# Financial advisors for high-net-worth individuals in Trenton, NJ

> AdvisorCensus lists 44 investment advisory firms with a principal office in the Trenton metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nj/trenton/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 44
- Registration: SEC-registered investment adviser: 25, State-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 20 (45%); Percentage of assets 38 (86%); Hourly charges 18 (41%); Fixed fees 33 (75%); Performance-based fees 8 (18%); Other 3 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 9 (20%); $25 million to $100 million 9 (20%); $100 million to $500 million 14 (32%); $500 million to $1 billion 4 (9%); $1 billion to $5 billion 2 (5%); Over $5 billion 2 (5%); Not reported 4 (9%)
- Years registered: Under 5 years 11 (25%); 5 to 9 years 11 (25%); 10 to 19 years 13 (30%); 20 years or more 9 (20%)

## Firms (page 1 of 1, 1 to 44 of 44, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acorn Asset Management LLC](https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572) ([md](https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572.md)) | 340572 | Princeton, NJ | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Adviso Wealth](https://advisorcensus.com/firm/adviso-wealth-princeton-nj-308198) ([md](https://advisorcensus.com/firm/adviso-wealth-princeton-nj-308198.md)) | 308198 | Princeton, NJ | State-registered investment adviser | Under $25 million | 6 | Hourly, Fixed fee |
| [Altman Investment Management LLC](https://advisorcensus.com/firm/altman-investment-management-llc-princeton-nj-113832) ([md](https://advisorcensus.com/firm/altman-investment-management-llc-princeton-nj-113832.md)) | 113832 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [Bergamot Asset Management LP](https://advisorcensus.com/firm/bergamot-asset-management-lp-princeton-nj-309424) ([md](https://advisorcensus.com/firm/bergamot-asset-management-lp-princeton-nj-309424.md)) | 309424 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee |
| [Berunda Capital Management](https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072) ([md](https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072.md)) | 297072 | Princeton, NJ | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Blackrock Investment Management, LLC](https://advisorcensus.com/firm/blackrock-investment-management-llc-princeton-nj-108928) ([md](https://advisorcensus.com/firm/blackrock-investment-management-llc-princeton-nj-108928.md)) | 108928 | Princeton, NJ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Brennan Financial Group, LLC](https://advisorcensus.com/firm/brennan-financial-group-llc-princeton-nj-117644) ([md](https://advisorcensus.com/firm/brennan-financial-group-llc-princeton-nj-117644.md)) | 117644 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Carnegie Lake Advisors LLC](https://advisorcensus.com/firm/carnegie-lake-advisors-llc-princeton-nj-330024) ([md](https://advisorcensus.com/firm/carnegie-lake-advisors-llc-princeton-nj-330024.md)) | 330024 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Certified Wealth Management & Investment LLC](https://advisorcensus.com/firm/certified-wealth-management-and-investment-llc-princeton-nj-165924) ([md](https://advisorcensus.com/firm/certified-wealth-management-and-investment-llc-princeton-nj-165924.md)) | 165924 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Concord Advisory Group Ltd](https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291) ([md](https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291.md)) | 107291 | Princeton, NJ | SEC-registered investment adviser | Over $5 billion | 35 | Fixed fee, Other |
| [Constantia Capital LLC](https://advisorcensus.com/firm/constantia-capital-llc-lawrenceville-nj-167095) ([md](https://advisorcensus.com/firm/constantia-capital-llc-lawrenceville-nj-167095.md)) | 167095 | Lawrenceville, NJ | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [Donald J. Bugdal & Associates](https://advisorcensus.com/firm/donald-j-bugdal-and-associates-mercerville-nj-129677) ([md](https://advisorcensus.com/firm/donald-j-bugdal-and-associates-mercerville-nj-129677.md)) | 129677 | Mercerville, NJ | State-registered investment adviser | Not reported | 43 | Hourly |
| [Dumont & Blake Investment Advisors LLC](https://advisorcensus.com/firm/dumont-and-blake-investment-advisors-llc-princeton-nj-109318) ([md](https://advisorcensus.com/firm/dumont-and-blake-investment-advisors-llc-princeton-nj-109318.md)) | 109318 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Fixed fee |
