Financial advisors in Mahwah, NJ

34 advisors · page 1 of 2

Davis Rieman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Dru Burns
Financial advisor at Drucker Wealth
Drucker Wealth · $891.2M AUM
CFP®VerifiedFinancial planning
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Richard Grofsick
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
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Angela Folit
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Anthony Siciliano
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Benjamin Irizarry
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Christine Weber
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Christopher Spencer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Claudia Rodriguez
Financial advisor at Cenacle Partners
Cenacle Partners · $74.6M AUM
VerifiedFinancial planning
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Edward Condon
Financial advisor at Cenacle Partners
Cenacle Partners · $74.6M AUM
VerifiedFinancial planning
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Ernest Escobar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Evan Levitsky
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Gerald Castellano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Hayley Rieman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Howard Gershman
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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James Capitanello
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jerome Casola
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Jesse Newman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Decorso
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Kyle Grofsick
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Lance Drucker
Financial advisor at Drucker Wealth
Drucker Wealth · $891.2M AUM
VerifiedFinancial planning
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Martino Siciliano
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Michael Fasano
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Michael Grofsick
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Michael Grofsick
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Michael Melly
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Nancy Amalfitano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Paul Diaz
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Raelynn Harlach
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
VerifiedFinancial planning
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Rohan James
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗

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 Mahwah, 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 Mahwah, NJ.

How this list works

Before you hire an advisor in Mahwah, NJ