Browse all advisors in New Jersey

Every advisor below is licensed to work with clients in New Jersey. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
17,529
Executive
11,661
Wealth management
8,250
Tax-loss harvesting
8,080
Retired
6,530
Mid-Career Professionals
4,777
Active portfolio management
4,596
General retirement planning
4,074
Retirement plans for business owners (SEP, solo 401k)
4,060
Approaching retirement
3,967
HENRY (High Earners, Not Rich Yet)
3,585
General estate planning guidance
3,537
Retirement income strategy
3,470
Cash flow / budgeting
3,311
ESG / Sustainable investing
2,450
College savings (529s, UTMA, etc.)
2,334
Private / alternative investments
2,156
Equity compensation tax strategy
2,098
Business exit / sale strategy
1,779
Options & derivatives strategies
1,706
Passive / index investing
1,532
Income planning
1,477
Charitable giving & philanthropy
1,476
Social Security optimization
1,314
Annuities
1,303
Self-Employed
1,171
Concentrated stock management
1,068
Divorce financial planning
914
Retirement withdrawal strategies
791
Attorney
780
Multi-generational wealth transfer
658
Real estate investing
607
Married/Couples/Partners
494
Financial Professional
457
Divorced
443
Business succession planning
437
Planning for children with special needs
396
General tax planning
359
Business ownership considerations
318
Technology Professional
314
Consultant
307
Women Professionals
259
Parents
237
Established Professionals
204
Educators, Teachers, and Academics
159
Values-based investing
157
Long-term care insurance
134
Debt management
130
Intergenerational Families
129
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
122
Tax strategies for small businesses
108
Factor investing / smart beta
106
Women's Finance
98
Life insurance needs analysis
70
Professional Athlete
65
Equity Recipients (RS/RSU, SOP, ESPP)
63
Business sale tax planning
61
Family Business
60
Doctor or Medical Professional
57
Liquidity event planning
56
Retired
55
Medicare planning
45
Business Financial Management
44
Young Professionals
43
Elder care planning
29
Young Families
29
Women Business Owners
28
Trust structures (GRAT, IDGT, revocable)
25
Charitable giving tax strategies
24
Religious/faith focused
23
Roth conversion strategy
23
Military & Veterans
22
Stock option exercise strategy
19
Airline Pilot
18
Dentist
18
Entertainment Industry
14
Startup equity planning
14
Disability insurance
11
Christian Faith Based
10
Home buying
10
Inheritance planning
10
Cross-border / expatriate tax planning
9
Widow/Widower
8
Dual Income Family
7
Expats
7
Early retirement planning
6
Sandwich Generation
6
Immigrants
5
Student loan debt
5
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")