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Find The Best Financial Advisors in New Jersey

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How To Find The Best Financial Advisors in New Jersey

Last Updated - 13-Jun-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 21 vetted financial advisors and 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 20 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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Alex Tirso

Ramapo Wealth Advisors

201-942-1503

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Daniel Chen

DC Strategies, Integrated Wealth Mgt.

732-982-2170

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Eric Mancini

Traphagen Financial Group

201-345-5155

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Eric Nelson, CFP®, CEPA®

Independence Wealth

856-229-9295

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Hazel Secco

Align Financial Solutions LLC

201-655-6572

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Michael Klein

Bleakley Financial Group

973-575-4180

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Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

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Scott Schwartz

Bleakley Financial

973-830-9530

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Daniel R. Martin

D.R. Martin and Associates

201-479-0759

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Jim Bernstein

QEX Asset Management

609-848-8408

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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Chip Holston

LPL Financial

609-320-5144

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

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Rohi Batra

Edelman Financial Engines, LLC

856-452-6062

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Joseph Franciscone

Apollo Financial Advisors

973-937-8826

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
PGIM, INC.
655 Broad St.,
Newark, NJ, 7102
105676 $983,853,862,895 874 A Percentage of AUM, Fixed Fees, Performance Based, Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES)
UBS FINANCIAL SERVICES INC.
1200 Harbor Boulevard,
Weehawken, NJ, 7086
8174 $600,808,847,012 1077471 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
MANAGED ACCOUNT ADVISORS LLC
101 Hudson Street,
Jersey City, NJ, 7302
142558 $576,264,919,539 1736317 A Percentage of AUM
METLIFE INVESTMENT MANAGEMENT, LLC
One Metlife Way,
Whippany, NJ, 7981
142463 $481,198,610,149 588 A Percentage of AUM, Performance Based, Other (COST PLUS; FEE BASED ON BOOK VALUE)
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive,
Princeton, NJ, 8540
108928 $402,869,110,523 44867 A Percentage of AUM, Fixed Fees, Performance Based
PGIM INVESTMENTS LLC
655 Broad Street,
Newark, NJ, 7102
105670 $311,778,009,814 180 A Percentage of AUM, Fixed Fees
LORD, ABBETT & CO. LLC
90 Hudson Street,
Jersey City, NJ, 07302-3973
110391 $211,180,177,136 18447 A Percentage of AUM, Performance Based
PGIM QUANTITATIVE SOLUTIONS
655 Broad Street,
Newark, NJ, 7102
129752 $84,769,177,469 199 A Percentage of AUM, Fixed Fees, Performance Based
PRUDENTIAL SELECT STRATEGIES LLC
655 Broad Street,
Newark, NJ, 7102
286153 $62,223,194,040 17 A Percentage of AUM
SUNAMERICA ASSET MANAGEMENT, LLC
30 Hudson St, 16th Floor,
Jersey City, NJ, 7302
107338 $53,240,106,596 89 A Percentage of AUM
HARDING LOEVNER LP
400 Crossing Blvd, Fourth Floor
Bridgewater, NJ, 8807
104543 $47,749,238,231 4701 A Percentage of AUM, Performance Based
FRANKLIN MUTUAL ADVISERS, LLC
101 John F. Kennedy Parkway,
Short Hills, NJ, 07078-2789
111376 $35,509,753,999 78 A Percentage of AUM, Performance Based
CONCORD ADVISORY GROUP LTD
700 Alexander Park, Suite 203 & 202
Princeton, NJ, 8540
107291 $32,827,015,068 190 Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION)
OSAIC WEALTH, INC.
10 Exchange Place, Suite 1410
Jersey City, NJ, 7302
23131 $29,536,149,674 149233 A Percentage of AUM, Hourly charges, Fixed Fees
PRIVATE ADVISOR GROUP, LLC
65 Madison Avenue, Suite 300,
Morristown, NJ, 7960
155216 $28,519,298,513 114555 A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES)

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