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Find The Best Financial Advisors in Fairfield, New Jersey

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Fairfield is a tedious task to do. give you extensive options to compare best advisors in Fairfield & pick the one as per your needs

How To Find The Best Financial Advisors in Fairfield, New Jersey

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Fairfield, New Jersey, is a useful resource. We've compiled a list of the 15 vetted financial advisors and 10 non-vetted financial advisors in Fairfield, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fairfield, 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 Fairfield, New Jersey


Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004



Giuseppe Roveccio

Stawnychy Financial Services, Inc.

135 Kinnelon Road, Suite 101

Kinnelon, NJ 07405



Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

97 Main Street

Chatham, NJ 07928



Newman Wealth Management Advisors

Newman Wealth Management Advisors

65 Madison Avenue, Ste. 300

Morristown, NJ 07960



Eric Mancini

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649




Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007



Bryan D'Alessandro

Farther Finance, LLC

4 World Trade Center
Apt 1 CR

New York, NY 10006



Peter D. D'Agati

Stembrook Asset Management

405 Lexington Avenue
26th Floor

New York, NY 10174



Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022



Personal Capital

Personal Capital


Prince, NY 10012



Condor Capital Wealth Management

Condor Capital Wealth Management

1973 Washington Valley Road

Martinsville, NJ 08836



Creative Financial Planning

Creative Financial Planning Inc

101 S Broadway

South Nyack, NY 10960



Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904



Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724



Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801


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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
100 Passaic Avenue, Fairfield, NJ 7004
128199 $1,341,303,500 3475 A percentage of AUM
Hourly charges
Fixed fees
363 Route 46 West, Suite 300 Fairfield, NJ 7004
298240 $499,330,570 1172 A percentage of AUM
Hourly charges
Fixed fees
350 Passaic Avenue, Suite 201 Fairfield, NJ 7004
307189 $262,237,024 1249 A percentage of AUM
Hourly charges
Fixed fees
100 Passaic Avenue, Suite 300 Fairfield, NJ 7004
318366 $228,165,377 533 A percentage of AUM
Hourly charges
Fixed fees
100 Passaic Avenue, Fairfield, NJ 7004
165763 $205,993,475 46 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 Pio Costa IV
Inquire with Anthony
350 Passaic Ave, Ste 202 Fairfield, NJ 07004 973-276-3290
Pio Costa & Associates
Inquire with Pio
350 Passaic Ave, Ste 202 Fairfield, NJ 07004 973-276-3290
Nikolas Butkov
Inquire with Nikolas
350 Passaic Ave, Ste 202 Fairfield, NJ 07004 973-276-3290
Frank Jaffe
Inquire with Frank
350 Passaic Ave, Ste 202 Fairfield, NJ 07004 973-276-3290
U.S. Financial Services, LLC
Inquire with U.S.
375 Passaic Avenue, Suite 100 Fairfield, NJ 07004 973-882-3600
CJE Financial, LLC
Inquire with CJE
363 Route 46 West, Suite 300 Fairfield, NJ 07004 973-244-4155
Professional Economic Growth Group Inc.
Inquire with Professional
75 Lane Road, Suite 400 Fairfield, NJ 07004 973-830-3195
Northern Advisory Group
Inquire with Northern
271 Route 46 West, Suite H102-103 Fairfield, NJ 07004 973-795-2299
High Quality Mortgage
Inquire with High
271 Route 46 West H202-203, Fairfield, NJ 07004 973-339-7401
Key Client Financial Advisors, LLC
Inquire with Key
363 Route 46 West, 3rd FL Fairfield, NJ 07004 973-244-4144

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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