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:
ROUNDVIEW CAPITAL, LLC
CRD#: 148083
Address: 182 Nassau Street Suite 201, Princeton, NJ 08542-7000
Clients: 192
Average Clients per Advisor: 38
AUM: $ 1.9B
PRINCETON GLOBAL ASSET MANAGEMENT LLC
CRD#: 146644
Address: 17 Hulfish Street Suite 240, Princeton, NJ 08542
Clients: 240
Average Clients per Advisor: 16
AUM: $ 783M
VALUE ALIGNED RESEARCH ADVISORS, LLC
CRD#: 319135
Address: Princeton, NJ
AUM: $ 542M
NOVI WEALTH PARTNERS
CRD#: 166539
Address: 512 Executive Drive, Princeton, NJ 08540
Clients: 118
Average Clients per Advisor: 14
AUM: $ 493M
EKS ASSOCIATES
CRD#: 169687
Address: 601 Ewing Street Suite A-7, Princeton, NJ 08540
AUM: $ 300M
KUBHERA ENTERPRISES LLC
CRD#: 151619
Address: 742 Alexander Road, Suite 305, Princeton, NJ 08540
Clients: 60
Average Clients per Advisor: 20
AUM: $ 290M
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
Elizabeth Katz Miller
Registered Affiliation(s):SUMMIT PLACE FINANCIAL ADVISORS, LLC
Shawn Andrew Rubin
Registered Affiliation(s):MORGAN STANLEY
Jaina L Tarantino
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jeffrey Dominic Dattolo
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Alan Jacobson
Registered Affiliation(s):MORGAN STANLEY
David Michael Briegs
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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