{ "path": "/advisors/nj", "url": "https://advisorcensus.com/advisors/nj/page/5", "page_type": "state", "title": "Financial advisors in New Jersey", "filters": {}, "scope_total": 923, "faq": [ { "q": "How many financial advisory firms are there in New Jersey?", "a": "AdvisorCensus lists 923 investment advisory firms with a principal office in New Jersey, from Form ADV filings as of October 2026: 401 SEC-registered, 460 state-registered, and 62 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New Jersey?", "a": "297 of the 923 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New Jersey offer financial planning?", "a": "508 of the 861 firms in New Jersey that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New Jersey fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 297 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 923 investment advisory firms with a principal office in New Jersey, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in New Jersey: 923 firms from Form ADV filings as of October 2026.", "total_firms": 923, "page": 5, "total_pages": 19, "sort": "name", "registration_types": { "sec": 401, "state": 460, "exempt": 62 }, "fee_model_mix": [ { "code": "fee-only", "count": 297 }, { "code": "percentage_of_aum", "count": 742 }, { "code": "hourly", "count": 332 }, { "code": "subscription", "count": 10 }, { "code": "fixed", "count": 453 }, { "code": "commissions", "count": 30 }, { "code": "performance_based", "count": 158 }, { "code": "other", "count": 117 }, { "code": "not_reported", "count": 62 } ], "years_registered_distribution": [ { "code": "under_5", "count": 329 }, { "code": "5_to_9", "count": 204 }, { "code": "10_to_19", "count": 224 }, { "code": "20_plus", "count": 164 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 220 }, { "code": "25m_100m", "count": 149 }, { "code": "100m_500m", "count": 194 }, { "code": "500m_1b", "count": 74 }, { "code": "1b_5b", "count": 66 }, { "code": "over_5b", "count": 39 }, { "code": "not_reported", "count": 181 } ], "firms": [ { "crd_number": 151014, "name": "Cypress Financial Planning", "name_as_filed": "CYPRESS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014", "city": "Haddon Heights", "state": "NJ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283655, "name": "Daceyholden Management, LLC", "name_as_filed": "DACEYHOLDEN MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/daceyholden-management-llc-fort-lee-nj-283655", "city": "Fort Lee", "state": "NJ", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312457, "name": "Darby Investment Services LLC", "name_as_filed": "DARBY INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457", "city": "Woodbury", "state": "NJ", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153227, "name": "Davidson Wealth Management LLC", "name_as_filed": "DAVIDSON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/davidson-wealth-management-llc-forked-river-nj-153227", "city": "Forked River", "state": "NJ", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121458, "name": "De Cesare Retirement Specialists", "name_as_filed": "DE CESARE RETIREMENT SPECIALISTS", "url": "https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458", "city": "Marlton", "state": "NJ", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106248, "name": "Delta Capital Management LLC", "name_as_filed": "DELTA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/delta-capital-management-llc-red-bank-nj-106248", "city": "Red Bank", "state": "NJ", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326367, "name": "Demopolis Equity Management, LLC", "name_as_filed": "DEMOPOLIS EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/demopolis-equity-management-llc-jersey-city-nj-326367", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172764, "name": "Denby Financial Services, LLC", "name_as_filed": "DENBY FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/denby-financial-services-llc-172764", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281938, "name": "DGS Capital Management", "name_as_filed": "DGS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dgs-capital-management-jersey-city-nj-281938", "city": "Jersey City", "state": "NJ", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331527, "name": "Diadema Partners LP", "name_as_filed": "DIADEMA PARTNERS LP", "url": "https://advisorcensus.com/firm/diadema-partners-lp-morristown-nj-331527", "city": "Morristown", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329345, "name": "Diamond Capital (US) LLC", "name_as_filed": "DIAMOND CAPITAL (US) LLC", "url": "https://advisorcensus.com/firm/diamond-capital-us-llc-hackensack-nj-329345", "city": "Hackensack", "state": "NJ", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343934, "name": "Dimaio Private Wealth, LLC", "name_as_filed": "DIMAIO PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/dimaio-private-wealth-llc-chester-nj-343934", "city": "Chester", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321737, "name": "Diversified Planning Strategies Advisors