Top financial advisors in Madison, NJ
We've curated a list of the best financial advisors in Madison, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $716,750,641 Number of advisors 6 advisors | |||
| 2 | Assets under management $110,492,972 Number of advisors 1 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 Madison, 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.
Premier Path Wealth Partners, LLC
Premier Path Wealth Partners, LLC is a financial advisory firm based in Madison, New Jersey. It currently has approximately $716,750,641 of assets under management and employs about 6 people. Premier Path Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$716,750,641 under management
6 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
Pension Consulting Services
Selection Of Other Advisers
Haymarket Wealth Management LLC
Haymarket Wealth Management, LLC is an independent fee-only registered investment adviser founded in June 2012 by Thomas F. Hagerstrom. The firm specializes in providing tailored financial planning and investment management services to clients based on their financial objectives, resources, income stability, investment experience, time horizon, and risk tolerance. As of December 30, 2022, Haymarket had total assets under management of $526,414,399, with $110,492,972 managed on a discretionary basis and $415,921,427 managed on a non-discretionary basis. Haymarket offers collaborative, goal-based financial planning services resulting in a lifetime saving, investing, and spending plan. The firm emphasizes transparency in its investment approach, recommending a mix of passively managed low-cost mutual funds for investment portfolios. Clients pay an annual fee based on a percentage of assets under management, ranging up to 0.75%. Haymarket may negotiate a lesser fee on a client-by-client basis. The firm does not receive commissions or transaction fees for its investment management services and does not engage in performance-based fees or side-by-side management. Clients include individuals, estates, charitable organizations, trusts, and business entities, with no stated minimum fee or portfolio value requirement. Haymarket's investment strategy is guided by efficient market theory, capital asset pricing model, modern portfolio theory, and emphasizes asset allocation and diversification. The firm's investment philosophy is suited for clients seeking a buy-and-hold strategy and who understand the inherent risks in financial markets. Haymarket does not have any disciplinary disclosures and does not engage in other financial industry activities or affiliations. The firm exercises investment discretion for client accounts and does not vote client securities proxies.
$110,492,972 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 Madison, 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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