Ways to browse advisors serving Jersey City, NJ

Pick a specialty or descriptor to browse more advisors serving Jersey City, NJ.

By how they work

Type	Advisors
Large-firm	20,275
Seasoned	8,081
Flat-fee	7,240
Independent	3,888
CFP®-certified	2,221

By who they serve

Type	Advisors
High-net-worth	6,632
Baby Boomer	661
Millennial	15
Gen X	12

Browse by specialty

Find advisors serving Jersey City, NJ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	16,498
Executive	13,027
Wealth management	8,590
Tax-loss harvesting	6,358
Retired	5,070
Mid-Career Professionals	4,575
Active portfolio management	4,044
General estate planning guidance	4,001
Approaching retirement	3,739
General retirement planning	3,728
HENRY (High Earners, Not Rich Yet)	3,313
Retirement income strategy	3,171
Retirement plans for business owners (SEP, solo 401k)	3,154
Cash flow / budgeting	2,964
Private / alternative investments	2,711
ESG / Sustainable investing	2,508
Equity compensation tax strategy	2,086
Options & derivatives strategies	1,622
College savings (529s, UTMA, etc.)	1,536
Charitable giving & philanthropy	1,524
Attorney	1,407
Income planning	1,228
Business exit / sale strategy	1,207
Concentrated stock management	1,192
Social Security optimization	1,182
Passive / index investing	990
Technology Professional	931
Consultant	921
Annuities	841
Divorce financial planning	754
Real estate investing	692
Multi-generational wealth transfer	667
Financial Professional	625
Self-Employed	600
Retirement withdrawal strategies	533
Married/Couples/Partners	496
Divorced	465
Women Professionals	283
Established Professionals	255
Business ownership considerations	252
Business succession planning	237
Parents	225
Long-term care insurance	224
General tax planning	221
Planning for children with special needs	211
Intergenerational Families	179
Values-based investing	164
Debt management	147
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	132
Educators, Teachers, and Academics	125
Factor investing / smart beta	113
Women's Finance	103
Tax strategies for small businesses	85
Equity Recipients (RS/RSU, SOP, ESPP)	78
Cross-border / expatriate tax planning	59
Business sale tax planning	56
LGBTQIA	53
Family Business	52
Expats	51
Young Professionals	51
Doctor or Medical Professional	50
Liquidity event planning	50
Professional Athlete	48
Young Families	45
Elder care planning	40
Business Financial Management	38
Military & Veterans	33
Medicare planning	32
Life insurance needs analysis	31
Dentist	28
Entertainment Industry	24
Exec comp design	23
Women Business Owners	22
Charitable giving tax strategies	20
Retired	20
Startup equity planning	15
Trust structures (GRAT, IDGT, revocable)	12
Inheritance planning	11
Home buying	10
Widow/Widower	10
African Americans/Black	8
Immigrants	7
Sandwich Generation	7
Gifting strategies	5
Christian Faith Based	4
Disability insurance	4

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