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Best Financial Planner in New Jersey

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Top Financial Planner Listings in New Jersey

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Showing 151-200 of 243 Financial Planner listings in New Jersey · page 4 of 5

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JJ Financial Services website

Score breakdown

AI Visibility18
AI Ready-
SEO53
Freshness-
  • Financial Planner
  • Trenton, New Jersey
  • (800) 520-0423
  • financialservices1040.com
Category rank by BizScore: #16 of 18 Financial Planner listings in TrentonScores updated Jul 13, 2026
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Century Retirement Solutions website

Score breakdown

AI Visibility11
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Middletown, New Jersey
  • (732) 615-0267
  • centuryretirementsolutions.com
Category rank by BizScore: #17 of 18 Financial Planner listings in MiddletownScores updated Sep 30, 2026

#153Sopher Financial Group

5.0 Google rating · 258 reviews

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Sopher Financial Group website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Metuchen, New Jersey
  • (732) 603-0400
  • sopherfinancialgroup.com
Scores updated Oct 24, 2026

#154Cypress Financial Planning

5.0 Google rating

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C

Score breakdown

AI Visibility15
AI Ready-
SEO47
Freshness-
  • Financial Planner
  • Collingswood, New Jersey
  • (856) 720-0029
  • cypressfinancial.com
Category rank by BizScore: #5 of 5 Financial Planner listings in CollingswoodScores updated Jun 21, 2026

#155Saiph Capital

5.0 Google rating

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Saiph Capital website

Score breakdown

AI Visibility21
AI Ready-
SEO35
Freshness-
  • Financial Planner
  • Wyckoff, New Jersey
  • (201) 215-0199
  • saiphcapital.com
Scores updated Oct 25, 2026

#156Walnut Court Capital

5.0 Google rating

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Walnut Court Capital website

Score breakdown

AI Visibility11
AI Ready20
SEO46
Freshness-
  • Financial Planner
  • Ridgefield Park, New Jersey
  • (551) 225-8300
  • walnutcourt.com

Walnut Court Capital is a Financial Planner in Ridgefield Park, NJ. The firm provides flexible capital and strategic partnerships for middle-market services businesses, with a primary focus on the healthcare industry. Their expertise includes strategic...

Scores updated Oct 28, 2026

#157Bautis Financial of Montclair

4.2 Google rating

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Bautis Financial of Montclair website

Score breakdown

AI Visibility10
AI Ready-
SEO48
Freshness-
  • Financial Planner
  • Montclair, New Jersey
  • (862) 205-5800
  • bautisfinancial.com
Category rank by BizScore: #4 of 4 Financial Planner listings in MontclairScores updated Jul 14, 2026

#158TKG Wealth Advisers LLC

5.0 Google rating

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T

Score breakdown

AI Visibility0
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Cranford, New Jersey
  • (848) 235-5405
  • tkgwealth.com
Category rank by BizScore: #4 of 4 Financial Planner listings in CranfordScores updated Jul 8, 2026

#159Wealth Management Group of Clark

5.0 Google rating

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Wealth Management Group of Clark website

Score breakdown

AI Visibility10
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Clark, New Jersey
  • (732) 340-1410
  • wealthmanagementgroup.com
Category rank by BizScore: #2 of 2 Financial Planner listings in ClarkScores updated Oct 27, 2026

#160Bautis Financial of Rutherford

5.0 Google rating

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Bautis Financial of Rutherford website

Score breakdown

AI Visibility10
AI Ready-
SEO32
Freshness-
  • Financial Planner
  • Rutherford, New Jersey
  • (201) 842-7655
  • bautisfinancial.com
Category rank by BizScore: #4 of 4 Financial Planner listings in RutherfordScores updated Oct 26, 2026

#161Peak Wealth Partners of Mount Laurel

5.0 Google rating

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Peak Wealth Partners of Mount Laurel website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • Mount Laurel, New Jersey
  • (856) 552-0427
  • peakwealthpartners.com
Category rank by BizScore: #5 of 5 Financial Planner listings in Mount LaurelScores updated Oct 25, 2026

#162Borger Financial Services of Teaneck

4.7 Google rating · 387 reviews

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B
  • Financial Planner
  • Teaneck, New Jersey
  • (201) 880-7833
  • borgerfinancialservices.com

#163Sheehy Associates

5.0 Google rating · 123 reviews

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S
  • Financial Planner
  • Trenton, New Jersey
  • (609) 586-9100
  • sheehyassociates.com

Sheehy Associates Proactive Wealth Management offers comprehensive financial planning and wealth management services to high-net-worth individuals, business owners, and families. With a focus on proactive strategies, they help clients navigate complex...

