Browse all Seasoned 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	7,652
Executive	4,908
Wealth management	3,657
Retired	3,370
Tax-loss harvesting	3,363
Retirement plans for business owners (SEP, solo 401k)	2,056
Mid-Career Professionals	1,694
Active portfolio management	1,677
Approaching retirement	1,676
General estate planning guidance	1,667
Retirement income strategy	1,557
General retirement planning	1,556
HENRY (High Earners, Not Rich Yet)	1,468
Cash flow / budgeting	1,336
College savings (529s, UTMA, etc.)	1,157
ESG / Sustainable investing	1,019
Private / alternative investments	820
Business exit / sale strategy	815
Annuities	728
Income planning	706
Equity compensation tax strategy	689
Options & derivatives strategies	662
Charitable giving & philanthropy	629
Social Security optimization	617
Divorce financial planning	535
Passive / index investing	491
Concentrated stock management	441
Retirement withdrawal strategies	435
Self-Employed	426
Attorney	349
Multi-generational wealth transfer	315
Planning for children with special needs	270
Married/Couples/Partners	263
Business succession planning	227
Financial Professional	218
Real estate investing	191
General tax planning	121
Parents	119
Women Professionals	115
Business ownership considerations	113
Consultant	93
Technology Professional	93
Established Professionals	83
Long-term care insurance	58
Educators, Teachers, and Academics	57
Values-based investing	52
Debt management	36
Retired	34
Tax strategies for small businesses	34
Intergenerational Families	32
Life insurance needs analysis	31
Factor investing / smart beta	28
Doctor or Medical Professional	25
Family Business	22
Liquidity event planning	22
Business sale tax planning	21
Business Financial Management	20
Equity Recipients (RS/RSU, SOP, ESPP)	17
Professional Athlete	16
Trust structures (GRAT, IDGT, revocable)	14
Medicare planning	11
Stock option exercise strategy	11
Young Professionals	9
Disability insurance	8
Charitable giving tax strategies	7
Roth conversion strategy	7
Religious/faith focused	6
Startup equity planning	6
Dentist	5

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