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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Local. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Local

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Local
Financial Advisor Office Location Phone Number
Rick Mueller
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ  07652
(201) 575-4878
Eric Mancini, CFA, CFP, CAIA
Traphagen Financial Group
234 Kinderkamack Rd,
Oradell, NJ  07649
(201) 262-1040
Anthony Orlando
Anthony J. Orlando, Inc.
617 Oradell Ave - Suite 5,
Oradell, NJ  07649
(201) 262-6000
Frank Lepore
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
(973) 244-4237
Gregory Manto
Iron Birch Advisors
767 Third Avenue, 38th Floor,
New York, NY  10017
(212) 759-2022
Nels Wangensteen
MayTech Global Investments
950 Third Avenue,
New York, NY  10022
(212) 899-2737
Chris Sosa
Edelman Financial Engines, LLC
340 Madison Avenue,
New York, NY  10173
(646) 779-2102
Ken Nuttall CFP®
BlackDiamond Wealth Management
404 5th Ave 3rd Floor,
New York, NY  10016
(212) 328-1762
Kevin Shea
Edelman Financial Engines, LLC
51 JFK Parkway,
Short Hills, NJ  07078
(862) 206-7431
Stephen Sassi
Edelman Financial Engines, LLC
406 Forest Ave.,
Staten Island, NY  10301
(718) 313-0303
Nick Friedman
Edelman Financial Engines, LLC
10 Bank Street,
White Plains, NY  10606
(914) 618-3002
Philip Sukharev
Northwestern Mutual
10 Madison Ave, 3rd Floor,
Morristown, NJ  07960
(973) 531-2159
Emil Ben-David
Edelman Financial Engines, LLC
1130 RXR Plaza,
Uniondale, NY  11556
(516) 252-1413
Peter Gellman
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
(732) 248-5777
David Marks
Edelman Financial Engines, LLC
328 Newman Springs Road,
Red Bank, NJ  07701
(732) 704-7214

Information on Qualified Financial Advisors in Local

Qualifications CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 650 From Road,
Paramus,
NJ 
07652
Phone Number (201) 5754878

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5231486
FirmCRD# 107764
Series 65


Office Location 234 Kinderkamack Rd,
Oradell,
NJ 
07649
Phone Number (201) 2621040

Eric Mancini is a CFA Charterholder, a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), 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 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, 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.



Qualifications CRD# 1839632
FirmCRD# 122026
Series 7, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 617 Oradell Ave - Suite 5,
Oradell,
NJ 
07649
Phone Number (201) 2626000

Certified Financial Planner Registered Investment Advisor BS in Finance from Villanova University FINRA Series 7 & Series 63 Registrations Life and Health Insurance License

About Anthony J. Orlando, Inc.

Anthony J. Orlando Inc. is a Wealth Management firm providing comprehensive financial advisory services including investment portfolio management, retirement planning, insurance and estate planning, college education funding and employee benefit consulting services. The firms clientele includes individuals, corporations, small business, trust, estates, and non-profits organizations. Name of Broker/Dealer: Royal Alliance Associates, Inc. Name of Custodial Firm: Pershng, LLC.



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

Compensation/Fee I am a Fee-Only financial professional, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ 
07004
Phone Number (973) 2444237

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 holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.



Qualifications CRD# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 767 Third Avenue, 38th Floor,
New York,
NY 
10017
Phone Number (212) 7592022

About Iron Birch Advisors

Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.



Qualifications CRD# 285985
FirmCRD# 285985


Office Location 950 Third Avenue,
18th Floor,
New York,
NY 
10022
Phone Number (212) 8992737

About MayTech Global Investments

MayTech Global Investments, LLC, launched in January 2017, is an SEC Registered Investment Advisor. The founding partners own 100 percent of the firm, including a 35 percent woman-owned stake. The investment team, based in New York, has been investing globally on average for more than 20 years.



