Find a Financial Planner in Newark, NJ


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

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We Only Work With The Best Newark 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Newark, NJ

  • Financial Advisor Close to Newark, 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


How Can a CFP® in Newark Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Newark area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Newark is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
13.5% of Newark's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Newark area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Newark area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Newark area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Newark area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New Jersey has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Newark area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Newark area often use this strategy when clients have high-interest credit card debt or private student loans.


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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Newark, NJ

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

  • Population: 281,054
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $249,300
  • Average Monthly Housing Cost: $1,164
  • Average Household Income: $51,880
  • 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 Newark, NJ



(973) 367-4653

Gateway Center 2

Newark, NJ 07102

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



(800) 235-7637

751 Broad Street

Newark, NJ 07102

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



(973) 802-8608

655 Broad Street
16th Floor
Newark, NJ 07102

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



(212) 390-1155

45 Academy Street
Suite 205
Newark, NJ 07102

SEC#: 801-111679
Years in Business: 3 years



(973) 802-2083

213 Washington Street

Newark, NJ 07102

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



(973) 734-1453

655 Broad St.
10th Floor
Newark, NJ 07102

SEC#: 801-64609
Years in Business: 15 years



(973) 367-7473

655 Broad Street

Newark, NJ 07102

SEC#: 801-31104
Years in Business: 33 years



(973) 367-6335

655 Broad St.

Newark, NJ 07102

SEC#: 801-22808
Years in Business: 36 years