Financial advisors in Edison, NJ

97 advisors · page 1 of 4

Kenneth Dugan
Financial advisor at Leo Wealth, LLC
Leo Wealth, LLC · $3.21B AUM
CFP®VerifiedFinancial planning
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Neil Renner
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Pai-Yen Chung
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
CFP®Verified
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Parimal Patel
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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Robert Imparato
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Ryan Petti
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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Adelaide Agyemang
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Aditya Krishnaswamy
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Alan Babbitt
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Amy Sorge
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Anna Stotka
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Anthony Condina
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Anthony Uccio
Financial advisor at Geremia Financial Services, LLC
Geremia Financial Services, LLC · $132.2M AUM
VerifiedFinancial planning
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Arvind Sood
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Asgher Ali
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Aster Getahun
Financial advisor at Rmr Wealth Builders, Inc.
Rmr Wealth Builders, Inc. · $2.89B AUM
VerifiedFinancial planning
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Azeez Namazi
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Bobby Belvin
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Brian Segel
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Carlos Cadavillo
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Charles Duryee
Financial advisor at Leo Wealth, LLC
Leo Wealth, LLC · $3.21B AUM
VerifiedFinancial planning
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Christian Becerra
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Craig Ballington
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Craig Hyldahl
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Daniel Paonessa
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Dave Lalla
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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David Lim
Financial advisor at Leo Wealth, LLC
Leo Wealth, LLC · $3.21B AUM
VerifiedFinancial planning
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Diego Correa
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Edward Barrett
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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Eli Cohen
Financial advisor at Perigon Wealth Management, LLC
Perigon Wealth Management, LLC · $11.29B 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 Edison, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Edison, NJ.

How this list works

Before you hire an advisor in Edison, NJ