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Find Retirement Advisors for Retirement Planning in Morristown, 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 Morristown, New Jersey
Last Updated - May 18, 2025Morristown has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Morristown, New Jersey have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Morristown, New Jersey
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 340 Madison Avenue,
New York, NY 10173 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 - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
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
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
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
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
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Morristown, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 305 Madison Avenue, Morristown, NJ, 07960 | $35,289,437,628 | 129657 | 746 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES) |
| 2 | 360 Mt. Kemble Ave, Morristown, NJ, 07960 | $5,752,893,260 | 2900 | 83 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY MANAGED ASSET PROGRAM) |
| 3 | 163 Madison Avenue, Morristown, NJ, 07960 | $4,018,244,995 | 2833 | 45 | A percentage of AUM, Fixed fees |
| 4 | 305 Madison Avenue, Suite 200 Morristown, NJ, 07960 | $1,944,104,234 | 3243 | 10 | A percentage of AUM |
| 5 | 161 Madison Avenue, Morristown, NJ, 07960 | $1,287,544,058 | 80 | 4 | A percentage of AUM |
| 6 | 21 South Street, Morristown, NJ, 07960 | $927,797,743 | 32 | 63 | A percentage of AUM, Performance Based |
| 7 | 62 Elm Street, Morristown, NJ, 07960 | $862,327,787 | 51 | 15 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 230 Madison Avenue, Morristown, NJ, 07960 | $815,751,011 | 842 | 8 | A percentage of AUM, Fixed fees |
| 9 | 2140 Headquarters Plaza, East Tower 2nd Floor Morristown, NJ, 07960 | $143,698,686 | 7 | 5 | A percentage of AUM, Performance Based |
| 10 | 305 Madison Avenue, Morristown, NJ, 07962 | $0 | 0 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Morristown, New Jersey
QualificationsFirm CRD# 155216
Assets Under Management $35,289,437,628
No. Of Clients129657
Clients Per Financial Advisor174
PRIVATE ADVISOR GROUP, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129657 clients. The team consists of 746 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (SOLICITATION/REFERRAL)
QualificationsFirm CRD# 132330
Assets Under Management $5,752,893,260
No. Of Clients2900
Clients Per Financial Advisor35
SIMON QUICK ADVISORS, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2900 clients. The team consists of 83 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 (THIRD PARTY MANAGED ASSET PROGRAM)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 226547
Assets Under Management $4,018,244,995
No. Of Clients2833
Clients Per Financial Advisor63
BEACON TRUST is a financial advisory firm situated in Morristown, New Jersey. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2833 clients. The team consists of 45 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 281511
Assets Under Management $1,944,104,234
No. Of Clients3243
Clients Per Financial Advisor324
WASHINGTON CROSSING ADVISORS LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3243 clients. The team consists of 10 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
QualificationsFirm CRD# 105208
Assets Under Management $1,287,544,058
No. Of Clients80
Clients Per Financial Advisor20
BLACKHILL CAPITAL, INC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 157865
Assets Under Management $927,797,743
No. Of Clients32
Clients Per Financial Advisor1
HIMCO, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $928M assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 63 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# 160231
Assets Under Management $862,327,787
No. Of Clients51
Clients Per Financial Advisor3
NEW VERNON CAPITAL is a financial advisory firm situated in Morristown, New Jersey. With a nearly $862M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 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
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 104567
Assets Under Management $815,751,011
No. Of Clients842
Clients Per Financial Advisor105
MCRAE CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Morristown, New Jersey. With a nearly $816M assets under management, the firm specializes in crafting personalized retirement planning solutions for 842 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 331527
Assets Under Management $143,698,686
No. Of Clients7
Clients Per Financial Advisor1
DIADEMA PARTNERS LP is a financial advisory firm situated in Morristown, New Jersey. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 299133
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PRIVATE ADVISOR NETWORK, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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