Top financial advisors in Iselin, NJ
We’ve curated a list of the best financial advisors in Iselin, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,326,263,936
Number of advisors
29 advisors
| $1,326,263,936 | 29 advisors | |
| 2 |
Assets under management
$206,994,890
Number of advisors
2 advisors
| $206,994,890 | 2 advisors | |
| 3 |
Assets under management
$104,511,349
Number of advisors
7 advisors
| $104,511,349 | 7 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 Iselin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Iselin. 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.
Eisneramper Wealth Management & Corporate Benefits, LLC
Eisneramper Wealth Management & Corporate Benefits, LLC is a financial advisory firm based in Iselin, New Jersey. It currently has approximately $1,326,263,936 of assets under management and employs about 29 people. Eisneramper Wealth Management & Corporate Benefits, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,326,263,936 under management
29 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersKevin M. Gibney And Company, LLC
Kevin M. Gibney and Company, LLC, operating as Gibney & Co, is a New Jersey-based financial advisor firm established in September 2009. The firm offers discretionary and non-discretionary investment management services, financial planning, and consulting. For discretionary services, clients complete a profile questionnaire to determine investment objectives, with fees typically at 1.00% of assets under management. Non-discretionary services involve directing or recommending asset allocations. Financial planning fees range from $2,500 to $250,000. The firm may receive compensation from insurance product sales, with potential conflicts of interest disclosed. Clients have the option to purchase recommended products through other brokers. Gibney does not have performance-based fees and does not vote client proxies. The firm's assets under management total $289,773,257 for discretionary and $6,536,949 for non-discretionary services. Gibney emphasizes a fiduciary duty and maintains a Code of Ethics. Clients have the option to set limitations on Gibney's discretionary authority. The firm does not foresee financial conditions impairing its ability to meet client commitments. For more details, visit www.gibneywealth.com.
$206,994,890 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersLeo Fund Services, LLC
Leo Fund Services LLC, based in Iselin, New Jersey, is a registered investment adviser specializing in providing administrative, management, and investment advisory services to private funds. The firm is organized as a limited liability company under the laws of Delaware and is majority-owned by Leo Capital Operations, LLC. Leo Fund Services offers administrative services to various investment vehicles, including Leo Multi-Manager Core Hedge Fund, LP. The firm's investment strategies focus on managing risk through diversification and risk management, with specific methods of analysis detailed in private fund offering documents. Leo Fund Services charges management fees ranging from 1.25% to 2% of net assets for its advisory services, with performance fees negotiated on a series-by-series basis. The firm operates as a fiduciary, acting in the best interests of its clients. Leo Fund Services has no disciplinary events to report and provides audited financial statements to investors within 120 days of the fiscal year-end. The firm's affiliated entities offer a comprehensive suite of financial services, including investment advice, tax strategies, estate planning, and insurance products. Leo Fund Services discloses potential conflicts of interest and maintains a Code of Ethics to ensure client interests are prioritized. The firm exercises investment discretion for client accounts and votes on proxy materials for pooled investment vehicles. Leo Fund Services received a Paycheck Protection Program loan in 2020 to support ongoing operations during the COVID-19 pandemic.
$104,511,349 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesSelection 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 Iselin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Iselin. 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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