Financial advisers in Morristown, NJ
13 registered investment adviser firms in Morristown managing $65.7B in assets, based on public SEC Form ADV filings.
Private Advisor Group, LLC
Morristown, NJ · Est. 2011
National
- AUM
- $44.3B
- Per adviser
- $66M
- Advisers
- 670
Simon Quick Advisors, LLC
Morristown, NJ · Est. 2004
RegionalInternational
- AUM
- $9.0B
- Per adviser
- $117M
- Advisers
- 77
No reported disclosures
Beacon Trust
Morristown, NJ · Est. 2015
RegionalInternational
- AUM
- $4.4B
- Per adviser
- $103M
- Advisers
- 43
No reported disclosures
Washington Crossing Advisors LLC
Morristown, NJ · Est. 2017
Regional
- AUM
- $2.0B
- Per adviser
- $406M
- Advisers
- 5
No reported disclosures
Blackhill Capital, INC
Morristown, NJ · Est. 1988
RegionalInternational
- AUM
- $2.0B
- Per adviser
- $1.0B
- Advisers
- 2
No reported disclosures
New Vernon Capital
Morristown, NJ · Est. 2012
LocalInternational
- AUM
- $902M
- Per adviser
- $226M
- Advisers
- 4
Mcrae Capital Management INC.
Morristown, NJ · Est. 1981
LocalInternational
- AUM
- $795M
- Per adviser
- $159M
- Advisers
- 5
No reported disclosures
Himco, LLC
Morristown, NJ · Est. 2011
Local
- AUM
- $726M
- Per adviser
- $24M
- Advisers
- 30
No reported disclosures
Pegasus Asset Management INC
Morristown, NJ · Est. 1963
Local
- AUM
- $554M
- Per adviser
- $185M
- Advisers
- 3
No reported disclosures
Sage Residential Management LLC
Morristown, NJ · Est. 2026
Local
- AUM
- $444M
- Per adviser
- $222M
- Advisers
- 2
No reported disclosures
Diadema Partners LP
Morristown, NJ · Est. 2024
LocalInternational
- AUM
- $398M
- Per adviser
- $99M
- Advisers
- 4
No reported disclosures
Pegasus Group, LLC
Morristown, NJ · Est. 2001
Local
- AUM
- $91M
- Per adviser
- $46M
- Advisers
- 2
No reported disclosures
Private Advisor Network, LLC
Morristown, NJ · Est. 2018
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures