Browse all Large-firm 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	15,565
Executive	10,594
Tax-loss harvesting	7,298
Wealth management	6,589
Retired	5,707
Mid-Career Professionals	4,576
Approaching retirement	3,866
Active portfolio management	3,522
General retirement planning	3,455
HENRY (High Earners, Not Rich Yet)	3,397
General estate planning guidance	3,278
Retirement plans for business owners (SEP, solo 401k)	2,946
Cash flow / budgeting	2,919
Retirement income strategy	2,760
ESG / Sustainable investing	2,092
Equity compensation tax strategy	1,935
College savings (529s, UTMA, etc.)	1,869
Business exit / sale strategy	1,524
Social Security optimization	1,237
Passive / index investing	1,199
Charitable giving & philanthropy	1,146
Self-Employed	1,130
Income planning	1,093
Private / alternative investments	1,064
Annuities	980
Divorce financial planning	878
Attorney	767
Retirement withdrawal strategies	709
Multi-generational wealth transfer	623
Concentrated stock management	572
Married/Couples/Partners	474
Divorced	443
Financial Professional	429
Planning for children with special needs	380
Options & derivatives strategies	323
Consultant	305
Technology Professional	305
Real estate investing	288
Business succession planning	254
Women Professionals	240
Parents	232
Business ownership considerations	173
Established Professionals	161
Values-based investing	135
Educators, Teachers, and Academics	130
Intergenerational Families	125
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	121
Long-term care insurance	78
Debt management	57
Equity Recipients (RS/RSU, SOP, ESPP)	53
Liquidity event planning	53
Family Business	47
General tax planning	47
Doctor or Medical Professional	46
Professional Athlete	22
Medicare planning	19
Young Professionals	16
Entertainment Industry	14
Startup equity planning	14
Military & Veterans	13
Stock option exercise strategy	13
Inheritance planning	9

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