New Jersey

Top Wealth Management


CLICK ON THE COMPANY NAME FOR A COMPLETE COMPANY PROFILE


2-Track Global Inc

716 Newman Springs Road, Lincroft, NJ 07738

Phone: (888)676-4437

CEO: Michael Engle

Web Site: www.2-track.com


Access Wealth Planning

120 Eagle Rock Ave. - Ste 230 , East Hanover, NJ 07936

hone: (973)740-2400

Fax: (973)461-4717

Chairman: Howard Milove

Web Site: www.access-wealth.com


Advanced Recovery Services

5434 King Ave - Ste. 200 , Pennsauken, NJ 08109

Phone: (856)488-8860

Fax: (856)488-8863

President: Patrick Dooley

Web Site: www.advancedrecoveryservice.com


CLICK ON THE COMPANY NAME FOR A COMPLETE COMPANY PROFILE


AGR Financial LLC

100 Metroplex Drive - Ste 202 , Edison, NJ 08817

Phone: (732)572-0568

Fax: (732)777-9596

President: Allen Geyer

Web Site: www.agrfinancial.com


Asset & Wealth Management

84 Park Ave - Ste G209, Flemington, NJ 08822

Phone: (732)578-1234

Fax: (732)578-1237

Partner: Thomas Fallon

Web Site: www.asset-wealth.com


Axiom Financial Services LLC

80 E. State Route 4 - Ste 203 , Paramus, NJ 07652

Phone: (973)771-9100

Fax: (973)771-0121

Managing Partner: Bob Bhayani

Web Site: www.axiomfinllc.com


Beacon Financial Group

101 Town Center Dr - Ste 111, Warren, NJ 07059

Phone: (888)769-4333

CEO: Stephen Locker

Web Site: www.beaconfinancialgroup.net


CLICK ON THE COMPANY NAME FOR A COMPLETE COMPANY PROFILE


Benefit Consultants Group

51 Haddonfield Rd - Ste 200, Cherry Hill, NJ 08002

Phone: (856)393-1950

Fax: (856)824-1890

President: Adam Paglione

Web Site: www.bcgbenefits.com


Black Coral Financial Advisors

500 International Drive - Ste 300, Mount Olive, NJ 07828

Phone: (800)788-5501

President: Stephen Liska

Web Site: www.blackcoralfa.com


Bleakley Financial Group

100 Passaic Ave - Ste 300, Fairfield, NJ 07004

Phone: (973)575-4180

Fax: (973)575-4055

Managing Dir.: Christopher Cella

Managing Dir.: Mark Feldman

Managing Dir.: Stephen Goldenring

Web Site: www.bleakley.com


Broad Financial LLC

1 Paragon Drive - Ste. 260 , Montvale, NJ 07645

Phone: (845)352-3000

Fax: (845)352-7575

Chairman: Brian Finkelstein

Web Site: www.broadfinancial.com


Brown Brothers Harriman & Co

185 Hudson St - Ste 1150 , Jersey City, NJ 07311

Phone: (201)418-5600

Managing Dir.: Michael McGovern

Web Site: www.bbh.com


Buckman Buckman & Reid

44 Church St , Little Silver, NJ 07739 Phone: (732)530-0303

Fax: (732)530-2937

Chairman/CEO: Jack Buckmand

Web Site: www.buckmanbuckman.com


Cambridge Financial Services LLC

105 Fieldcrest Ave - Ste 506 , Edison, NJ 08837

Phone: (732)512-9200

Fax: (732)512-9300

Managing Dir.: Nicholas Jalowski

Web Site: www.cambridgefinancialcorp.com


Cary Street Partners

1200 Mt. Kemble Ave Ste 100 , Morristown, NJ 07960

Phone: (973)805-6893

Owner: David Cottam

Web Site: www.advisors.carystreetpartners.com


Cary Street Partners

1200 Mt. Kemble Ave Ste 100 , Morristown, NJ 07960

Phone: (973)805-6893

Owner: David Cottam

Web Site: www.advisors.carystreetpartners.com


Celadon Financial Group

10 North Park Place Ste 420 , Morristown, NJ 07960

Phone: (973)701-8033

Fax: (973)701-8353

CEO: Daryl Hersch

Web Site: www.celadonfinancial.com


Chatham Wealth Management

10 Townsquare - Ste 100, Chatham, NJ 07928