Qualifications CRD# 5130180
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 340 Madison Avenue,
New York,
NY 
10173
Phone Number (646) 7792102

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6704812
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 404 5th Ave 3rd Floor,
New York,
NY 
10016
Phone Number (212) 3281762

Ken Nuttall received a Bachelors of Science degree with a double major of Finance and Marketing from University of Delaware in 1999 and a Masters of Business Administration from Pace University in 2006. After college, Ken spent 17 years working in various risk and trading roles at JP Morgan Chase. All throughout his career at JP Morgan Chase, he had a strong interest in helping people with their personal finances and decided to pursue this interest by moving to Acorn Financial, where he could assist families and businesses in financial planning, investments, retirement and insurance. Ken enjoys helping families with strategies for the accumulation, distribution and the protection of wealth, college funding and retirement planning. Ken enjoys learning about his clients needs and goals and then educating them as to the different options available by using the appropriate financial products and services to help to achieve that goal. To achieve financial goals, Ken believes that everyone should have a financial plan and works with clients to create and implement these plans. Ken also works with businesses in the design and implementation of employee benefits, retirement plans, 401(k) and group benefits.

About BlackDiamond Wealth Management

We are a modern boutique financial planning firm. Our firm is built on the understanding that every person is different and has unique circumstances that need to be addressed. Therefore, we always start with a financial plan to help everyone understand what is important to our clients and their family. We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals. We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from where you are. We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plans along the way.



Qualifications CRD# 5692654
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 51 JFK Parkway,
Short Hills,
NJ 
07078
Phone Number (862) 2067431

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2012. Earned the Chartered Financial Analyst and Certified Financial Planner certification(s). Bachelor's degree in Political Science from University of Rochester, Masters in Public Policy Analysis from University of Rochester and Master of Business Administration from George Washington University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4873236
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 406 Forest Ave.,
Staten Island,
NY 
10301
Phone Number (718) 3130303

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2013. Earned the Chartered Retirement Planning Counselor certification. Bachelor's degree in Communications from Rutgers University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5465081
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 10 Bank Street,
White Plains,
NY 
10606
Phone Number (914) 6183002

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2881
Series 7, 63


Office Location 10 Madison Ave, 3rd Floor,
Morristown,
NJ 
07960
Phone Number (973) 5312159

As a Wealth Management Advisor, Phil works closely with his clients to put together comprehensive financial plans. With each new plan, Phil addresses immediate personal and business needs in conjunction with a long term vision for each clients ideal financial future. Phil has always been passionate about working in finance and finds no greater reward than helping his clients meet and exceed their personal and professional financial milestones. Phils expertise centers around creating a personalized, unique, and sophisticated holistic financial blueprint that addresses retirement planning, wealth accumulation, and risk management solutions. Phils work as a young entrepreneur has laid a strong framework to grow with his clients through each of lifes major milestones. Whether you are approaching retirement, starting a business, growing your family, or purchasing a new home, Phil strives to enable his clients to meet and exceed their financial objectives while providing guidance, support, and creative solutions throughout the process. Phil embraces a client first mentality working constantly to provide premier client service, education on all possible solutions, and diligent oversight of assets, all in a uniquely collaborative, engaging, and professional approach.

About Northwestern Mutual

Financial security is something many of us strive to achieve in our lives. You try to do what is right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs to get you started on the path to financial security. My team and I bring PASSION and commitment to the work we do each day. As your financial partner, we believe in collaboration and TEAMWORK to help you and your family achieve the financial success that you have worked toward your entire life. We believe that FAMILY always comes first and are dedicated to making sure you can create memories with your loved ones knowing you have a team of professionals guiding your financials decisions. With INTEGRITY at the forefront of our values, we will strive to be loyal, honest and steadfast allies in helping you achieve a secure financial future.



Qualifications CRD# 5723861
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1130 RXR Plaza,
Uniondale,
NY 
11556
Phone Number (516) 2521413

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Queens College.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4716523
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ 
08904
Phone Number (732) 2485777

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# 1968928
FirmCRD# 104510
Series 4, 7, 8, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 328 Newman Springs Road,
Red Bank,
NJ 
07701
Phone Number (732) 7047214

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1993. Earned the Registered Financial Consultant certification(s). Bachelor's degree in Finance from Pennsylvania State University.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in Local
Money Concepts Saddle Brook, NJ
Equity Strategies Group Rochelle Park, NJ
Lincoln Financial Advisors Corporation Rochelle Park, NJ
Merrill Lynch Paramus, NJ
Select Financial Services, LLC Paramus, NJ
Watters Financial Services, LLC Paramus, NJ
UBS Financial Services, Inc. Paramus, NJ
New Horizon Financials Bogota, NJ
DPC Management, LLC Ramsey, NJ
Regency Wealth Management Ramsey, NJ

Select other cities in Local to broaden your search for a financial advisor