LLC", "name_as_filed": "DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC", "url": "https://advisorcensus.com/firm/diversified-planning-strategies-advisors-llc-roseland-nj-321737", "city": "Roseland", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165398, "name": "Diversified Strategies LLC", "name_as_filed": "DIVERSIFIED STRATEGIES LLC", "url": "https://advisorcensus.com/firm/diversified-strategies-llc-saddle-brook-nj-165398", "city": "Saddle Brook", "state": "NJ", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 340363, "name": "Dmac Consulting Services", "name_as_filed": "DMAC CONSULTING SERVICES", "url": "https://advisorcensus.com/firm/dmac-consulting-services-340363", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118076, "name": "Dolcini Capital Management", "name_as_filed": "DOLCINI CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dolcini-capital-management-cherry-hill-nj-118076", "city": "Cherry Hill", "state": "NJ", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159846, "name": "Domain Associates, LLC", "name_as_filed": "DOMAIN ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/domain-associates-llc-princeton-nj-159846", "city": "Princeton", "state": "NJ", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158992, "name": "Dominion Wealth Advisors, LLC", "name_as_filed": "DOMINION WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dominion-wealth-advisors-llc-158992", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129677, "name": "Donald J. Bugdal & Associates", "name_as_filed": "DONALD J. BUGDAL & ASSOCIATES", "url": "https://advisorcensus.com/firm/donald-j-bugdal-and-associates-mercerville-nj-129677", "city": "Mercerville", "state": "NJ", "years_registered": 43, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 150830, "name": "Donald W. Cash & Associates, LLC", "name_as_filed": "DONALD W. CASH & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/donald-w-cash-and-associates-llc-red-bank-nj-150830", "city": "Red Bank", "state": "NJ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 154460, "name": "Dorchester Advisors LLC", "name_as_filed": "DORCHESTER ADVISORS LLC", "url": "https://advisorcensus.com/firm/dorchester-advisors-llc-short-hills-nj-154460", "city": "Short Hills", "state": "NJ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 328909, "name": "Drucker Wealth", "name_as_filed": "DRUCKER WEALTH", "url": "https://advisorcensus.com/firm/drucker-wealth-woodcliff-lake-nj-328909", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288452, "name": "DTM Advisory Group LLC", "name_as_filed": "DTM ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/dtm-advisory-group-llc-neptune-nj-288452", "city": "Neptune", "state": "NJ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292572, "name": "Due Diligence Works, Inc.", "name_as_filed": "DUE DILIGENCE WORKS, INC.", "url": "https://advisorcensus.com/firm/due-diligence-works-inc-292572", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 109318, "name": "Dumont & Blake Investment Advisors LLC", "name_as_filed": "DUMONT & BLAKE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/dumont-and-blake-investment-advisors-llc-princeton-nj-109318", "city": "Princeton", "state": "NJ", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131102, "name": "Duncan Financial Group, LLC", "name_as_filed": "DUNCAN FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/duncan-financial-group-llc-midland-park-nj-131102", "city": "Midland Park", "state": "NJ", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 306246, "name": "Durant Financial Planning LLC", "name_as_filed": "DURANT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/durant-financial-planning-llc-306246", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128746, "name": "E.C. Krayton Associates, Inc.", "name_as_filed": "E.C. KRAYTON ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/e-c-krayton-associates-inc-128746", "city": null, "state": null, "years_registered": 35, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139375, "name": "Eagil Financial Services", "name_as_filed": "EAGIL FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/eagil-financial-services-woodcliff-lake-nj-139375", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 283096, "name": "Eagle Grove Advisors LLC", "name_as_filed": "EAGLE GROVE ADVISORS LLC", "url": "https://advisorcensus.com/firm/eagle-grove-advisors-llc-jersey-city-nj-283096", "city": "Jersey City", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323814, "name": "Eagle Wealth Strategies", "name_as_filed": "EAGLE WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814", "city": "Mullica Hill", "state": "NJ", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 136155, "name": "East Coast Wealth Management, Inc.", "name_as_filed": "EAST COAST WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/east-coast-wealth-management-inc-florham-park-nj-136155", "city": "Florham Park", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 339384, "name": "Easytransfer Corporation", "name_as_filed": "EASYTRANSFER