Ways to browse Independent advisors serving Newark, NJ

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

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	1,427
Options & derivatives strategies	1,308
Wealth management	1,237
Active portfolio management	1,116
Private / alternative investments	1,108
Executive	860
Concentrated stock management	676
Tax-loss harvesting	669
Retirement plans for business owners (SEP, solo 401k)	653
Retired	564
General retirement planning	460
Retirement income strategy	389
ESG / Sustainable investing	371
Passive / index investing	322
Real estate investing	315
College savings (529s, UTMA, etc.)	307
Cash flow / budgeting	288
Charitable giving & philanthropy	271
Income planning	257
Mid-Career Professionals	190
HENRY (High Earners, Not Rich Yet)	184
Business exit / sale strategy	174
Annuities	159
General tax planning	158
General estate planning guidance	150
Equity compensation tax strategy	131
Debt management	86
Factor investing / smart beta	76
Tax strategies for small businesses	59
Business ownership considerations	57
Approaching retirement	53
Financial Professional	53
Social Security optimization	53
Expats	50
Cross-border / expatriate tax planning	49
Multi-generational wealth transfer	48
Established Professionals	43
Business succession planning	40
Retirement withdrawal strategies	40
Divorce financial planning	35
Business sale tax planning	33
Long-term care insurance	31
Women Professionals	31
Young Professionals	28
Medicare planning	21
Values-based investing	20
Life insurance needs analysis	18
Self-Employed	18
Charitable giving tax strategies	17
Equity Recipients (RS/RSU, SOP, ESPP)	17
Technology Professional	17
Doctor or Medical Professional	16
Elder care planning	14
Women's Finance	12
Business Financial Management	11
Family Business	8
Intergenerational Families	7
Retired	6
Young Families	6
African Americans/Black	5
Attorney	4
Disability insurance	3
Immigrants	3
Planning for children with special needs	3

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