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Find Retirement Advisors for Retirement Planning in Newark, 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 Newark, New Jersey
Last Updated - April 25, 2025Newark has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Newark, New Jersey have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Newark, 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 - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
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
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
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
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
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# 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Newark, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 655 Broad St., Newark, NJ, 07102 | $1,014,741,753,029 | 1021 | 1705 | A percentage of AUM, Fixed fees, Performance Based, Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES) |
| 2 | 655 Broad Street, Newark, NJ, 07102 | $315,351,503,018 | 167 | 558 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 655 Broad Street, Newark, NJ, 07102 | $93,422,358,205 | 170 | 173 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 655 Broad Street, 17th Floor Newark, NJ, 07102 | $25,675,970,685 | 34 | 267 | A percentage of AUM, Performance Based |
| 5 | 655 Broad Street, Newark, NJ, 07102 | $19,734,537,132 | 24 | 46 | A percentage of AUM |
| 6 | 655 Broad St., 10th Floor Newark, NJ, 07102 | $13,386,849,702 | 2 | 31 | A percentage of AUM, Performance Based |
| 7 | 655 Broad Street, Newark, NJ, 07102 | $3,582,625,285 | 2850 | 60 | A percentage of AUM |
| 8 | 45 Academy Street, Suite 200 Newark, NJ, 07102 | $1,639,918,000 | 9 | 8 | A percentage of AUM, Fixed fees, Performance Based, Other (INVESTMENT ADVISORY FEE) |
| 9 | 110 Edison Place, Newark, NJ, 07102 | $1,450,942,114 | 5 | 31 | A percentage of AUM, Performance Based |
| 10 | 110 Edison Place, Suite 304 Newark, NJ, 07102 | $1,268,372,594 | 14 | 9 | A percentage of AUM |
| 11 | 655 Broad Street, Newark, NJ, 07102 | $1,260,159,530 | 13 | 45 | A percentage of AUM |
| 12 | 50 Park Place, Suite 1004 Newark, NJ, 07102 | $601,717,542 | 2 | 6 | A percentage of AUM |
| 13 | 655 Broad Street, Floor 14 Newark, NJ, 07102 | $0 | 0 | 5 | Other (INTERCOMPANY PAYMENTS) |
| 14 | 751 Broad Street, Newark, NJ, 07102-3777 | $0 | 0 | 116 | Other (COMPENSATION FROM LPL ENTERPRISE, LLC) |
Information on Top Retirement Planning firms in Newark, New Jersey
QualificationsFirm CRD# 105676
Assets Under Management $1,014,741,753,029
No. Of Clients1021
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 1021 clients. The team consists of 1705 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (NONDISCRETIONARY ASSET ALLOCATION ADVICE/RESEARCH)
QualificationsFirm CRD# 105670
Assets Under Management $315,351,503,018
No. Of Clients167
Clients Per Financial Advisor0
PGIM INVESTMENTS LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $315B assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 clients. The team consists of 558 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 companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 129752
Assets Under Management $93,422,358,205
No. Of Clients170
Clients Per Financial Advisor1
PGIM QUANTITATIVE SOLUTIONS is a financial advisory firm situated in Newark, New Jersey. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 clients. The team consists of 173 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106442
Assets Under Management $25,675,970,685
No. Of Clients34
Clients Per Financial Advisor0
PGIM PRIVATE PLACEMENT INVESTORS, L.P. is a financial advisory firm situated in Newark, New Jersey. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 267 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# 286153
Assets Under Management $19,734,537,132
No. Of Clients24
Clients Per Financial Advisor1
PRUDENTIAL SELECT STRATEGIES LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 46 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 136274
Assets Under Management $13,386,849,702
No. Of Clients2
Clients Per Financial Advisor0
PGIM MULTI-ASSET SOLUTIONS LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 31 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 290235
Assets Under Management $3,582,625,285
No. Of Clients2850
Clients Per Financial Advisor48
PGIM CUSTOM HARVEST LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2850 clients. The team consists of 60 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# 282327
Assets Under Management $1,639,918,000
No. Of Clients9
Clients Per Financial Advisor1
BLUEPRINT CAPITAL ADVISORS LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
- Performance Based
- Other (INVESTMENT ADVISORY FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (RESEARCH AND PORTFOLIO ADVISORY SERVICES)
QualificationsFirm CRD# 315050
Assets Under Management $1,450,942,114
No. Of Clients5
Clients Per Financial Advisor0
HARBOURVIEW EQUITY PARTNERS, LLC is a financial advisory firm situated in Newark, 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 31 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# 313290
Assets Under Management $1,268,372,594
No. Of Clients14
Clients Per Financial Advisor2
PASSAIC PARTNERS LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 318800
Assets Under Management $1,260,159,530
No. Of Clients13
Clients Per Financial Advisor0
PGIM DC SOLUTIONS is a financial advisory firm situated in Newark, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
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
- Selection for other advisors
QualificationsFirm CRD# 316522
Assets Under Management $601,717,542
No. Of Clients2
Clients Per Financial Advisor0
CURASSET CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $602M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 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
QualificationsFirm CRD# 327165
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PGIM REAL ESTATE ADVISORS LLC is a financial advisory firm situated in Newark, 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 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (INTERCOMPANY PAYMENTS)
Financial Planning Services
- Other (INVESTMENT ADVICE REGARDING LOAN ORIGINATIONS)
QualificationsFirm CRD# 5685
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PRUCO SECURITIES, LLC is a financial advisory firm situated in Newark, 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 116 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (COMPENSATION FROM LPL ENTERPRISE
- LLC)
Financial Planning Services
- Selection for other advisors
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