| [EKS Associates](https://advisorcensus.com/firm/eks-associates-princeton-nj-169687) ([md](https://advisorcensus.com/firm/eks-associates-princeton-nj-169687.md)) | 169687 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Endowbridge Capital, LLC](https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786) ([md](https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786.md)) | 228786 | Princeton, NJ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Flight Line Financial, LLC](https://advisorcensus.com/firm/flight-line-financial-llc-princeton-nj-169289) ([md](https://advisorcensus.com/firm/flight-line-financial-llc-princeton-nj-169289.md)) | 169289 | Princeton, NJ | SEC-registered investment adviser | Not reported | 0 | Fixed fee, Other |
| [Giverny Capital Advisors](https://advisorcensus.com/firm/giverny-capital-advisors-princeton-nj-150123) ([md](https://advisorcensus.com/firm/giverny-capital-advisors-princeton-nj-150123.md)) | 150123 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Halberstadt Financial Consultants Inc](https://advisorcensus.com/firm/halberstadt-financial-consultants-inc-princeton-nj-109462) ([md](https://advisorcensus.com/firm/halberstadt-financial-consultants-inc-princeton-nj-109462.md)) | 109462 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Hamilton & Company](https://advisorcensus.com/firm/hamilton-and-company-princeton-nj-11310) ([md](https://advisorcensus.com/firm/hamilton-and-company-princeton-nj-11310.md)) | 11310 | Princeton, NJ | State-registered investment adviser | Not reported | 14 | % of assets, Fixed fee |
| [Iengage Asset Management LLC](https://advisorcensus.com/firm/iengage-asset-management-llc-princeton-nj-299108) ([md](https://advisorcensus.com/firm/iengage-asset-management-llc-princeton-nj-299108.md)) | 299108 | Princeton, NJ | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Integrous Wealth Strategies](https://advisorcensus.com/firm/integrous-wealth-strategies-hamilton-nj-340613) ([md](https://advisorcensus.com/firm/integrous-wealth-strategies-hamilton-nj-340613.md)) | 340613 | Hamilton, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Jantorno Financial Advisors, LLC](https://advisorcensus.com/firm/jantorno-financial-advisors-llc-princeton-nj-131409) ([md](https://advisorcensus.com/firm/jantorno-financial-advisors-llc-princeton-nj-131409.md)) | 131409 | Princeton, NJ | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [K R Financial LLC](https://advisorcensus.com/firm/k-r-financial-llc-princeton-nj-111282) ([md](https://advisorcensus.com/firm/k-r-financial-llc-princeton-nj-111282.md)) | 111282 | Princeton, NJ | SEC-registered investment adviser | $25 million to $100 million | 27 | % of assets, Fixed fee |
| [KDT Advisors, LLC](https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816) ([md](https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816.md)) | 289816 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Kubhera Enterprises LLC](https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619) ([md](https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619.md)) | 151619 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Landseer Advisors LLC](https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937) ([md](https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937.md)) | 309937 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Millstone Financial Group](https://advisorcensus.com/firm/millstone-financial-group-princeton-nj-297882) ([md](https://advisorcensus.com/firm/millstone-financial-group-princeton-nj-297882.md)) | 297882 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [New York Ivy Capital Management LLC](https://advisorcensus.com/firm/new-york-ivy-capital-management-llc-princeton-nj-322777) ([md](https://advisorcensus.com/firm/new-york-ivy-capital-management-llc-princeton-nj-322777.md)) | 322777 | Princeton, NJ | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [Northwest Criterion Asset Management, L.L.C.](https://advisorcensus.com/firm/northwest-criterion-asset-management-l-l-c-princeton-nj-130538) ([md](https://advisorcensus.com/firm/northwest-criterion-asset-management-l-l-c-princeton-nj-130538.md)) | 130538 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Novi Wealth Partners](https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539) ([md](https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539.md)) | 166539 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Palante Wealth Advisors, LLC](https://advisorcensus.com/firm/palante-wealth-advisors-llc-pennington-nj-175298) ([md](https://advisorcensus.com/firm/palante-wealth-advisors-llc-pennington-nj-175298.md)) | 