Find a Financial Advisor in Essex County, NJ

 

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We did the hard work of finding trustworthy partners in Essex County, NJ.

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We Only Work With The Best Essex County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Essex County, NJ


  • Financial Advisor Close to Essex County, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Essex County, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Essex County, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Essex County financial advisors.
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How Retirement-Friendly is Essex County, NJ?

  • Population: 795,404
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $388,600
  • Average Monthly Housing Cost: $1,467
  • Average Household Income: $103,290
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)



The Top Financial Advisor Firms in Essex County, NJ

 

QMA

Website

(973) 367-4653

Gateway Center 2

Newark, NJ 7102

SEC#: 801-62692
Years in Business: 17 years

PRUDENTIAL FINANCIAL PLANNING SERVICES

Website

(800) 235-7637

751 Broad Street

Newark, NJ 7102

SEC#: 801-52208
Years in Business: 25 years

PGIM PRIVATE PLACEMENT INVESTORS, L.P.

Website

(973) 802-8608

655 Broad Street
16th Floor
Newark, NJ 7102

SEC#: 801-43479
Years in Business: 28 years

BLUEPRINT CAPITAL ADVISORS LLC

Website

(212) 390-1155

45 Academy Street
Suite 205
Newark, NJ 7102

SEC#: 801-111679
Years in Business: 4 years

PRUDENTIAL CUSTOMER SOLUTIONS LLC

Website

(973) 802-2083

213 Washington Street

Newark, NJ 7102

SEC#: 801-108896
Years in Business: 4 years

PGIM GLOBAL PARTNERS

Website

(973) 734-1453

655 Broad St.
10th Floor
Newark, NJ 7102

SEC#: 801-64609
Years in Business: 16 years

PGIM INVESTMENTS LLC

Website

(973) 367-7473

655 Broad Street

Newark, NJ 7102

SEC#: 801-31104
Years in Business: 34 years

PGIM, INC.

Website

(973) 367-6335

655 Broad St.

Newark, NJ 7102

SEC#: 801-22808
Years in Business: 37 years

GLOBAL X MANAGEMENT COMPANY LLC

Website

(973) 705-7684

625 Broad Street
Ste 250
Newark, NJ 7102

SEC#: 801-69093
Years in Business: 13 years

 


Essex County, NJ Financial Advisor FAQs

Financial advisors usually charge a percentage of your annual net worth. Alternatively, they may charge a fee for each transaction they complete on your behalf, such as management of your securities portfolio or retirement account.
It depends on who you are. Many people are happy to manage their own investments with the help of online resources, but if you have a lot of money or lack the time or skills to reach your investment goals, then it can be worth considering hiring a financial planner.
The first thing to do is to ask yourself what you are looking for in a financial advisor. Do you want someone who hands out an unbiased opinion, or does it create more peace of mind for you if they're financially invested? Is one firm better than another based on their history and type of investments that are offered? All advisors speak with different investment philosophies. You may find that one advisor's style speaks more to your beliefs than the other.
Finding a financial advisor you can trust is not an easy task. You want to find someone who has your best interests at heart, which means that they are willing to take the time to listen and understand your personal situation. Your mutual needs should determine whether they are capable of fulfilling their fiduciary duty in pursing your investments.