Top financial advisors in Morristown, NJ
We've curated a list of the best financial advisors in Morristown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $6,161,268,318 Number of advisors 71 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 Morristown, 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.
Regentatlantic
RegentAtlantic Capital, LLC, operating as RegentAtlantic, is an investment adviser firm established on June 9, 2022, with offices in Morristown, NJ, and New York, NY. The firm specializes in wealth management services, including financial planning and investment management. RegentAtlantic primarily invests client assets in individual fixed income securities, equity securities, exchange-traded funds, mutual funds, and private funds. The firm may also recommend allocating assets to independent managers. For accounts below $250,000, RegentAtlantic can utilize Schwab Institutional Intelligent Portfolios. The firm charges an annual wealth management fee based on a tiered structure, with a minimum fee for accounts under $1,000,000. RegentAtlantic is a fiduciary and does not receive performance-based fees. The firm's investment strategies include asset allocation, investment selection, and risk management. RegentAtlantic is a subsidiary of CI Private Wealth US, LLC, which is owned by CI Financial Corp. The firm does not have any disciplinary events to disclose and provides clients with access to account information through a client portal. RegentAtlantic participates in Schwab Advisor Network® and may receive referral fees for client referrals. Clients' assets are held at qualified custodians, and the firm has policies in place to ensure the proper voting of client securities. RegentAtlantic is financially sound and capable of meeting its commitments to clients. For more information, clients can contact Jennifer E. Papadopolo, Chief Compliance Officer, at 973-425-8420.
$6,161,268,318 under management
71 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 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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
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 Morristown, 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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