Phone: (800)272-8086

Fax: (973)635-5591

President/CIO: Dan Moskowitz

Web Site: www.chathamwealth.com


Circle Wealth Management

47 Maple St - Ste 201, Summit, NJ 07901

Phone: (908)206-1306

Partner: Maria Chrin

Web Site: www.circlewm.com


Condor Capital Wealth Management

1973 Washington Valley Road, Martinsville, NJ 08836

Phone: (732)356-7323

Fax: (732)356-5875

President: Ken Schapiro

Web Site: www.condorcapital.com


Conway Wealth Group LLC

4 Campus Dr, Parsippany, NJ 07054 Phone: (973)285-3640

Fax: (973)285-3644

President/CEO: Michael Conway

Web Site: www.conwaywealthgroup.com


Cornerstone Planning Group LLC

350 Passaic Ave - Ste 201 , Fairfield, NJ 07004

Phone: (973)487-3220

Fax: (973)512-2851

CEO: Carmine Corino

Web Site: www.cspgllc.com


Covenant Asset Management LLC

125 Maple Ave, Chester, NJ 07930 Phone: (908)879-4090

Fax: (908)879-6468

President/CIO: John Guarino

Web Site: www.covasset.com


Diversified Financial Consultants LLC

110 South Jefferson Road - Ste 301, Whippany, NJ 07981

Phone: (862)579-3500

President: Alan Jay Levine

Web Site: www.diversifiedfinancialconsultantsllc.com


Duncan Financial Group LLC

25 E Spring Valley Ave - Ste 260 , Maywood, NJ 07607

Phone: (201)612-9572

Fax: (201)612-9574

Managing Principal: Timothy Duncan

Web Site: www.dfgroup.org


East Coast Wealth Management Inc.

220 Ridgedale Ave. - Ste, A3 , Florham Park, NJ 07932

Phone: (973)396-8628

Fax: (973)396-8628

President: Robert Mastrandea

Web Site: www.eastcoastwealth.com


EKS Associates

601 Ewing St - Ste A-7 , Princeton, NJ 08540

Phone: (609)921-1016

Fax: (609)921-2681

Partner: Eleanore Szymanski

Web Site: www.eksassociates.com


FCG Advisors LLC

1 Main St - Ste 202, Chatham, NJ 07928

Phone: (973)635-7374

Fax: (973)701-1780

Managing Dir.: John Combias

Web Site: www.fcgadvisors.com


Fi-Tek LLC

333 Thornall St - 2nd Fl , Edison, NJ 08837

Phone: (732)767-5437

Fax: (732)632-8191

President/CEO: Subir Chatterjee

Web Site: www.fi-tek.com


Financial Capital Group LLC

1930 Route 70 E - Ste G-37, Cherry Hill, NJ 08003

Phone: (856)874-1515

Fax: (856)874-1516

Principal: Mark Ciarelli

Web Site: www.financialcapitalgroup.com


Financial Science Corp

111 Town Square Place - 12th Fl , Jersey City, NJ 07310

Phone: (201)451-2700

Fax: (201)451-3780

President/CEO: Alf Newlin

Web Site: www.fisci.com


Freedom Capital Group

637 Summit Place , Brielle, NJ 08730 Phone: (844)655-2274

Managing Partner: Miguel Coelho

Web Site: www.freedomcapgroup.com


Future Financial Planners Inc

847 Broadway, Bayonne, NJ 07002 Phone: (201)823-1030

Fax: (201)858-0638

President: John Graziano

Web Site: www.ffpinc.com


Garretson Financial

44 South 21st St - Ste B, Kenilworth, NJ 07033

hone: (908)276-9140

Fax: (908)276-9114

Managing Dir.: John Garretson

Managing Dir.: Jamie Miller

Web Site: www.garretsonfinancial.com


Global Liquidity Partners LLC

12 Broad St - Ste 201, Red Bank, NJ 07701 Phone: (732)530-1002

CEO: Tim Lang

Web Site: www.globalliquiditypartners.com


Goldman Sachs Ayco

8 Campus Dr - 3rd Fl , Parsippany, NJ 07054

Phone: (973)401-2000

Fax: (973)401-1780

Head of Goldman Sachs Ayco: Larry Restieri

Web Site: www.ayco.com


Harbor Lights Financial Group Inc.

