Top 10 financial advisors in Jersey City, NJ
We've curated a list of the best financial advisors in Jersey City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $24,533,358,736 Number of advisors 3704 advisors | |||
| 2 | Assets under management $2,064,347,338 Number of advisors 17 advisors | |||
| 3 | Assets under management $1,602,776,427 Number of advisors 11 advisors | |||
| 4 | Assets under management $286,731,079 Number of advisors 5 advisors | |||
| 5 | Assets under management $267,524,132 Number of advisors 4 advisors | |||
| 6 | Assets under management $260,105,272 Number of advisors 8 advisors | |||
| 7 | Assets under management $212,638,789 Number of advisors 31 advisors | |||
| 8 | Assets under management $152,592,857 Number of advisors 4 advisors | |||
| 9 | Assets under management $2,044,130 Number of advisors 1 advisors | |||
| 10 | Assets under management $3,438,020,483 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Jersey City, 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.
Osaic Wealth, Inc.
Osaic Wealth, Inc. is a financial advisory firm based in Jersey City, New Jersey. It currently has approximately $24,533,358,736 of assets under management and employs about 3704 people. Osaic Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$24,533,358,736 under management
3704 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Hgk Asset Management Inc
Hudson Edge Investment Partners, Inc. is an independent registered investment adviser founded in 1983 and located in Jersey City, New Jersey. The firm specializes in providing equity, fixed income, balanced, and international equity investment strategies primarily to institutional investors and high net worth individuals. Hudson Edge offers portfolio management services for separately managed accounts, wrap accounts, and private funds. The firm also participates in wrap fee programs, acting as a sub-adviser and receiving a portion of the wrap fee paid to the sponsor. As of December 31, 2024, Hudson Edge had total assets under advisement of $2,814,012,552. The firm charges asset management fees based on a fixed percentage of the client's assets under management, with fees varying depending on the investment strategy. Fees are negotiable, calculated and billed quarterly, and deducted directly from the client's investment account. Hudson Edge may recommend or invest in exchange-traded funds (ETFs) to diversify investments. The firm's advisory fees are exclusive of brokerage commissions, transaction fees, and other related costs incurred by the client. Hudson Edge does not generally receive performance fees but may engage in side-by-side management for specific accounts. The firm's investment strategies involve a fundamentally driven quantitative and qualitative security analysis, with a risk-averse approach to portfolio construction. Clients have the option to impose restrictions on investing in certain securities or types of securities. The firm's investment professionals, including Michael Pendergast, David Hauck, Eric Chung, Christopher Gerne, Matthew Kosara, David Ayres, and Helena Scholz, have extensive experience and hold relevant professional designations such as the Chartered Financial Analyst (CFA) designation. There are no reported disciplinary actions or conflicts of interest disclosed for these professionals. They are supervised by the Management Committee of Hudson Edge.
$2,064,347,338 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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)
Abner Herrman & Brock, LLC
Abner, Herrman & Brock, LLC (AHB) is an investment advisor founded in 1981 and registered with the SEC. The firm offers investment management and advisory services on a discretionary and non-discretionary basis, tailored to each client's defined investment objectives. AHB serves individuals, high net worth individuals, trusts, estates, retirement accounts, and more. The firm's Investment Policy Committee guides investment decisions, focusing on client financial goals and risk tolerance. AHB provides separately managed accounts and wrap fee program services, with fees ranging from 0.25% to 1.40% annually, negotiable at the firm's discretion. The minimum account size is $500,000, with exceptions considered. AHB employs fundamental, technical, cyclical, and quantitative analysis in its investment strategies, emphasizing large-cap equities and investment-grade bonds. The firm's investment philosophy prioritizes capital preservation and achieving client objectives. AHB does not charge performance-based fees and does not have any disciplinary events. The firm does not have financial industry affiliations impacting its advisory business. AHB has a Code of Ethics, provides investment discretion, and does not vote client securities. Clients receive regular reports and have access to financial information upon request. AHB's financial condition is stable, with no impairments affecting client commitments.
