Vault-13

Managers in Lebanon, NJ

United States · 26 asset managers within 25 km (1 in Lebanon itself) · 47 wealth managers, banks and others

LebanonBronxvilleNewarkStaten IslandFlushingEast RutherfordGreat NeckEnglewoodBedfordGreenwich
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Princeton, NJ 45 · Summit, NJ 39 · Short Hills, NJ 23 · Morristown, NJ 17 · Newtown, PA 10 · Chatham, NJ 9 · Parsippany, NJ 9 · Florham Park, NJ 8 · Millburn, NJ 6 · Trenton, NJ 6 · Morrisville, PA 6 · Westfield, NJ 5

Asset managers in and around Lebanon

#Manager People here Assets Visa salary
1 Harding Loevner LP mutual funds, futures · Bridgewater $32.1bn · visa salary $166,000 about 36main office $32.1bn $166,0005 filings
2 SWANDER PACE CAPITAL private equity · Bedminster $959.6m about 14main office $959.6m
3 REEDMARK ADVISORS, LLC institutions · Somerville $564.6m about 9main office $564.6m
4 OneDigital Investment Advisors LLC institutions · Basking Ridge $155.4bn 5 $155.4bn
5 THE PILLAR STRATEGIES Califon, Flemington $175.2m 3main office $175.2m
6 VENTURE INVESTMENT ASSOCIATES private equity, venture · Peapack $636.8m about 2main office $636.8m
7 NEW YORK LIFE INSURANCE COMPANY public funds (AU), structured credit, mutual funds, institutions and 1 more · Lebanon NYL Investors LLC · 4 related pages $329.2bn · visa salary $135,083 1 $329.2bn $135,08329 filings
8 CAPITAL ADVISORS GROUP, INC institutions · Flemington $23.0bn 1 $23.0bn
9 DIMAIO PRIVATE WEALTH, LLC Chester about 1main office
10 CHART NATIONAL INVESTMENT MANAGEMENT LLC private equity · Bedminster 1
11 PNC Financial Services Group, Inc. private equity, institutions, wealth · Bridgewater PNC Wealth Management LLC · 6 related pages $201.8bn office $201.8bn
12 Janney Montgomery Scott LLC wealth · Bedminster JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
13 OSAIC HOLDINGS, INC. private equity, wealth · Basking Ridge CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
14 TORONTO DOMINION BANK wealth, bank or insurer · Bernardsville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
15 ALLSTATE CORP structured credit, wealth · Ringoes ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
16 PEAPACK GLADSTONE FINANCIAL CORP Bedminster $8.7bn based here $8.7bn
17 StoneX Group Inc. institutions, FCA fund manager, wealth · Chester TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
18 Covenant Asset Management, LLC Chester $562.1m based here $562.1m
19 Delta Financial Group, Inc. Bernardsville $437.5m based here $437.5m
20 LWS Wealth Advisors, Inc. Bernardsville $266.3m based here $266.3m
21 Tranquilli Financial Advisor LLC Clinton $185.8m based here $185.8m
22 LiftPoint Family Wealth Advisors LLC Far Hills $147.6m based here $147.6m
23 CREATIVE CLIMATE CAPITAL, LLC Long Valley office
24 FIRST PRINCIPLES INVESTMENT MANAGER LLC Basking Ridge office
25 Verizon Investment Management Corp. Bernardsville based here
26 WOLF FOREST INVESTMENT MANAGEMENT, LLC Basking Ridge office

26 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.