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Find Best Financial Advisors in New Jersey

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A densely populated state like New Jersey has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Jersey and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in New Jersey
Last Updated - 20-Mar-2023

New Jersey has 13 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1898 non-vetted advisors in your local area. These financial advisors in New Jersey have an average of 19 years of experience.

NOTE: The list of financial advisors in New Jersey mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in New Jersey.

List of Qualified Financial Advisors in New Jersey
Financial Advisor Experience AUM Minimum Assets Fee Structure
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT.
12 Christopher Way,
Suite #200,
Eatontown, NJ 07724
28 $40mm 500k Fee-Based
Daniel R. Martin
CFP®, AIF®
D.R. MARTIN AND ASSOCIATES
4 Franklin Ave,
Suite 3A,
Ridgewood, NJ 07450
20 Not Specified $250000 Fee-Based
Denise Paige Anderson
MBA
IBEX WEALTH ADVISORS LLC
135 US Highway 202 206,
Suite 4,
Bedminster, NJ 07921
30 Not Specified $250,000 Fee-Based
Eric Mancini
CAIA®, CFP®, CFA®
TRAPHAGEN FINANCIAL GROUP
234 Kinderkamack Rd,
Oradell, NJ 07649
16 $1.2 Billion (Firm) $500,000 Fee-Only
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
21 Not Specified Not Specified Fee-Based
Giuseppe Roveccio
MBA, CFP®
STAWNYCHY FINANCIAL SERVICES, INC.
135 Kinnelon Road, Suite 101,
Kinnelon, NJ 07405
11 Not Specified $25,000 Fee-Based
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
INTEGRATED FINANCIAL PARTNERS
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 $120,000,000 Not Specified Fee-Based
Ryan Woodring
CFP®
HERITAGE INVESTMENT PARTNERS, LLP / LPL FINANCIAL ADVISOR
97 Main Street,
Chatham, NJ 07928
20 Not Specified $100,000 Fee-Based
Michael Woloshin
WOLOSHIN INVESTMENT MANAGEMENT
40 N Main Street,
Medford, NJ 08055
38 $158 million Not Specified Fee-Based
Peter Gellman
PALMERSTON GROUP ADVISORS, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904
12 Not Specified $400,000 Fee-Based
Joseph Stephens
CFP®
ALLSTATE FINANCIAL
135 Michigan Avenue,
Absecon, NJ 08201
Not Disclosed Not Specified Not Specified Not Specified
Newman Wealth Management Advisors
NEWMAN WEALTH MANAGEMENT ADVISORS
65 Madison Avenue, Ste. 300,
Morristown, NJ 07960
8 Not Specified $50,000 Fee-Based
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
CONDOR CAPITAL WEALTH MANAGEMENT
1973 Washington Valley Road,
Martinsville, NJ 08836
Not Disclosed 1,500,000,000 $500,000 Fee-Only

Information on Qualified Financial Advisors in New Jersey

Qualifications CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 12 Christopher Way,
Suite #200,
Eatontown,
NJ
07724
Phone Number 732-982-2170

A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.

About DC Strategies, Integrated Wealth Mgt.

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services


Qualifications CRD# 4594651
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based


Office Location 4 Franklin Ave,
Suite 3A,
Ridgewood,
NJ
07450
Phone Number 201-479-0759

I am a proud CERTIFIED FINANCIAL PLANNER® which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.

About D.R. Martin and Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially. Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice. We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow. With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts


Qualifications CRD# 2181856
Firm CRD# 168674
Series 6, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 135 US Highway 202 206,
Suite 4,
Bedminster,
NJ
07921
Phone Number 908-849-7900

With over 30 years of experience in the financial services industry in the US and Europe, I can provide people with conviction, consistency and clarity in my professional advice. My practice strives to bring tailored, institutional level services to private clients whether that is through retirement planning and analysis, investment management and financial planning. Our business model is transparent and cost effective for stand-alone services as well as wealth management. IBEX Wealth Advisors, based in Bedminster, NJ, is a team with a shared vision of Independence, objectivity and excellence. My BA is from Reed College in Economics and my MBA from Columbia University in International Finance and Economics. Series 6 and 63 held with LPL Financial and Series 65 held with Ibex Wealth Advisors LLC.

