Best Financial Advisors in Newark, NJ

24 firms listed · 11 in Newark · 8 open weekends · 18 rated 4.5+ · 4 show a license

Data verified October 21, 2026

Pgim, the Global Investment Management Business of Prudential

Pgim, the Global Investment Management Business of Prudential

Since 2007
655 Mayor Kenneth A. Gibson Blvd
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BP Multiservice Enterprise

BP Multiservice Enterprise

5.0 2 reviews
Since 2022
86 Monroe St
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Fabio Financial Services

Fabio Financial Services

5.0 1 review
Since 2016
105 Lock St # 217
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Hackney & Associates

Hackney & Associates

LicensedSince 2004
410 Chestnut St
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Patino & Associates

Patino & Associates

5.0 6 reviews
“Very trustful, serious and they sepak spanish too!”
124 Polk St Suite 1
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Greater Newark Ent Corporation

Greater Newark Ent Corporation

Since 2015Prices online
744 Park Pl
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The 24 firms listed for Newark, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Newark, NJ

Of the 24 firms we list here, 11 are in Newark itself and 13 come from towns including New York, NY (4, 13 mi), Bayonne (2, 5 mi) and Jersey City (1, 5 mi). 19 of the firms on this page have a rating, from 4.1 to 5.0 across 725 reviews; 7 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (90%) and quality (81%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 8 are open on Saturdays and 2 on Sundays. 4 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 3 offer a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Newark take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Profolio Investments

Profolio Investments

Since 2013Prices online
Jersey City, NJ · 5 mi from Newark
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Quantitative Analysis Service

Quantitative Analysis Service

Since 1997
24 Commerce St
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Limestone Financial Group

Limestone Financial Group

Since 2017
59 Lincoln Park ste. 360
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Ironbound Advisory

Ironbound Advisory

61 New Jersey Railroad Ave
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Andrews International

Andrews International

1 Washington St # 1201
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Coroebus Wealth Management

Coroebus Wealth Management

Since 2013
1 Gateway Ctr # 2600
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Book onlineBook
Drucker Wealth Management

Drucker Wealth Management

4.9 49 reviews
“Gideon and his team do a great job laying out short term and long term goals and the steps necessary to hit these goals.”
Virtual consultationsSince 2012Family-owned
New York, NY · 13 mi from Newark
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Graziano & Cullen, Cpas

Graziano & Cullen, Cpas

4.8 49 reviews
“I have been coming to the Graziano & Company for the last 24 years, in fact in the last few years I am flying in from Europe just to use their service!”
Since 1996FinancingPrices online
Bayonne, NJ · 5 mi from Newark
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Certainty Tax Advisors

Certainty Tax Advisors

4.9 49 reviews
“Paul was referred by a close friend and I in turn refer Paul, Ann and the staff to anyone this tax season.”
Since 2013
Brooklyn, NY · 13 mi from Newark
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Intensive Financial Service

Intensive Financial Service

4.1 9 reviews
“If you are looking for HONEST, DETAILED, DEDICATED & PROFESSIONALLY TAILORED SERVICE, WITH CLEAR COMMUNICATION, Sedgwick is your man!”
Coupons & offersFree phone consultationServes New Jersey, New York +2Since 2005Locally owned
Bronx, NY · 18 mi from Newark
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Hy Appelbaum CPA

Hy Appelbaum CPA

4.7 28 reviews
“Initially, he helped my repatriation and its complexity dealing with foreign taxes in moving back to USA, multiple states and countless tax related events in our life.”
Free consultationBBB A+Since 2005
Edison, NJ · 17 mi from Newark
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Tax Master Financial Services Corp

Tax Master Financial Services Corp

4.8 47 reviews
“David I Block & Team (Arnold, Tina, Dianne, Erica & Darlene) have remained very helpful, flexible and continue to offer financial counseling throughout the year!”
Since 1960Licensed
New York, NY · 13 mi from Newark
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Diversified Financial Services

Diversified Financial Services

5.0 35 reviews
“Super easy to work with, always responsive, and always helpful.”
Free consultationSince 2011FinancingPrices online
New York, NY · 13 mi from Newark
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Book onlineBook
Curtis Pope, CFP

Curtis Pope, CFP

5.0 50 reviews
“Curtis not only advised me, but is very responsive and willing to help me understand his different suggestions at a granular level.”
Virtual consultations
New York, NY · 13 mi from Newark
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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

5.0 50 reviews
“Jonathan is one of the best advisors i have spoken to throughout the country.”
LicensedSince 2012
Woodbridge, NJ · 13 mi from Newark
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Sidhom Accounting and Tax Consultants

Sidhom Accounting and Tax Consultants

5.0 50 reviews
“Highly recommended if your looking for a CPA that actually understand your business structure, latest tax laws, and your goals.”
Since 2014
Bayonne, NJ · 5 mi from Newark
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Frank Kapitza CPA

Frank Kapitza CPA

4.5 27 reviews
“Frank invites me to come to their offices on the weekends to keep me updated with my accounts and they teach me a little about accounting so that not only my accounts are in order but so that I also understand what is happening.”
Free consultationBBB A+Since 2024
Fairfield, NJ · 12 mi from Newark
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Highland Financial Advisors

Highland Financial Advisors

5.0 32 reviews
“Very helpful and knowledgeable group that has been a pleasure to work with!”
8 attorneysServes NationwideSince 1987Licensed
Wayne, NJ · 16 mi from Newark
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HomeWealth Management AdvisorsNew JerseyNewark, NJ

Why these companies made our list

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