Ways to browse Independent advisors serving New Jersey

Pick a specialty to browse more Independent advisors serving New Jersey.

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	1,958
Wealth management	1,657
Options & derivatives strategies	1,378
Retirement plans for business owners (SEP, solo 401k)	1,098
Private / alternative investments	1,093
Executive	1,073
Active portfolio management	1,071
Retired	823
Tax-loss harvesting	783
Retirement income strategy	705
General retirement planning	682
Concentrated stock management	472
College savings (529s, UTMA, etc.)	462
Income planning	410
Cash flow / budgeting	395
ESG / Sustainable investing	361
General tax planning	340
Passive / index investing	332
Real estate investing	325
Annuities	323
Charitable giving & philanthropy	317
General estate planning guidance	277
Business exit / sale strategy	252
Mid-Career Professionals	204
HENRY (High Earners, Not Rich Yet)	189
Business succession planning	181
Equity compensation tax strategy	163
Business ownership considerations	146
Approaching retirement	99
Retirement withdrawal strategies	95
Tax strategies for small businesses	94
Social Security optimization	78
Debt management	73
Factor investing / smart beta	65
Long-term care insurance	57
Life insurance needs analysis	47
Established Professionals	43
Multi-generational wealth transfer	41
Self-Employed	38
Business sale tax planning	37
Divorce financial planning	37
Financial Professional	28
Young Professionals	28
Medicare planning	26
Educators, Teachers, and Academics	25
Values-based investing	22
Charitable giving tax strategies	21
Religious/faith focused	21
Married/Couples/Partners	20
Women Business Owners	20
Trust structures (GRAT, IDGT, revocable)	19
Women Professionals	19
Roth conversion strategy	16
Business Financial Management	14
Planning for children with special needs	14
Attorney	13
Doctor or Medical Professional	12
Equity Recipients (RS/RSU, SOP, ESPP)	12
Family Business	12
Retired	11
Disability insurance	10
Technology Professional	10
Military & Veterans	9
Christian Faith Based	8
Intergenerational Families	8
Airline Pilot	7
Expats	7
Cross-border / expatriate tax planning	5
Dentist	5
Elder care planning	5
Parents	5
Student loan debt	5
Women's Finance	5
Young Families	5
Sandwich Generation	4
Immigrants	3

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