{
  "path": "/advisors/nj/trenton/princeton",
  "url": "https://advisorcensus.com/advisors/nj/trenton/princeton",
  "page_type": "metro_city",
  "title": "Financial advisors in Princeton, NJ",
  "filters": {},
  "scope_total": 57,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Princeton, NJ?",
      "a": "AdvisorCensus lists 57 investment advisory firms with a principal office in Princeton, New Jersey (part of the Trenton metro area), from Form ADV filings as of October 2026: 31 SEC-registered, 20 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."
    },
    {
      "q": "How many fee-only financial advisors are in Princeton, NJ?",
      "a": "21 of the 57 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 Princeton, NJ offer financial planning?",
      "a": "23 of the 51 firms in Princeton, 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."
    },
    {
      "q": "Are the financial advisors in Princeton, NJ 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 21 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 57 investment advisory firms with a principal office in Princeton, New Jersey (part of the Trenton metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Trenton metro area, including neighboring cities, is on its own page. 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 Princeton, NJ: 57 firms from Form ADV filings as of October 2026.",
  "total_firms": 57,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 31,
    "state": 20,
    "exempt": 6
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 21
    },
    {
      "code": "percentage_of_aum",
      "count": 45
    },
    {
      "code": "hourly",
      "count": 17
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 32
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 15
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 6
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 16
    },
    {
      "code": "5_to_9",
      "count": 15
    },
    {
      "code": "10_to_19",
      "count": 17
    },
    {
      "code": "20_plus",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 10
    },
    {
      "code": "100m_500m",
      "count": 13
    },
    {
      "code": "500m_1b",
      "count": 5
    },
    {
      "code": "1b_5b",
      "count": 5
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 12
    }
  ],
  "firms": [
    {
      "crd_number": 305237,
      "name": "2048 Ventures, LLC",
      "name_as_filed": "2048 VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/2048-ventures-llc-princeton-nj-305237",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 315054,
      "name": "6th Avenue Partners, LLC",
      "name_as_filed": "6TH AVENUE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/6th-avenue-partners-llc-princeton-nj-315054",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340572,
      "name": "Acorn Asset Management LLC",
      "name_as_filed": "ACORN ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308198,
      "name": "Adviso Wealth",
      "name_as_filed": "ADVISO WEALTH",
      "url": "https://advisorcensus.com/firm/adviso-wealth-princeton-nj-308198",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113832,
      "name": "Altman Investment Management LLC",
      "name_as_filed": "ALTMAN INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/altman-investment-management-llc-princeton-nj-113832",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335574,
      "name": "Ansonia Capital Advisors LLC",
      "name_as_filed": "ANSONIA CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/ansonia-capital-advisors-llc-princeton-nj-335574",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 177515,
      "name": "Bayard Asset Management LLC",
      "name_as_filed": "BAYARD ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bayard-asset-management-llc-princeton-nj-177515",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309424,
      "name": "Bergamot Asset Management LP",
      "name_as_filed": "BERGAMOT ASSET MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/bergamot-asset-management-lp-princeton-nj-309424",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297072,
      "name": "Berunda Capital Management",
      "name_as_filed": "BERUNDA CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108928,
      "name": "Blackrock Investment Management, LLC",
      "name_as_filed": "BLACKROCK INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blackrock-investment-management-llc-princeton-nj-108928",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117644,
      "name": "Brennan Financial Group, LLC",
      "name_as_filed": "BRENNAN FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/brennan-financial-group-llc-princeton-nj-117644",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330024,
      "name": "Carnegie Lake Advisors LLC",
      "name_as_filed": "CARNEGIE LAKE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/carnegie-lake-advisors-llc-princeton-nj-330024",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165924,
      "name": "Certified Wealth Management & Investment LLC",
      "name_as_filed": "CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC",
      "url": "https://advisorcensus.com/firm/certified-wealth-management-and-investment-llc-princeton-nj-165924",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162054,
      "name": "CHP Management, Inc. DBA Cardinal Partners",
      "name_as_filed": "CHP MANAGEMENT, INC. DBA CARDINAL PARTNERS",
      "url": "https://advisorcensus.com/firm/chp-management-inc-dba-cardinal-partners-princeton-nj-162054",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 107291,
      "name": "Concord Advisory Group Ltd",
      "name_as_filed": "CONCORD ADVISORY GROUP LTD",
      "url": "https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 35,
      "raum_band": "over_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "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": 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": 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": 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": 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": 169289,
      "name": "Flight Line Financial, LLC",
      "name_as_filed": "FLIGHT LINE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/flight-line-financial-llc-princeton-nj-169289",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150123,
      "name": "Giverny Capital Advisors",
      "name_as_filed": "GIVERNY CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/giverny-capital-advisors-princeton-nj-150123",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109462,
      "name": "Halberstadt Financial Consultants Inc",
      "name_as_filed": "HALBERSTADT FINANCIAL CONSULTANTS INC",
      "url": "https://advisorcensus.com/firm/halberstadt-financial-consultants-inc-princeton-nj-109462",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 11310,
      "name": "Hamilton & Company",
      "name_as_filed": "HAMILTON & COMPANY",
      "url": "https://advisorcensus.com/firm/hamilton-and-company-princeton-nj-11310",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163175,
      "name": "Harmony Capital Management LP",
      "name_as_filed": "HARMONY CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/harmony-capital-management-lp-princeton-nj-163175",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 299108,
      "name": "Iengage Asset Management LLC",
      "name_as_filed": "IENGAGE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/iengage-asset-management-llc-princeton-nj-299108",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131409,
      "name": "Jantorno Financial Advisors, LLC",
      "name_as_filed": "JANTORNO FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/jantorno-financial-advisors-llc-princeton-nj-131409",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111282,
      "name": "K R Financial LLC",
      "name_as_filed": "K R FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/k-r-financial-llc-princeton-nj-111282",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289816,
      "name": "KDT Advisors, LLC",
      "name_as_filed": "KDT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151619,
      "name": "Kubhera Enterprises LLC",
      "name_as_filed": "KUBHERA ENTERPRISES LLC",
      "url": "https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309937,
      "name": "Landseer Advisors LLC",
      "name_as_filed": "LANDSEER ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318911,
      "name": "Mercator Partners",
      "name_as_filed": "MERCATOR PARTNERS",
      "url": "https://advisorcensus.com/firm/mercator-partners-princeton-nj-318911",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297882,
      "name": "Millstone Financial Group",
      "name_as_filed": "MILLSTONE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/millstone-financial-group-princeton-nj-297882",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322777,
      "name": "New York Ivy Capital Management LLC",
      "name_as_filed": "NEW YORK IVY CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/new-york-ivy-capital-management-llc-princeton-nj-322777",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130538,
      "name": "Northwest Criterion Asset Management, L.L.C.",
      "name_as_filed": "NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/northwest-criterion-asset-management-l-l-c-princeton-nj-130538",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166539,
      "name": "Novi Wealth Partners",
      "name_as_filed": "NOVI WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
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