Ways to browse advisors serving Newark, NJ

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

By how they work

Type	Advisors
Large-firm	19,248
Seasoned	7,537
Flat-fee	7,004
Independent	3,734
CFP®-certified	2,130

By who they serve

Type	Advisors
High-net-worth	6,547
Baby Boomer	666
Millennial	14
Gen X	12

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	15,945
Executive	12,489
Wealth management	8,187
Tax-loss harvesting	6,207
Retired	4,902
Mid-Career Professionals	4,490
General estate planning guidance	3,963
Active portfolio management	3,955
General retirement planning	3,650
Approaching retirement	3,632
HENRY (High Earners, Not Rich Yet)	3,207
Retirement plans for business owners (SEP, solo 401k)	3,025
Cash flow / budgeting	2,818
Private / alternative investments	2,628
Retirement income strategy	2,474
ESG / Sustainable investing	2,424
Equity compensation tax strategy	2,078
Options & derivatives strategies	1,547
Charitable giving & philanthropy	1,443
College savings (529s, UTMA, etc.)	1,371
Attorney	1,343
Concentrated stock management	1,195
Business exit / sale strategy	1,136
Income planning	1,083
Social Security optimization	1,079
Passive / index investing	981
Technology Professional	896
Consultant	882
Divorce financial planning	742
Annuities	731
Multi-generational wealth transfer	646
Self-Employed	640
Financial Professional	608
Real estate investing	592
Married/Couples/Partners	485
Retirement withdrawal strategies	451
Divorced	449
Women Professionals	269
Established Professionals	255
Business ownership considerations	237
Business succession planning	224
Long-term care insurance	223
Planning for children with special needs	207
Parents	198
General tax planning	197
Intergenerational Families	175
Values-based investing	158
Debt management	129
Factor investing / smart beta	122
Educators, Teachers, and Academics	121
Women's Finance	100
Tax strategies for small businesses	79
Equity Recipients (RS/RSU, SOP, ESPP)	75
Cross-border / expatriate tax planning	59
Business sale tax planning	51
Expats	50
Family Business	49
Young Professionals	48
Doctor or Medical Professional	47
Liquidity event planning	45
Professional Athlete	45
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	45
Young Families	43
Business Financial Management	38
Life insurance needs analysis	32
Elder care planning	31
Medicare planning	30
Dentist	29
Charitable giving tax strategies	22
Entertainment Industry	22
Exec comp design	22
Women Business Owners	21
Retired	17
Startup equity planning	15
Trust structures (GRAT, IDGT, revocable)	12
Inheritance planning	11
Home buying	10
Widow/Widower	9
African Americans/Black	8
Military & Veterans	7
Immigrants	6
Sandwich Generation	6
Christian Faith Based	4
Disability insurance	3

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