Browse all Independent advisors in New Jersey

Every advisor below is licensed to work with clients in New Jersey. Narrow by specialty to find someone who focuses on your situation.

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	1,964
Wealth management	1,661
Options & derivatives strategies	1,383
Retirement plans for business owners (SEP, solo 401k)	1,114
Private / alternative investments	1,092
Active portfolio management	1,074
Executive	1,067
Retired	823
Tax-loss harvesting	782
Retirement income strategy	710
General retirement planning	619
Concentrated stock management	496
College savings (529s, UTMA, etc.)	465
Cash flow / budgeting	392
Income planning	384
ESG / Sustainable investing	358
Passive / index investing	333
Charitable giving & philanthropy	330
Annuities	323
Real estate investing	319
General tax planning	312
General estate planning guidance	259
Business exit / sale strategy	255
Mid-Career Professionals	201
HENRY (High Earners, Not Rich Yet)	188
Business succession planning	183
Equity compensation tax strategy	163
Business ownership considerations	145
Approaching retirement	101
Retirement withdrawal strategies	82
Tax strategies for small businesses	82
Social Security optimization	77
Debt management	73
Factor investing / smart beta	65
Long-term care insurance	56
Life insurance needs analysis	51
Established Professionals	43
Self-Employed	41
Business sale tax planning	38
Divorce financial planning	36
Multi-generational wealth transfer	35
Educators, Teachers, and Academics	29
Financial Professional	28
Young Professionals	27
Medicare planning	26
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
Planning for children with special needs	16
Roth conversion strategy	16
Business Financial Management	14
Attorney	13
Family Business	13
Retired	12
Doctor or Medical Professional	11
Disability insurance	10
Equity Recipients (RS/RSU, SOP, ESPP)	10
Military & Veterans	9
Technology Professional	9
Christian Faith Based	8
Airline Pilot	7
Expats	7
Cross-border / expatriate tax planning	5
Dentist	5
Parents	5
Student loan debt	5
Women's Finance	5
Young Families	5
Elder care planning	4
Intergenerational Families	4
Sandwich Generation	4
Immigrants	3

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