Top Financial Advisors in Princeton, New Jersey
Finding the right financial advisor in Princeton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Princeton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Princeton, NJ.
Find the Best Financial Advisor Firms in Princeton:
KB FINANCIAL PARTNERS, LLC
CRD#: 119166
Address: 300 Carnegie Center #240, Princeton, NJ 08540
Clients: 97
Average Clients per Advisor: 7
AUM: $ 1.3B
ROUNDVIEW CAPITAL, LLC
CRD#: 148083
Address: 182 Nassau Street Suite 201, Princeton, NJ 08542-7000
Clients: 171
Average Clients per Advisor: 34
AUM: $ 1.2B
PRINCETON GLOBAL ASSET MANAGEMENT LLC
CRD#: 146644
Address: 17 Hulfish Street Suite 240, Princeton, NJ 08542
Clients: 223
Average Clients per Advisor: 18
AUM: $ 491M
NOVI WEALTH PARTNERS
CRD#: 166539
Address: 512 Executive Drive, Princeton, NJ 08540
Clients: 111
Average Clients per Advisor: 18
AUM: $ 361M
EKS ASSOCIATES
CRD#: 169687
Address: 601 Ewing Street Suite A-7, Princeton, NJ 08540
AUM: $ 279M
VAN LEEUWEN & COMPANY, LLC
CRD#: 126447
Address: 281 Witherspoon Street Suite 220, Princeton, NJ 08540
Clients: 165
Average Clients per Advisor: 41
AUM: $ 274M
How We Chose the Top Financial Advisors in Princeton, New Jersey
To create this list of top financial advisor firms in Princeton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Princeton has to offer.
Search Financial Advisors in Princeton, New Jersey
Jonathan Buck Bruschi
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Michael Richard Georgino
Registered Affiliation(s):IC ADVISORY SERVICES, INC.
Alan Jay Levine
Registered Affiliation(s):LPL FINANCIAL LLC
Richard Todd Gendelman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Glenn Eric Fels
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Glenn Edward Stephenson
Registered Affiliation(s):IBEX WEALTH ADVISORS, LLC
James Arthur Rice
Registered Affiliation(s):OSAIC WEALTH, INC.
Edward Edgar Bao
Registered Affiliation(s):SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Alan Jacobson
Registered Affiliation(s):MORGAN STANLEY
Debra Lynn Schatzki
Registered Affiliation(s):BPP WEALTH SOLUTIONS, LLC
David Michael Briegs
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lisa A Morrison
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher A Lewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Mcnamara Egan
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Danielle R. Page
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Michael John Pron
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Mark Mclaughlin
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Yale J Levey
Registered Affiliation(s):NEXT GENERATION WEALTH PLANNING, LLC
Michael Harold Mrotzek
Registered Affiliation(s):MORGAN STANLEY
Edwin Everts Andrews
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark A Abadir
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Lankin
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Richard M Schwartz
Registered Affiliation(s):MORGAN STANLEY
Glenn Bryan Schunkewitz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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