Browse all High-net-worth 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	5,373
Executive	3,526
Approaching retirement	2,437
Cash flow / budgeting	2,259
Mid-Career Professionals	1,964
General retirement planning	1,942
Retired	1,899
Equity compensation tax strategy	1,840
Tax-loss harvesting	960
ESG / Sustainable investing	912
Private / alternative investments	704
Retirement income strategy	632
Options & derivatives strategies	607
Wealth management	587
Retirement plans for business owners (SEP, solo 401k)	568
Social Security optimization	498
Business exit / sale strategy	472
Active portfolio management	412
Divorce financial planning	358
Technology Professional	306
Concentrated stock management	218
Real estate investing	170
General estate planning guidance	169
General tax planning	122
Passive / index investing	103
Charitable giving & philanthropy	89
College savings (529s, UTMA, etc.)	88
Established Professionals	73
Values-based investing	72
Income planning	55
Factor investing / smart beta	50
Business ownership considerations	45
Women Professionals	39
Annuities	34
Multi-generational wealth transfer	34
Debt management	25
Financial Professional	22
Tax strategies for small businesses	21
Long-term care insurance	20
HENRY (High Earners, Not Rich Yet)	16
Business succession planning	12
Family Business	11
Retired	10
Retirement withdrawal strategies	10
Equity Recipients (RS/RSU, SOP, ESPP)	6
Intergenerational Families	5
Life insurance needs analysis	5
Self-Employed	5
Doctor or Medical Professional	4
Married/Couples/Partners	4

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