About Ibex Wealth Advisors LLC

IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families and institutions. We pride ourselves in providing objective advice where the interests of our clients always come first. The firm rest on three pillars: clarity, consistency and conviction. Our business model is transparent, collaborative and strives to remove the mystery and confusion out of wealth management and financial planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5231486
Firm CRD# 107764
Series 65

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location 234 Kinderkamack Rd,
Oradell,
NJ
07649
Phone Number 201-345-5155

Eric Mancini is a CFA Charter holder (CFA), a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), partner, and the director of investment research at Traphagen. Eric graduated Penn State University with a BS in Economics. He specializes in portfolio management and personal financial planning while also working with clients on insurance and tax planning. Eric has obtained the CFA designation, Certified Financial Planner CFP® designation, the NASD Series 65 license, the NJ Life and Health Insurance license, the CAIA® (Chartered Alternative Investment Analyst) designation. Prior to joining TFG, Eric worked as a wealth advisor for high net worth individuals at Brinton Eaton Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate and investment planning. He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. Eric is currently teaching a series of investment and retirement planning courses at Bergen County Community College. Eric is a staff writer for Benzinga, where he regularly writes articles on portfolio management, economic analysis, and stocks. His work has appeared on other financial websites such as Yahoo! Finance, CNBC, Fox Business News, among others. He has recently been interviewed by the Wall street Journal and US News & World Report. Over the past 3 years, Eric has been a regular guest host on the 'Your Money' radio show which airs on SiriusXM.

About Traphagen Financial Group

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services. Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives. We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6062231
Firm CRD# 128859
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 135 Kinnelon Road, Suite 101,
Kinnelon,
NJ
07405
Phone Number 973-283-0024

Giuseppe is a CERTIFIED FINANCIAL PLANNER professional and a licensed Life and Health Insurance agent with ten plus years of financial industry experience. He started his career at Penn Mutual Insurance Company where he was a client management specialist. He worked there for five years supporting financial advisors in client case design and specializing in insurance and investment analysis. He is currently a financial advisor and planner at Stawnychy Financial Services, Inc. where he develops customized financial plans for clients. In this role he advises clients while also monitoring and rebalancing client portfolios. He has a Master of Business Administration in finance from William Paterson University. Outside of work, Giuseppe offers his services to the Roma Club in northern New Jersey where he serves as Director of Finance. He enjoys the outdoors and spending time with his friends and family in his free time.

About Stawnychy Financial Services, Inc.

Stawnychy Financial Services, Inc. (SFS) helps clients work towards financial prosperity by helping them set realistic goals, seize opportunities and manage risk. The SFS team leverages over five decades of experience in several different disciplines in the financial planning business. The combination of deep knowledge, experience across multiple economic environments, market cycles, and client dedication sets us apart.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5253413
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ
08054
Phone Number 856-291-0142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.


Qualifications CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66

Compensation/Fee Fee-Based


Office Location 97 Main Street,
Chatham,
NJ
07928
Phone Number 973-635-9500

Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER® . Ryan started his career at Merrill Lynch under their Paths of Achievements Program. His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc. Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.

