Top financial advisors in Montclair, NJ
We've curated a list of the best financial advisors in Montclair, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $929,728,655 Number of advisors 42 advisors | |||
| 2 | Assets under management $121,970,868 Number of advisors 5 advisors | |||
| 3 | Assets under management $85,460,000 Number of advisors 5 advisors | |||
| 4 | Assets under management $601,605,551 Number of advisors 4 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 Montclair, 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.
Rmr Wealth Builders, Inc.
Rmr Wealth Builders, Inc. is a financial advisory firm based in Montclair, New Jersey. It currently has approximately $929,728,655 of assets under management and employs about 42 people. Rmr Wealth Builders, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and insurance compensation.
$929,728,655 under management
42 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
INSURANCE COMPENSATION
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
Consulting Engagement For Specific Purpose Such As Education Funding, Estate Planning
Bautis Financial, LLC
Bautis Financial, LLC is a financial advisory firm established on January 5, 2009, with the principal owner being Marc Arthur Bautis. The firm offers investment supervisory services, financial planning, and limited investment advice in various securities such as mutual funds, equities, bonds, and ETFs. Clients are required to provide discretionary authority for securities selection and transactions. Financial planning services are offered at fixed annual fees ranging from $1,200 to $10,000 based on the complexity of the engagement. The firm does not participate in wrap fee programs and has assets under management totaling $156,774,640 as of December 2024. Investment supervisory fees are based on a percentage of total assets under management, with fees paid quarterly in arrears. Clients are responsible for third-party fees, and the firm does not accept compensation for the sale of securities to clients. Bautis Financial, LLC primarily utilizes Orion Risk Intelligence for analysis and employs various strategies such as charting analysis, fundamental analysis, technical analysis, and cyclical analysis. The firm does not accept performance-based fees and generally serves individuals and high-net-worth individuals with no minimum account requirement. The firm acts as a fiduciary and does not accept economic benefits for advice rendered to clients. Clients' accounts are reviewed annually by the managing member, Marc Arthur Bautis, and the firm does not take custody of client accounts.
$121,970,868 under management
5 advisors
Fee structure
A percentage of assets under your management
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)
180 Degree Capital Corp.
180 Degree Capital Corp. is a registered investment adviser specializing in providing investment advisory services to investment funds and separately managed accounts. Established in August 1981, the firm focuses on generating capital appreciation and current income from investments in deeply undervalued, small publicly traded companies through constructive activism. The firm's investment objective is overseen by its Board of Directors and managed by Portfolio Managers Kevin M. Rendino and Daniel B. Wolfe. With $10.9 million in client assets under management on a discretionary basis and approximately $50.2 million in assets/proprietary capital, 180 Degree Capital Corp. offers investment management services to institutional investors, including pension and profit-sharing plans. The firm's investment strategy involves Graham and Dodd value-focused investing, aiming to identify undervalued companies with strong franchises and management teams. Clients may incur management fees ranging from 1% to 2% per year, along with performance-based fees ranging from 10% to 30% of gains. The firm operates as a closed-end fund and is a fiduciary acting in the best interests of its clients. Clients have investment discretion, and the firm has policies in place to mitigate conflicts of interest. For further details, clients can request a copy of the firm's Code of Ethics and proxy voting procedures.
$85,460,000 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
Pension Consulting Services
Talara Capital Management, LLC
Talara Capital Management, LLC, established in 2011, offers investment advisory services primarily to pooled investment vehicles, managing $407,937,030 on a discretionary basis as of December 31, 2023. The firm specializes in private equity investments in the energy sector through funds like Talara Opportunities V, LP, and TCM Sunrise, LP, focusing on oil and gas limited partnerships and middle market energy businesses in the US and Canada. Talara tailors services based on each fund's investment objective and strategy, emphasizing quality assets and operational control. Fees vary among funds, typically including management fees and performance-based compensation. Clients are accredited investors and qualified purchasers. Talara's investment strategy involves a thesis-driven approach, focusing on field development and exploitation opportunities in the middle market. Risks include illiquidity, market fluctuations, and operational challenges in the oil and gas industry. Talara has a Code of Ethics, monitors accounts regularly, and has custody of certain fund assets. The firm has no disciplinary history and discloses potential conflicts of interest, ensuring fair treatment for clients. Talara's financial condition is sound, with no impairments affecting client commitments.
$601,605,551 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 Montclair, 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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