Financial advisors in Northfield, NJ

77 advisors · page 1 of 3

Amy Godfrey
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Charles Donovan
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Christopher Crowe
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Daniel Lesneski
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
CFP®VerifiedFinancial planning
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Gordon Shearer
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
CFP®VerifiedFinancial planning
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Jeffrey Hilliard
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
CFP®VerifiedFinancial planning
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Joseph Barrett
Financial advisor at Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, Incorporated · $18.92B AUM
CFP®VerifiedFinancial planning
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Matthew Reynolds
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
CFP®VerifiedFinancial planning
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Philip Tompkins
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
CFP®VerifiedFinancial planning
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Richard Cohen
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Robert Kernan
Financial advisor at Northstar Advisory Group, LLC
Northstar Advisory Group, LLC · $377M AUM
CFP®VerifiedFinancial planning
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Robert Martin
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
CFP®VerifiedFinancial planning
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Teresa Zipf
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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Alec Sachais
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Alexander Clark
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Amy Fischer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Libero
Financial advisor at Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, Incorporated · $18.92B AUM
VerifiedFinancial planning
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Anthony Vitagliano
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Arlene McDonald
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Brett Hina
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
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Charles Collins
Financial advisor at Toews Asset Management
Toews Asset Management · $1.04B AUM
Verified
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Charles Fahy
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Malamut
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Christina Cannizzaro
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Christopher Collins
Financial advisor at Toews Asset Management
Toews Asset Management · $1.04B AUM
Verified
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Cletus Schwegman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Cory Kendall
Financial advisor at Toews Asset Management
Toews Asset Management · $1.04B AUM
Verified
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Dean Scarpa
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Diane Levin
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donna Savastani
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B 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 Northfield, 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 Northfield, NJ.

How this list works

Before you hire an advisor in Northfield, NJ