Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Novi Wealth Partners financial advisors in Princeton, NJ

Every SEC-registered investment adviser representative at a Novi Wealth Partners office in Princeton, A to Z.

The short answer

7 registered advisors work at Novi Wealth Partners in Princeton, out of 7 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Novi Wealth Partners advisors in Princeton, A to Z

Every Novi Wealth Partners advisor →

Novi Wealth Partners advisors in every city and state →Novi Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Princeton

All Princeton advisors →

Blackrock Investment Management, LLC 362Merrill Lynch, Pierce, Fenner & Smith Incorporated 107Advisors Asset Management, Inc. 36Strategic Advisers LLC 24Wells Fargo Clearing Services, LLC 23UBS Financial Services Inc. 22RBC Capital Markets, LLC 18Charles Schwab & Co., Inc. 17Princeton Global Asset Management LLC 17Northwestern Mutual Investment Services, LLC 15Tiaa-Cref Individual & Institutional Services, LLC 15LPL Financial LLC 12

Questions

How many financial advisors does Novi Wealth Partners have in Princeton?

7 investment adviser representatives are registered at Novi Wealth Partners offices in Princeton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Novi Wealth Partners one of the largest advisor employers in Princeton?

Novi Wealth Partners ranks number 15 in Princeton by registered advisors; Blackrock Investment Management, LLC has the most, with 362.

How do I check a Novi Wealth Partners advisor 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, 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 Novi Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.