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Find The Best Financial Advisors in New Jersey

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in New Jersey involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in New Jersey

Last Updated - 30-Jan-2023

If you’re looking for qualified financial advisors in New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and 1893 non-vetted financial advisors in New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New Jersey have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in New Jersey

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Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724

732-982-2170

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Daniel R. Martin

D.R. Martin and Associates

4 Franklin Ave
Suite 3A

Ridgewood, NJ 07450

201-479-0759

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Denise Paige Anderson

Ibex Wealth Advisors LLC

135 US Highway 202 206
Suite 4

Bedminster, NJ 07921

908-849-7900

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Eric Mancini

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649

201-345-5155

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

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Giuseppe Roveccio

Stawnychy Financial Services, Inc.

135 Kinnelon Road, Suite 101

Kinnelon, NJ 07405

973-283-0024

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Nathan Spohn

Spohn Partners

923 Haddonfield Road
Suite 300

Cherry Hill, NJ 08002

856-324-5894

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Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054

856-291-0142

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Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

97 Main Street

Chatham, NJ 07928

973-635-9500

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Joel Orris

CJE Financial LLC

363 Route 46 West
Suite 300

Fairfield, NJ 07004

973-865-5755

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Michael Woloshin

Woloshin Investment Management

40 N Main Street

Medford, NJ 08055

609-654-9700

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

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Condor Capital Wealth Management

Condor Capital Wealth Management

1973 Washington Valley Road

Martinsville, NJ 08836

732-356-7323

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SUNAMERICA ASSET MANAGEMENT, LLC
Harborside 5, 185 Hudson Street, Suite 3300 Jersey City, NJ 7311
107338 $62,922,977,338 90 A percentage of AUM
ABNER HERRMAN & BROCK, LLC
Harborside 5 185 Hudson Street, Suite 1640 Jersey City, NJ 7311
8517 $1,732,567,039 1495 A percentage of AUM
Commision Based
BLACKHILL CAPITAL, INC
161 Madison Avenue, Morristown, NJ 7960
105208 $1,197,009,075 84 A percentage of AUM
GEORGE MCKELVEY CO., LLC
2410 State Highway 34, Manasquan, NJ 8736
2733 $1,111,045,039 1418 A percentage of AUM
Hourly charges
Fixed fees
MAKROD INVESTMENT ASSOCIATES INC
44 Ann Street, Verona, NJ 7044
110325 $727,359,814 538 A percentage of AUM
BCG SECURITIES, INC.
51 Haddonfield Road, Suite 210 Cherry Hill, NJ 8002
70 $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
110472 $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
109318 $504,198,862 868 A percentage of AUM
Fixed fees
STONEBRIDGE CAPITAL MANAGEMENT
52 Forest Avenue, Paramus, NJ 7652
106341 $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
111721 $220,208,896 802 A percentage of AUM
EXCEL CAPITAL MANAGEMENT CORP
12 Stratford Court, Warren, NJ 7059
109229 $140,306,235 145 A percentage of AUM
ALTMAN INVESTMENT MANAGEMENT LLC
33 Witherspoon Street, 2nd Floor Princeton, NJ 8542
113832 $113,709,424 60 A percentage of AUM
GROESBECK INVESTMENT MANAGEMENT CORP
12 Rte. 17 North, Suite 130 Paramus, NJ 7652
106679 $85,055,984 51 A percentage of AUM
STONEBRIDGE CAPITAL MANAGEMENT III LLC
52 Forest Avenue, Paramus, NJ 7652
108077 $3,860,753 10 A percentage of AUM
Hourly charges
Fixed fees
CHARTWELL CONSULTING USA LLC
34 Park Street, Montclair, NJ 07042-3440
106500 $0 0 Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Additional Financial 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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