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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.

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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 16 vetted financial advisors and 351 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 19 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

advisor

Doug Frew

BroadFront Capital Management

call732-819-5006

advisor

Eric Mancini

Traphagen Financial Group

call201-345-5155

advisor

Eric Nelson

Independence Wealth

call856-229-9295

advisor

Frank Lepore

Bleakley Financial Group

call973-244-4237

advisor

Paul C. Koenig Jr.

Integrated Financial Partners

call856-291-0142

advisor

Daniel R. Martin

D.R. Martin and Associates

call201-479-0759

advisor

Jim Kilcommons

Princeton Global

call609-945-1781

advisor

Peter Gellman

Palmerston Group Advisors, LLC

call732-248-5777

advisor

Chip Holston

LPL Financial

call609-320-5144

advisor

Daniel Linn

Prudential

call908-770-8521

advisor

Smallwood Wealth

call732-542-1565

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, 07102
105676 $1,014,741,753,029 1021 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, 07086
8174 $702,387,082,915 1093486 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, 07302
142558 $691,908,159,462 1840565 A percentage of AUM
METLIFE INVESTMENT MANAGEMENT, LLC
One Metlife Way,
Whippany, NJ, 07981
142463 $499,516,358,508 637 A percentage of AUM, Performance Based, Other (COST PLUS; FEE BASED ON BOOK VALUE)
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive,
Princeton, NJ, 08540
108928 $458,191,510,749 46332 A percentage of AUM, Fixed fees, Performance Based
PGIM INVESTMENTS LLC
655 Broad Street,
Newark, NJ, 07102
105670 $315,351,503,018 167 A percentage of AUM, Fixed fees, Performance Based
LORD, ABBETT & CO. LLC
30 Hudson Street,
Jersey City, NJ, 07302-4804
110391 $238,757,080,041 30191 A percentage of AUM, Performance Based
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
30 Hudson Street, Floor 16
Jersey City, NJ, 07302
150088 $139,894,636,150 73 A percentage of AUM, Fixed fees, Performance Based, Other (BILLED AT COST OF SERVICE)
PGIM QUANTITATIVE SOLUTIONS
655 Broad Street,
Newark, NJ, 07102
129752 $93,422,358,205 170 A percentage of AUM, Fixed fees, Performance Based
SUNAMERICA ASSET MANAGEMENT, LLC
30 Hudson St, 16th Floor,
Jersey City, NJ, 07302
107338 $57,895,542,486 89 A percentage of AUM
PATHSTONE
10 Sterling Blvd, Suite 402
Englewood, NJ, 07631
151736 $48,258,140,483 25825 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
HARDING LOEVNER LP
400 Crossing Blvd, Fourth Floor
Bridgewater, NJ, 08807
104543 $43,837,552,255 4631 A percentage of AUM, Performance Based
FRANKLIN MUTUAL ADVISERS, LLC
101 John F. Kennedy Parkway,
Short Hills, NJ, 07078-2789
111376 $42,618,625,108 82 A percentage of AUM, Performance Based
PRIVATE ADVISOR GROUP, LLC
305 Madison Avenue,
Morristown, NJ, 07960
155216 $35,289,437,628 129657 A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
CONCORD ADVISORY GROUP LTD
700 Alexander Park, Suite 203 & 202
Princeton, NJ, 08540
107291 $35,284,221,419 190 Fixed fees, Other (% OF ASSESTS UNDER CONSULTATION)

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