175298 | Pennington, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Pandolfo Capital, LLC](https://advisorcensus.com/firm/pandolfo-capital-llc-robbinsville-nj-148682) ([md](https://advisorcensus.com/firm/pandolfo-capital-llc-robbinsville-nj-148682.md)) | 148682 | Robbinsville, NJ | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Princeton Global Asset Management LLC](https://advisorcensus.com/firm/princeton-global-asset-management-llc-princeton-nj-146644) ([md](https://advisorcensus.com/firm/princeton-global-asset-management-llc-princeton-nj-146644.md)) | 146644 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [Princeton Wealth Management Alliance, LLC](https://advisorcensus.com/firm/princeton-wealth-management-alliance-llc-princeton-nj-298614) ([md](https://advisorcensus.com/firm/princeton-wealth-management-alliance-llc-princeton-nj-298614.md)) | 298614 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Other |
| [Retiresmart Consulting, LLC.](https://advisorcensus.com/firm/retiresmart-consulting-llc-princeton-nj-147693) ([md](https://advisorcensus.com/firm/retiresmart-consulting-llc-princeton-nj-147693.md)) | 147693 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Roche Financial Partners LLC](https://advisorcensus.com/firm/roche-financial-partners-llc-princeton-nj-133604) ([md](https://advisorcensus.com/firm/roche-financial-partners-llc-princeton-nj-133604.md)) | 133604 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Roundview Capital, LLC](https://advisorcensus.com/firm/roundview-capital-llc-princeton-nj-148083) ([md](https://advisorcensus.com/firm/roundview-capital-llc-princeton-nj-148083.md)) | 148083 | Princeton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [Songbird Capital, LLC](https://advisorcensus.com/firm/songbird-capital-llc-princeton-nj-158074) ([md](https://advisorcensus.com/firm/songbird-capital-llc-princeton-nj-158074.md)) | 158074 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Systematic Alpha Investments, LLC](https://advisorcensus.com/firm/systematic-alpha-investments-llc-princeton-nj-297693) ([md](https://advisorcensus.com/firm/systematic-alpha-investments-llc-princeton-nj-297693.md)) | 297693 | Princeton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Unio Capital LLC](https://advisorcensus.com/firm/unio-capital-llc-princeton-nj-166483) ([md](https://advisorcensus.com/firm/unio-capital-llc-princeton-nj-166483.md)) | 166483 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee |
| [Vault Private Wealth](https://advisorcensus.com/firm/vault-private-wealth-princeton-nj-332488) ([md](https://advisorcensus.com/firm/vault-private-wealth-princeton-nj-332488.md)) | 332488 | Princeton, NJ | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Weingarten Associates, L.L.C.](https://advisorcensus.com/firm/weingarten-associates-l-l-c-lawrenceville-nj-127718) ([md](https://advisorcensus.com/firm/weingarten-associates-l-l-c-lawrenceville-nj-127718.md)) | 127718 | Lawrenceville, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | Hourly, Fixed fee |
| [White Knight Strategic Wealth Advisors, LLC](https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098) ([md](https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098.md)) | 302098 | Lawrenceville, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee, Performance fee |
| [Ziment Financial Advisors, Inc.](https://advisorcensus.com/firm/ziment-financial-advisors-inc-princeton-junction-nj-123850) ([md](https://advisorcensus.com/firm/ziment-financial-advisors-inc-princeton-junction-nj-123850.md)) | 123850 | Princeton Junction, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |

## Questions people ask

**Which financial advisors in Trenton, NJ work with high-net-worth individuals?**
44 investment advisory firms with a principal office in the Trenton metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Trenton, NJ?**
AdvisorCensus lists 69 investment advisory firms with a principal office in the Trenton metro area, from Form ADV filings as of October 2026: 37 SEC-registered, 26 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Trenton, NJ?**
25 of the 69 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.

**How many financial advisors in Trenton, NJ offer financial planning?**
30 of the 63 firms in Trenton, NJ 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.

**Are the financial advisors in Trenton, NJ fiduciaries?**
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 25 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Trenton, NJ: 44 firms from Form ADV filings as of October 2026.