Top financial advisors in Montville, NJ
We've curated a list of the best financial advisors in Montville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $174,285,998 Number of advisors 9 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 Montville, 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.
Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning LLC is a registered investment adviser based in Montville, NJ, primarily owned by Robert James Mascia and Jordan Charles Kaufman. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. Investment advice is tailored to meet clients' needs and objectives, utilizing model portfolios consisting of stocks, bonds, ETFs, and mutual funds. Financial planning services are also offered, with fees ranging from $3,500-$25,000, negotiable based on complexity. Pension consulting services are available for employee benefit plans, offering non-discretionary advice and educational seminars. The firm primarily advises on ETFs but may recommend various investments based on client goals. Assets under management total $295,077,003 for discretionary amounts and $6,497,476 for non-discretionary amounts as of December 2024. Portfolio management fees range from 0.85%-2%, billed quarterly in advance. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and pension and profit sharing plans. Green Ridge Wealth Planning LLC does not have any disciplinary information, and does not receive compensation for client referrals. The firm does not vote client securities and does not have custody of client funds. Clients may terminate agreements with a 30-day notice.
$174,285,998 under management
9 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
Pension Consulting Services
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 Montville, 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 LeeGlassboroHackensackHazletHobokenIselinJersey CityKingstonLakewoodLinwoodLivingstonMadisonMahwahManasquanMarltonMatawanMendhamMetuchenMillburnMontclairMontvaleMoorestownMorristownMountainsideNeptune 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.