CORPORATION", "url": "https://advisorcensus.com/firm/easytransfer-corporation-339384", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155020, "name": "ECP", "name_as_filed": "ECP", "url": "https://advisorcensus.com/firm/ecp-summit-nj-155020", "city": "Summit", "state": "NJ", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 166338, "name": "Edgestream Partners, L.P.", "name_as_filed": "EDGESTREAM PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/edgestream-partners-l-p-princeton-nj-166338", "city": "Princeton", "state": "NJ", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309715, "name": "Edgewater Management Partners LLC", "name_as_filed": "EDGEWATER MANAGEMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/edgewater-management-partners-llc-309715", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 306123, "name": "Egis Capital Partners LP", "name_as_filed": "EGIS CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/egis-capital-partners-lp-summit-nj-306123", "city": "Summit", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 169687, "name": "EKS Associates", "name_as_filed": "EKS ASSOCIATES", "url": "https://advisorcensus.com/firm/eks-associates-princeton-nj-169687", "city": "Princeton", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167731, "name": "Elements 5 Investment Management", "name_as_filed": "ELEMENTS 5 INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/elements-5-investment-management-167731", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129294, "name": "Ellen Binen-Milbrod Financial Services L.L.C.", "name_as_filed": "ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C.", "url": "https://advisorcensus.com/firm/ellen-binen-milbrod-financial-services-l-l-c-englishtown-nj-129294", "city": "Englishtown", "state": "NJ", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 128261, "name": "Elliot Investment Management, LLC", "name_as_filed": "ELLIOT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/elliot-investment-management-llc-128261", "city": null, "state": null, "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314768, "name": "Embassy Asset Management LP", "name_as_filed": "EMBASSY ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/embassy-asset-management-lp-short-hills-nj-314768", "city": "Short Hills", "state": "NJ", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308002, "name": "Emissary Wealth", "name_as_filed": "EMISSARY WEALTH", "url": "https://advisorcensus.com/firm/emissary-wealth-hackensack-nj-308002", "city": "Hackensack", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146097, "name": "Empire Financial Management Company, LLC", "name_as_filed": "EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/empire-financial-management-company-llc-holmdel-nj-146097", "city": "Holmdel", "state": "NJ", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 169389, "name": "Empowered Retirement, Inc.", "name_as_filed": "EMPOWERED RETIREMENT, INC.", "url": "https://advisorcensus.com/firm/empowered-retirement-inc-roseland-nj-169389", "city": "Roseland", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 228786, "name": "Endowbridge Capital, LLC", "name_as_filed": "ENDOWBRIDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786", "city": "Princeton", "state": "NJ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150282, "name": "Enduring Investments LLC", "name_as_filed": "ENDURING INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/enduring-investments-llc-150282", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285879, "name": "Enlight Financial LLC", "name_as_filed": "ENLIGHT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/enlight-financial-llc-285879", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 342335, "name": "Entrepreneur Wealth", "name_as_filed": "ENTREPRENEUR WEALTH", "url": "https://advisorcensus.com/firm/entrepreneur-wealth-woodbridge-nj-342335", "city": "Woodbridge", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 305682, "name": "Epic Wealth Management LLC", "name_as_filed": "EPIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/epic-wealth-management-llc-red-bank-nj-305682", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/nj/trenton", "name": "Trenton", "msa_name": "Trenton-Princeton, NJ", "state_code": "NJ", "firm_count": 69 }, { "path": "/advisors/nj/atlantic-city", "name": "Atlantic City", "msa_name": "Atlantic City-Hammonton, NJ", "state_code": "NJ", "firm_count": 13 }, { "path": "/advisors/nj/vineland", "name": "Vineland", "msa_name": "Vineland, NJ", "state_code": "NJ", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nj", "label": "Financial advisors in New Jersey" }, "fee_pages": [ { "path": "/advisors/nj/fee-only", "label": "Fee-only financial advisors in New Jersey", "firm_count": 297 }, { "path": "/advisors/nj/flat-fee", "label": "Flat-fee financial advisors in New Jersey", "firm_count": 453 }, { "path": "/advisors/nj/hourly", "label": "Hourly financial advisors in New Jersey", "firm_count": 332 } ] }, "csv": "https://advisorcensus.com/advisors/nj.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }