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
Gerard Charles Lemly
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Elizabeth Katz Miller
Registered Affiliation(s):SUMMIT PLACE FINANCIAL ADVISORS, LLC
Bernard Mark Kiely
Registered Affiliation(s):KIELY CAPITAL MANAGEMENT, INC.
Richard Alan Hagerty
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronald Wayne Zeitz
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Peter George Barlow
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Goran Bojovski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tucker Matthew Brown
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Paul Maltese
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Michael Trainor
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kevin Michael Pearly
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
Amanda Kay Robinson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Elizabeth Mckenna
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shikha Mittra
Registered Affiliation(s):RETIRESMART CONSULTING, LLC.
Anthony Ferrandino
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Paul Middleton
Registered Affiliation(s):BRIGHTON FINANCIAL PLANNING
John Thomas Mccaffery
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Andrew Bowen Boles
Registered Affiliation(s):EDWARD JONES
David L Maurer
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Joel B. Spangler
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Zeeshan Ali Mir
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Alan Sasso
Registered Affiliation(s):CAPTRUST
Gregory W Bielat
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Matthew Brian Frank
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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