Best Financial Advisors in OLD BRIDGE, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$135M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in OLD BRIDGE
#1
86
STERN CAPITAL MANAGEMENT, INC.
OLD BRIDGE, NJ · Since 2017
$298M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
84
TEPLITZ FINANCIAL GROUP LLC
OLD BRIDGE, NJ · Since 2022
$132M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
74
TSG ALPHA PARTNERS, LLC
OLD BRIDGE, NJ · Since 2025
$135M AUM9 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in OLD BRIDGE?
The median advisory fee in OLD BRIDGE, NJ is 0.95% of assets under management per year, based on Form ADV filings from 3 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.