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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Princeton, NJ

Every SEC-registered financial advisor at a firm office in Princeton who lists the Certified Financial Planner designation, A to Z.

53 CFP professionals work in Princeton; the most are at Blackrock Investment Management, LLC (7). 31 are also registered broker representatives.

CFP advisors in Princeton, A to Z

Every advisor in Princeton →

Firms with the most CFP professionals in Princeton

Blackrock Investment Management, LLC 7Princeton Global Asset Management LLC 6Strategic Advisers LLC 5Novi Wealth Partners 3RBC Capital Markets, LLC 3Ameriprise Financial Services, LLC 2Charles Schwab & Co., Inc. 2Halberstadt Financial Consultants Inc. 2Roundview Capital, LLC 26th Avenue Partners, LLC 1Brennan Financial Group, LLC 1Carnegie Lake Advisors LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Eks Associates 1

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16

Questions

How many CFP financial advisors are in Princeton, NJ?

53 SEC-registered investment adviser representatives at firm offices in Princeton, New Jersey list the CFP designation; Blackrock Investment Management, LLC employs the most of them (7).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Princeton?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.