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Find Top Financial Advisors in Northfield, New Jersey

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Northfield, New Jersey
Last Updated - 31-Jul-2022

Northfield has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 45 non-vetted advisors in your local area. These financial advisors in Northfield, New Jersey have an average of 19 years of experience.

NOTE: The list of financial advisors in Northfield, 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 Northfield, New Jersey.

Qualified Financial Advisors in Northfield, New Jersey
Financial Advisor Experience AUM Minimum Assets Fee Structure
Chris Werner
CFP®
EDELMAN FINANCIAL ENGINES, LLC
457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002
14 Not Specified Not Specified Fee-Based
Andrew Rosen
CFP®
DIVERSIFIED, LLC
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
22 $250000 Not Specified Fee-Based
Amanda Salyer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 West Germantown Pike,
Suite 100,
Plymouth Meeting, PA 19462
13 Not Specified Not Specified Fee-Based
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT.
12 Christopher Way,
Suite #200,
Eatontown, NJ 07724
28 $40mm 500k Fee-Based
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Northfield

Qualifications CRD# 5214605
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number 856-452-6072

I'm passionate about working with individuals to develop detailed strategies to help them reach their financial goals. In my spare time, I enjoy spending time with my family and staying active by playing hockey and volleyball. I also like to build things, which can be anything from woodworking to 3D printing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, 7672576726


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number 302-765-3500

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5214607
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number 484-679-4901

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

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


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 Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


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

Firm Name AUM No. of Clients Fee Structure
Toews Corporation
1750 Zion Road , Suite 201,
Northfield, NJ 08225-1844
$1,257,119,962 278 A percentage of AUM
Cra Financial Services, L.L.C.
332 Tilton Road,
Northfield, NJ 8225
$1,108,444,201 2798 A percentage of AUM
Hourly charges
Fixed fees
Quantum Capital Management, Llc
105 East Mill Road,
Northfield, NJ 08225-2553
$906,542,801 200 A percentage of AUM
Northstar Advisory Group, Llc
1555 Zion Road , Suite 203,
Northfield, NJ 8225
$225,428,966 588 A percentage of AUM
Hourly charges

    List of Additional Advisors in Northfield, New Jersey*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1601 New Road 1st, Fl, Northfield, NJ  08225 609-383-2000
    Michael Torpey
    Inquire with Michael
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2013
    John J. D'Alessandro
    Inquire with John
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2005
    Joe Dugan
    Inquire with Joe
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2030
    The Bridge Group
    Inquire with Bridge
    1601 New Road, 1st Floor, Northfield, NJ  08225 609-383-2030
    Joseph Michael Kelly
    Inquire with Joseph
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-272-6783
    Charles Fahy
    Inquire with Charles
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2286
    The Malamut Group
    Inquire with Malamut
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2010
    John Nardone
    Inquire with John
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2024
    Chuck Malamut
    Inquire with Chuck
    1601 New Road, 1st Fl, Northfield, NJ  08225 609-383-2010
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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.

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