Financial advisors in Basking Ridge, NJ

58 match · page 1 of 2

Assunta McLane
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Daniel Long
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Debra Schatzki
Financial advisor at Bpp Wealth Solutions, LLC
Bpp Wealth Solutions, LLC · $247.3M AUM
CFP®VerifiedFinancial planning
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Diana Ianni
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
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Douglas Roberts
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Francis Dunn
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Giovanni Duran
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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James Foti
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Joseph Macellara
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
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Joseph Marrocco
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
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Lance Lipset
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Morgan Castner
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
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Pai-Su Kang
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Peter Carollo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Steven Feldstein
Financial advisor at Feldstein, Steven Dba Steven Feldstein & Associates
Feldstein, Steven Dba Steven Feldstein & Associates · $160M AUM
CFP®VerifiedFinancial planning
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Tori Benjamin
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
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Valerie Downs
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Alexander Petronella
Financial advisor at Stolzer Rothschild Levy LLC
Stolzer Rothschild Levy LLC · $166M AUM
VerifiedFinancial planning
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Carmela Nocerino
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Charles Tamayo-Mayorga
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel Colluccio
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Darren Lange
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Donald Marvel
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Duncan Roberts
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Fernando Valente
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Gary Motyczka
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Gary Smith
Financial advisor at Millenia Financial Partners, LLC
Millenia Financial Partners, LLC · $127.4M AUM
Verified
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George Cuevas
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gwen Gepfert
Financial advisor at Oaktree Financial Planning and Consulting
Oaktree Financial Planning and Consulting
VerifiedFinancial planning
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Howard Golick
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Basking Ridge, NJ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Basking Ridge, NJ.

How this list works

Before you hire an advisor in Basking Ridge, NJ