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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 & Planners in New Jersey

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in New Jersey that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in New Jersey. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in New Jersey

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CAZ LEVINSKI CRAFFY

Monmouth Capital Management

101 Crawfords Corner Road
Suite 4127

Holmdel, NJ 07733

212-203-1778

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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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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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John Mossa

Wellesley Financial Planners

130 Maple Ave
Suite 1B

Red Bank, NJ 07701

732-747-9775

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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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Eric Mancini

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649

201-262-1040

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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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Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856-452-6072

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

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Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-5082

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Joseph Franciscone

LPL Financial

65 Madison Avenue
Suite 300

Morristown, NJ 07960

973-937-8826

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Bc Advisors, Llc
102 Gaither Drive, Suite 5 Mt. Laurel, NJ 8054
142982 $4,360,105,631 111 A percentage of AUM
Fixed fees
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
Hourly charges
Commision Based
Blackhill Capital, Inc
161 Madison Avenue, Morristown, NJ 7960
105208 $1,197,009,075 84 A percentage of AUM
Murphy Capital Management Inc
500 Hills Drive, Suite 200 Bedminster, NJ 7921
105155 $1,166,713,947 1340 A percentage of AUM
Hourly charges
George Mckelvey Co., Llc
2410 State Highway 34, Manasquan, NJ 8736
2733 $1,111,045,039 1418 A percentage of AUM
Fixed fees
Makrod Investment Associates Inc
44 Ann Street, Verona, NJ 7044
110325 $727,359,814 538 A percentage of AUM
M&R Capital Management Inc
25 Union Place, 3rd Floor Summit, NJ 7901
110472 $530,196,889 399 A percentage of AUM
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
Corrado Advisors, Llc
48 South Franklin Turnpike, Suite 300 Ramsey, NJ 07446-2558
111721 $220,208,896 802 A percentage of AUM
Beckerman Institutional, Llc
77 Main Avenue, Suite 1a Ocean Grove, NJ 7756
142480 $149,253,596 454 A percentage of AUM
Excel Capital Management Corp
12 Stratford Court, Warren, NJ 7059
109229 $140,306,235 145 A percentage of AUM
Omega Capital Management, Llc
268 Route 206, Suite 408 Flanders, NJ 7836
129167 $114,637,772 566 A percentage of AUM
Hourly charges
Altman Investment Management Llc
33 Witherspoon Street, 2nd Floor Princeton, NJ 8542
113832 $113,709,424 60 A percentage of AUM
Hourly charges
Sensus Investment Management
560 Sylvan Avenue, Englewood Cliffs, NJ 7632
145961 $56,853,123 8 A percentage of AUM
Stonebridge Capital Management Iii Llc
52 Forest Avenue, Paramus, NJ 7652
108077 $3,860,753 10 A percentage of AUM
Fixed fees

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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