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
Sungmin Ryan Park
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Mark Hadley
Registered Affiliation(s):MORGAN STANLEY
Todd Lance Garran
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary Ann Dianna
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Shawn Jason Gold
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Godfroy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Joseph Garry
Registered Affiliation(s):YARDLEY WEALTH MANAGEMENT LLC
Steven Lawrence Walker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jerome Joseph Free JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Leahy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Isaac Keil
Registered Affiliation(s):FORTIS CAPITAL ADVISORS, LLC
Keith Lamor Latimer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Andrew Dean Novick
Registered Affiliation(s):THE INVESTMENT CONNECTION LLC
Christopher David Townsley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kenny Brian Bauer
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
Chris Schiffer
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Josh Eric Palestine
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Duke Laitman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mariella P Foley
Registered Affiliation(s):ROUND TABLE WEALTH MANAGEMENT
Molly Cuddy Thompson
Registered Affiliation(s):CAPTRUST
James J Perhacs
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Daniel Whiting Buckley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Craig Michael Zaikov
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Pillori
Registered Affiliation(s):STRATEGIC ADVISERS 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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