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Find The Best Financial Advisors in Princeton, 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!

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

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Princeton, New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and non-vetted financial advisors in Princeton, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Princeton, New Jersey have an average of 23 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 Princeton, New Jersey

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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Daniel Chen

DC Strategies, Integrated Wealth Mgt.

732-982-2170

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Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

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Jim Bernstein

QEX Asset Management

609-848-8408

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Michael Klein

Bleakley Financial Group

973-575-4180

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Andrew Rosen

Diversified, LLC

302-765-3500

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
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
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)
WATERMARK GROUP, INC.
47 Hulfish Street, Suite 201
Princeton, NJ, 8542
108272 $2,599,231,832 3 A Percentage of AUM, Performance Based
SYSTEMATIC ALPHA INVESTMENTS, LLC
36 Mercer Street,
Princeton, NJ, 8540
297693 $1,973,270,000 3 A Percentage of AUM, Fixed Fees
EDGESTREAM PARTNERS, L.P.
902 Carnegie Center, Suite 200,
Princeton, NJ, 8540
166338 $1,790,003,362 4 A Percentage of AUM, Performance Based
EDISON PARTNERS MANAGEMENT, LLC
281 Witherspoon Street, Floor 3
Princeton, NJ, 8540
310951 $1,455,201,252 15 A Percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE)
KB FINANCIAL PARTNERS, LLC
300 Carnegie Center #240,
Princeton, NJ, 8540
119166 $1,301,599,752 1175 A Percentage of AUM, Fixed Fees, Other (PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS)
ROUNDVIEW CAPITAL, LLC
182 Nassau Street, Suite 201
Princeton, NJ, 08542-7000
148083 $1,175,455,086 1512 A Percentage of AUM, Fixed Fees
PRYSM CAPITAL, L.P.
188 Nassau Street, Suite 1,
Princeton, NJ, 08542-7005
304961 $826,848,894 24 A Percentage of AUM, Performance Based
PRINCETON GLOBAL ASSET MANAGEMENT LLC
17 Hulfish Street, Suite 240
Princeton, NJ, 8542
146644 $491,388,921 892 A Percentage of AUM, Fixed Fees
PRINCETON EQUITY GROUP
47 Hulfish Street, Suite 300
Princeton, NJ, 8542
310405 $471,731,589 2 A Percentage of AUM, Performance Based
DUMONT & BLAKE INVESTMENT ADVISORS LLC
731 Alexander Road, Suite 301
Princeton, NJ, 8540
109318 $449,076,441 937 A Percentage of AUM, Fixed Fees
NOVI WEALTH PARTNERS
512 Executive Drive,
Princeton, NJ, 8540
166539 $360,999,046 750 A Percentage of AUM, Hourly charges, Fixed Fees
LANDSEER ADVISORS LLC
353 Nassau Street, Floor 2
Princeton, NJ, 8540
309937 $305,178,759 2 A Percentage of AUM, Fixed Fees, Performance Based
EKS ASSOCIATES
601 Ewing Street, Suite A-7
Princeton, NJ, 8540
169687 $278,761,107 495 A Percentage of AUM, Hourly charges, Fixed Fees

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