About Heritage Investment Partners, LLP / LPL Financial Advisor

Heritage Investment Partners, LLP is a private investment services and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry. Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, LLP. Securities Offered Through LPL Financial, Member FINRA/SIPC Financial Planning offered through Heritage Investment Partners, LLP - A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associate with this website may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial representatives offer access to trust services through The Private Trust Company N. A., an affiliate of LPL Financial.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 732640
Firm CRD# 132346
Series 65

Compensation/Fee Fee-Based


Office Location 40 N Main Street,
Medford,
NJ
08055
Phone Number 609-654-9700

Celebrating more than 30 years as an investment advisor, Michael Woloshin helps those soon to be retired, and those already retired, achieve financial independence. His years of experience have enabled him to recruit a team that is focused on creating customized income strategies for each client. Woloshin Investment Management (WIM) does not outsource asset management to vendors but instead helps clients prudently manage their assets through the WIM Investment Committee guiding the three WIM Investment Portfolios. The WIM Investment Committee is composed of highly experienced professionals who help clients manage their portfolios based on each client's individual needs. Michael is also able to use his knowledge of risk management to recommend customized income strategies utilizing asset allocation to help diversify and rebalance client portfolios. Woloshin Investment Management (WIM) is a Registered Investment Advisor. Michael is an Investment Advisor Representative and Managing Director of the WIM Investment Committee. He specializes in helping clients achieve their retirement income goals. Under Michael's guidance, WIM has developed a reputation for client loyalty, satisfaction and providing outstanding customer service.

About Woloshin Investment Management

At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.


  • Review current investments — We conduct a review of the client’s current investment portfolio.

  • Outline financial objectives — Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.

  • Identify investment opportunities — Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio’s performance and also identify any life changes that may impact their investment strategy.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4716523
Firm CRD# 128733
Series 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number 732-248-5777

Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles.
Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.


Qualifications CRD# 5256105
Firm CRD# 18272
Series 7, 66


Office Location 135 Michigan Avenue,
Absecon,
NJ
08201
Phone Number 732-267-9866

I started my career as a Certified Financial Planner because I'm passionate about helping my community. Growing up, I witnessed firsthand the troubles that can arise from not having a solid plan in place. Today, I dedicate much of my free time to my education so I can stay up-to-date on the ever-changing financial landscape. Helping clients plan for their financial future is so much more than market investments and employer benefits. My mission is to help educate others so they can better understand what's necessary to achieve full financial security.

About Allstate Financial

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 4986055
Firm CRD# 155216
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 65 Madison Avenue, Ste. 300,
Morristown,
NJ
07960
Phone Number 973-276-1232

About Newman Wealth Management Advisors

Our mission is to provide you outstanding service and robust tools to help put you on the path for financial independance. We are committed to putting all of our resources into helping you accomplish your goals, communicating with complete transparency so that you are always aware of what's happening with your money. As we partner with you in pursuing your goals, we want you to understand your investments. We guide you in making investment decisions that support your values. Our focus is on developing meaningful, life-long relationships that are based on trust, loyalty, integrity and dignity.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 104920
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 1973 Washington Valley Road,
Martinsville,
NJ
08836
Phone Number 732-356-7323

