Top financial advisors in Basking Ridge, NJ
We've curated a list of the best financial advisors in Basking Ridge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $151,518,611 Number of advisors 5 advisors | |||
| 2 | Assets under management $69,201,460 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Basking Ridge, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Bpp Wealth Solutions, LLC
BPP Wealth Solutions, LLC is an SEC registered investment adviser offering financial planning and investment management services since February 2013. The firm's services include financial planning functions such as business planning, retirement planning, risk management, and investment consulting. BPP manages client investment portfolios on a discretionary basis, primarily allocating assets among independent investment managers and other securities based on individual client objectives. The firm tailors its services to meet clients' specific needs, emphasizing asset allocation, diversification, and limiting volatility. Clients have discretion over all decisions regarding implementation and are not obligated to act upon BPP's recommendations. BPP charges fees based on assets under management, ranging from 0.8% to 1.55% annually. The firm may also charge fixed fees for financial planning services, ranging from $3,000 to $20,000. Clients may incur additional charges from third parties, such as custodians and financial institutions. BPP does not provide services for performance-based fees and serves various client types without imposing minimum account requirements. The firm exercises investment discretion on behalf of clients, allowing it to make decisions on securities transactions without prior client consent. BPP does not vote client securities and has no financial disclosures that may impair its ability to meet client commitments.
$151,518,611 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Brighton Financial Planning
Brighton Financial Planning is a financial advisory firm based in Basking Ridge, New Jersey. It currently has approximately $69,201,460 of assets under management and employs about 2 people. Brighton Financial Planning uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$69,201,460 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Basking Ridge, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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