Vault-13

Managers in Long Valley, NJ

United States · 22 asset managers within 25 km (1 in Long Valley itself) · 43 wealth managers, banks and others

Long ValleyBronxvilleNewarkMontclairUnionStaten IslandGreat NeckForest HillsParamusBedford
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 · Parsippany, NJ 9 · Chatham, NJ 9 · Florham Park, NJ 8 · Millburn, NJ 6 · Westfield, NJ 5 · Bedminster, NJ 4 · Bernardsville, NJ 4 · Basking Ridge, NJ 4

Asset managers in and around Long Valley

#Manager People here Assets Visa salary
1 SWANDER PACE CAPITAL private equity · Bedminster $959.6m about 14main office $959.6m
2 REEDMARK ADVISORS, LLC institutions · Somerville $564.6m about 9main office $564.6m
3 OneDigital Investment Advisors LLC institutions · Basking Ridge $155.4bn 5 $155.4bn
4 THE PILLAR STRATEGIES Califon $175.2m 3 $175.2m
5 VENTURE INVESTMENT ASSOCIATES private equity, venture · Peapack $636.8m about 2main office $636.8m
6 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
7 DIMAIO PRIVATE WEALTH, LLC Chester about 1main office
8 CHART NATIONAL INVESTMENT MANAGEMENT LLC private equity · Bedminster 1
9 Janney Montgomery Scott LLC wealth · Bedminster JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
10 OSAIC HOLDINGS, INC. private equity, wealth · Basking Ridge CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
11 TORONTO DOMINION BANK wealth, bank or insurer · Bernardsville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
12 PEAPACK GLADSTONE FINANCIAL CORP Bedminster $8.7bn based here $8.7bn
13 StoneX Group Inc. institutions, FCA fund manager, wealth · Chester TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
14 Covenant Asset Management, LLC Chester $562.1m based here $562.1m
15 Delta Financial Group, Inc. Bernardsville $437.5m based here $437.5m
16 LWS Wealth Advisors, Inc. Bernardsville $266.3m based here $266.3m
17 Tranquilli Financial Advisor LLC Clinton $185.8m based here $185.8m
18 LiftPoint Family Wealth Advisors LLC Far Hills $147.6m based here $147.6m
19 CREATIVE CLIMATE CAPITAL, LLC Long Valley office
20 FIRST PRINCIPLES INVESTMENT MANAGER LLC Basking Ridge office
21 Verizon Investment Management Corp. Bernardsville based here
22 WOLF FOREST INVESTMENT MANAGEMENT, LLC Basking Ridge office

22 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.