Maxguard Wealth
“ALWAYS looking out in the best interest of their clients.”
Best Financial Advisors in Princeton, NJ
22 firms listed · all 22 in Princeton · 1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Millstone Financial Group
“They have helped me greatly with my 401k , insurance as well as any other money concerns I may had.”
New Century Financial Group
“Rich & Josh are so knowledgeable and helped me with all of my finance questions!”
Princeton Global Asset Management
“First, their returns have been outstanding, and the losses are less than the markets by far and their couple obscure (not as well known companies) picks have been really worth it.”
Van Leeuwen & Company
“Exceptional service and knowledge couldn't ask for a better advisor.”
Retire Smart Consulting
The 22 firms listed for Princeton, 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: Princeton, NJ
All 22 firms we list here are in Princeton itself. We have 28 firms in Princeton on file; this page shows the highest-rated 22. 14 of the firms on this page have a rating, from 4.0 to 5.0 across 136 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), tax planning (2) and wealth management (2). 1 shows a license on its website and 1 lists staff certifications (CFP). Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 22 of the firms on this page; 19 publish a contact page; 20 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Novi Wealth Partners
“Extremely knowledgeable and concerned individuals who can work wonders with all investments that are placed in their hands”
Princeton Wealth Management Group
“Our experience with Fran, Cindy and Jeff has been amazing: they are calm and knowledgeable, which means that we can be confident in our financial direction.”
Century Business & Financial Services
White Knight Strategic Wealth Advisors
United Wealth Group
“He actively manages your portfolio unlike all the advisors I have worked with and provides a tailored approach for financial independence and wealth management”
KB Financial Companies
Bergamot Asset Management
“I learned so much and never felt like I was beneath or bothering Chris or any of his associates throughout this entire process as they helped me navigate a sound, structured financial game plan.”
CMA Wealth Management
“Craig is the best, young and experienced, been doing this for many years.”
Peapack-Gladstone Bank
EKS Associates
CLH Wealth Management
Kubhera Enterprises,llc
Altman Investment Management
Roche Financial Partners
Northwest Criterion Asset Management
Maclean Wealth Management
Why these companies made our list
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