About Condor Capital Wealth Management

Condor Capital Wealth Management was founded in 1988 and is an employee-owned fee-only, fiduciary, and SEC-registered investment advisor. We strive to be as transparent as possible and commit to annual audits for both custody and performance. Our goal is to be more than just your investment manager by providing a full-service wealth management experience. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios rather than commissions or the number of trades, so there is no conflict of interest regarding our investment decisions. Additionally, as part of our integrated approach to investment management, we provide you with unlimited and thorough financial planning advice complementarily. We pride ourselves on providing our clients with wealth management solutions combining investment management, financial planning, and relationship management services, including consulting with your accountants and attorneys, allowing you to streamline your complex financial affairs all under the umbrella of a single, highly competitive assets-under-management (AUM) fee.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in New Jersey (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
SUNAMERICA ASSET MANAGEMENT, LLC
Harborside 5 , 185 Hudson Street, Suite 3300,
Jersey City, NJ 7311
$62,922,977,338 90 A percentage of AUM
ABNER HERRMAN & BROCK, LLC
Harborside 5 185 Hudson Street , Suite 1640,
Jersey City, NJ 7311
$1,732,567,039 1495 A percentage of AUM
Commision Based
BLACKHILL CAPITAL, INC
161 Madison Avenue,
Morristown, NJ 7960
$1,197,009,075 84 A percentage of AUM
GEORGE MCKELVEY CO., LLC
2410 State Highway 34,
Manasquan, NJ 8736
$1,111,045,039 1418 A percentage of AUM
Hourly charges
Fixed fees
MAKROD INVESTMENT ASSOCIATES INC
44 Ann Street,
Verona, NJ 7044
$727,359,814 538 A percentage of AUM
BCG SECURITIES, INC.
51 Haddonfield Road , Suite 210,
Cherry Hill, NJ 8002
$632,760,230 1481 A percentage of AUM
Fixed fees
Commision Based
M&R CAPITAL MANAGEMENT INC
25 Union Place , 3rd Floor,
Summit, NJ 7901
$530,196,889 399 A percentage of AUM
Hourly charges
Fixed fees
DUMONT & BLAKE INVESTMENT ADVISORS LLC
731 Alexander Road , Suite 301,
Princeton, NJ 8540
$504,198,862 868 A percentage of AUM
Fixed fees
STONEBRIDGE CAPITAL MANAGEMENT
52 Forest Avenue,
Paramus, NJ 7652
$231,858,842 496 A percentage of AUM
Hourly charges
Fixed fees
CORRADO ADVISORS, LLC
48 South Franklin Turnpike , Suite 300,
Ramsey, NJ 07446-2558
$220,208,896 802 A percentage of AUM
EXCEL CAPITAL MANAGEMENT CORP
12 Stratford Court,
Warren, NJ 7059
$140,306,235 145 A percentage of AUM
ALTMAN INVESTMENT MANAGEMENT LLC
33 Witherspoon Street , 2nd Floor,
Princeton, NJ 8542
$113,709,424 60 A percentage of AUM
GROESBECK INVESTMENT MANAGEMENT CORP
12 Rte. 17 North , Suite 130,
Paramus, NJ 7652
$85,055,984 51 A percentage of AUM
STONEBRIDGE CAPITAL MANAGEMENT III LLC
52 Forest Avenue,
Paramus, NJ 7652
$3,860,753 10 A percentage of AUM
Hourly charges
Fixed fees
CHARTWELL CONSULTING USA LLC
34 Park Street,
Montclair, NJ 07042-3440
$0 0 Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

    List of Additional Advisors in New Jersey*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Heizenroth
    Inquire with Anthony
    330 Fellowship Rd, Ste 400, Mount Laurel, NJ  08054 856-222-4565
    Andrea D Brisgel
    Inquire with Andrea
    15 Independence Blvd 1st, Fl, Warren, NJ  07059 908-306-8009
    Bill Gurnani
    Inquire with Bill
    1420 US Highway 206, Ste 130, Bedminster, NJ  07921 908-781-5302
    Basil Anton Kuzio
    Inquire with Basil
    1105 Laurel Oak Rd, Ste 154, Voorhees, NJ  08043 856-783-5050
    Anthony L Civitillo
    Inquire with Anthony
    Mack Center Iv, S 61 Paramus Rd., Paramus, NJ  07652 201-712-4020
    Anthony Pecora
    Inquire with Anthony
    1200 Mt Kemble Avenue, Fl 2, Morristown, NJ  07960 973-425-3873
    Andrea Stine
    Inquire with Andrea
    1200 Lenox Dr., Ste 300, Lawrenceville, NJ  08648 609-844-7963
    Bruce Fischberg
    Inquire with Bruce
    150 Jfk Parkway 2nd, Fl, Short Hills, NJ  07078 973-467-6373
    Ariel Rotenberg
    Inquire with Ariel
    Mack Center Iv, S 61 Paramus Rd., Paramus, NJ  07652 201-712-4007
    Anthony Chuck
    Inquire with Anthony
    61 South Paramus Road, 3rd, Fl, Paramus, NJ  07652 201-670-3476
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?