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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 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 registration checks. 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 25, 2025Jersey City has 21 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Jersey City, New Jersey have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Jersey City, New Jersey
VERIFIEDDan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
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
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
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDSmallwood Wealth
CFP®, AIF®
Qualifications
Firm CRD# 288663
Series 7, 66
Minimum Assets Required
$150,000
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, Flat Fee, 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
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
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 Jersey City, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 101 Hudson Street, Jersey City, NJ, 07302 | $691,908,159,462 | 1840565 | 61 | A percentage of AUM |
| 2 | 30 Hudson Street, Jersey City, NJ, 07302-4804 | $238,757,080,041 | 30191 | 789 | A percentage of AUM, Performance Based |
| 3 | 30 Hudson Street, Floor 16 Jersey City, NJ, 07302 | $139,894,636,150 | 73 | 511 | A percentage of AUM, Fixed fees, Performance Based, Other (BILLED AT COST OF SERVICE) |
| 4 | 30 Hudson St, 16th Floor, Jersey City, NJ, 07302 | $57,895,542,486 | 89 | 98 | A percentage of AUM |
| 5 | 10 Exchange Place, 18th Floor, Jersey City, NJ, 07302 | $4,092,180,109 | 300 | 22 | A percentage of AUM, Other (PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)) |
| 6 | Newport Tower, 525 Washington Boulevard Jersey City, NJ, 07310 | $2,484,465,561 | 80 | 17 | A percentage of AUM, Performance Based |
| 7 | Harborside 5 185 Hudson Street, Suite 1640 Jersey City, NJ, 07311 | $1,952,266,950 | 1859 | 11 | A percentage of AUM, Commission Based |
| 8 | Harborside 5, 185 Hudson Street, Suite 1430 Jersey City, NJ, 07311 | $957,664,488 | 5 | 11 | A percentage of AUM, Performance Based, Other (MONITORING FEES) |
| 9 | 101 Hudson Street, 21st Floor, Suite 2100 Jersey City, NJ, 07302 | $513,435,212 | 4 | 7 | A percentage of AUM, Performance Based |
| 10 | 101 Hudson Street, 21st Floor Jersey City, NJ, 07302 | $446,675,066 | 667 | 8 | A percentage of AUM, Fixed fees |
| 11 | 30 Montgomery St, Suite 310 Jersey City, NJ, 07302 | $439,736,000 | 7 | 15 | A percentage of AUM, Performance Based, Other (EXPENSE REIMBURSEMENT) |
| 12 | 111 Town Square Place, Suite 1203 Jersey City, NJ, 07310 | $428,641,590 | 3 | 11 | A percentage of AUM |
| 13 | 525 Washington Blvd, Ste 2110 Jersey City, NJ, 07310 | $423,660,103 | 5 | 9 | Performance Based, Other (REIMBURSEMENT OF CERTAIN EXPENSES) |
| 14 | 111 Town Square Place, Suite 1203 Jersey City, NJ, 07310 | $409,504,007 | 8 | 22 | A percentage of AUM, Performance Based |
| 15 | 30 Hudson Street, Jersey City, NJ, 07302-4804 | $320,242,000 | 1 | 789 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Jersey City, New Jersey
QualificationsFirm CRD# 142558
Assets Under Management $691,908,159,462
No. Of Clients1840565
Clients Per Financial Advisor30173
MANAGED ACCOUNT ADVISORS LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $692B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1840565 clients. The team consists of 61 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 110391
Assets Under Management $238,757,080,041
No. Of Clients30191
Clients Per Financial Advisor38
LORD, ABBETT & CO. LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $239B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30191 clients. The team consists of 789 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (IMPERSONAL INVESTMENT ADVISORY SERVICES)
QualificationsFirm CRD# 150088
Assets Under Management $139,894,636,150
No. Of Clients73
Clients Per Financial Advisor0
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $140B assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 511 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 (BILLED AT COST OF SERVICE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 107338
Assets Under Management $57,895,542,486
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 $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 98 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 companies
- Selection for other advisors
QualificationsFirm CRD# 3140
Assets Under Management $4,092,180,109
No. Of Clients300
Clients Per Financial Advisor14
REAVES ASSET MANAGEMENT is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 22 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104870
Assets Under Management $2,484,465,561
No. Of Clients80
Clients Per Financial Advisor5
HUDSON EDGE INVESTMENT PARTNERS, 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 80 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 8517
Assets Under Management $1,952,266,950
No. Of Clients1859
Clients Per Financial Advisor169
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 1859 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 283128
Assets Under Management $957,664,488
No. Of Clients5
Clients Per Financial Advisor0
HUDSON COVE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
- Other (MONITORING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 166672
Assets Under Management $513,435,212
No. Of Clients4
Clients Per Financial Advisor1
US SELECT ASSET MANAGEMENT, INC. is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 7 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 vehicles
QualificationsFirm CRD# 281938
Assets Under Management $446,675,066
No. Of Clients667
Clients Per Financial Advisor83
DGS CAPITAL MANAGEMENT is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $447M assets under management, the firm specializes in crafting personalized retirement planning solutions for 667 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310615
Assets Under Management $439,736,000
No. Of Clients7
Clients Per Financial Advisor0
SCIENTECH RESEARCH LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (EXPENSE REIMBURSEMENT)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 333019
Assets Under Management $428,641,590
No. Of Clients3
Clients Per Financial Advisor0
MANTEIO SCALABLE TECHNOLOGIES LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $429M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 318863
Assets Under Management $423,660,103
No. Of Clients5
Clients Per Financial Advisor1
AXQ CAPITAL, LP is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $424M 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
- Performance Based
- Other (REIMBURSEMENT OF CERTAIN EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 311029
Assets Under Management $409,504,007
No. Of Clients8
Clients Per Financial Advisor0
MANTEIO CAPITAL LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 22 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 332701
Assets Under Management $320,242,000
No. Of Clients1
Clients Per Financial Advisor0
LORD ABBETT PRIVATE CREDIT ADVISOR LLC is a financial advisory firm situated in Jersey City, New Jersey. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 789 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 companies
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