC 21 South Street, Morristown, NJ, 7960 | 157865 | $1,056,150,433 | 39 | A percentage of AUM, Performance Based |
NEW VERNON CAPITAL 62 Elm Street, Morristown, NJ, 7960 | 160231 | $956,396,195 | 53 | A percentage of AUM, Performance Based |
MCRAE CAPITAL MANAGEMENT INC. 230 Madison Avenue, Morristown, NJ, 7960 | 104567 | $667,896,289 | 777 | A percentage of AUM, Fixed fees |
HUDSON VALUE PARTNERS, LLC 177 Madison Avenue, Morristown, NJ, 7960 | 301325 | $437,922,473 | 281 | 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 |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Anthony Pecora Inquire with Anthony | 1200 Mt Kemble Avenue, Fl 2 Morristown, NJ 07960 | 973-425-3873 |
Andrew Mercuri Inquire with Andrew | 1200 Mt Kemble Avenue, Fl 2 Morristown, NJ 07960 | 973-425-2393 |
Barry D Rothenberg Inquire with Barry | 10 Madison Ave, Morristown, NJ 07962 | 973-993-5238 |
Morgan Stanley Financial Advisors Inquire with Morgan | 1200 Mt Kemble Avenue, Fl 2 Morristown, NJ 07960 | 973-539-6700 |
Morgan Stanley Financial Advisors Inquire with Morgan | 10 Madison Ave, Morristown, NJ 07962 | 973-267-4545 |
Megan Keller Inquire with Megan | 10 Madison Ave, Morristown, NJ 07962 | 973-993-5211 |
Thomas J. Regan Inquire with Thomas | 1200 Mt Kemble Avenue, Fl 2 Morristown, NJ 07960 | 973-425-2350 |
The Falcon Financial Group, LLC Inquire with The | 10 Madison Ave., 2nd Fl Morristown, NJ 07960 | 973-401-2517 |
The Spartan Group Inquire with The | 1200 Mt Kemble Avenue, Fl 2 Morristown, NJ 07960 | 973-425-2380 |
The Charette Group Inquire with The | 1200 Mt Kemble Avenue, Fl 2 Morristown, NJ 07960 | 973-425-8535 |
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