$1,602,776,427 under management
11 advisors
Fee structure
A percentage of assets under your management
Commissions
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Glovista Investments LLC
Glovista Investments LLC is a Registered Investment Adviser established in 2007, offering portfolio management services through separately managed accounts and private funds. The firm specializes in Global Tactical Asset Allocation and Emerging Markets strategies. Clients may grant discretionary authority for investment management, with fees typically based on a percentage of assets under management. Qualified clients may also be subject to performance-based fees. Glovista does not have custody of client funds, which are held with independent custodians. The firm conducts annual reviews of client accounts and provides quarterly reports. Proxy voting is done in the client's best interest, with conflicts of interest addressed appropriately. Glovista compensates solicitors for client referrals and does not engage in cross transactions between clients. The firm follows a Code of Ethics and complies with regulatory requirements. Glovista does not have any disciplinary history and maintains financial stability. Clients can request information on proxy voting and how the firm voted on proxies. Glovista does not engage in class-action lawsuit participation or prepayment of fees. For more details, contact Glovista Investments LLC at (212) 336-1540 or visit www.glovista.net.
$286,731,079 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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)
Roanoke Asset Management Corp
Roanoke Asset Management Corp., established in 1978 and based in New Jersey, manages $362,392,748 in assets on a discretionary basis as of 12/31/2024. The firm offers Investment Supervisory Services and Individual Portfolio Management, tailoring investment strategies to client needs and managing portfolios based on individual circumstances. Fees for Investment Supervisory Services are charged as a percentage of assets under management, ranging from 1.00% to 0.50%. Roanoke acts as a fiduciary, putting clients' interests first, and does not charge performance-based fees or engage in side-by-side management. The firm uses fundamental analysis and mutual fund/ETF analysis to formulate investment advice. Investment strategies include long-term purchases, short-term purchases, trading, and option transactions. Roanoke has no reportable disciplinary events and does not engage in other financial industry activities. The firm has a Code of Ethics ensuring high ethical standards and client-focused conduct. Clients have the option of discretionary asset management, with Roanoke having the authority to make investment decisions without prior client approval. The firm votes proxies for client accounts but allows clients to vote proxies themselves. Quarterly reviews of accounts are conducted, and clients receive quarterly reports summarizing performance, balances, and holdings. Roanoke does not engage solicitors for client referrals and does not accept compensation from non-clients. The firm maintains custody of client accounts and provides detailed account statements to clients. Clients can request information on how proxies were voted and Roanoke's proxy voting policies. The firm's financial information is sound, with no financial circumstances likely to impair meeting contractual obligations. The brochure supplement provides educational, background, and business experience information for Edwin G. Vroom and Adele S. Weisman, the key individuals at Roanoke.
$267,524,132 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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)
Dgs Capital Management
DGS Capital Management, LLC, established in 2016 by Ashish Sharma, specializes in direct indexing services for individuals and institutions through intermediaries. The firm focuses on tax-efficient, factor-based, and values-based investing strategies. DGS offers turnkey asset management services to a subset of its RIA clients and manages domestic fixed-income portfolios. The firm manages $535,539,343 of client assets on a discretionary basis as of March 28th, 2025. Clients can customize their investment strategies to align with their needs, including restrictions and factor tilts. DGS charges annual management fees based on a percentage of assets under management, with fees varying based on the service provided. The firm does not charge performance-based fees and does not engage in side-by-side management. DGS primarily works with Registered Investment Advisors and high-net-worth individuals, maintaining a comprehensive Code of Ethics and following the CFA Asset Managers Code of Professional Conduct. The firm has no disciplinary events, referral arrangements, soft-dollar arrangements, or directed brokerage practices. Clients grant DGS discretionary authority to manage their accounts, and the firm has established procedures to ensure the safety of client assets. DGS may vote proxies on behalf of clients and does not require prepayment exceeding $1,200 per client.
$260,105,272 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Siebert Advisornxt, Llc.
Siebert AdvisorNXT, LLC is an SEC registered investment advisor based in New York since 2017. The firm offers various investment strategies for individuals through programs like AdvisorNXT, third-party investment management, and investment supervisory services. Clients can engage Siebert on a discretionary or non-discretionary basis, with services tailored to individual needs. The AdvisorNXT platform provides a web-based, cost-efficient automated wealth management solution using Modern Portfolio Theory techniques. Siebert also offers access to Envestnet Asset Management and the FMAX Platform for a wide range of investment strategies. The firm's fee structure ranges from .25% to 2.5% of assets under management, with negotiable fees based on client circumstances. Siebert acts as a fiduciary, putting clients' best interests first. The firm conducts ongoing account reviews, provides regular client communications, and has a business continuity plan in place. As of December 2024, Siebert had approximately $287 million in assets under management. For more information, clients can visit the SEC's website.
