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Best Financial Advisor Firms New Jersey 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in New Jersey.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in New Jersey, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Jersey are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in New Jersey.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



View other state winners

Firm Rating Year Registered Minimum Office Locations
A.H. Williams & Company 2003 View Locations
Altium Wealth Management 2010 View Locations
Altman Investment Management 2001 View Locations
Altrius Capital Management 2004 View Locations
Asset Advisory Group 1994 View Locations
Asset Management Services Group 2002 View Locations
Baron Financial Group 2007 View Locations
Bell Rock Capital 2006 View Locations
Blackhill Capital 1988 View Locations
Blueprint Capital Management 2012 View Locations
Bourne Lent Asset Managament 2000 View Locations
Brave Family Advisors 1992 View Locations
Brighton Financial Planning 2012 View Locations
Byrne Asset Management 2003 View Locations
CRA Financial Services 2003 View Locations
CTR Financial Group 2013 View Locations
Callan 1973 View Locations
Capital Enhancement 1997 View Locations
Chatham Wealth Management 2000 View Locations
Circle Wealth Management 2007 View Locations
Comprehensive Wealth Services 2008 View Locations
Concord Advisory Group 1991 View Locations
Condor Capital Wealth Management 1988 View Locations
Constantia Capital 2013 View Locations
Cooney Financial Advisors 1987 View Locations
Covenant Asset Management 1999 View Locations
Credit Capital Investments 2012 View Locations
Crimmins Wealth Management 2011 View Locations
Delta Capital Management 2005 View Locations
Delta Financial Group 1991 View Locations
Dorchester Advisors 2010 View Locations
East Coast Wealth Management 2005 View Locations
Eisneramper Wealth Management & Corporate Benefits 2008 View Locations
Evergreen Capital Management 2006 View Locations
Evermore Global Advisors 2009 View Locations
Financial Life Focus 2010 View Locations
Gateway Advisory 2010 View Locations
Geremia Financial Services 2011 View Locations
Global Wealth Management 2010 View Locations
Glovista Investments 2008 View Locations
Gold Coast Wealth Management 2011 View Locations
Goodhaven Capital Management 2011 View Locations
Halberstadt Financial Consultants 2000 View Locations
Hamel Associates 1990 View Locations
Haymarket Wealth Management 2012 View Locations
Hillcrest Wealth Advisors - NY 2010 View Locations
ICN Holding 2003 View Locations
Investment Partners Asset Management 2003 View Locations
Jersey Shore Financial Advisors 2007 View Locations
Kiely Capital Management 2012 View Locations
LWS Wealth Advisors 2013 View Locations
Main Street Financial Life Advisors 2001 View Locations
Maltin Wealth Management 2012 View Locations
Mazars Wealth Advisors 2005 View Locations
McRae Capital Management 1981 View Locations
Meehan Wealth Advisors 2012 View Locations
Meyer Capital Group 1989 View Locations
Modera Wealth Management 2010 View Locations
Murphy Capital Management 1983 View Locations
National Wealth Management 2005 View Locations
Next Generation Wealth Planning 2006 View Locations
Nigido Mullin Investment Strategies 2005 View Locations
Northwest Criterion Asset Management 2012 View Locations
Novem Group 2011 View Locations
Novi Wealth Partners 2013 View Locations
Nuwave Investment Management 2009 View Locations
Optimal Portfolio 2010 View Locations
Planning Directions 2004 View Locations
Prestige Wealth Management Group 2011 View Locations
Private Client Group Asset Management 2012 View Locations
Pulver Capital Management 2009 View Locations
RTD Financial Advisors 1983 View Locations
Ramsay Stattman Vela & Price 1976 View Locations
Ravello Partners 2012 View Locations
Reaves Asset Management 1977 View Locations
Redfield, Blonsky & Starinsky 2012 View Locations
Regency Wealth Management 2011 View Locations
RegentAtlantic 1982 $1,000,000 View Locations
Retiresmart Consulting 2008 View Locations
Roanoke Asset Management Corp 1978 View Locations
Roche Financial Partners 2005 View Locations
Rockdale Financial Services 1998 View Locations
Roundview Capital 2008 View Locations
S & A Financial Strategies & Services 2006 View Locations
SAX Wealth Advisors 2008 View Locations
SEA Clear Financial Planning 2012 View Locations
Signet Financial Management 1988 View Locations
Songbird Capital 2011 View Locations
Steele Asset Management 1999 View Locations
Stembrook Asset Management 2007 View Locations
Sterling Financial Planning 1998 View Locations
Stonegate Wealth Management 2004 View Locations
Tandem Capital Management 1991 View Locations
Terra Nova Asset Management 1998 View Locations
The Genwealth Group 2010 View Locations
The London Company of Virginia 1994 View Locations
Victory Fiduciary Consulting 1990 View Locations
Weingarten Associates 2003 View Locations
Westfield Wealth Management 2003 View Locations
Withum Wealth Management 2011 View Locations


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