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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 - April 20, 2024New 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in New Jersey
VERIFIEDAlex 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
VERIFIEDChristopher 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
VERIFIEDDaniel 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
VERIFIEDEric 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
VERIFIEDEric 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
VERIFIEDFrank 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
VERIFIEDHazel 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
VERIFIEDMichael 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
VERIFIEDPaul 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
VERIFIEDRyan 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
VERIFIEDScott 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
VERIFIEDDaniel 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
VERIFIEDJim 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
VERIFIEDPeter 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
VERIFIEDJennifer 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
VERIFIEDRohi 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
VERIFIEDJoseph 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
VERIFIED 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
VERIFIEDHIGHLAND 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
VERIFIEDCondor 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
VERIFIEDQuotient 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PGIM, INC. 655 Broad St., Newark, NJ, 7102 | $983,853,862,895 | 874 | 1658 | 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 | $600,808,847,012 | 1077471 | 13059 | 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 | $576,264,919,539 | 1736317 | 64 | A Percentage of AUM |
| 4 | METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way, Whippany, NJ, 7981 | $481,198,610,149 | 588 | 1081 | 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 | $402,869,110,523 | 44867 | 1157 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | PGIM INVESTMENTS LLC 655 Broad Street, Newark, NJ, 7102 | $311,778,009,814 | 180 | 509 | A Percentage of AUM, Fixed Fees |
| 7 | LORD, ABBETT & CO. LLC 90 Hudson Street, Jersey City, NJ, 07302-3973 | $211,180,177,136 | 18447 | 730 | A Percentage of AUM, Performance Based |
| 8 | PGIM QUANTITATIVE SOLUTIONS 655 Broad Street, Newark, NJ, 7102 | $84,769,177,469 | 199 | 197 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | PRUDENTIAL SELECT STRATEGIES LLC 655 Broad Street, Newark, NJ, 7102 | $62,223,194,040 | 17 | 154 | A Percentage of AUM |
| 10 | SUNAMERICA ASSET MANAGEMENT, LLC 30 Hudson St, 16th Floor, Jersey City, NJ, 7302 | $53,240,106,596 | 89 | 91 | A Percentage of AUM |
| 11 | HARDING LOEVNER LP 400 Crossing Blvd, Fourth Floor Bridgewater, NJ, 8807 | $47,749,238,231 | 4701 | 118 | A Percentage of AUM, Performance Based |
| 12 | FRANKLIN MUTUAL ADVISERS, LLC 101 John F. Kennedy Parkway, Short Hills, NJ, 07078-2789 | $35,509,753,999 | 78 | 52 | A Percentage of AUM, Performance Based |
| 13 | CONCORD ADVISORY GROUP LTD 700 Alexander Park, Suite 203 & 202 Princeton, NJ, 8540 | $32,827,015,068 | 190 | 32 | Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION) |
| 14 | OSAIC WEALTH, INC. 10 Exchange Place, Suite 1410 Jersey City, NJ, 7302 | $29,536,149,674 | 149233 | 3704 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | PRIVATE ADVISOR GROUP, LLC 65 Madison Avenue, Suite 300, Morristown, NJ, 7960 | $28,519,298,513 | 114555 | 713 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.