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
| $174,285,998 | 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.
Methodology
To generate our top financial advisors list in Montville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Montville. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension 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.
Methodology
To generate our top financial advisors list in Montville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Montville. 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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