#164Safe Financial Solutions, LLC of Tinton Falls

5.0 Google rating · 106 reviews

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Safe Financial Solutions, LLC of Tinton Falls website
  • Financial Planner
  • Tinton Falls, New Jersey
  • (732) 747-2222
  • safefinancialsolutions.com

#165HFM Investment Advisors, LLC of Glassboro

5.0 Google rating · 102 reviews

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HFM Investment Advisors, LLC of Glassboro website
  • Financial Planner
  • Glassboro, New Jersey
  • (856) 232-2270
  • hfminvestmentadvisors.com

#166Ballaster Financial LLC

4.8 Google rating · 104 reviews

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Ballaster Financial LLC website
  • Financial Planner
  • Jersey City, New Jersey
  • (973) 544-8061
  • homedepot.com

#167Wrought Financial Planning of Camden

5.0 Google rating · 28 reviews

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Wrought Financial Planning of Camden website
  • Financial Planner
  • Camden, New Jersey
  • (856) 249-9980
  • wroughtfinancialplanning.com

#168Angelo & Associates Financial Planning Group of Clark

5.0 Google rating · 18 reviews

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A
  • Financial Planner
  • Clark, New Jersey
  • (732) 382-2272
  • angeloandassociates.com

#169Evoke Wealth Management of Bloomfield

5.0 Google rating · 6 reviews

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E
  • Financial Planner
  • Bloomfield, New Jersey
  • (973) 891-5060
  • evokewealth.com

#170Financial Mantra Services LLC

5.0 Google rating · 1 review

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Financial Mantra Services LLC website
  • Financial Planner
  • Jersey City, New Jersey
  • (737) 333-1500
  • financialmantraservices.com

Financial Mantra Services LLC: It appears that the SSL configuration used is not compatible with Cloudflare. This could happen for a several reasons, including no shared cipher suites. Additional troubleshooting information here.

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C
  • Financial Planner
  • Clark, New Jersey
  • (908) 272-0188
  • carlosariaswealth.com

#172Ecliptic Financial Advisor

5.0 Google rating · 1 review

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E
  • Financial Planner
  • Clark, New Jersey
  • (732) 502-9700
  • eclipticfinancialadvisor.com

#173Homestead Financial Services

5.0 Google rating

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Homestead Financial Services website
  • Financial Planner
  • Paterson, New Jersey
  • (973) 652-0028
  • homestead.com

Homestead Financial Services, now part of Network Solutions, offers a comprehensive suite of internet services and domain management solutions designed to help businesses thrive online.

#174ASWFinancial

5.0 Google rating

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ASWFinancial website
  • Financial Planner
  • Paterson, New Jersey
  • (862) 257-3902
  • reclutamiento.armada.mil.ec

ASWFinancial operates as the Ecuadorian Navy's primary recruitment and training institution, delivering structured pathways for naval careers through specialized programs including the 2026 Specialists intake, Grumentes ESGRUM, and Arma 2025 initiatives. The...

#175Barrett Financial Solutions

5.0 Google rating

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B
  • Financial Planner
  • Woodbridge, New Jersey
  • (732) 326-6124
  • barrettfs.com

#176Common Interests, LLC

5.0 Google rating

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C
  • Financial Planner
  • Metuchen, New Jersey
  • (732) 710-4934
  • commoninterests.com

#177Conviction Wealth Management LLC

5.0 Google rating

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C
  • Financial Planner
  • Scotch Plains, New Jersey
  • (908) 531-5607
  • convictionwealthmanagement.com

#178Cornerstone Financial Advisors, Inc. of Wallington

5.0 Google rating

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C
  • Financial Planner
  • Wallington, New Jersey
  • (856) 546-6505
  • cornerstonefinancialadvisors.com

#179Daniel Teplitz & Associates Financial Advisors LLC

5.0 Google rating

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D
  • Financial Planner
  • Old Bridge, New Jersey
  • (732) 591-0909
  • danielteplitz.com

#180Dowd Financial Planning

5.0 Google rating

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D
  • Financial Planner
  • Montclair, New Jersey
  • (973) 582-0000
  • dowd-financial-planning.com
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Edward Jones - Financial Advisor: Erika K Boyer, CFP®|AAMS® website
  • Financial Planner
  • Marlboro, New Jersey
  • (848) 375-1648
  • edwardjones.com

#182FFP Advisors - A Division of Future Financial Planners

5.0 Google rating

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F
  • Financial Planner
  • Bayonne, New Jersey
  • (201) 823-1030
  • ffp-advisors.com

