Top financial advisors in Hoboken, NJ
We've curated a list of the best financial advisors in Hoboken, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $328,377,353 Number of advisors 2 advisors | |||
| 2 | Assets under management $144,783,914 Number of advisors 8 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 Hoboken, 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.
Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC is a registered investment advisor established in August 2014, based in Hoboken, NJ. The firm's sole owner is Jordan Szekely. They offer comprehensive wealth management services to individuals and families, emphasizing a goals-based, consultative approach. Acting as a fiduciary, the firm commits to loyalty, fairness, and good faith towards clients, aiming to mitigate conflicts of interest. Services include strategic asset allocation, financial planning, and coordination with specialists on non-investment issues. Portfolios primarily consist of ETFs and institutional-class mutual funds, designed for long-term investors. Clients have the option to place restrictions on investments. The firm manages $407,079,669 in client assets as of December 31, 2024, on a discretionary basis. Fees are up to 1.00% annually, billed quarterly. The firm does not charge performance-based fees and does not engage in proprietary investment funds. They work with high net-worth individuals and families, with a minimum relationship size of $1,000,000. Investment strategies are based on individual client goals, risk tolerance, and long-term objectives, utilizing various sources of analysis. The firm does not accept soft dollar benefits, referral fees, or client brokerage commissions. They do not have discretionary authority in selecting custodians or negotiating commissions. Clients have the option to direct brokerage outside the firm's recommendation. Cherrydale Wealth Management does not accept or maintain custody of client accounts, except for the deduction of advisory fees. The firm exercises investment discretion based on individual client investment policy statements.
$328,377,353 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Metaurus Advisors LLC
Metaurus Advisors LLC is a financial advisory firm based in Hoboken, New Jersey. It currently has approximately $144,783,914 of assets under management and employs about 8 people. Metaurus Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$144,783,914 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Commodity Pool Operator
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 Hoboken, 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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