Ways to browse advisors serving New Jersey

Pick a specialty or descriptor to browse more advisors serving New Jersey.

By how they work

Type	Advisors
Large-firm	20,843
Seasoned	10,814
Flat-fee	10,245
Independent	4,417
CFP®-certified	3,192

By who they serve

Type	Advisors
High-net-worth	6,028
Baby Boomer	529
Millennial	20
Gen X	5

Browse by city

Find advisors near a specific metro area in New Jersey.

City	Advisors
Jersey City, NJ	24,163
Newark, NJ	22,982
Camden, NJ	8,026
New Brunswick, NJ	7,845
Trenton, NJ	4,485
Princeton, NJ	4,309
Lakewood, NJ	2,389
Hammonton, NJ	1,683
Vineland, NJ	378
Atlantic City, NJ	294

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	17,568
Executive	11,693
Wealth management	8,283
Tax-loss harvesting	8,102
Retired	6,539
Mid-Career Professionals	4,773
Active portfolio management	4,591
General retirement planning	4,068
Retirement plans for business owners (SEP, solo 401k)	4,048
Approaching retirement	3,962
HENRY (High Earners, Not Rich Yet)	3,611
General estate planning guidance	3,561
Retirement income strategy	3,485
Cash flow / budgeting	3,090
ESG / Sustainable investing	2,452
College savings (529s, UTMA, etc.)	2,335
Private / alternative investments	2,193
Equity compensation tax strategy	2,093
Business exit / sale strategy	1,778
Options & derivatives strategies	1,701
Passive / index investing	1,533
Income planning	1,472
Charitable giving & philanthropy	1,461
Annuities	1,307
Social Security optimization	1,306
Concentrated stock management	1,187
Self-Employed	1,166
Divorce financial planning	924
Retirement withdrawal strategies	806
Attorney	782
Multi-generational wealth transfer	670
Real estate investing	616
Married/Couples/Partners	496
Financial Professional	460
General tax planning	458
Divorced	445
Business succession planning	435
Planning for children with special needs	401
Business ownership considerations	317
Technology Professional	314
Consultant	306
Women Professionals	259
Parents	240
Established Professionals	238
Educators, Teachers, and Academics	211
Values-based investing	158
Intergenerational Families	135
Long-term care insurance	135
Debt management	129
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	123
Tax strategies for small businesses	121
Factor investing / smart beta	106
Women's Finance	98
Equity Recipients (RS/RSU, SOP, ESPP)	68
Life insurance needs analysis	66
Family Business	63
Professional Athlete	61
Business sale tax planning	59
Doctor or Medical Professional	58
Liquidity event planning	56
Retired	56
Business Financial Management	46
Young Professionals	44
Medicare planning	37
Young Families	30
Women Business Owners	28
Elder care planning	26
Roth conversion strategy	25
Charitable giving tax strategies	24
Religious/faith focused	24
Trust structures (GRAT, IDGT, revocable)	24
Military & Veterans	22
Stock option exercise strategy	19
Airline Pilot	18
Dentist	18
Entertainment Industry	13
Startup equity planning	13
Disability insurance	11
Inheritance planning	11
Christian Faith Based	10
Home buying	10
Cross-border / expatriate tax planning	9
Widow/Widower	8
Dual Income Family	7
Expats	7
Early retirement planning	6
Sandwich Generation	6
Student loan debt	5
Immigrants	4

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