SEC-registered investment advisers in Bedminster
3 SEC-registered investment advisers are headquartered in Bedminster, NJ, with $1.32B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $1.32B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| SPC Management | Private funds | $960M |
| Heritage Financial Counselors | RIA | $236M |
| Wealth Planning Asset Management Limited Liability | RIA | $121M |
SPC Management$960M
- Type
- Private funds
- Type
- RIA
Bedminster at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$357M regulatory AUM2 (67%)
- Private fund managers$960M regulatory AUM1 (33%)
Other cities in New Jersey
- Princeton26
- Summit21
- Red Bank20
- Jersey City19
- Newark12
- Morristown11
- Parsippany9
- Chatham6
- Fairfield6
- Short Hills6
- Cranford5
- Englewood Cliffs5