Top financial advisors in Ramsey, NJ
We've curated a list of the best financial advisors in Ramsey, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $419,236,206 Number of advisors 9 advisors | |||
| 2 | Assets under management $330,311,894 Number of advisors 10 advisors | |||
| 3 | Assets under management $175,192,532 Number of advisors 15 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 Ramsey, 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.
Regency Wealth Management
Regency Wealth Management, a Registered Investment Adviser, was established in 2004 as Hudson Capital Management LLC. The firm's principal owners are Timothy Parker, CFA, Mark Reitsma, CFP®, and Bryan Kabot, CFP®. Regency specializes in providing Wealth Management Services to clients with investible assets exceeding $1,000,000. The firm offers Investment Advisory Services on a discretionary basis, creating personalized investment portfolios based on client needs and objectives. Additionally, Regency provides Financial Planning Services, offering advice on various financial aspects such as tax planning, retirement strategies, and investment alternatives. The firm's investment strategies include fundamental and technical analysis, focusing on long-term purchases supplemented by short-term sales and trading. Regency charges an annual fee based on a percentage of assets under management, with a minimum annual fee of $11,000 for Wealth Management and Investment Advisory clients. The firm does not charge performance-based fees and acts as a Fee-Only advisory firm. Regency does not vote proxies on behalf of clients and does not have any disciplinary actions on record. Clients are encouraged to review and update information periodically to ensure alignment with their financial goals and objectives.
$419,236,206 under management
9 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
Kolinsky Wealth Management, LLC
Kolinsky Wealth Management, LLC is a financial advisory firm based in Ramsey, New Jersey. It currently has approximately $330,311,894 of assets under management and employs about 10 people. Kolinsky Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$330,311,894 under management
10 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
Pension Consulting Services
Selection Of Other Advisers
Corrado Advisors, LLC
Corrado Advisors, LLC is a registered investment adviser established in 1997 and registered on November 15, 1999. The firm offers discretionary and non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. Clients can engage Corrado for financial planning and consulting services on a separate fee basis, ranging from $100 to $400 per hour. Corrado primarily allocates client assets among individual equity, debt securities, mutual funds, and exchange-traded funds based on designated investment objectives. The firm charges an annual investment advisory fee negotiable up to 1.50% of assets under management. Corrado recommends Charles Schwab as a broker-dealer/custodian and may receive support services from them. The firm does not accept performance-based fees, has no disciplinary actions, and does not vote client proxies. Corrado's Chief Compliance Officer, Bennett Weiner, is available to address any client questions or concerns. The firm does not solicit fees in advance, has no financial impairments, and has not filed for bankruptcy. For further details or inquiries, clients can contact Bennett Weiner.
$175,192,532 under management
15 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 Ramsey, 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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