Top financial advisors in Newark, NJ
We’ve curated a list of the best financial advisors in Newark, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$25,132,819,782
Number of advisors
274 advisors
| $25,132,819,782 | 274 advisors | |
| 2 |
Assets under management
$1,224,575,448
Number of advisors
8 advisors
| $1,224,575,448 | 8 advisors | |
| 3 |
Assets under management
$440,105,214
Number of advisors
5 advisors
| $440,105,214 | 5 advisors | |
| 4 |
Assets under management
$356,119,000
Number of advisors
10 advisors
| $356,119,000 | 10 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 Newark, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newark. 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.
Pgim Private Placement Investors, L.p.
Pgim Private Placement Investors, L.p. is a financial advisory firm based in Newark, New Jersey. It currently has approximately $25,132,819,782 of assets under management and employs about 274 people. Pgim Private Placement Investors, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$25,132,819,782 under management
274 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Passaic Partners LLC
Passaic Partners LLC is an investment advisory firm established in Newark, New Jersey, offering discretionary investment advisory services to businesses, institutional clients, and pooled investment vehicles. The firm's investment strategies include Purchase Power Protection, Long Short Replication strategy, Risk Premium Equity, Global Hedged Equity, and Global Risk Premium Equity. Passaic Partners LLC manages $1,412,056,034 in assets under management as of December 31, 2024, on a discretionary basis. Clients are charged an asset-based management fee of up to 0.5% per annum, along with other investment expenses. The firm does not charge performance-based fees and primarily serves businesses, institutional clients, foundations, endowments, family offices, and other sophisticated investors. Passaic Partners LLC follows a Code of Ethics, emphasizing fiduciary duty, ethical conduct, and conflict avoidance. The firm may receive unsolicited research or services from broker-dealers and may make cash payments to third-party solicitors for client referrals. Passaic Partners LLC has no disciplinary events to disclose and complies with custody and proxy voting regulations. Clients grant the firm investment discretion, and the Adviser reviews and monitors client portfolios regularly.
$1,224,575,448 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Curasset Capital Management, LLC
Curasset Capital Management, LLC is a financial advisory firm based in Newark, New Jersey. It currently has approximately $440,105,214 of assets under management and employs about 5 people. Curasset Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
$440,105,214 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesBlueprint Capital Advisors LLC
Blueprint Capital Advisors LLC, established in April 2015, is an investment adviser based in Short Hills, New Jersey. The firm primarily serves as the investment adviser to various investment vehicles, including Blueprint CAP I LP and Parkview Capital Credit, Inc. Blueprint offers investment advisory services to institutional and individual clients, focusing on alternative investment strategies such as equity long/short, private credit, distressed debt, and specialty finance. The firm has discretionary authority over client portfolios, with full investment discretion once assets are purchased. Blueprint's fee structure includes management fees, investment advisory fees, and performance allocations, with no performance-based fees except for the Parkview Capital Credit Fund. The firm manages over $360 million in discretionary assets and $1.36 billion in non-discretionary assets as of December 31, 2024. Blueprint follows a team-oriented investment process, overseen by the Investment Committee, and conducts ongoing reviews of client accounts and investment strategies. The firm has a Code of Ethics in place to ensure ethical standards and personal trading policies are upheld. Blueprint does not participate in wrap fee programs and does not have custody of client assets. Clients receive regular account statements, and the firm exercises voting discretion on client securities when necessary.
$356,119,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
INVESTMENT ADVISORY FEE
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersResearch And Portfolio Advisory 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 Newark, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newark. 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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