Top financial advisors in Wall Township, NJ
We've curated a list of the best financial advisors in Wall Township, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $298,448,917 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 Wall Township, 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.
Mullooly Asset Management, Inc.
Mullooly Asset Management, Inc. is a registered investment adviser based in Wall Township, New Jersey, established in 2002 by Thomas Peter Mullooly. The firm offers personalized financial planning services for clients with assets under $250,000, including investment direction for outside assets like 401k accounts. Financial plans are tailored to individual needs and goals, covering areas such as savings, investments, taxes, estate planning, and insurance. For clients with over $250,000 in assets, the firm provides discretionary portfolio management services, customizing investment portfolios based on risk tolerance and objectives. Mullooly Asset Management charges a fixed fee of $1,500 initially and $200 monthly for financial planning, and a percentage-based fee for investment management ranging from 0.25% to 1.00% based on assets under management. The firm primarily advises on equity securities, mutual funds, and exchange-traded funds, with a focus on long-term and short-term purchases, short sales, margin transactions, and option writing. Mullooly Asset Management acts as a fiduciary, committed to acting in clients' best interests. The firm does not accept performance-based fees, engages in side-by-side management, or receive compensation for client referrals. Mullooly Asset Management does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request. Clients have the option to grant discretionary authority for investment decisions, with the firm monitoring accounts regularly and conducting reviews at least quarterly. Mullooly Asset Management prioritizes client privacy and data security, adhering to strict policies to safeguard personal information.
$298,448,917 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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 Wall Township, 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.
Top advisors in New Jersey
Basking RidgeBellmawrBrielleBudd LakeChathamCherry HillCliftonCranfordEast BrunswickEast HanoverEdisonEnglewoodEnglewood CliffsEwingFairfieldFair HavenFair LawnFarmingdaleFlorham ParkFort LeeGlassboroHackensackHazletHobokenIselinJersey CityKingstonLakewoodLinwoodLivingstonMadisonMahwahManasquanMarltonMatawanMendhamMetuchenMillburnMontclairMontvaleMontvilleMoorestownMorristownMountainsideNeptune CityNewarkNew ProvidenceNorthfieldOcean GroveOld BridgeParamusPark RidgeParsippanyPlainsboroPrincetonRamseyRed BankRidgewoodRockawayRumsonSaddle BrookShort HillsSomersetSomervilleSummitTeaneckTenaflyTotowaVeronaWayneWoodbridgeWoodcliff LakeWyckoffIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.