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Find Retirement Advisors for Retirement Planning in New Jersey

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in New Jersey, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in New Jersey

Last Updated - May 14, 2024

New Jersey has 21 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 357 non-vetted advisors in your local area. These retirement advisors in New Jersey have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in New Jersey

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Alex Tirso
CFP®, CIMA®, CRPC®
Ramapo Wealth Advisors

Qualifications
CRD# 6130816
Firm CRD# 283004
Series 7, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Christopher Badaracco
CFP®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.

Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Minimum Assets Required
$0

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Eric Mancini
CAIA®, CFP®, CFA®
Traphagen Financial Group

Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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Eric Nelson, CFP®, CEPA®
Independence Wealth

Qualifications
CRD# 5885266
Firm CRD# 297032
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee

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Hazel Secco
CFP®, CDFA®
Align Financial Solutions LLC

Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Michael Klein
CFP®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners

Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Ryan Woodring
CFP®
Heritage Investment Partners, LLP / LPL Financial Advisor

Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Scott Schwartz
CFP®
Bleakley Financial

Qualifications
CRD# 1315182
Firm CRD# 318366
Series 7, 63, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Daniel R. Martin
CFP®, AIF®
D.R. Martin and Associates

Qualifications
CRD# 4594651
Firm CRD# 39543
Series 7, 31, 66

Minimum Assets Required
$250,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Jim Bernstein
QEX Asset Management

Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

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Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Jennifer Keiling
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Rohi Batra
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Joseph Franciscone
Apollo Financial Advisors

Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®

Qualifications
CRD# 2063878
Firm CRD# 125838

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
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Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
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Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in New Jersey (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PGIM, INC.
655 Broad St.,
Newark, NJ, 7102
$983,853,862,8958741658
A Percentage of AUM, Fixed Fees, Performance Based, Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES)
2
UBS FINANCIAL SERVICES INC.
1200 Harbor Boulevard,
Weehawken, NJ, 7086
$600,808,847,012107747113059
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
3
MANAGED ACCOUNT ADVISORS LLC
101 Hudson Street,
Jersey City, NJ, 7302
$576,264,919,539173631764
A Percentage of AUM
4
METLIFE INVESTMENT MANAGEMENT, LLC
One Metlife Way,
Whippany, NJ, 7981
$481,198,610,1495881081
A Percentage of AUM, Performance Based, Other (COST PLUS; FEE BASED ON BOOK VALUE)
5
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive,
Princeton, NJ, 8540
$402,869,110,523448671157
A Percentage of AUM, Fixed Fees, Performance Based
6
PGIM INVESTMENTS LLC
655 Broad Street,
Newark, NJ, 7102
$311,778,009,814180509
A Percentage of AUM, Fixed Fees
7
LORD, ABBETT & CO. LLC
90 Hudson Street,
Jersey City, NJ, 07302-3973
$211,180,177,13618447730
A Percentage of AUM, Performance Based
8
PGIM QUANTITATIVE SOLUTIONS
655 Broad Street,
Newark, NJ, 7102
$84,769,177,469199197
A Percentage of AUM, Fixed Fees, Performance Based
9
PRUDENTIAL SELECT STRATEGIES LLC
655 Broad Street,
Newark, NJ, 7102
$62,223,194,04017154
A Percentage of AUM
10
SUNAMERICA ASSET MANAGEMENT, LLC
30 Hudson St, 16th Floor,
Jersey City, NJ, 7302
$53,240,106,5968991
A Percentage of AUM
11
HARDING LOEVNER LP
400 Crossing Blvd, Fourth Floor
Bridgewater, NJ, 8807
$47,749,238,2314701118
A Percentage of AUM, Performance Based
12
FRANKLIN MUTUAL ADVISERS, LLC
101 John F. Kennedy Parkway,
Short Hills, NJ, 07078-2789
$35,509,753,9997852
A Percentage of AUM, Performance Based
13
CONCORD ADVISORY GROUP LTD
700 Alexander Park, Suite 203 & 202
Princeton, NJ, 8540
$32,827,015,06819032
Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION)
14
OSAIC WEALTH, INC.
10 Exchange Place, Suite 1410
Jersey City, NJ, 7302
$29,536,149,6741492333704
A Percentage of AUM, Hourly charges, Fixed Fees
15
PRIVATE ADVISOR GROUP, LLC
65 Madison Avenue, Suite 300,
Morristown, NJ, 7960
$28,519,298,513114555713
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES)

