How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Warren, New Jersey

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Warren, New Jersey, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Warren, New Jersey

WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels. Each and every advisor is pre-screened for industry experience, disclosures, and registrations with SEC and FINRA. Collectively, our pre-screened advisors serve thousands of happy clients, manage billions of dollars and provide financial freedom and security for families and individuals like you.

Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors around you.

The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.

Qualified Financial Advisors in Warren, New Jersey

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC1130 RXR PlazaUniondale, NY 11556 100 Front StreetWest Conshohocken, PA 19428	N/A	$270,770,414,647	Not Specified	Fee-Only

Financial Advisor

Edelman Financial Engines, LLC

1130 RXR PlazaUniondale, NY 11556

100 Front StreetWest Conshohocken, PA 19428

ExperienceN/A

AUM$270,770,414,647

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Warren, New Jersey

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

1130 RXR Plaza,Suite 1130,Uniondale,NY 11556Phone Number877-208-7414

100 Front Street,Suite 1210,West Conshohocken,PA 19428Phone Number877-208-7414

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Warren, New Jersey

Warren, New Jersey is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Warren, New Jersey are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Warren, New Jersey, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


PGIM, INC.Newark, NJ	1705	1021	$1,014,741,753,029	A percentage of AUM, Fixed fees, Performance Based, Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES)
UBS FINANCIAL SERVICES INC.Weehawken, NJ	12701	1093486	$702,387,082,915	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
MANAGED ACCOUNT ADVISORS LLCJersey City, NJ	61	1840565	$691,908,159,462	A percentage of AUM
METLIFE INVESTMENT MANAGEMENT, LLCWhippany, NJ	925	637	$499,516,358,508	A percentage of AUM, Performance Based, Other (COST PLUS; FEE BASED ON BOOK VALUE)
BLACKROCK INVESTMENT MANAGEMENT, LLCPrinceton, NJ	1483	46332	$458,191,510,749	A percentage of AUM, Fixed fees, Performance Based
PGIM INVESTMENTS LLCNewark, NJ	558	167	$315,351,503,018	A percentage of AUM, Fixed fees, Performance Based
LORD, ABBETT & CO. LLCJersey City, NJ	789	30191	$238,757,080,041	A percentage of AUM, Performance Based
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCJersey City, NJ	511	73	$139,894,636,150	A percentage of AUM, Fixed fees, Performance Based, Other (BILLED AT COST OF SERVICE)
PGIM QUANTITATIVE SOLUTIONSNewark, NJ	173	170	$93,422,358,205	A percentage of AUM, Fixed fees, Performance Based
SUNAMERICA ASSET MANAGEMENT, LLCJersey City, NJ	98	89	$57,895,542,486	A percentage of AUM
PATHSTONEEnglewood, NJ	408	25825	$48,258,140,483	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
HARDING LOEVNER LPBridgewater, NJ	126	4631	$43,837,552,255	A percentage of AUM, Performance Based
FRANKLIN MUTUAL ADVISERS, LLCShort Hills, NJ	50	82	$42,618,625,108	A percentage of AUM, Performance Based
PRIVATE ADVISOR GROUP, LLCMorristown, NJ	746	129657	$35,289,437,628	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
CONCORD ADVISORY GROUP LTDPrinceton, NJ	34	190	$35,284,221,419	Fixed fees, Other (% OF ASSESTS UNDER CONSULTATION)

Firm Name

PGIM, INC.Newark, NJ

No. of Advisors1705

AUM$1,014,741,753,029

No. of Clients1021

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES)

Firm Name

UBS FINANCIAL SERVICES INC.Weehawken, NJ

No. of Advisors12701

AUM$702,387,082,915

No. of Clients1093486

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SEE SCHEDULE D - MISCELLANEOUS)

Firm Name

MANAGED ACCOUNT ADVISORS LLCJersey City, NJ

No. of Advisors61

AUM$691,908,159,462

No. of Clients1840565

Fee StructureA percentage of AUM

Firm Name

METLIFE INVESTMENT MANAGEMENT, LLCWhippany, NJ

No. of Advisors925

AUM$499,516,358,508

No. of Clients637

Fee StructureA percentage of AUM, Performance Based, Other (COST PLUS; FEE BASED ON BOOK VALUE)

Firm Name

BLACKROCK INVESTMENT MANAGEMENT, LLCPrinceton, NJ

No. of Advisors1483

AUM$458,191,510,749

No. of Clients46332

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

PGIM INVESTMENTS LLCNewark, NJ

No. of Advisors558

AUM$315,351,503,018

No. of Clients167

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

LORD, ABBETT & CO. LLCJersey City, NJ

No. of Advisors789

AUM$238,757,080,041

No. of Clients30191

Fee StructureA percentage of AUM, Performance Based

Firm Name

COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCJersey City, NJ

No. of Advisors511

AUM$139,894,636,150

No. of Clients73

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (BILLED AT COST OF SERVICE)

Firm Name

PGIM QUANTITATIVE SOLUTIONSNewark, NJ

No. of Advisors173

AUM$93,422,358,205

No. of Clients170

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SUNAMERICA ASSET MANAGEMENT, LLCJersey City, NJ

No. of Advisors98

AUM$57,895,542,486

No. of Clients89

Fee StructureA percentage of AUM

Firm Name

PATHSTONEEnglewood, NJ

No. of Advisors408

AUM$48,258,140,483

No. of Clients25825

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

HARDING LOEVNER LPBridgewater, NJ

No. of Advisors126

AUM$43,837,552,255

No. of Clients4631

Fee StructureA percentage of AUM, Performance Based

Firm Name

FRANKLIN MUTUAL ADVISERS, LLCShort Hills, NJ

No. of Advisors50

AUM$42,618,625,108

No. of Clients82

Fee StructureA percentage of AUM, Performance Based

Firm Name

PRIVATE ADVISOR GROUP, LLCMorristown, NJ

No. of Advisors746

AUM$35,289,437,628

No. of Clients129657

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)

Firm Name

CONCORD ADVISORY GROUP LTDPrinceton, NJ

No. of Advisors34

AUM$35,284,221,419

No. of Clients190

Fee StructureFixed fees, Other (% OF ASSESTS UNDER CONSULTATION)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?