Next Horizon Advisors LLC

Next Horizon Advisors LLC (CRD# 169844) is a financial advisory firm headquartered in Somerset, NJ. They manage $47,763,000 in 142 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $336,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, NY

Financial Advisors at Next Horizon Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Shrikant M. Nadkarni
CRD#: 1921932
220 Davidson - Third Floor, Somerset, NJ 08873
96
Wealthminder
score

Shrikant Nadkarni (CRD# 1921932) is an Investment Advisor Representative working at Next Horizon Advisors LLC in Somerset, NJ and has over 22 years of experience in the finance industry. Shrikant Nadkarni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Manish C. Shah
CRD#: 3243306
220 Davidson - Third Floor, Somerset, NJ 08873
93
Wealthminder
score

Manish Shah (CRD# 3243306) is an Investment Advisor Representative working at Next Horizon Advisors LLC in Somerset, NJ and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.