Top financial advisors in Chatham, NJ
We’ve curated a list of the best financial advisors in Chatham, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$9,858,042,175
Number of advisors
22 advisors
| $9,858,042,175 | 22 advisors | |
| 2 |
Assets under management
$1,055,847,815
Number of advisors
29 advisors
| $1,055,847,815 | 29 advisors | |
| 3 |
Assets under management
$411,442,355
Number of advisors
5 advisors
| $411,442,355 | 5 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.
Methodology
To generate our top financial advisors list in Chatham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chatham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Chatham Asset Management, LLC
Chatham Asset Management, LLC is an investment adviser firm founded in 2003, with a majority-owned subsidiary, CTM Asset Management, LLC, established in 2025. The firm primarily invests in high yield bonds, leveraged loans, credit derivatives, and special situations in various credit markets. Chatham manages credit-focused strategies for institutional investors, including open-end and closed-end funds, managed accounts, and a collateralized loan obligation (CLO). As of December 31, 2024, Chatham managed approximately $7.865 billion in regulatory assets under management on a discretionary basis. For fees, open-end funds pay a 1.5% annual management fee and a 20% performance fee, while closed-end funds pay a 0.75% - 1% annual management fee and a profits interest after meeting certain return thresholds. Managed accounts and the CLO pay management fees based on assets under management. Clients must meet a minimum investment of $1 million, and withdrawals from open-end funds incur a 3% fee if made within one year of the capital contribution. Chatham's investment strategy involves analyzing mispriced securities due to market inefficiencies, with a focus on fundamental and technical analysis to generate returns and manage risk. The firm discloses a disciplinary event related to Client rebalancing trades and has implemented a Code of Ethics to ensure fiduciary duties are upheld. Chatham's brokerage practices prioritize best execution, and the firm reviews client accounts regularly to ensure adherence to investment objectives and guidelines. The firm also discloses its custody arrangements, investment discretion, proxy voting policies, and information on financial industry activities and affiliations.
$9,858,042,175 under management
22 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesSeelaus Asset Management, LLC
Seelaus Asset Management, LLC is a financial advisory firm based in Chatham, New Jersey. It currently has approximately $1,055,847,815 of assets under management and employs about 29 people. Seelaus Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$1,055,847,815 under management
29 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Chatham Wealth Management
Chatham Wealth Management, a Registered Investment Adviser established in 2000 and located in Chatham, New Jersey, specializes in providing investment supervisory services to individuals, trusts, corporations, and retirement plans. The firm's services are tailored to meet clients' investment objectives and needs, with a focus on continuous monitoring and portfolio rebalancing. Clients are required to grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval for each transaction. Chatham Wealth Management charges advisory fees based on a percentage of assets under management, with fees assessed monthly or quarterly in arrears. The firm may sell securities to cover advisory fees if there is insufficient cash in the client's account. Clients with non-managed assets will have those assets excluded when calculating advisory fees. The firm may combine account values for family members living in the same household to qualify for fee discounts. The firm follows a Code of Ethics to ensure professional conduct and acts in clients' best interests. Chatham Wealth Management recommends the use of Charles Schwab & Co., Inc. for custodial and brokerage services, participating in the institutional advisor program offered by Schwab. The firm may receive benefits from Schwab, such as research tools and consulting services, through this program. Chatham Wealth Management does not compensate for client referrals and does not exercise voting rights for client securities. The firm maintains limited custody over client funds, with accounts held by independent custodians. Clients may grant the firm discretion over their accounts, allowing for the selection and management of securities without prior approval for each transaction. The firm does not provide financial information to clients and prioritizes client privacy and data security.
$411,442,355 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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.
Methodology
To generate our top financial advisors list in Chatham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chatham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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