Investment adviser firms in MONTCLAIR, New Jersey
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: July 2026 and August 2026
- BAUTIS FINANCIAL, LLCCRD 148582 · MONTCLAIR, NJ$197,360,737.00Regulatory AUM · August 2026
- CHERRYDALE WEALTH MANAGEMENT, LLCCRD 171541 · MONTCLAIR, NJ$495,485,499.00Regulatory AUM · August 2026
- RMR WEALTH BUILDERS, INC.CRD 169005 · MONTCLAIR, NJ$2,885,624,988.00Regulatory AUM · August 2026
- SFI ADVISORS, LLCCRD 287929 · MONTCLAIR, NJ$176,000,000.00Regulatory AUM · August 2026
- TALARA CAPITAL MANAGEMENT, LLCCRD 158866 · MONTCLAIR, NJ$317,625,949.00Regulatory AUM · July 2026