Financial ADVSR advisor directory · SEC adviser records
Financial advisors in New Providence, NJ
Every SEC-registered investment adviser representative at a firm office in New Providence, with the firms that employ the most of them.
21 registered advisors work in New Providence; the most are at Tilson Financial Group Inc. (5). 11 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in New Providence
| Firm | Advisors in New Providence |
|---|---|
| Tilson Financial Group Inc. | 5 |
| LPL Financial LLC news | 3 |
| Edward Jones news | 2 |
| Modera Wealth Management, LLC | 2 |
| Strategic Advisers LLC | 2 |
| Cetera Investment Advisers LLC news | 1 |
| Citizens Securities, Inc. | 1 |
| J. W. Cole Advisors, Inc. | 1 |
| MML Investors Services, LLC | 1 |
| Mountain Avenue Capital LLC | 1 |
| Msm Financial Strategies | 1 |
| Xpotential Inc. | 1 |
Advisors in New Providence, A to Z
CFP advisors in New Providence →- Nicholas J. BarbatoStrategic Advisers LLC
- Anthony S. Barbera Jr.LPL Financial LLC · Certified Financial Planner
- Sagar R. BhimavarapuMountain Avenue Capital LLC · Chartered Financial Analyst
- Joseph F. FalboLPL Financial LLC · Certified Financial Planner
- Steven P. FordJ. W. Cole Advisors, Inc.
- Christopher I. HernandezMML Investors Services, LLC
- Terence JonesStrategic Advisers LLC · Certified Financial Planner
- Brian J. KilleaEdward Jones
- James LovasXpotential Inc.
- Anthony P. LupoTilson Financial Group Inc. · Certified Financial Planner
- Randall R. MarquezCitizens Securities, Inc.
- Lisa McQuilkinEdward Jones
- Vincent A. MelilloLPL Financial LLC
- John T. ProkopTilson Financial Group Inc. · Certified Financial Planner, Chartered Financial Analyst
- Patricia C. ScottMsm Financial Strategies · Certified Financial Planner
- Soojan L. ShaoCetera Investment Advisers LLC
- Jun Bo ShimModera Wealth Management, LLC · Certified Financial Planner
- Eric D. TilsonTilson Financial Group Inc. · Certified Financial Planner
- Robert TilsonTilson Financial Group Inc. · Certified Financial Planner
- Robert S. TilsonTilson Financial Group Inc. · Certified Financial Planner
- Nicole C. WegmanModera Wealth Management, LLC · Certified Financial Planner
Other cities in New Jersey
All of New Jersey →Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116
Questions
How many financial advisors are in New Providence, NJ?
21 investment adviser representatives are registered at firm offices in New Providence, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in New Providence?
Tilson Financial Group Inc., with 5 registered advisors in New Providence, followed by LPL Financial LLC with 3.
How do I check a financial advisor in New Providence?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.