Top financial advisors in Rumson, NJ
We've curated a list of the best financial advisors in Rumson, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $245,698,061 Number of advisors 6 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 Rumson, 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.
Bcs Private Wealth Management
BCS Private Wealth Management, established in June 2009, offers discretionary investment management, financial planning, and divorce mediation services. The firm's investment management services involve ongoing advice tailored to clients' financial situations and objectives, focusing on equity securities, mutual funds, and other securities. Financial planning services cover estate planning, retirement planning, and risk management. The firm's assets under management totaled $405,763,492 in discretionary accounts as of December 31, 2024. Fees for investment management services are based on a percentage of assets under management, with rates ranging from 0.50% to 1.00%. Stand-alone financial planning services are billed at an hourly rate. The firm may recommend insurance products, with personnel receiving compensation from sales. Clients have the option to purchase recommended products through other brokers. BCS recommends Schwab Advisor Services for custody and brokerage, with fees based on commissions and trade-away fees. The firm may also use Inspira Financial for custody. Clients have discretion over their accounts, with the firm granted authority to make investment decisions. The firm does not vote client proxies.
$245,698,061 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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 Rumson, 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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