2424 Highway 34 , Manasquan, NJ 08736

Phone: (732)528-4333

Fax: (732)528-4820

Principal/Advisor: Rob Tendler

Principal/Advisors: Ken Robersts

Principal/Advisors: Doug Lockwood

Principal/Advisors: Debra Fournier

Web Site: www.hlfg.com


Harding Loevner LP

400 Crossing Blvd - 4th Fl , Bridgewater, NJ 08807

Phone: (908)218-7900

Fax: (908)218-1915

Chairman/CEO: David Loevner

Web Site: www.hardingloevner.com


Inpensa Inc

333 Thornall St - Ste 5A, Edison, NJ 08837

Phone: (888)650-1160

Fax: (908)458-9262

President/CEO: Suraj Nekram

Web Site: www.inpensa.com


Investment Partners Group

10 Station Place , Metuchen, NJ 08840 Phone: (732)205-0391

Fax: (732)205-0395

Chairman: Frank Abella Jr.

Web Site: www.investmentpartners.com


IPO Financial Network Corp

31 Deer path Circle, Green Brook, NJ 08812

Phone: (973)379-5100

Fax: (973)379-1696

President: David Menlow

Web Site: www.ipofinancial.com


Jacobs Levy Equity Management

P.O. Box 650 , Florham Park, NJ 07932 Phone: (973)410-9222

Fax: (973)410-9333

Co-Chief Investment Officer: Bruce Jacobs

Co-Chief Investment Officer: Kenneth Levy

Web Site: www.jlem.com


Key Group Management

70 Hilltop Road - Ste 2450, Ramsey, NJ 07446

Phone: (201)236-9696

Fax: (201)236-9699

Principal: Colin Heafy

President: Patick Murray

Web Site: www.keygroupwealth.com


KRIM Associates

45 Eisenhower Drive - Ste 550, Paramus, NJ 07652

Phone: (201)632-2023

Fax: (201)445-6790

President: Richard Krim

Web Site: www.krimassociates.com


KS Capital Management Inc

365 W Passaic St - Ste 275, Rochelle Park, NJ 07662

Phone: (201)845-7200

Fax: (201)845-3501

President: Kayvan Karoon

Web Site: www.kscapital.com


Lehr & Associates (Bob)

100 Monmouth Park Highway - Ste 2N, West Long Branch, NJ 07764

Phone: (732)222-0224

Fax: (732)222-1924

President: Robert Lehr

Web Site: www.boblehr.com


Lighthouse Financial Advisors

3 Harding Road, Red Bank, NJ 07701 Phone: (732)747-6697

Owner: Robert Walsh

Web Site: www.lfadvisors.com


Mariner Wealth Advisors

229 E Main St, Manasquan, NJ 08736 Phone: (732)223-5505

Fax: (732)223-3640

Regional Managing Dir.: Patrick Housen

Web Site: www.marinerwealthadvisors.com


Marquis Wealth Advisors LLC

70 Main St, Chatham, NJ 07928 Phone: (973)701-9700

Fax: (973)701-9711

Managing Partner: Nick Boccella

Web Site: www.marquiswealthadvisors.com


Mckelvey Co. Inc. (George)

