Financial advisers in Princeton, NJ
29 registered investment adviser firms in Princeton managing $752.9B in assets, based on public SEC Form ADV filings.
Blackrock Investment Management, LLC
Princeton, NJ · Est. 1999
- AUM
- $676.7B
- Per adviser
- $1.5B
- Advisers
- 444
No reported disclosures
Concord Advisory Group Ltd
Princeton, NJ · Est. 1991
- AUM
- $46.2B
- Per adviser
- $3.8B
- Advisers
- 12
No reported disclosures
Prysm Capital, L.P.
Princeton, NJ · Est. 2020
- AUM
- $6.9B
- Per adviser
- $762M
- Advisers
- 9
No reported disclosures
Edgestream Partners, L.P.
Princeton, NJ · Est. 2012
- AUM
- $4.9B
- Per adviser
- $376M
- Advisers
- 13
No reported disclosures
Watermark Group, INC.
Princeton, NJ · Est. 1990
- AUM
- $3.8B
- Per adviser
- $477M
- Advisers
- 8
No reported disclosures
Systematic Alpha Investments, LLC
Princeton, NJ · Est. 2018
- AUM
- $3.5B
- Per adviser
- $3.5B
- Advisers
- 1
No reported disclosures
Roundview Capital, LLC
Princeton, NJ · Est. 2008
- AUM
- $2.1B
- Per adviser
- $425M
- Advisers
- 5
No reported disclosures
Princeton Equity Group
Princeton, NJ · Est. 2021
- AUM
- $1.7B
- Per adviser
- $82M
- Advisers
- 21
No reported disclosures
Princeton Global Asset Management LLC
Princeton, NJ · Est. 2010
- AUM
- $921M
- Per adviser
- $54M
- Advisers
- 17
No reported disclosures
Sciencast Management LP
Princeton, NJ · Est. 2016
- AUM
- $760M
- Per adviser
- $190M
- Advisers
- 4
No reported disclosures
Unio Capital LLC
Princeton, NJ · Est. 2016
- AUM
- $691M
- Per adviser
- $115M
- Advisers
- 6
No reported disclosures
Novi Wealth Partners
Princeton, NJ · Est. 2013
- AUM
- $613M
- Per adviser
- $88M
- Advisers
- 7
No reported disclosures
Dumont & Blake Investment Advisors LLC
Princeton, NJ · Est. 1999
- AUM
- $562M
- Per adviser
- $141M
- Advisers
- 4
No reported disclosures
Giverny Capital Advisors
Princeton, NJ · Est. 2017
- AUM
- $421M
- Per adviser
- $210M
- Advisers
- 2
No reported disclosures
Landseer Advisors LLC
Princeton, NJ · Est. 2020
- AUM
- $415M
- Per adviser
- $104M
- Advisers
- 4
No reported disclosures
Carnegie Lake Advisors LLC
Princeton, NJ · Est. 2024
- AUM
- $403M
- Per adviser
- $58M
- Advisers
- 7
No reported disclosures
Bayard Asset Management LLC
Princeton, NJ · Est. 2017
- AUM
- $397M
- Per adviser
- $199M
- Advisers
- 2
No reported disclosures
Eks Associates
Princeton, NJ · Est. 2014
- AUM
- $324M
- Per adviser
- $108M
- Advisers
- 3
No reported disclosures
Mercator Partners
Princeton, NJ · Est. 2022
- AUM
- $298M
- Per adviser
- $74M
- Advisers
- 4
No reported disclosures
West Horizon Capital
Princeton, NJ · Est. 2025
- AUM
- $283M
- Per adviser
- $283M
- Advisers
- 1
No reported disclosures
Kubhera Enterprises LLC
Princeton, NJ · Est. 2018
- AUM
- $276M
- Per adviser
- $69M
- Advisers
- 4
No reported disclosures
Kdt Advisors, LLC
Princeton, NJ · Est. 2017
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Halberstadt Financial Consultants INC
Princeton, NJ · Est. 2000
- AUM
- $185M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Altman Investment Management LLC
Princeton, NJ · Est. 2001
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Bergamot Asset Management LP
Princeton, NJ · Est. 2026
- AUM
- $106M
- Per adviser
- $35M
- Advisers
- 3
No reported disclosures
Millstone Financial Group
Princeton, NJ · Est. 2026
- AUM
- $104M
- Per adviser
- $17M
- Advisers
- 6
No reported disclosures
Acorn Asset Management LLC
Princeton, NJ · Est. 2026
- AUM
- $7M
- Per adviser
- $7M
- Advisers
- 1
No reported disclosures
Flight Line Financial, LLC
Princeton, NJ · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Pionex Investments INC.
Princeton, NJ · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures