AdvisorCensus / Financial advisors / New Jersey / Trenton, NJ / Charles Schwab
Financial advisors in Trenton, NJ using Charles Schwab
15 SEC-registered investment advisory firms headquartered in the Trenton, NJ metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Altman Investment Management LLC | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| Bergamot Asset Management LP | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| Carnegie Lake Advisors LLC | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| Dumont & Blake Investment Advisors LLC | Princeton | SEC-registered investment adviser | $500 million to $1 billion |
| EKS Associates | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| Halberstadt Financial Consultants Inc | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| KDT Advisors, LLC | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| Kubhera Enterprises LLC | Princeton | SEC-registered investment adviser | $100 million to $500 million |
| Novi Wealth Partners | Princeton | SEC-registered investment adviser | $500 million to $1 billion |
| Palante Wealth Advisors, LLC | Pennington | SEC-registered investment adviser | $100 million to $500 million |
| Princeton Global Asset Management LLC | Princeton | SEC-registered investment adviser | $500 million to $1 billion |
| Roundview Capital, LLC | Princeton | SEC-registered investment adviser | $1 billion to $5 billion |
| Unio Capital LLC | Princeton | SEC-registered investment adviser | $500 million to $1 billion |
| Weingarten Associates, L.L.C. | Lawrenceville | SEC-registered investment adviser | $100 million to $500 million |
| White Knight Strategic Wealth Advisors, LLC | Lawrenceville | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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