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Find Retirement Advisors for Retirement Planning in Jersey City, New Jersey
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Jersey City, New Jersey
Last Updated - April 17, 2024Jersey City has 21 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Jersey City, New Jersey have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Jersey City, New Jersey
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
VERIFIED Qualifications
CRD# 305173
Firm CRD# 305173
Series 3, 7, 63, 65, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
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
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
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
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
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
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
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
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
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
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
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
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Compensation/Fee
Fee-Only, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Jersey City, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street, Jersey City, NJ, 7302 | $576,264,919,539 | 1736317 | 64 | A Percentage of AUM |
| 2 | LORD, ABBETT & CO. LLC 90 Hudson Street, Jersey City, NJ, 07302-3973 | $211,180,177,136 | 18447 | 730 | A Percentage of AUM, Performance Based |
| 3 | SUNAMERICA ASSET MANAGEMENT, LLC 30 Hudson St, 16th Floor, Jersey City, NJ, 7302 | $53,240,106,596 | 89 | 91 | A Percentage of AUM |
| 4 | 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 |
| 5 | REAVES ASSET MANAGEMENT 10 Exchange Place, 18th Floor, Jersey City, NJ, 7302 | $3,113,917,373 | 642 | 21 | A Percentage of AUM, Other (PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)) |
| 6 | UNIGESTION (US) LTD Harborside Financial Center Plaza 10,, Suite 203 Jersey City, NJ, 7311 | $2,628,000,000 | 27 | 8 | A Percentage of AUM, Other (GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES) |
| 7 | HGK ASSET MANAGEMENT INC Newport Tower, 525 Washington Boulevard Jersey City, NJ, 7310 | $2,064,347,338 | 81 | 17 | A Percentage of AUM, Performance Based |
| 8 | ABNER HERRMAN & BROCK, LLC Harborside 5 185 Hudson Street, Suite 1640 Jersey City, NJ, 7311 | $1,653,326,087 | 1641 | 11 | A Percentage of AUM, Commission Based |
| 9 | HUDSON COVE CAPITAL MANAGEMENT LLC Harborside 5, 185 Hudson Street, Suite 1430 Jersey City, NJ, 7311 | $737,963,372 | 4 | 12 | A Percentage of AUM, Performance Based, Other (MONITORING FEES) |
| 10 | MANTEIO CAPITAL LLC 111 Town Square Place, Suite 1203 Jersey City, NJ, 7310 | $530,528,055 | 8 | 16 | A Percentage of AUM, Performance Based |
| 11 | US SELECT ASSET MANAGEMENT, INC. Harborside Plaza 2, 200 Hudson St, 10th Floor Jersey City, NJ, 7311 | $520,384,372 | 5 | 9 | A Percentage of AUM, Performance Based |
| 12 | GLOVISTA INVESTMENTS LLC One Evertrust Plaza, 11th Floor Jersey City, NJ, 7302 | $321,195,403 | 111 | 5 | A Percentage of AUM, Performance Based |
| 13 | ROANOKE ASSET MANAGEMENT CORP Harborside 5, 185 Hudson St., Suite 1640 Jersey City, NJ, 07311-1213 | $267,524,132 | 117 | 4 | A Percentage of AUM, Performance Based |
| 14 | DGS CAPITAL MANAGEMENT 101 Hudson Street, 21st Floor Jersey City, NJ, 7302 | $260,105,272 | 414 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | AXQ CAPITAL, LP 525 Washington Blvd, Ste 2110 Jersey City, NJ, 7310 | $196,203,307 | 4 | 13 | Performance Based, Other (REIMBURSEMENT OF CERTAIN EXPENSES) |
Information on Top Retirement Planning firms in Jersey City, New Jersey
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# 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# 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# 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# 3140
Assets Under Management $3,113,917,373
No. Of Clients642
Clients Per Financial Advisor31
REAVES ASSET MANAGEMENT is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA))
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 305038
Assets Under Management $2,628,000,000
No. Of Clients27
Clients Per Financial Advisor3
UNIGESTION (US) LTD is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104870
Assets Under Management $2,064,347,338
No. Of Clients81
Clients Per Financial Advisor5
HGK ASSET MANAGEMENT INC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 17 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 8517
Assets Under Management $1,653,326,087
No. Of Clients1641
Clients Per Financial Advisor149
ABNER HERRMAN & BROCK, LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1641 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Commission Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 283128
Assets Under Management $737,963,372
No. Of Clients4
Clients Per Financial Advisor0
HUDSON COVE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $738M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (MONITORING FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 311029
Assets Under Management $530,528,055
No. Of Clients8
Clients Per Financial Advisor1
MANTEIO CAPITAL LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $531M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 16 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 166672
Assets Under Management $520,384,372
No. Of Clients5
Clients Per Financial Advisor1
US SELECT ASSET MANAGEMENT, INC. is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $520M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 9 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 pooled Investment
QualificationsFirm CRD# 146382
Assets Under Management $321,195,403
No. Of Clients111
Clients Per Financial Advisor22
GLOVISTA INVESTMENTS LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 5 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107063
Assets Under Management $267,524,132
No. Of Clients117
Clients Per Financial Advisor29
ROANOKE ASSET MANAGEMENT CORP is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 4 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 281938
Assets Under Management $260,105,272
No. Of Clients414
Clients Per Financial Advisor52
DGS CAPITAL MANAGEMENT is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 414 clients. The team consists of 8 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 318863
Assets Under Management $196,203,307
No. Of Clients4
Clients Per Financial Advisor0
AXQ CAPITAL, LP is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (REIMBURSEMENT OF CERTAIN EXPENSES)
Financial Planning Services
- Portfolio Management for pooled Investment
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