Top financial advisors in Englewood, NJ
We've curated a list of the best financial advisors in Englewood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $16,475,907,548 Number of advisors 297 advisors | |||
| 2 | Assets under management $1,123,007,346 Number of advisors 10 advisors | |||
| 3 | Assets under management $617,565,679 Number of advisors 9 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 Englewood, 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.
Pathstone
Pathstone is a financial advisory firm based in Englewood, New Jersey. It currently has approximately $16,475,907,548 of assets under management and employs about 297 people. Pathstone uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$16,475,907,548 under management
297 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
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
Educational Seminars/workshops
Family Office Services - Expense Management, Bill Pay, Insurance Advisory, Concierge Service, Philanthropic Advisory
Landscape Capital Management LLC
Landscape Capital Management LLC, established in 2006, is a New Jersey-based investment adviser specializing in managing six private funds with $2.29 billion in assets under management as of December 31, 2024. The firm, a subsidiary of Landscape Holdings LLC, offers investment management services primarily to private funds, with a minimum client investment of $500,000. Landscape employs quantitative methods and traditional data sets to pursue market-neutral strategies across its portfolios, focusing on statistical arbitrage, long/short equity, pairs trading, mean reversion, and event-driven trading. The firm charges management fees ranging from 2% to 2.5% of assets under management, along with performance fees based on net profits. Clients have investment discretion, allowing Landscape to make decisions on buying and selling securities. The firm's investment strategies involve risks related to quantitative investing, leverage, non-diversification, and trading in non-U.S. securities. Landscape's Code of Ethics ensures that client interests are prioritized, and the firm does not engage in directed brokerage. Clients receive monthly account statements and have the option for more frequent reporting. Landscape may pay referral fees to promoters and has custody of client assets, with authority to vote client securities in their best interest. The firm has no financial impairments or bankruptcy history in the past ten years.
$1,123,007,346 under management
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Kabr Management, LLC
KABR Management L.L.C., established in 2008, specializes in providing real estate-related investment advisory services to pooled investment vehicles exempt from registration. The firm, led by Principals Kenneth Pasternak and Adam Altman, manages approximately $574 million in discretionary assets as of December 31, 2024. KABR Management's services include sourcing, negotiating, and managing real estate investments for the Funds, focusing on value-oriented strategies. The firm charges Asset Management Fees between 1% and 1.5% of capital commitments or Net Asset Value. KABR Management may also receive Carried Interest based on Fund performance. The minimum investment for investors is generally $250,000, with discretion to accept lower amounts. The firm does not participate in wrap fee programs and does not have brokerage soft dollar arrangements. KABR Management's investment strategies aim to provide capital gains, equity growth, and income from real estate assets. The firm's risk factors include market fluctuations, competition, leverage risks, and illiquidity. KABR Management's code of ethics emphasizes client interests and compliance with laws. The firm has discretion over investments, custody of funds, and voting client securities. Clients receive regular reports and audited financial statements. KABR Management addresses conflicts of interest and provides detailed information on fees, compensation, and potential risks to investors.
$617,565,679 under management
9 advisors
Fee structure
Performance-based fees
A PERCENTAGE OF COMMITTED CAPITAL UNDER MANAGEMENT
Services offered
Portfolio Management For Pooled Investment Vehicles
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 Englewood, 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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