banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in New Jersey

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in New Jersey is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in New Jersey with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in New Jersey near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

badge

Alex Tirso

Ramapo Wealth Advisors
CFP®, CIMA®, CRPC®
Alex Tirso, a financial fiduciary, provides financial services to clients in the Ramsey, New Jersey area. Alex holds a CFP®, CIMA®, CRPC® certification. Alex has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Christopher Badaracco

Rose Wealth Advisors
CFP®, EA
Christopher Badaracco, a financial fiduciary, provides financial services to clients in the Ramsey, New Jersey area. Christopher holds a CFP®, EA certification. Christopher has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

badge

Daniel Chen

DC Strategies, Integrated Wealth Mgt.
None
Daniel Chen, a financial fiduciary, provides financial services to clients in the Eatontown, New Jersey area. Daniel holds a None certification. Daniel has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Tax Advice and Services

    Name(s) of Custodian(s):
    Fidelity, Assetmark Trust, TD Ameritrade

badge

Eric Mancini

Traphagen Financial Group
CAIA®, CFP®, CFA®
Eric Mancini, a financial fiduciary, provides financial services to clients in the Oradell, New Jersey area. Eric holds a CAIA®, CFP®, CFA® certification. Eric has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    Fidelity, Schwab

badge

Eric Nelson, CFP<sup>&reg;</sup>, CEPA<sup>&reg;</sup>

Independence Wealth
Eric Nelson, CFP<sup>&reg;</sup>, CEPA<sup>&reg;</sup>, a financial fiduciary, provides financial services to clients in the Voorhees, New Jersey area. Eric has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity

badge

Frank Lepore

Bleakley Financial Group
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    LPL Financial, Charles Schwab, Pershing, and Fidelity

badge

Michael Klein

Bleakley Financial Group
CFP®
Michael Klein, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Michael holds a CFP® certification. Michael has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Paul C. Koenig Jr.

Integrated Financial Partners
CFP®, RFC®, CRPC®, ChFC®
Paul C. Koenig Jr., a financial fiduciary, provides financial services to clients in the Mount Laurel, New Jersey area. Paul holds a CFP®, RFC®, CRPC®, ChFC® certification. Paul has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
badge

Scott Schwartz

Bleakley Financial
CFP®
Scott Schwartz, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Scott holds a CFP® certification. Scott has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Daniel R. Martin

D.R. Martin and Associates
CFP®, AIF®
Daniel R. Martin, a financial fiduciary, provides financial services to clients in the Ridgewood, New Jersey area. Daniel holds a CFP®, AIF® certification. Daniel has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Financial Planning for Individuals
  • Estate Planning & Trusts
badge

Jim Bernstein

QEX Asset Management
Jim Bernstein, a financial fiduciary, provides financial services to clients in the Bayville, New Jersey area. Jim has over 39 years of experience.

Additional Information:

Years of Experience:
39 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Risk Management
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Interactive Brokers

badge

Chip Holston

LPL Financial
CRPC®
Chip Holston, a financial fiduciary, provides financial services to clients in the Mount Laurel, New Jersey area. Chip holds a CRPC® certification. Chip has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
badge

Daniel Linn

Prudential
RICP®
Daniel Linn, a financial fiduciary, provides financial services to clients in the Clarksburg, New Jersey area. Daniel holds a RICP® certification. Daniel has over years of experience.
badge

Jennifer Keiling

Edelman Financial Engines, LLC
CRPC®
Jennifer Keiling, a financial fiduciary, provides financial services to clients in the Red Bank, New Jersey area. Jennifer holds a CRPC® certification. Jennifer has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

badge

Rohi Batra

Edelman Financial Engines, LLC
CFP®
Rohi Batra, a financial fiduciary, provides financial services to clients in the Cherry Hill, New Jersey area. Rohi holds a CFP® certification. Rohi has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

badge

Joseph Franciscone

Apollo Financial Advisors
Joseph Franciscone, a financial fiduciary, provides financial services to clients in the Short Hills, New Jersey area. Joseph has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    LPL Financial

badge

HIGHLAND Financial Advisors, LLC

RLP ®, CFP®, AIF®
HIGHLAND Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Wayne, New Jersey area.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

badge

Condor Capital Wealth Management

CFP®, CIMA®, EA, CFA®, CDFA®
Condor Capital Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Martinsville, New Jersey area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab, TDAmeritrade, Fidelity

badge

Quotient Wealth Partners

Quotient Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Morristown, New Jersey area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

Top vetted financial advisors in New Jersey by cities

Frequently Asked Questions

Get Matched With Advisors