Information on Top Retirement Planning firms in New Jersey

QualificationsFirm CRD# 105676

Assets Under Management $983,853,862,895

No. Of Clients874

Clients Per Financial Advisor1

PGIM, INC. is a financial advisory firm situated in Newark, New Jersey. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 874 clients. The team consists of 1658 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES
  • AND TRANSACTION FEES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 8174

Assets Under Management $600,808,847,012

No. Of Clients1077471

Clients Per Financial Advisor83

UBS FINANCIAL SERVICES INC. is a financial advisory firm situated in Weehawken, New Jersey. With a nearly $601B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1077471 clients. The team consists of 13059 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Security Rating
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 142558

Assets Under Management $576,264,919,539

No. Of Clients1736317

Clients Per Financial Advisor27130

MANAGED ACCOUNT ADVISORS LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $576B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1736317 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 142463

Assets Under Management $481,198,610,149

No. Of Clients588

Clients Per Financial Advisor1

METLIFE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Whippany, New Jersey. With a nearly $481B assets under management, the firm specializes in crafting personalized retirement planning solutions for 588 clients. The team consists of 1081 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (COST PLUS; FEE BASED ON BOOK VALUE)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108928

Assets Under Management $402,869,110,523

No. Of Clients44867

Clients Per Financial Advisor39

BLACKROCK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $403B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44867 clients. The team consists of 1157 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105670

Assets Under Management $311,778,009,814

No. Of Clients180

Clients Per Financial Advisor0

PGIM INVESTMENTS LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $312B assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 clients. The team consists of 509 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110391

Assets Under Management $211,180,177,136

No. Of Clients18447

Clients Per Financial Advisor25

LORD, ABBETT & CO. LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $211B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18447 clients. The team consists of 730 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 129752

Assets Under Management $84,769,177,469

No. Of Clients199

Clients Per Financial Advisor1

PGIM QUANTITATIVE SOLUTIONS is a financial advisory firm situated in Newark, New Jersey. With a nearly $85B assets under management, the firm specializes in crafting personalized retirement planning solutions for 199 clients. The team consists of 197 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 286153

Assets Under Management $62,223,194,040

No. Of Clients17

Clients Per Financial Advisor0

PRUDENTIAL SELECT STRATEGIES LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $62B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 154 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107338

Assets Under Management $53,240,106,596

No. Of Clients89

Clients Per Financial Advisor1

SUNAMERICA ASSET MANAGEMENT, LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 91 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104543

Assets Under Management $47,749,238,231

No. Of Clients4701

Clients Per Financial Advisor40

HARDING LOEVNER LP is a financial advisory firm situated in Bridgewater, New Jersey. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4701 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111376

Assets Under Management $35,509,753,999

No. Of Clients78

Clients Per Financial Advisor2

FRANKLIN MUTUAL ADVISERS, LLC is a financial advisory firm situated in Short Hills, New Jersey. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107291

Assets Under Management $32,827,015,068

No. Of Clients190

Clients Per Financial Advisor6

CONCORD ADVISORY GROUP LTD is a financial advisory firm situated in Princeton, New Jersey. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees
  • Other (% OF ASSESTS UNDER CONSULTATION)

Financial Planning Services

  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 23131

Assets Under Management $29,536,149,674

No. Of Clients149233

Clients Per Financial Advisor40

OSAIC WEALTH, INC. is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149233 clients. The team consists of 3704 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 155216

Assets Under Management $28,519,298,513

No. Of Clients114555

Clients Per Financial Advisor161

PRIVATE ADVISOR GROUP, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 114555 clients. The team consists of 713 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SOLICITOR/REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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