Financial advisers in Montclair, NJ
5 registered investment adviser firms in Montclair managing $4.1B in assets, based on public SEC Form ADV filings.
Rmr Wealth Builders, INC.
Montclair, NJ · Est. 2014
NationalInternational
- AUM
- $2.9B
- Per adviser
- $59M
- Advisers
- 49
No reported disclosures
Cherrydale Wealth Management, LLC
Montclair, NJ · Est. 2017
Local
- AUM
- $495M
- Per adviser
- $495M
- Advisers
- 1
No reported disclosures
Talara Capital Management, LLC
Montclair, NJ · Est. 2012
LocalInternational
- AUM
- $318M
- Per adviser
- $159M
- Advisers
- 2
No reported disclosures
Bautis Financial, LLC
Montclair, NJ · Est. 2024
Local
- AUM
- $197M
- Per adviser
- $99M
- Advisers
- 2
No reported disclosures
Sfi Advisors, LLC
Montclair, NJ · Est. 2017
Local
- AUM
- $176M
- Per adviser
- $29M
- Advisers
- 6
No reported disclosures