AdvisorGrade

Financial advisers in Wayne, NJ

2 registered investment adviser firms in Wayne managing $773M in assets, based on public SEC Form ADV filings.

Highland Financial Advisors, LLC

Wayne, NJ · Est. 2005

Local
Fee-based
AUM
$640M
Per adviser
$91M
Advisers
7

No reported disclosures

Lumida Wealth Management LLC

Wayne, NJ · Est. 2022

LocalInternational
Fee-based
AUM
$133M
Per adviser
$33M
Advisers
4

No reported disclosures