Find a Financial Advisor in Short Hills, NJ

 

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We Only Work With The Best Short Hills 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 Short Hills, NJ


  • Financial Advisor Close to Short Hills, 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 Short Hills, 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 Short Hills, NJ

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

  • Population: 13,428
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $1405,000
  • Average Monthly Housing Cost: $4,0,00+
  • Average Household Income: $403,233
  • 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 Short Hills, NJ

 

TRANSCEND WEALTH COLLECTIVE, LLC

Website

(973) 370-X101

51 Jfk Parkway
Suite 110
Short Hills, NJ 7078

SEC#: 801-114435
Years in Business: 3 years

COLUMBUS HILL CAPITAL MANAGEMENT, L.P.

Website

(973) 921-3420

51 John F Kennedy Parkway
Suite 220
Short Hills, NJ 7078

SEC#: 801-73277
Years in Business: 9 years

APPALOOSA LP

Website

(973) 701-7000

51 John F. Kennedy Parkway
Second Floor
Short Hills, NJ 7078

SEC#: 801-106869
Years in Business: 6 years

FRANKLIN MUTUAL ADVISERS, LLC

Website

(973) 912-2000

101 John F. Kennedy Parkway

Short Hills, NJ 7078

SEC#: 801-53068
Years in Business: 25 years

CREDIT CAPITAL INVESTMENTS

Website

(973) 315-3000

150 John F. Kennedy Parkway
2nd Floor
Short Hills, NJ 7078

SEC#: 801-74050
Years in Business: 9 years

HIGHLANDER CAPITAL MANAGEMENT LLC

Website

(973) 718-3511

535 Millburn Avenue

Short Hills, NJ 7078

SEC#: 801-52286
Years in Business: 25 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(910) 333-6669

51 Jfk Pkwy
1st Floor West
Short Hills, NJ 7078

SEC#: 801-72913
Years in Business: 10 years

TD AMERITRADE, INC.

Website

(908) 516-5039

788 Morris-Essex Turnpike

Short Hills, NJ 7078

SEC#: 801-60469
Years in Business: 20 years

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Website

(908) 516-5039

788 Morris-Essex Turnpike

Short Hills, NJ 7078

SEC#: 801-55501
Years in Business: 23 years

 


Short Hills, NJ Financial Advisor FAQs

Financial advisors are often paid through commissions received for selling investments like stocks, mutual funds, bonds and other derivatives. The more sales an advisor makes within their organization (the company they sell the product for) the higher their income will be.
What is the fee schedule of this advisor? What does an investor's portfolio look like under this type of strategy? How often will I be monitored for progress and adjustments to the portfolio? Does this advisor work with a team of professionals working on my best interest, instead of commissions by selling more securities or other products?
Financial advisors provide clients with guidance and support in managing their investments. They work closely with clients to help them plan for their present and future needs, which includes reviewing deposits, savings rates, benefits packages, pensions or retirement funds; helping clients invest money; and creating an investment strategy for both short- term goals such as education and long-term goals such as retirement.
A financial advisor varies in price depending on the individual advisor's location, credentials, expertise, skill, and experience level. One of the most significant factors in determining cost is education. Not only will you find financial advisors with a general background or in wealth management or estate planning but also those with an advanced degree such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).