Top financial advisors in Teaneck, NJ
We've curated a list of the best financial advisors in Teaneck, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,053,113,802 Number of advisors 17 advisors | |||
| 2 | Assets under management $1,915,882,930 Number of advisors 17 advisors | |||
| 3 | Assets under management $688,354,328 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Teaneck, 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.
Systematic Financial Management Lp
Systematic Financial Management Lp is a financial advisory firm based in Teaneck, New Jersey. It currently has approximately $3,053,113,802 of assets under management and employs about 17 people. Systematic Financial Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,053,113,802 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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)
Dfw Management Corporation
DFW Capital Management, LLC, established in 1994, specializes in providing investment advisory services to private equity investment funds focused on healthcare, business and industrial services, and specialty pharmaceuticals. The firm, with $2.2 billion in assets under management as of December 31, 2024, primarily serves institutional investors, pension plans, and high net worth individuals. DFW charges asset-based management fees, payable quarterly, and does not participate in wrap fee programs. The firm may receive compensation from portfolio companies for advisory services, with a portion used to offset management fees. Clients should be aware of the risks involved, including long-term investments, reliance on portfolio company management, and illiquidity. DFW's investment strategies focus on control investments in lower middle market companies, emphasizing unique competencies and technology-driven services. The firm maintains a Code of Ethics and Insider Trading Policy to ensure ethical conduct and supervises personal securities transactions of employees. DFW exercises investment discretion over client accounts, subject to specified guidelines. Client funds and securities are held by independent custodians, and the firm provides regular reports and audited financial statements to clients. DFW does not pay referral fees, and clients do not pay placement fees. The firm acts as a fiduciary and does not have any disciplinary history.
$1,915,882,930 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PORTFOLIO COMPANY MANAGEMENT FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Revolvercap Management, L.p.
RevolverCap Management, L.P., established in 2017, is an investment adviser based in Teaneck, NJ. The firm specializes in providing investment advisory services to private investment partnerships, focusing on non-investment grade funded and unfunded Revolvers. RevolverCap manages assets totaling $924,252,991 as of December 31, 2024, on a discretionary basis. The firm charges a management fee ranging from 0.2% to 1.5% per annum based on the aggregate commitments of investors. Additionally, RevolverCap may receive performance-based compensation of 15% to 20% carried interest from the Funds. The firm does not participate in wrap fee programs and does not engage in principal transactions. RevolverCap has a Code of Ethics outlining standards of business conduct and fiduciary obligations. The firm reviews client accounts periodically and provides detailed reports to investors. RevolverCap does not have any disciplinary events and holds client assets with an independent custodian. The firm exercises voting rights on client securities in the best interest of the Funds. RevolverCap does not have financial information available in the brochure.
$688,354,328 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
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 Teaneck, 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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