Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Princeton has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 28 non-vetted advisors in your local area. These retirement advisors in Princeton, New Jersey have an average of 23 years of experience.
Peter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
Qualifications
Firm CRD# 104920
Series 65
Minimum Assets Required
$500,000
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.
Fee-Only, Based on Assets
Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Minimum Assets Required
$0
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Fee-Based, Hourly, Flat Fee, Based on Assets
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Qualifications
CRD# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65
Minimum Assets Required
$100,000
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.
Fee-Based, Commissions, Based on Assets
Jim Bernstein
QEX Asset Management
Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65
Minimum Assets Required
$50,000
Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Limerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS
Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive, Princeton, NJ, 8540 | $402,869,110,523 | 44867 | 1157 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | CONCORD ADVISORY GROUP LTD 700 Alexander Park, Suite 203 & 202 Princeton, NJ, 8540 | $32,827,015,068 | 190 | 32 | Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION) |
3 | WATERMARK GROUP, INC. 47 Hulfish Street, Suite 201 Princeton, NJ, 8542 | $2,599,231,832 | 3 | 20 | A Percentage of AUM, Performance Based |
4 | SYSTEMATIC ALPHA INVESTMENTS, LLC 36 Mercer Street, Princeton, NJ, 8540 | $1,973,270,000 | 3 | 1 | A Percentage of AUM, Fixed Fees |
5 | EDGESTREAM PARTNERS, L.P. 902 Carnegie Center, Suite 200, Princeton, NJ, 8540 | $1,790,003,362 | 4 | 37 | A Percentage of AUM, Performance Based |
6 | EDISON PARTNERS MANAGEMENT, LLC 281 Witherspoon Street, Floor 3 Princeton, NJ, 8540 | $1,455,201,252 | 15 | 26 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE) |
7 | KB FINANCIAL PARTNERS, LLC 300 Carnegie Center #240, Princeton, NJ, 8540 | $1,301,599,752 | 1175 | 17 | A Percentage of AUM, Fixed Fees, Other (PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS) |
8 | ROUNDVIEW CAPITAL, LLC 182 Nassau Street, Suite 201 Princeton, NJ, 08542-7000 | $1,175,455,086 | 1512 | 12 | A Percentage of AUM, Fixed Fees |
9 | PRYSM CAPITAL, L.P. 188 Nassau Street, Suite 1, Princeton, NJ, 08542-7005 | $826,848,894 | 24 | 10 | A Percentage of AUM, Performance Based |
10 | PRINCETON GLOBAL ASSET MANAGEMENT LLC 17 Hulfish Street, Suite 240 Princeton, NJ, 8542 | $491,388,921 | 892 | 13 | A Percentage of AUM, Fixed Fees |
11 | PRINCETON EQUITY GROUP 47 Hulfish Street, Suite 300 Princeton, NJ, 8542 | $471,731,589 | 2 | 13 | A Percentage of AUM, Performance Based |
12 | DUMONT & BLAKE INVESTMENT ADVISORS LLC 731 Alexander Road, Suite 301 Princeton, NJ, 8540 | $449,076,441 | 937 | 8 | A Percentage of AUM, Fixed Fees |
13 | NOVI WEALTH PARTNERS 512 Executive Drive, Princeton, NJ, 8540 | $360,999,046 | 750 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | LANDSEER ADVISORS LLC 353 Nassau Street, Floor 2 Princeton, NJ, 8540 | $305,178,759 | 2 | 4 | A Percentage of AUM, Fixed Fees, Performance Based |
15 | EKS ASSOCIATES 601 Ewing Street, Suite A-7 Princeton, NJ, 8540 | $278,761,107 | 495 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 108928
Assets Under Management $402,869,110,523
No. Of Clients44867
Clients Per Financial Advisor39
BLACKROCK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $403B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44867 clients. The team consists of 1157 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107291
Assets Under Management $32,827,015,068
No. Of Clients190
Clients Per Financial Advisor6
CONCORD ADVISORY GROUP LTD is a financial advisory firm situated in Princeton, New Jersey. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108272
Assets Under Management $2,599,231,832
No. Of Clients3
Clients Per Financial Advisor0
WATERMARK GROUP, INC. is a financial advisory firm situated in Princeton, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297693
Assets Under Management $1,973,270,000
No. Of Clients3
Clients Per Financial Advisor3
SYSTEMATIC ALPHA INVESTMENTS, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166338
Assets Under Management $1,790,003,362
No. Of Clients4
Clients Per Financial Advisor0
EDGESTREAM PARTNERS, L.P. is a financial advisory firm situated in Princeton, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310951
Assets Under Management $1,455,201,252
No. Of Clients15
Clients Per Financial Advisor1
EDISON PARTNERS MANAGEMENT, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119166
Assets Under Management $1,301,599,752
No. Of Clients1175
Clients Per Financial Advisor69
KB FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1175 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148083
Assets Under Management $1,175,455,086
No. Of Clients1512
Clients Per Financial Advisor126
ROUNDVIEW CAPITAL, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1512 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 304961
Assets Under Management $826,848,894
No. Of Clients24
Clients Per Financial Advisor2
PRYSM CAPITAL, L.P. is a financial advisory firm situated in Princeton, New Jersey. With a nearly $827M assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146644
Assets Under Management $491,388,921
No. Of Clients892
Clients Per Financial Advisor69
PRINCETON GLOBAL ASSET MANAGEMENT LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $491M assets under management, the firm specializes in crafting personalized retirement planning solutions for 892 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310405
Assets Under Management $471,731,589
No. Of Clients2
Clients Per Financial Advisor0
PRINCETON EQUITY GROUP is a financial advisory firm situated in Princeton, New Jersey. With a nearly $472M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109318
Assets Under Management $449,076,441
No. Of Clients937
Clients Per Financial Advisor117
DUMONT & BLAKE INVESTMENT ADVISORS LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $449M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166539
Assets Under Management $360,999,046
No. Of Clients750
Clients Per Financial Advisor75
NOVI WEALTH PARTNERS is a financial advisory firm situated in Princeton, New Jersey. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309937
Assets Under Management $305,178,759
No. Of Clients2
Clients Per Financial Advisor1
LANDSEER ADVISORS LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169687
Assets Under Management $278,761,107
No. Of Clients495
Clients Per Financial Advisor99
EKS ASSOCIATES is a financial advisory firm situated in Princeton, New Jersey. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 495 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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