Adviser Record

Investment advisers in Roseland, NJ

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NJ

FirmAssetsEmployeesDisclosures
Adp Strategic Plan Services, LLC$23.78 billion130
Sandalwood Securities, Inc.$930.2 million110
Thames Capital Management, LLC$830.5 million60
Kensington Financial Advisors LLC$159.9 million20
Diversified Planning Strategies Advisors LLC$154.4 million60