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Find The Best Financial Advisors in Westfield, 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 Westfield is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westfield & pick the one as per your needs

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

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Westfield, New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and non-vetted financial advisors in Westfield, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westfield, 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 Westfield, New Jersey

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Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

973-635-9500

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Joseph Franciscone

Apollo Financial Advisors

973-937-8826

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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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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Hazel Secco

Align Financial Solutions LLC

201-655-6572

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Walter Varian

Edelman Financial Engines, LLC

646-779-2102

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

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Daniel R. Martin

D.R. Martin and Associates

201-479-0759

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Eric Mancini

Traphagen Financial Group

201-345-5155

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Daniel Chen

DC Strategies, Integrated Wealth Mgt.

732-982-2170

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Matt Cuiffo

Edelman Financial Engines, LLC

516-252-1387

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Rohi Batra

Edelman Financial Engines, LLC

856-452-6062

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
GATEWAY ADVISORY, LLC
900 South Avenue West,
Westfield, NJ, 7090
152347 $637,856,626 2235 A Percentage of AUM, Hourly charges, Fixed Fees
COVINGTON & ASSOCIATES, INC.
597 Westfield Ave,
Westfield, NJ, 07090-3300
113357 $226,602,650 154 A Percentage of AUM
WESTFIELD FINANCIAL PLANNING
316 East Broad Street,
Westfield, NJ, 7090
290102 $168,270,368 552 A Percentage of AUM, Hourly charges, Fixed Fees

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