Next Horizon Advisors LLC

Next Horizon Advisors LLC (CRD# 169844) is a financial advisory firm headquartered in Princeton, NJ. They manage $56,708,000 in 149 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $380,591
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
103 Carnegie Center Drive, Suite 300, Princeton, NJ 08540
96
Wealthminder
score

Shrikant Nadkarni (CRD# 1921932) is an Investment Advisor Representative working at Next Horizon Advisors LLC in Princeton, NJ and has over 24 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
103 Carnegie Center Drive, Suite 300, Princeton, NJ 08540
93
Wealthminder
score

Manish Shah (CRD# 3243306) is an Investment Advisor Representative working at Next Horizon Advisors LLC in Princeton, NJ and has over 13 years of experience in the finance industry.

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