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AdvisorCensus / Financial advisors / New Jersey / Trenton, NJ / Branch offices

Advisory firms with an office in Trenton, NJ, headquartered elsewhere

52 investment advisory firms with a principal office outside the Trenton, NJ metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.

All firms headquartered in Trenton, NJ ยท How this list is built

FirmOfficeHeadquartersRegistration
Advice and Planning ServicesPrinceton, NJNew York, NYSEC-registered investment adviser
Advisors Asset Management, Inc.Princeton, NJMonument, COSEC-registered investment adviser
Alliance Wealth Management Group, LLCHamilton Township, NJFlemington, NJSEC-registered investment adviser
Aperio Group, LLCPrinceton, NJSausalito, CASEC-registered investment adviser
Bahl & Gaynor LLCPrinceton, NJCincinnati, OHSEC-registered investment adviser
Blackrock Advisors, LLCPrinceton, NJNew York, NYSEC-registered investment adviser
Blackrock Capital Investment Advisors, LLCPrinceton, NJWilmington, DESEC-registered investment adviser
Blackrock Capital Management, Inc.Princeton, NJWilmington, DESEC-registered investment adviser
Blackrock Financial Management, IncPrinceton, NJNew York, NYSEC-registered investment adviser
Blackrock Fund AdvisorsPrinceton, NJSan Francisco, CASEC-registered investment adviser
BNY Mellon Advisors, Inc.Pennington, NJNew York, NYSEC-registered investment adviser
Bryn Mawr Trust Advisors, LLCPrinceton, NJPhiladelphia, PASEC-registered investment adviser
Caleo Capital N.A. LLCPrinceton, NJPonte Vedra, FLSEC-registered investment adviser
Consolidated Portfolio Review CorpPennington, NJWoodbury, NYSEC-registered investment adviser
Creative PlanningPrinceton, NJOverland Park, KSSEC-registered investment adviser
Crossmark Global Investments, Inc.Princeton, NJHouston, TXSEC-registered investment adviser
CW Advisors, LLCHamilton Township, NJBoston, MASEC-registered investment adviser
Ethos Capital Management, Inc.Princeton, NJNewtown, PASEC-registered investment adviser
FF Venture CapitalPrinceton, NJNew York, NYExempt reporting adviser
Fortis Capital Advisors, LLCPrinceton, NJPrairie Village, KSSEC-registered investment adviser
Granger Management LLCEast Windsor, NJNew York, NYSEC-registered investment adviser
Icapital Advisors, LLCPrinceton, NJNew York, NYSEC-registered investment adviser
Kinetic Investment Management, Inc.Princeton, NJLos Angeles, CASEC-registered investment adviser
King Ridge Capital Advisors, LLCPrinceton, NJNew London, NHSEC-registered investment adviser
Laurel Oak Wealth Management, LLCPrinceton, NJMarlton, NJSEC-registered investment adviser
Mackay Shields LLCPrinceton, NJNew York, NYSEC-registered investment adviser
Merrill Lynch, Pierce, Fenner & Smith IncorporatedPennington, NJNew York, NYSEC-registered investment adviser
North Hudson Resource Partners LPPrinceton, NJHouston, TXSEC-registered investment adviser
OnedigitalPrinceton, NJOverland Park, KSSEC-registered investment adviser
Peak Altitude Partners, LPPrinceton, NJNew York, NYSEC-registered investment adviser
Pinnacle Associates, Ltd.Princeton, NJNew York, NYSEC-registered investment adviser
Platform Wealth AdvisorsMercerville, NJHolladay, UTSEC-registered investment adviser
Princeton Capital Management LLCPrinceton, NJRed Bank, NJSEC-registered investment adviser
Princeton Value Partners LLCPrinceton, NJNew York, NYSEC-registered investment adviser
Ramsay Stattman Vela & Price IncPrinceton, NJColorado Springs, COSEC-registered investment adviser
Rockefeller Capital ManagementHamilton, NJNew York, NYSEC-registered investment adviser
Rockefeller Capital ManagementHamilton, NJNew York, NYSEC-registered investment adviser
SAX Wealth Advisors, LLCEwing, NJParsippany, NJSEC-registered investment adviser
SeiaPrinceton, NJLos Angeles, CASEC-registered investment adviser
Spiderrock Advisors, LLCPrinceton, NJChicago, ILSEC-registered investment adviser
Spirit of America Management CorpLawrenceville, NJSyosset, NYSEC-registered investment adviser
Stifel Capital Management, LLCWest Windsor, NJNew York, NYSEC-registered investment adviser
Summit Financial, LLCPrinceton, NJParsippany, NJSEC-registered investment adviser
TD Private Client Wealth LLCPrinceton, NJNew York, NYSEC-registered investment adviser
The Ameriflex GroupPennington, NJLas Vegas, NVSEC-registered investment adviser
Thrive Capital Management, LLCHamilton Township, NJFort Washington, PASEC-registered investment adviser
Tritonpoint Partners, LLCPrinceton, NJChevy Chase, MDSEC-registered investment adviser
Turner Financial Group, Inc.Hamilton, NJPace, FLSEC-registered investment adviser
UnlimitedPrinceton, NJNew York, NYSEC-registered investment adviser
Veta Investment Partners, LLCPrinceton, NJLawrence, KSSEC-registered investment adviser
Wealth Quarterback LLCPrinceton, NJToms River, NJSEC-registered investment adviser
Withum Wealth ManagementPrinceton, NJRed Bank, NJSEC-registered investment adviser

Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.

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AdvisorCensus. Advisory firms with an office in Trenton, NJ, headquartered elsewhere. https://advisorcensus.com/advisors/nj/trenton/branch-offices
https://advisorcensus.com/advisors/nj/trenton/branch-offices