2410 Highway 34, Manasquan, NJ 08736

Phone: (732)449-5323

Fax: (732)974-9107

Managing Partner: Robert Giunco

Managing Partner: Richard Looney

Web Site: www.georgemckelvey.com


McRae Capital Management

230 Madison Ave, Morristown, NJ 07960

Phone: (973)387-1080

President: Rodrick McRae

Web Site: www.mcraecapital.com


Modera Wealth Management LLC

56 Jefferson Ave. - 2nd Floor , Westwood, NJ 07675

Phone: (201)768-4600

Fax: (201)768-111

Principal/Wealth Mgr.: Adam Leone

Principal/Wealth Mgr./CEO: Tom Orecchio

Principal/Wealth Mgr.: Bill Houck

Principal Wealth Mgr.: Michael Gibney

Principal Wealth Mgr.: Mndy Neira

Web Site: www.moderawealth.com


Montville Financial Group LLC

350 Main Rd Ste 204 , Montville, NJ 07045

Phone: (862)261-4678

Managing Dir.: Roger Moss

Web Site: www.montvillefinancialgroup.com


MRA Advisory Group

3799 US Highway 46 - Ste 100, Parsippany, NJ 07054

Phone: (844)672-7623

CEO: Marco Lima

Web Site: www.mraadvisory.com


Nationwide Planning Assoc

115 W. Century Road - Ste 360, Paramus, NJ 07652

Phone: (201)476-0029

CEO: Michael Karalewich

Web Site: www.nationwideplanning.com


Network 1 Financial Group Inc

2 Bridge Ave - Ste. 241 , Red Bank, NJ 07701

Phone: (732)758-9001

Fax: (732)758-6671

Chairman: Damon Testaverde

Web Site: www.network1.com


Neumann Weath Management (Randy)

600 E Crescent Ave - Ste 104 , Upper Saddle River, NJ 07458

Phone: (201)291-9000

Owner: Randy Neumann

Web Site: www.randyneumann.com


New Century Financial Group

1 Airport Place - Ste 3 , Princeton, NJ 08540

Phone: (609)924-2049

Owner: Richard Oring

Web Site: www.ncfg.com


New Century Planning

83 South St. , Freehold, NJ 07728 Phone: (732)702-2777

Fax: (908)325-0335

Owner: Robert Ryerson

Web Site: www.newcenturyplanning.com


New Horizons Wealth Management LLC

240 Cedar Knolls Rd Ste 306 , Cedar Knolls, NJ 07927

Phone: (973)540-1066

Fax: (973)540-1775

Founder: Robert Giarraffa

Web Site: www.nhwmllc.com


Newport Capital Group

12 Broad St - 5th Fl, Red Bank, NJ 07701

Phone: (732)741-8400

Owner: Domenic Dipiero

Web Site: www.newportcapitalgroup.com


Newroads Financial Group

16 Harrison St. , Clinton, NJ 08809 Phone: (908)730-6346

Fax: (908)730-9446

President: Jason Newcomb

Web Site: www.newroadsfinancial.com


Northwest Criterion Asset Management

914 Commons Way , Princeton, NJ 08540

Phone: (609)924-4488

Co-Founder: Joe Hunt

Co-Founder: Michael Camp

Web Site: www.nwcriterion.com


Omnia Financial LLC

160 Littleton Rd - Ste 301, Parsippany, NJ 07054

Phone: (973)265-2005

President: Brian Rosoff

Web Site: www.omniafinancial.com


One Legacy Financial Group LLC

1639 State Route 10, Parsippany, NJ 07054

Phone: (973)265-9050 F

President: Bill Chesney

Web Site: www.onelegacyfg.net


Paradigm Wealth Mgmt LLC

1140 US Highway 22 # 107, Bridgewater, NJ 08807

Phone: (609)452-7801

Managing Partner: Dave Giegerich

President: Andrew Koerner

Web Site: www.paradigmwealthmanagement.com


Parks Financial Management

216 East Ridgewood Ave Ste 2 , Ridgewood, NJ 07450

Phone: (201)689-2020

President: Jim Parks

Web Site: www.parkswm.com


Pension Parameters Financial Services Inc.

