AdvisorGrade

Financial advisers in Edison, NJ

3 registered investment adviser firms in Edison managing $3.5B in assets, based on public SEC Form ADV filings.

Leo Wealth, LLC

Edison, NJ · Est. 2016

RegionalInternational
Fee-based
AUM
$3.2B
Per adviser
$103M
Advisers
31

No reported disclosures

Leo Fund Services, LLC

Edison, NJ · Est. 2012

Local
Fee-based
AUM
$151M
Per adviser
$30M
Advisers
5

No reported disclosures

Geremia Financial Services, LLC

Edison, NJ · Est. 2025

Local
Fee-only
AUM
$132M
Per adviser
Advisers

No reported disclosures