#183Franklin Mutual Advisers LLC

5.0 Google rating

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F
  • Financial Planner
  • Franklin, New Jersey
  • (973) 912-2000
  • franklinmutualadvisers.com

#184GS ProTax

5.0 Google rating

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GS ProTax website
  • Financial Planner
  • East Windsor, New Jersey
  • (732) 619-3959
  • gsprotax.com

#185Independence Wealth

5.0 Google rating

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Independence Wealth website
  • Financial Planner
  • Voorhees, New Jersey
  • (856) 229-9295
  • independence-wealth.com

#186Integrated Wealth Solutions, LLC of Marlboro

5.0 Google rating

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I
  • Financial Planner
  • Marlboro, New Jersey
  • (844) 442-6468
  • integratedwealthsolutions.com

#187JAB Financial

5.0 Google rating

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JAB Financial website
  • Financial Planner
  • Somerset, New Jersey
  • (732) 448-0753
  • jabfinancial.com

#188JPT Financial Solutions Inc

5.0 Google rating

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J
  • Financial Planner
  • Teaneck, New Jersey
  • (201) 996-9854
  • jptfinancial.com

#189Justin Branch - Barrett Financial Solutions

5.0 Google rating

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J
  • Financial Planner
  • Woodbridge, New Jersey
  • (732) 326-5262
  • barrettfs.com

#190Kolinsky Wealth Management

5.0 Google rating

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K
  • Financial Planner
  • Ramsey, New Jersey
  • (201) 447-5850
  • kolinskymgmt.com

#191Krause Financial Group, LLP

5.0 Google rating

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Krause Financial Group, LLP website
  • Financial Planner
  • Woodbridge, New Jersey
  • (732) 636-5881
  • krausefinancialgroup.com

#192Legacy Wealth Advisors of Marlboro

5.0 Google rating

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Legacy Wealth Advisors of Marlboro website
  • Financial Planner
  • Marlboro, New Jersey
  • (732) 385-1171
  • legacywealthadvisors.com
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M
  • Financial Planner
  • Glassboro, New Jersey
  • (856) 582-3500
  • maxwellforsman.com

#194Merrill Lynch Wealth Management of Florham Park

5.0 Google rating

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Merrill Lynch Wealth Management of Florham Park website
  • Financial Planner
  • Florham Park, New Jersey
  • (973) 301-7600
  • merrill.com

#195Ocean Financial Associates, LLC

5.0 Google rating

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Ocean Financial Associates, LLC website
  • Financial Planner
  • Ocean, New Jersey
  • (848) 238-7755
  • oceanfinancialassociates.com

#196Palisade Capital Management, LP of Palisades Park

5.0 Google rating

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Palisade Capital Management, LP of Palisades Park website
  • Financial Planner
  • Palisades Park, New Jersey
  • (201) 585-7733
  • palisadecapital.com

#197PGA Financial Group

5.0 Google rating

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P
  • Financial Planner
  • Wayne, New Jersey
  • (973) 692-1600
  • pgafinancialgroup.com

#198Quaker Wealth Management of Burlington

5.0 Google rating

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Quaker Wealth Management of Burlington website
  • Financial Planner
  • Burlington, New Jersey
  • (856) 222-0110
  • quakerwealth.com

#199RBC Wealth Management Branch - Florham Park

5.0 Google rating

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RBC Wealth Management Branch - Florham Park website
  • Financial Planner
  • Florham Park, New Jersey
  • (973) 829-1000
  • rbcwealthmanagement.com

#200Reilly Financial Group, LLC

5.0 Google rating

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R
  • Financial Planner
  • Metuchen, New Jersey
  • (855) 573-4559
  • reillyfinancialgroupllc.com
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Recently Updated Financial Planner in New Jersey

Business profiles with freshly refreshed About sections.

Cook Legacy Advisors

5.0 Google rating

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Cook Legacy Advisors website

Score breakdown

AI Visibility39
AI Ready-
SEO77
Freshness-
  • Financial Planner
  • West Deptford, New Jersey
  • (856) 485-3114
  • cooklegacyadvisors.com

Cook Legacy Advisors is a Financial Planner in West Deptford, NJ. The firm provides personalized retirement planning, investment management, estate and legacy planning, and business succession services to clients across 15 states. It holds a 5.00 rating based...

Category rank by BizScore: #2 of 5 Financial Planner listings in West DeptfordScores updated Sep 28, 2026About refreshed Oct 12, 2026

Weingarten Associates LLC

5.0 Google rating

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Weingarten Associates LLC website

Score breakdown

AI Visibility43
AI Ready35
SEO69
Freshness100
  • Financial Planner
  • Ewing, New Jersey
  • (609) 620-1770
  • weingartenassociates.com

Weingarten Associates LLC is a Financial Planner in Ewing, NJ. They specialize in providing exceptional financial planning, investment management, and tax advice to their clients, who include corporate executives and professionals, self-employed business...

