Top financial advisors in Northfield, NJ
We’ve curated a list of the best financial advisors in Northfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,143,381,908
Number of advisors
22 advisors
| $1,143,381,908 | 22 advisors | |
| 2 |
Assets under management
$253,096,553
Number of advisors
4 advisors
| $253,096,553 | 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.
Methodology
To generate our top financial advisors list in Northfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northfield. 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.
Toews Corporation
Toews Corporation is a financial advisory firm based in Northfield, New Jersey. It currently has approximately $1,143,381,908 of assets under management and employs about 22 people. Toews Corporation uses a fee structure of and a percentage of assets under your management.
$1,143,381,908 under management
22 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Educational Seminars/workshopsNorthstar Advisory Group, LLC
NorthStar Advisory Group, LLC is a registered investment advisor established in October 2019 and is a subsidiary of MorganBlake, LLC. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary. Their services include wealth management solutions, investment management, financial planning, and retirement plan advisory services. The firm primarily focuses on long-term investment strategies, utilizing fundamental, technical, cyclical, and charting analysis. Clients can place restrictions on their investments, and the firm may recommend redistributing investment allocations or specific positions adjustments. NorthStar Advisory Group manages $334,414,208 in Client assets as of December 31, 2024, on a discretionary basis. The firm's fee structure for wealth management services is based on a tiered schedule ranging from 1.30% to negotiable rates based on assets under management. The firm does not charge performance-based fees and does not manage proprietary investment funds. NorthStar Advisory Group does not accept or maintain custody of Client funds except for fee deduction purposes. The firm has a privacy policy in place to protect and safeguard clients' personal information. For any questions or concerns, clients can contact the firm directly.
$253,096,553 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
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 Northfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northfield. 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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