675 Line Road, Aberdeen, NJ 07747 Phone: (732)583-1313

Fax: (732)583-6991

President: Kevin McCormack

Web Site: www.pensionparameters.com


Personal Financial Navigation LLC

208 Lenox Ave - Ste 218, Westfield, NJ 07090

Phone: (908)568-2458

President: Elizabeth Miller

Web Site: www.pfnavigation.com


Personal Wealth Strateiges

2277 Highway 33 - Ste 415, Hamilton, NJ 08690

Phone: (609)586-9308

Fax: (609)586-9316

Owner: David Bailin

Web Site: www.personalwealthstrategies.com


Petrone Associates Inc.

2 Research Way , Princeton, NJ 08540 Phone: (609)452-0838

Fax: (609)452-0838

President: Thomas Petrone

Web Site: www.petroneassociates.com


Philadelphia Investment Partners LP

1233 Haddonfield-Berlin Road - Ste. 7, Voorhees, NJ 08043

Phone: (856)210-6779

Fax: (856)210-6789

Managing Partner: Peter Zeuli

Web Site: www.piplp.com


Point View Wealth Management

382 Springfield Ave. - Ste 208, Summit, NJ 07901

Phone: (908)598-1717

Fax: (419)844-0922

President: David Dietze

Web Site: www.ptview.com


Prestige Wealth Management Group

31 State Route 12, Flemington, NJ 08822

Phone: (908)379-8813

President: Roy Williams

Web Site: www.prestigewmg.com


Principal Group LLC

26 Church St, Bernardsville, NJ 07924 Phone: (908)350-3753

Partner: Doug Shurts

Web Site: www.principlesgroup.com


Private Client Group Asset

376 Main St - Ste 200, Bedminster, NJ 07921

Phone: (908)719-3024

Sr. Partner: David Johnson

Web Site: www.privateclientgroupam.com


Proquest Investment

90 National St - Ste.5, Princeton, NJ 08540

Phone: (609)919-3560

Fax: (609)919-3570

Partner: Jay Moorin

Web Site: www.proquestvc.com


Quantitative Analysis Service Inc

24 Commerce St - Ste 1003, Newark, NJ 07102

Phone: (201)432-7900

Fax: (201)432-0037

CEO: Ken Tower

Web Site: www.qas-service.com


Raymond James Financial Services

57 Schanck Road - Ste. C-1, Freehold, NJ 07728

Phone: (732)462-2800

CEO: Howard Orlick

Web Site: www.raymondjames.com


Regal Wealth Advisors LLC

248 Columbia Turnpike - Ste 317 , Florham Park, NJ 07932

Phone: (973)845-2494

Partner: Michael McCarthy

Web Site: www.regaladvisors.com


RMR Wealth Builders

500 Frank W Burr Blvd Ste 39 , Teaneck, NJ 07666

Phone: (201)836-2460

Fax: (201)836-1897

Co-Chairman: Douglas Roth

Web Site: www.rmrwealthbuilders.com


Rockdale Associates

99 Corbett Way - Ste 103, Eatontown, NJ 07724

Phone: (732)695-2100

President: Steve Richman

Web Site: www.rockassets.com


Royal Alliance Associates Inc

10 Exchange Place - Ste. 1410 , Jersey City, NJ 07302

Phone: (866)849-7673

Fax: (212)551-5504

President/CEO: Dmitry Golden

Web Site: www.royalalliance.com


RTA Financial Group Inc.

132 Washington St - Ste 201, Hoboken, NJ 07030

Phone: (201)869-7777

President: Rafael Acevedo

Web Site: www.rtafg.com


Santilli & Thompson Inc.

601 Route 73 N - Ste 302, Marlton, NJ 08053

Phone: (856)505-1300

Fax: (856)505-1301

Owner: Michael Thomson

Web Site: www.santillithomson.com


Scordato & Associats (Mark)

119 Cherry Hill Rd - Ste 135, Parsippany, NJ 07054

Phone: (888)331-4540

Fax: (973)331-7841

President: Mark Scordato

Web Site: www.markscordato.com


SICA Wealth Management LLC

67 E Park Place - 1st Fl, Morristown, NJ 07960

Phone: (973)975-0750

Fax: (973)889-1010

President: Jeff Sica

Web Site: www.sicawealthmgt.com


Simone Zajac Wealth Management Group LLC

2401 Route 130 S - Ste 1, Cinnaminson, NJ 08077

Phone: (856)303-2802

Managing Partner: James Simone

Web Site: www.simonezajac.com


Stonegate Wealth Managers LLC

393 Ramapo Valley Road - Ste 2, Oakland, NJ 07436 Phone: (201)791-0085 Fax: ()-

Company provides wealth management consulting services.

