Find a Financial Advisor in Somerset County, NJ

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

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We Only Work With The Best Somerset 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 Somerset County, NJ


  • Financial Advisor Close to Somerset 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 Somerset 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 Somerset County, NJ

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

  • Population: 329,838
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $433,100
  • Average Monthly Housing Cost: $1,958
  • Average Household Income: $152,531
  • 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 Somerset County, NJ

 

PARISI GRAY WEALTH MANAGEMENT, LLC

Website

(973) 358-4921

350 Main Street
Suite 1
Bedminster, NJ 7921

SEC#: 801-108904
Years in Business: 5 years

NIUM, INC.

Website

(619) 569-5797

90 Washington Valley Road

Bedminster, NJ 7921

SEC#: 801-119328
Years in Business: 1 years

HERITAGE FINANCIAL COUNSELORS, LLC

Website

(862) 579-2899

442 Main Street (Route 202)

Bedminster, NJ 7921

SEC#: 801-110841
Years in Business: 4 years

IC ADVISORY SERVICES, INC.

Website

(908) 707-4422

1420 Route 206 North
Suite 210
Bedminster, NJ 7921

SEC#: 801-66512
Years in Business: 16 years

MURPHY CAPITAL MANAGEMENT INC

Website

(908) 719-6430

500 Hills Drive
Suite 200
Bedminster, NJ 7921

SEC#: 801-20376
Years in Business: 38 years

GLACIER PEAK CAPITAL MANAGEMENT, LLC

Website

(908) 304-9200

376 Main Street
Suite 100
Bedminster, NJ 7921

SEC#: 801-113285
Years in Business: 3 years

PRIVATE ADVISOR GROUP, LLC

Website

(908) 719-8700

415 Main Street

Bedminster, NJ 7921

SEC#: 801-72060
Years in Business: 11 years

SPC MANAGEMENT CO., INC.

Website

(908) 719-2322

550 Hills Drive
Suite 220
Bedminster, NJ 7921

SEC#: 801-73410
Years in Business: 10 years

PRIVATE ADVISOR GROUP, LLC

Website

(908) 719-8700

415 Main Street

Bedminster, NJ 7921

SEC#: 801-72060
Years in Business: 11 years

 


Somerset County, NJ Financial Advisor FAQs

Somerset County is deemed as a county in the United States of America. It is located in the northern region of the state of New Jersey. Catalent, based in Somerset County New Jersey, is a market leader with 14,000 workers and $3.1 billion in annual revenue. Somerset is known for its wonderful residential neighborhoods, lovely parks, outstanding commercial centers, huge farmlands, several historic sites, plus superb business industry, besides being one of the oldest and richest U.S. counties. Connect with our financial advisors in Somerset County, New Jersey, one of America’s oldest counties, established in 1688. Situated in the north-central part or the hub of Central New Jersey, this is a county that belongs to the New York Metropolitan Area, having the City of Somerville as its seat. Somerset County is bounded on the north by Morris County, the east by Union County, the south by Mercer County, and the west by Hunterdon County. Cities such as Newark, Jersey City, New York, and Philadelphia are only a few miles away from this area. Explore trusted financial advisors close by as provided in the links below.

It depends on a number of factors. Your time, your assets, and your needs should all be taken into account when determining the cost of a financial advisor.

A financial advisor reviews your current financial situation and recommends a plan that takes into account your goals, risk tolerance, and timeline.

Ask if the financial advisor is a fiduciary. This means that they must put your interests ahead of their interest or those of any company they work with.

Yes. It can be valuable for someone new to the financial world, even if they're only beginning with just a modest income and nothing to invest yet, because professional advice can help them set up a realistic budget and prioritize their spending.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.