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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 12 vetted financial advisors and 1956 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

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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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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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Hazel Secco

Align Financial Solutions LLC

50 Harrison St, #212C

Hoboken, NJ 07030

201-655-6572

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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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Daniel R. Martin

D.R. Martin and Associates

4 Franklin Ave
Suite 3A

Ridgewood, NJ 07450

201-479-0759

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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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EPA Financial Services

EPA Financial Services Corp

2040 US Highway 9

Toms River, NJ 08755

732-286-1000

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Newman Wealth Management Advisors

Newman Wealth Management Advisors

65 Madison Avenue, Ste. 300

Morristown, NJ 07960

973-276-1232

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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 NameFirm CRD#Total AUMNo. of ClientsFee Structure
PGIM, INC.
655 Broad St.,
Newark, NJ, 7102
105676 $1,191,531,750,594 843 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 $692,292,245,524 1073865 A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
MANAGED ACCOUNT ADVISORS LLC
101 Hudson Street,
Jersey City, NJ, 7302
142558 $662,442,608,335 1668222 A percentage of AUM
METLIFE INVESTMENT MANAGEMENT, LLC
One Metlife Way,
Whippany, NJ, 7981
142463 $557,975,303,369 531 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 $417,958,632,269 47412 A percentage of AUM, Fixed fees, Performance Based
PGIM INVESTMENTS LLC
655 Broad Street,
Newark, NJ, 7102
105670 $392,950,225,183 185 A percentage of AUM, Fixed fees
LORD, ABBETT & CO. LLC
90 Hudson Street,
Jersey City, NJ, 07302-3973
110391 $262,089,528,499 19054 A percentage of AUM, Performance Based
PGIM QUANTITATIVE SOLUTIONS
Gateway Center 2,
Newark, NJ, 7102
129752 $115,334,997,467 121 A percentage of AUM, Fixed fees, Performance Based
HARDING LOEVNER LP
400 Crossing Blvd, Fourth Floor
Bridgewater, NJ, 8807
104543 $75,250,446,904 5334 A percentage of AUM, Performance Based
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
PRUDENTIAL SELECT STRATEGIES LLC
655 Broad Street,
Newark, NJ, 7102
286153 $49,085,860,211 12 A percentage of AUM
FRANKLIN MUTUAL ADVISERS, LLC
101 John F. Kennedy Parkway,
Short Hills, NJ, 7078
111376 $46,173,114,494 63 A percentage of AUM, Performance Based
CONCORD ADVISORY GROUP LTD
700 Alexander Park, Suite 203 & 202
Princeton, NJ, 8540
107291 $45,399,958,768 177 Fixed fees, Other (% OF ASSESTS UNDER CONSULTATION)
PRIVATE ADVISOR GROUP, LLC
65 Madison Avenue, Suite 300,
Morristown, NJ, 7960
155216 $33,940,632,492 116249 A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SOLICITOR/REFERRAL FEES)
ROYAL ALLIANCE ASSOCIATES, INC.
10 Exchange Place, Suite 1410
Jersey City, NJ, 7302
23131 $28,249,401,040 112286 A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)

Additional Financial Advisors in New Jersey

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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

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