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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 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 Princeton, New Jersey

Last Updated - March 22, 2024

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.

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List of Qualified Retirement Planning Advisors in Princeton, New Jersey

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Peter 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

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Condor 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

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Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.

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

Minimum Assets Required
$0

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

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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

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65

Minimum Assets Required
$100,000

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, Based on Assets

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Jim Bernstein
QEX Asset Management

Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

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Frank 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

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Michael Klein
CFP®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
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Altfest 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

advisor-photo

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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

Qualifications
CRD# 2063878
Firm CRD# 125838

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

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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

Advisory Services:

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.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 15 Retirement Planning firms in Princeton, New Jersey (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive,
Princeton, NJ, 8540
$402,869,110,523448671157
A Percentage of AUM, Fixed Fees, Performance Based
2
CONCORD ADVISORY GROUP LTD
700 Alexander Park, Suite 203 & 202
Princeton, NJ, 8540
$32,827,015,06819032
Fixed Fees, Other (% OF ASSESTS UNDER CONSULTATION)
3
WATERMARK GROUP, INC.
47 Hulfish Street, Suite 201
Princeton, NJ, 8542
$2,599,231,832320
A Percentage of AUM, Performance Based
4
SYSTEMATIC ALPHA INVESTMENTS, LLC
36 Mercer Street,
Princeton, NJ, 8540
$1,973,270,00031
A Percentage of AUM, Fixed Fees
5
EDGESTREAM PARTNERS, L.P.
902 Carnegie Center, Suite 200,
Princeton, NJ, 8540
$1,790,003,362437
A Percentage of AUM, Performance Based
6
EDISON PARTNERS MANAGEMENT, LLC
281 Witherspoon Street, Floor 3
Princeton, NJ, 8540
$1,455,201,2521526
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
$1,301,599,752117517
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
$1,175,455,086151212
A Percentage of AUM, Fixed Fees
9
PRYSM CAPITAL, L.P.
188 Nassau Street, Suite 1,
Princeton, NJ, 08542-7005
$826,848,8942410
A Percentage of AUM, Performance Based
10
PRINCETON GLOBAL ASSET MANAGEMENT LLC
17 Hulfish Street, Suite 240
Princeton, NJ, 8542
$491,388,92189213
A Percentage of AUM, Fixed Fees
11
PRINCETON EQUITY GROUP
47 Hulfish Street, Suite 300
Princeton, NJ, 8542
$471,731,589213
A Percentage of AUM, Performance Based
12
DUMONT & BLAKE INVESTMENT ADVISORS LLC
731 Alexander Road, Suite 301
Princeton, NJ, 8540
$449,076,4419378
A Percentage of AUM, Fixed Fees
13
NOVI WEALTH PARTNERS
512 Executive Drive,
Princeton, NJ, 8540
$360,999,04675010
A Percentage of AUM, Hourly charges, Fixed Fees
14
LANDSEER ADVISORS LLC
353 Nassau Street, Floor 2
Princeton, NJ, 8540
$305,178,75924
A Percentage of AUM, Fixed Fees, Performance Based
15
EKS ASSOCIATES
601 Ewing Street, Suite A-7
Princeton, NJ, 8540
$278,761,1074955
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Princeton, New Jersey

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • Fixed Fees
  • Other (% OF ASSESTS UNDER CONSULTATION)

Financial Planning Services

  • Pension Consulting Services
  • Selection of Other Advisors
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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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
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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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

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
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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