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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 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 Newark, New Jersey

Last Updated - April 13, 2024

Newark has 18 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Newark, New Jersey

VERIFIED

Hazel Secco
CFP^®, CDFA^®
Align Financial Solutions LLC

Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

50 Harrison St, #212C,
Hoboken, NJ 07030 See Details

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

Find An Advisor

VERIFIED

Joseph Franciscone
Apollo Financial Advisors

Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

51 JFK Parkway,
First Floor West,
Short Hills, NJ 07078 See Details

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

Find An Advisor

VERIFIED

Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

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

Find An Advisor

VERIFIED

Michael Klein
CFP^®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66

Minimum Assets Required
$250,000

Address

100 Passaic Ave,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Ryan Woodring
CFP^®
Heritage Investment Partners, LLP / LPL Financial Advisor

Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66

Minimum Assets Required
$100,000

Address

97 Main Street,
Chatham, NJ 07928 See Details

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

Find An Advisor

VERIFIED

HIGHLAND Financial Advisors, LLC
RLP ^®, CFP^®, AIF^®

Qualifications
CRD# 2063878
Firm CRD# 125838

Minimum Assets Required
$1,000,000

Address

1680 Route 23 N,
Suite 210,
Wayne, NJ 07470 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Eric Mancini
CAIA^®, CFP^®, CFA^®
Traphagen Financial Group

Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65

Minimum Assets Required
$500,000

Address

234 Kinderkamack Rd,
Oradell, NJ 07649 See Details

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

Find An Advisor

VERIFIED

Quotient Wealth Partners
CPA, CFP^®, CFA^®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

55 Madison Avenue,
Morristown, NJ 07950 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Condor Capital Wealth Management
CFP^®, CIMA^®, EA, CFA^®, CDFA^®

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

Address

1973 Washington Valley Road,
Martinsville, NJ 08836 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Alex Tirso
CFP^®, CIMA^®, CRPC^®
Ramapo Wealth Advisors

Qualifications
CRD# 6130816
Firm CRD# 283004
Series 7, 66

Minimum Assets Required
$100,000

Address

500 N Franklin Turnpike,
Suite 322,
Ramsey, NJ 07446 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Christopher Badaracco
CFP^®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Address

20 N Central Avenue suite 2 Ramsey,
Ramsey, NJ 07446 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jennifer Keiling
CRPC^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

328 Newman Springs Road,
Red Bank, NJ 07701 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.

Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Minimum Assets Required
$0

Address

12 Christopher Way,
Suite #200,
Eatontown, NJ 07724 See Details

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

Find An Advisor

VERIFIED

Matt Cuiffo
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Address

1130 RXR Plaza,
Uniondale, NY 11556 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Rohi Batra
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An 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	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	PGIM INVESTMENTS LLC 655 Broad Street, Newark, NJ, 7102	$311,778,009,814	180	509	A Percentage of AUM, Fixed Fees
3	PGIM QUANTITATIVE SOLUTIONS 655 Broad Street, Newark, NJ, 7102	$84,769,177,469	199	197	A Percentage of AUM, Fixed Fees, Performance Based
4	PRUDENTIAL SELECT STRATEGIES LLC 655 Broad Street, Newark, NJ, 7102	$62,223,194,040	17	154	A Percentage of AUM
5	PGIM PRIVATE PLACEMENT INVESTORS, L.P. 655 Broad Street, 17th Floor Newark, NJ, 7102	$25,132,819,782	33	274	A Percentage of AUM, Performance Based
6	PRUDENTIAL FINANCIAL PLANNING SERVICES 751 Broad Street, Newark, NJ, 07102-3777	$14,029,321,422	106737	2500	A Percentage of AUM, Hourly charges, Fixed Fees
7	PGIM CUSTOM HARVEST LLC 655 Broad Street, Newark, NJ, 7102	$2,382,084,895	1081	12	A Percentage of AUM, Other (SEE SCHEDULE D - MISCELLANEOUS)
8	BLUEPRINT CAPITAL ADVISORS LLC 45 Academy Street, Suite 200 Newark, NJ, 7102	$1,636,119,000	9	10	A Percentage of AUM, Fixed Fees, Performance Based, Other (INVESTMENT ADVISORY FEE)
9	HARBOURVIEW EQUITY PARTNERS, LLC 110 Edison Place, Newark, NJ, 7102	$1,298,486,013	3	22	A Percentage of AUM, Performance Based
10	PASSAIC PARTNERS LLC 110 Edison Place, Suite 304 Newark, NJ, 7102	$1,224,575,448	13	8	A Percentage of AUM
11	CURASSET CAPITAL MANAGEMENT, LLC 50 Park Place, Suite 1004 Newark, NJ, 7102	$440,105,214	2	5	A Percentage of AUM
12	PGIM PORTFOLIO ADVISORY 655 Broad St., 10th Floor Newark, NJ, 7102	$0	0	10	A Percentage of AUM, Performance Based
13	PGIM REAL ESTATE ADVISORS LLC 655 Broad Street, Floor 14 Newark, NJ, 7102	$0	0	5	Other (INTERCOMPANY PAYMENTS)
14	PGIM DC SOLUTIONS 655 Broad Street, Newark, NJ, 7102	$0	0	48	A Percentage of AUM