$212,638,789 under management
31 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Digital Advisor
Astra Wealth Partners
Astra Wealth Partners LLC is a registered investment adviser founded in March 2022 by Kevin Peacock and Michael Schupak. The firm specializes in wealth management services, offering portfolio management and financial planning tailored to individual client needs. Astra Wealth Partners is a fiduciary, committed to placing clients' interests first and mitigating conflicts of interest. The firm manages discretionary assets totaling $199,156,637 and non-discretionary assets of $4,950,234 as of December 31, 2024. Astra Wealth Partners provides comprehensive investment advice, including tailored investment portfolios comprising mutual funds, ETFs, stocks, and bonds. The firm may also recommend alternative investments when suitable. Additionally, Astra Wealth Partners manages the Astra Enhanced US Equity Fund LP, a private offering aimed at accredited investors and qualified clients. The firm's investment philosophy emphasizes strategic allocation decisions informed by academic evidence, global diversification, tax efficiency, and cost monitoring. Astra Wealth Partners does not charge performance-based fees for its services but receives a performance allocation for managing the Partnership. The firm does not engage in principal transactions and maintains a Code of Ethics to ensure ethical conduct. Clients have the option to direct brokerage to a broker-dealer other than Schwab, though this may impact execution quality. Astra Wealth Partners reviews client accounts at least quarterly and provides detailed reports to ensure transparency and accountability. The firm's privacy policy ensures the confidentiality and security of client information.
$152,592,857 under management
4 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 Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Quantalytics Investment Advisors, LLC
Quantalytics Investment Advisors, LLC is a financial advisory firm based in Jersey City, New Jersey. It currently has approximately $2,044,130 of assets under management and employs about 1 people. Quantalytics Investment Advisors, LLC uses a fee structure of and fixed fees.
$2,044,130 under management
1 advisor
Fee structure
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Alphacat Capital Inc.
AlphaCat Capital Inc., established in August 2015, specializes in providing investment advisory services in risk-linked instruments related to property catastrophe insurance and reinsurance. Acting as a non-discretionary sub-adviser to clients and funds managed by its affiliate, AlphaCat Managers, the firm offers services exclusively to qualified institutional and high net worth clients. The firm, wholly owned by Validus Specialty LLC, focuses on investments in catastrophe bonds, industry loss warranties, event-linked securities, and shares of special purpose reinsurers. AlphaCat Capital does not tailor its services to individual needs but tailors them to meet the investment mandates of clients and funds. The firm provides sub-advisory services for various funds and separately managed accounts, with approximately $3.4 billion in Regulatory Assets Under Management as of January 1, 2023. Fees are based on actual operating expenses plus a 7.5% markup, with management fees ranging from 0.25% to 1.5% per annum and performance fees varying from 0% to 20%. The firm does not participate in wrap fee programs and does not charge client fees in advance. Clients should refer to the Fund Offering Documents for a complete understanding of fees and expenses. AlphaCat Capital does not have discretionary authority over client accounts, but its affiliate, AlphaCat Managers, has discretionary authority to select and identify investments for clients and funds. The firm has not been involved in any legal or disciplinary events in the past 10 years.
$3,438,020,483 under management
5 advisors
Fee structure
OPERATING EXPENSES PLUS 7% EXCLUDING "PASS THROUGH"
Services offered
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)
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 Jersey City, 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.
Top advisors in New Jersey
Basking RidgeBellmawrBrielleBudd LakeChathamCherry HillCliftonCranfordEast BrunswickEast HanoverEdisonEnglewoodEnglewood CliffsEwingFairfieldFair HavenFair LawnFarmingdaleFlorham ParkFort LeeGlassboroHackensackHazletHobokenIselinKingstonLakewoodLinwoodLivingstonMadisonMahwahManasquanMarltonMatawanMendhamMetuchenMillburnMontclairMontvaleMontvilleMoorestownMorristownMountainsideNeptune CityNewarkNew ProvidenceNorthfieldOcean GroveOld BridgeParamusPark RidgeParsippanyPlainsboroPrincetonRamseyRed BankRidgewoodRockawayRumsonSaddle BrookShort HillsSomersetSomervilleSummitTeaneckTenaflyTotowaVeronaWall TownshipWayneWoodbridgeWoodcliff LakeWyckoffIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.