Best Financial Advisors in MONTCLAIR, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$318M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MONTCLAIR
#1
100
BAUTIS FINANCIAL, LLC
MONTCLAIR, NJ · Since 2024
$197M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
RMR WEALTH BUILDERS, INC.
MONTCLAIR, NJ · Since 2014
$2.9B AUM49 clientsFee: 0%
FiduciaryFee-Only
#3
100
SFI ADVISORS, LLC
MONTCLAIR, NJ · Since 2017
$176M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
TALARA CAPITAL MANAGEMENT, LLC
MONTCLAIR, NJ · Since 2012
$318M AUM2 clientsFee: 0%
FiduciaryFee-Only
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 MONTCLAIR?
The median advisory fee in MONTCLAIR, NJ is 0.95% of assets under management per year, based on Form ADV filings from 4 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.