Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Chatham has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Chatham, New Jersey have an average of 21 years of experience.
Ryan Woodring
CFP®
Heritage Investment Partners, LLP / LPL Financial Advisor
Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based
Joseph Franciscone
Apollo Financial Advisors
Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Scott Schwartz
CFP®
Bleakley Financial
Qualifications
CRD# 1315182
Firm CRD# 318366
Series 7, 63, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
Qualifications
Firm CRD# 104920
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Peter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
Daniel R. Martin
CFP®, AIF®
D.R. Martin and Associates
Qualifications
CRD# 4594651
Firm CRD# 39543
Series 7, 31, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts.
Fee-Based
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Minimum Assets Required
$0
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CHATHAM ASSET MANAGEMENT, LLC 26 Main Street, Suite 204 Chatham, NJ, 7928 | $9,858,042,175 | 13 | 22 | A Percentage of AUM, Performance Based |
2 | GLACIER PEAK CAPITAL MANAGEMENT, LLC 39 Main Street, Chatham, NJ, 7928 | $5,360,613,914 | 7 | 6 | Performance Based |
3 | SEELAUS ASSET MANAGEMENT, LLC 26 Main Street, Suite 304 Chatham, NJ, 7928 | $1,071,837,219 | 526 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
4 | TWIN OAKS PARTNERS One Main Street, Suite 202, Chatham, NJ, 07928-2426 | $573,618,081 | 2 | 2 | A Percentage of AUM, Performance Based |
5 | HAMEL ASSOCIATES,INC. 24 Washington Avenue, Chatham, NJ, 7928 | $480,669,978 | 242 | 8 | A Percentage of AUM, Fixed Fees |
6 | CHATHAM WEALTH MANAGEMENT 10 Townsquare, Suite 100 Chatham, NJ, 7928 | $411,442,355 | 315 | 5 | A Percentage of AUM |
7 | SELKIRK MANAGEMENT, LLC One Main Street, Suite 202, Chatham, NJ, 7928 | $163,792,592 | 1 | 4 | A Percentage of AUM, Performance Based |
8 | SOLARIA MANAGEMENT LP 41 Runnymede Road, Chatham, NJ, 7928 | $47,465,350 | 1 | 2 | Fixed Fees |
QualificationsFirm CRD# 157517
Assets Under Management $9,858,042,175
No. Of Clients13
Clients Per Financial Advisor1
CHATHAM ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164409
Assets Under Management $5,360,613,914
No. Of Clients7
Clients Per Financial Advisor1
GLACIER PEAK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149582
Assets Under Management $1,071,837,219
No. Of Clients526
Clients Per Financial Advisor18
SEELAUS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 526 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161896
Assets Under Management $573,618,081
No. Of Clients2
Clients Per Financial Advisor1
TWIN OAKS PARTNERS is a financial advisory firm situated in Chatham, New Jersey. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107128
Assets Under Management $480,669,978
No. Of Clients242
Clients Per Financial Advisor30
HAMEL ASSOCIATES,INC. is a financial advisory firm situated in Chatham, New Jersey. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 242 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111987
Assets Under Management $411,442,355
No. Of Clients315
Clients Per Financial Advisor63
CHATHAM WEALTH MANAGEMENT is a financial advisory firm situated in Chatham, New Jersey. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 315 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162808
Assets Under Management $163,792,592
No. Of Clients1
Clients Per Financial Advisor0
SELKIRK MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 325252
Assets Under Management $47,465,350
No. Of Clients1
Clients Per Financial Advisor1
SOLARIA MANAGEMENT LP is a financial advisory firm situated in Chatham, New Jersey. With a nearly $47M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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