Financial advisors in Princeton, NJ

42 match · page 1 of 2

Andrew Lieu
Financial advisor at Roundview Capital, LLC
Roundview Capital, LLC · $2.13B AUM
CFP®VerifiedFinancial planning
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Anthony Schaub
Financial advisor at Novi Wealth Partners
Novi Wealth Partners · $612.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Scharf
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Goerner
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Adams
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
CFP®VerifiedFinancial planning
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Daniel Hanley
Financial advisor at Princeton Global Asset Management LLC
Princeton Global Asset Management LLC · $921.3M AUM
CFP®VerifiedFinancial planning
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Daniel Walter
Financial advisor at Halberstadt Financial Consultants Inc
Halberstadt Financial Consultants Inc · $185M AUM
CFP®VerifiedFinancial planning
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David Milford
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Emil Baczyk
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Gregory Brez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Hema Joshi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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James Kilcommons
Financial advisor at Princeton Global Asset Management LLC
Princeton Global Asset Management LLC · $921.3M AUM
CFP®VerifiedFinancial planning
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Jeffrey Davidson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Jeffrey Mattonelli
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Justin Gelbman
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
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Karen Edelman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Leslie Shenkler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Lisa Jantorno
Financial advisor at Jantorno Financial Advisors, LLC
Jantorno Financial Advisors, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marlene Burns
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Matthew Gelfand
Financial advisor at Princeton Global Asset Management LLC
Princeton Global Asset Management LLC · $921.3M AUM
CFP®VerifiedFinancial planning
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Matthew Selihar
Financial advisor at Princeton Global Asset Management LLC
Princeton Global Asset Management LLC · $921.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael McLaughlin
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Michael Petrone
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Michael Sabatino
Financial advisor at Sabadoodle
Sabadoodle · $2M AUM
CFP®VerifiedFinancial planning
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Michael Stewart
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Nicholas Shelton
Financial advisor at Roundview Capital, LLC
Roundview Capital, LLC · $2.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Lebowitz
Financial advisor at Princeton Global Asset Management LLC
Princeton Global Asset Management LLC · $921.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Rothman
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Dunn
Financial advisor at Novi Wealth Partners
Novi Wealth Partners · $612.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Gregov
Financial advisor at Roche Financial Partners LLC
Roche Financial Partners LLC · $72.8M AUM
CFP®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 Princeton, 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 Princeton, NJ.

How this list works

Before you hire an advisor in Princeton, NJ