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Find Retirement Advisors for Retirement Planning in Princeton, 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 Princeton, New Jersey
Last Updated - April 24, 2025Princeton has 26 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 25 non-vetted advisors in your local area. These retirement advisors in Princeton, New Jersey have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Princeton, New Jersey
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
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 Linn
RICP®
Prudential
Qualifications
CRD# 6162307
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPaul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
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
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
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, 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:
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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-Based, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Princeton, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1 University Square Drive, Princeton, NJ, 08540 | $458,191,510,749 | 46332 | 1483 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 700 Alexander Park, Suite 203 & 202 Princeton, NJ, 08540 | $35,284,221,419 | 190 | 34 | Fixed fees, Other (% OF ASSESTS UNDER CONSULTATION) |
| 3 | 47 Hulfish Street, Suite 201 Princeton, NJ, 08542 | $2,569,459,634 | 6 | 21 | A percentage of AUM, Performance Based |
| 4 | 36 Mercer Street, Princeton, NJ, 08540 | $2,283,200,000 | 100 | 1 | A percentage of AUM, Fixed fees |
| 5 | 902 Carnegie Center, Suite 200, Princeton, NJ, 08540 | $2,184,630,650 | 4 | 39 | A percentage of AUM, Performance Based |
| 6 | 281 Witherspoon Street, Floor 3 Princeton, NJ, 08540 | $1,680,844,956 | 15 | 29 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE) |
| 7 | 300 Witherspoon Street, Suite 202 Princeton, NJ, 08542-7005 | $1,477,481,855 | 21 | 12 | A percentage of AUM, Performance Based |
| 8 | 182 Nassau Street, Suite 201 Princeton, NJ, 08542-7000 | $1,409,985,016 | 1603 | 12 | A percentage of AUM, Fixed fees |
| 9 | 47 Hulfish Street, Suite 300 Princeton, NJ, 08542 | $1,373,151,359 | 6 | 17 | A percentage of AUM, Performance Based |
| 10 | 17 Hulfish Street, Suite 240 Princeton, NJ, 08542 | $605,788,806 | 1001 | 15 | A percentage of AUM, Fixed fees |
| 11 | 731 Alexander Road, Suite 301 Princeton, NJ, 08540 | $490,004,264 | 896 | 8 | A percentage of AUM, Fixed fees |
| 12 | 512 Executive Drive, Princeton, NJ, 08540 | $426,875,370 | 822 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 353 Nassau Street, Floor 2 Princeton, NJ, 08540 | $370,622,973 | 3 | 4 | A percentage of AUM, Fixed fees, Performance Based |
| 14 | 100 Overlook Center, 2nd Floor Princeton, NJ, 08540 | $356,729,515 | 396 | 8 | A percentage of AUM |
| 15 | 212 Carnegie Center, Suite 100 Princeton, NJ, 08540 | $320,000,000 | 1 | 3 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Princeton, New Jersey
QualificationsFirm CRD# 108928
Assets Under Management $458,191,510,749
No. Of Clients46332
Clients Per Financial Advisor31
BLACKROCK INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $458B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46332 clients. The team consists of 1483 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 107291
Assets Under Management $35,284,221,419
No. Of Clients190
Clients Per Financial Advisor6
CONCORD ADVISORY GROUP LTD is a financial advisory firm situated in Princeton, New Jersey. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
- Other (% OF ASSESTS UNDER CONSULTATION)
Financial Planning Services
- Pesnsion consulting services
- Selection for other advisors
- Other (ASSET ALLOCATION ADVICE AND SELECTION OF INVESTMENT VEHICLES)
QualificationsFirm CRD# 108272
Assets Under Management $2,569,459,634
No. Of Clients6
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 6 clients. The team consists of 21 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# 297693
Assets Under Management $2,283,200,000
No. Of Clients100
Clients Per Financial Advisor100
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 100 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 166338
Assets Under Management $2,184,630,650
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 39 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# 310951
Assets Under Management $1,680,844,956
No. Of Clients15
Clients Per Financial Advisor1
EDISON PARTNERS MANAGEMENT, 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 15 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 304961
Assets Under Management $1,477,481,855
No. Of Clients21
Clients Per Financial Advisor2
PRYSM CAPITAL, L.P. 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 21 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 148083
Assets Under Management $1,409,985,016
No. Of Clients1603
Clients Per Financial Advisor134
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 1603 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
QualificationsFirm CRD# 310405
Assets Under Management $1,373,151,359
No. Of Clients6
Clients Per Financial Advisor0
PRINCETON EQUITY GROUP 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 6 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 pooled investment vehicles
QualificationsFirm CRD# 146644
Assets Under Management $605,788,806
No. Of Clients1001
Clients Per Financial Advisor67
PRINCETON GLOBAL ASSET MANAGEMENT LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1001 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 109318
Assets Under Management $490,004,264
No. Of Clients896
Clients Per Financial Advisor112
DUMONT & BLAKE INVESTMENT ADVISORS LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $490M assets under management, the firm specializes in crafting personalized retirement planning solutions for 896 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
QualificationsFirm CRD# 166539
Assets Under Management $426,875,370
No. Of Clients822
Clients Per Financial Advisor82
NOVI WEALTH PARTNERS is a financial advisory firm situated in Princeton, New Jersey. With a nearly $427M assets under management, the firm specializes in crafting personalized retirement planning solutions for 822 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
- 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 309937
Assets Under Management $370,622,973
No. Of Clients3
Clients Per Financial Advisor1
LANDSEER ADVISORS LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $371M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Fixed fees
- 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
- Selection for other advisors
QualificationsFirm CRD# 330024
Assets Under Management $356,729,515
No. Of Clients396
Clients Per Financial Advisor50
CARNEGIE LAKE ADVISORS LLC is a financial advisory firm situated in Princeton, New Jersey. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 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 individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 271030
Assets Under Management $320,000,000
No. Of Clients1
Clients Per Financial Advisor0
SCIENCAST MANAGEMENT LP is a financial advisory firm situated in Princeton, 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 3 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 pooled investment vehicles
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