Top financial advisors in East Hanover, NJ
We’ve curated a list of the best financial advisors in East Hanover, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$367,054,050
Number of advisors
12 advisors
| $367,054,050 | 12 advisors | |
| 2 |
Assets under management
$126,804,933
Number of advisors
5 advisors
| $126,804,933 | 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 East Hanover, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Hanover. 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.
Access Wealth
Access Wealth is a registered investment adviser established on July 1, 2001, with owners Darren Zagarola, Howard Hook, Howard Milove, and Lawrence Zagarola. The firm offers a holistic approach to investment advisory and financial planning services, focusing on wealth accumulation, protection, and transfer across generations. Investment advisory services are provided on a discretionary basis, with a focus on client goals, risk tolerance, and suitable investment allocations. Financial planning services cover various areas such as retirement, estate planning, tax planning, and education savings. The firm also offers account aggregation services for tracking investments. For fees, Access Wealth charges up to 1.50% of total assets under management for investment advisory services, with financial planning fees ranging from $1,500 to $5,000. Clients can opt for a combined fee for both services, typically ranging from $8,000 to $18,000 per year. The firm does not charge performance-based fees and acts as a fiduciary in the best interests of clients. Clients have the option to place restrictions on their accounts, and the firm does not engage in securities transactions for commissions. Access Wealth does not vote proxies on behalf of clients and does not foresee any financial conditions that would impact client commitments.
$367,054,050 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersAccount Aggregation ServicesGms Group
The GMS Group, LLC is a registered investment adviser based in East Hanover, NJ, established in 2006. The firm offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients can limit discretionary authority by providing restrictions in writing. The firm may also offer non-discretionary portfolio management services, requiring client approval before transactions. The firm may use sub-advisers to manage portions of client accounts. The firm advises on various investments, including equity securities, corporate debt securities, and ETFs. As of December 31, 2022, the firm manages $132,112,103 in client assets on a discretionary basis. For portfolio management services, the firm charges up to 2% of the market value of assets under management annually. Fees are billed quarterly in advance and are negotiable based on individual circumstances. The firm may combine account values of family members to determine applicable fees. The firm deducts fees directly from client accounts with written authorization. Clients can terminate the agreement with pro-rata charges for services rendered. The firm has made material changes to its advisory services, fees, types of clients, investment research, disciplinary information, client account reviews, and compensation for client referrals. The firm has a fiduciary duty to act in clients' best interests. The firm does not accept performance-based fees or engage in side-by-side management. The firm offers services to institutional clients without a minimum account size requirement. The firm conducts fundamental analysis and offers long-term and short-term investment strategies, among others. The firm has disclosed disciplinary information related to municipal bonds and associated persons. The firm is also a registered broker-dealer, licensed insurance agency, and registered municipal advisor. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm does not have any financial impairment that would affect meeting contractual commitments.
$126,804,933 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
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 East Hanover, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Hanover. 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.
Your first meeting is free.