Top financial advisors in Hazlet, NJ
We've curated a list of the best financial advisors in Hazlet, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $318,969,824 Number of advisors 3 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 Hazlet, 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.
Hillcrest Wealth Advisors - Ny, LLC
Hillcrest Wealth Advisors - NY, LLC (HCWA) is a registered investment adviser founded by Mr. Dan Yu, offering investment advisory services tailored to clients' financial needs. The firm specializes in discretionary investment management, determining investment allocations based on individual client objectives, risk tolerance, and other suitability factors. Clients grant HCWA discretionary authority to manage their accounts, allowing for the purchase or sale of securities without prior approval. HCWA utilizes Charles Schwab Institutional for wealth management platforms and custodian services, recommending investment options based on client suitability factors. HCWA acts as a fiduciary, obligated to act in clients' best interests when providing investment advice, including IRA rollover recommendations. The firm charges fees based on assets under management, with annual rates ranging from 0.20% to 1.00%, depending on the asset value. Additionally, HCWA offers financial planning services on a fixed or hourly fee basis, covering various financial planning aspects. The firm does not charge performance-based fees, serves individuals, high-net-worth individuals, endowments, and trusts, and employs a diversified investment approach using ETFs, mutual funds, and separate managed accounts. HCWA does not have a disciplinary history and does not receive soft dollar benefits or compensation for client referrals. Clients maintain custody of their funds and securities, with HCWA providing ongoing account monitoring and periodic reviews. The firm does not vote proxies on behalf of clients and has a sound financial condition without any impairments.
$318,969,824 under management
3 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
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.
Get matched with an advisorMethodology
To find the top financial advisors in Hazlet, 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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