Information on Top Retirement Planning firms in Newark, New Jersey

PGIM, INC.

Find an Advisor

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

View Full Profile

PGIM INVESTMENTS LLC

Find an Advisor

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

View Full Profile

PGIM QUANTITATIVE SOLUTIONS

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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

View Full Profile

PRUDENTIAL SELECT STRATEGIES LLC

Find an Advisor

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

View Full Profile

PGIM PRIVATE PLACEMENT INVESTORS, L.P.

Find an Advisor

QualificationsFirm CRD# 106442

Assets Under Management $25,132,819,782

No. Of Clients33

Clients Per Financial Advisor0

PGIM PRIVATE PLACEMENT INVESTORS, L.P. is a financial advisory firm situated in Newark, New Jersey. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 274 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

View Full Profile

PRUDENTIAL FINANCIAL PLANNING SERVICES

Find an Advisor

QualificationsFirm CRD# 5685

Assets Under Management $14,029,321,422

No. Of Clients106737

Clients Per Financial Advisor43

PRUDENTIAL FINANCIAL PLANNING SERVICES is a financial advisory firm situated in Newark, New Jersey. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 106737 clients. The team consists of 2500 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
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

PGIM CUSTOM HARVEST LLC

Find an Advisor

QualificationsFirm CRD# 290235

Assets Under Management $2,382,084,895

No. Of Clients1081

Clients Per Financial Advisor90

PGIM CUSTOM HARVEST 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 1081 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
Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

BLUEPRINT CAPITAL ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 282327

Assets Under Management $1,636,119,000

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 10 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
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

HARBOURVIEW EQUITY PARTNERS, LLC

Find an Advisor

QualificationsFirm CRD# 315050

Assets Under Management $1,298,486,013

No. Of Clients3

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 3 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

View Full Profile

PASSAIC PARTNERS LLC

Find an Advisor

QualificationsFirm CRD# 313290

Assets Under Management $1,224,575,448

No. Of Clients13

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 13 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

Financial Planning Services

Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

View Full Profile

CURASSET CAPITAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 316522

Assets Under Management $440,105,214

No. Of Clients2

Clients Per Financial Advisor0

CURASSET CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Newark, New Jersey. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

Financial Planning Services

Portfolio Management for Investment

View Full Profile

PGIM PORTFOLIO ADVISORY

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QualificationsFirm CRD# 136274

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PGIM PORTFOLIO ADVISORY 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 10 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 Business
Selection of Other Advisors

View Full Profile

PGIM REAL ESTATE ADVISORS LLC

Find an Advisor

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

View Full Profile

PGIM DC SOLUTIONS

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QualificationsFirm CRD# 318800

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PGIM DC SOLUTIONS 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 48 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 Business
Selection of Other Advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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