Financial advisors in New Providence, NJ

20 advisors

Anthony Barbera
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Lupo
Financial advisor at Tilson Financial Group Inc
Tilson Financial Group Inc · $750.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Tilson
Financial advisor at Tilson Financial Group Inc
Tilson Financial Group Inc · $750.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Prokop
Financial advisor at Tilson Financial Group Inc
Tilson Financial Group Inc · $750.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Falbo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jun Shim
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Wegman
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Scott
Financial advisor at Msm Financial Strategies
Msm Financial Strategies · $37M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Tilson
Financial advisor at Tilson Financial Group Inc
Tilson Financial Group Inc · $750.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Tilson
Financial advisor at Tilson Financial Group Inc
Tilson Financial Group Inc · $750.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephanie Spies
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terence Jones
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Killea
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Hernandez
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Gevin Robertson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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James Lovas
Financial advisor at Xpotential Inc.
Xpotential Inc. · $91.1M AUM
Verified
View page Check on SEC IAPD ↗
Michael Anicito
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randall Marquez
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sagar Bhimavarapu
Financial advisor at Mountain Avenue Capital LLC
Mountain Avenue Capital LLC · $14.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Soojan Shao
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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 New Providence, 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 New Providence, NJ.

How this list works

Before you hire an advisor in New Providence, NJ