AdvisorGrade

Financial advisers in Florham Park, NJ

5 registered investment adviser firms in Florham Park managing $29.8B in assets, based on public SEC Form ADV filings.

Jacobs Levy Equity Management

Florham Park, NJ · Est. 1986

RegionalInternational
Fee-only
AUM
$28.0B
Per adviser
$737M
Advisers
38

No reported disclosures

Wiss Private Client Advisors, LLC

Florham Park, NJ · Est. 2019

Local
Fee-only
AUM
$1.2B
Per adviser
$135M
Advisers
9

No reported disclosures

Oze Capital LLC

Florham Park, NJ · Est. 2023

Local
Fee-based
AUM
$214M
Per adviser
$43M
Advisers
5

No reported disclosures

Jeffrey Matthews Wealth Management, LLC

Florham Park, NJ · Est. 2025

Regional
Fee-based
AUM
$162M
Per adviser
$12M
Advisers
14

East Coast Wealth Management, INC.

Florham Park, NJ · Est. 2025

Local
Fee-based
AUM
$153M
Per adviser
$76M
Advisers
2

No reported disclosures