Category rank by BizScore: #2 of 2 Financial Planner listings in EwingScores updated Oct 28, 2026About refreshed Oct 25, 2026

CRA Financial, LLC

5.0 Google rating

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CRA Financial, LLC website

Score breakdown

AI Visibility30
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Pleasantville, New Jersey
  • (609) 380-3500
  • crafinancial.com

CRA Financial, LLC is a Financial Planner in Pleasantville, NJ, located at 332 Tilton Rd # 101. The firm operates as an SEC-registered investment advisor and fiduciary wealth management company. It serves business owners, working professionals, athletes...

Scores updated Sep 28, 2026About refreshed Oct 15, 2026

Intensive Financial Service Inc. CPA

5.0 Google rating · 1 review

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Intensive Financial Service Inc. CPA website

Score breakdown

AI Visibility29
AI Ready50
SEO68
Freshness40
  • Financial Planner
  • Newark, New Jersey
  • (718) 378-2610
  • intensivefinancialservice.com

Intensive Financial Service Inc. CPA is a certified public accountant firm based in Newark, New Jersey. The company provides comprehensive accounting, bookkeeping, tax preparation, IRS audit representation, and payroll services for individuals and businesses...

Category rank by BizScore: #21 of 27 Financial Planner listings in NewarkScores updated Jun 10, 2026About refreshed Oct 18, 2026

NW Financial Group, LLC

5.0 Google rating

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NW Financial Group, LLC website

Score breakdown

AI Visibility27
AI Ready35
SEO66
Freshness80
  • Financial Planner
  • Bloomfield, New Jersey
  • (201) 656-0115
  • nwfinancial.com

NW Financial Group, LLC is a Financial Planner in Bloomfield, NJ, located at 522 Broad St. The firm provides governmental finance and municipal underwriting services to state, county, local governments, and authorities throughout the Northeast. Since 1996...

Category rank by BizScore: #4 of 4 Financial Planner listings in BloomfieldScores updated Oct 28, 2026About refreshed Oct 17, 2026
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Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER website

Score breakdown

AI Visibility26
AI Ready-
SEO66
Freshness-
  • Financial Planner
  • North Arlington, New Jersey
  • (973) 928-7181
  • roxburyfinancial.com

Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER is a Financial Planner in North Arlington, NJ, located at 200 Valley Rd STE 205. The firm operates as a fee-based fiduciary practice that utilizes an established process to plan for major...

Scores updated Jul 8, 2026About refreshed Oct 18, 2026

Victory Wealth Partners of Glassboro

5.0 Google rating

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Victory Wealth Partners of Glassboro website

Score breakdown

AI Visibility16
AI Ready28
SEO76
Freshness100
  • Financial Planner
  • Glassboro, New Jersey
  • (856) 464-3100
  • victorywealthpartners.com

Victory Wealth Partners of Glassboro is a Financial Planner in Glassboro, NJ, located at 70 N Main St. The firm provides investment advisory services to individuals and families, as well as 401(k) plan consulting to plan sponsors and trustees. As a...

Category rank by BizScore: #2 of 2 Financial Planner listings in GlassboroScores updated Oct 28, 2026About refreshed Oct 18, 2026

Kennedy Investment Group

4.4 Google rating

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K

Score breakdown

AI Visibility34
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • West Deptford, New Jersey
  • (856) 853-0400
  • kennedyinvestmentgroup.com

Kennedy Investment Group is a financial planning firm in West Deptford, NJ. The team consists of financial planners, financial analysts, insurance specialists, and goal planning professionals with over 230 years of collective experience. They provide wealth...

Category rank by BizScore: #4 of 5 Financial Planner listings in West DeptfordScores updated Oct 26, 2026About refreshed Oct 16, 2026

What the Data Shows for Financial Planners in New Jersey

243financial planners scored in New Jersey
53Average BizScore
85Top BizScore
23%AI Visibility 50 or higher
69Average SEO score
4.6Average Google rating (185 rated)
0Claimed by the owner

23% of the 161 financial planners we measured in New Jersey reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 69, and their average citation score is 20.

The average Google rating across 185 rated financial planners is 4.6, and the median listing has 9 reviews.

None of the 243 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

Looking for the best financial planner in New Jersey? BizScoreAI scores 243 Financial Planner listings across New Jersey on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are New Jersey Financial Planner listings ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.

How do I claim my financial planner listing in New Jersey?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planner listing in New Jersey is listed and scored for free, and claiming is free too.