Partner: Steve Craffen

Number of Employees: 6 to 10 - Revenue: $1 to 5 MM - Web Site: www.stonegatewealth.com


Summit Asset Management Inc

30 Columbia Tpke - Ste 101, Florham Park, NJ 07932

Phone: (973)301-2360

Fax: (973)301-2370

President: Vince Pallitto

Web Site: www.summitasset.com


Summit Place Financial Advisors LLC

18 Bank St - Ste 202 , Summit, NJ 07901

Phone: (908)517-5880

President: Liz Miller

Web Site: www.summitplacefinancial.com


Summit Private Investments Inc.

47 Maple St - Ste 301, Summit, NJ 07901

Phone: (908)522-1414

Fax: (908)522-1447

President: Jeffrey Karp

Web Site: www.spifunds.com


Tomolonis Financial LLC

159 Pine St, Jersey City, NJ 07304 Phone: (201)600-9461

President: Christopher Tomolonis

Web Site: www.christomolonis.com


Tomoro

1959 State Route 34 - Ste 101, Wall, NJ 07719

Phone: (732)528-2231

Managing Partner: David Mozeika

Web Site: www.tomoronow.com


Toussaint Financial Associates

1200 Route 22 E. - Ste 2000 , Bridgewater, NJ 08807

Phone: (908)253-3580

Fax: (908)450-1352

President: Glenn Toussaint

Web Site: www.toussaintfinancial.com


Trader Edge Inc.

33 Kings Road, Madison, NJ 07940 Phone: (973)360-2004

Fax: (973)360-2006

Owner: Jon Lobow

Web Site: www.atradersedge.com


Traust Sollus Wealth Magement

103 Carnegie Center - Ste 205, Princeton, NJ 08540

Phone: (609)779-6700

Fax: (609)779-6701

Owner: Alvert Zdenek

Web Site: www.tswealth.com


Trust Financial Services

147 Columbia Tpke - Ste 109, Florham Park, NJ 07932

Phone: (973)514-1980

Fax: (973)514-1987

President: Ken Scaglione

Web Site: www.tfsbrokerage.com


Trusted Global Advisors LLC

111 State Route 31 - Ste 114, Flemington, NJ 08822

Phone: (908)751-5308

Partner: Bruce Hesse

Web Site: www.trustedglobaladvisors.com


Van Leeuwen & Co LLC

281 Witherspoon St - Ste 220, Princeton, NJ 08540

Phone: (609)580-0088

Managing Dir.: Kenneth Van Leeuwen

Web Site: www.vanleeuwenco.com


Viewtrade Financial Ntwrk Inc

525 Washington Blvd - 24th Fl , Jersey City, NJ 07310

Phone: (201)215-9809

Fax: (201)217-6745

CEO: Anthony Petrilli

Web Site: www.viewtrade.com


Wechter Feldman Wealth Management

1719 State Route 10 East - Ste 224, Parsippany, NJ 07054

Phone: (973)605-1448

Fax: (973)605-1449

President: David Feldman

Web Site: www.wechterfeldman.com


West Railroad Financial Partners

147 Austin Ave , Old Bridge, NJ 08857 Phone: (732)723-3694 F

Partner: Michael Roberts

Partner: Larry Springer

Web Site: www.westrailroadfinancialpartners.com


ZAIS Group LLC

101 Crawfords Corner Road - Ste 1206 , Holmdel, NJ 07733

Phone: (732)450-0386

Fax: (732)747-7619

President: Daniel Curry

Web Site: www.zaisgroup.com


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