Best Financial Advisors in FLORHAM PARK, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$214M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in FLORHAM PARK
#1
100
EAST COAST WEALTH MANAGEMENT, INC.
FLORHAM PARK, NJ · Since 2025
$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
95
JACOBS LEVY EQUITY MANAGEMENT
FLORHAM PARK, NJ · Since 1986
$28.0B AUM38 clientsFee: 0%
FiduciaryFee-Only
#3
95
WISS PRIVATE CLIENT ADVISORS, LLC
FLORHAM PARK, NJ · Since 2019
$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
95
OZE CAPITAL LLC
FLORHAM PARK, NJ · Since 2023
$214M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
84
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
FLORHAM PARK, NJ · Since 2025
$162M AUM14 clientsFee: 0%
FiduciaryFee-Only2 complaints
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FLORHAM PARK?
The median advisory fee in FLORHAM PARK, NJ is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.