Best Financial Advisors in PRINCETON, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PRINCETON
CONCORD ADVISORY GROUP LTD
PRINCETON, NJ · Since 1991
HALBERSTADT FINANCIAL CONSULTANTS INC
PRINCETON, NJ · Since 2000
ALTMAN INVESTMENT MANAGEMENT LLC
PRINCETON, NJ · Since 2001
PRINCETON GLOBAL ASSET MANAGEMENT LLC
PRINCETON, NJ · Since 2010
ROUNDVIEW CAPITAL, LLC
PRINCETON, NJ · Since 2008
GIVERNY CAPITAL ADVISORS
PRINCETON, NJ · Since 2017
UNIO CAPITAL LLC
PRINCETON, NJ · Since 2016
NOVI WEALTH PARTNERS
PRINCETON, NJ · Since 2013
FLIGHT LINE FINANCIAL, LLC
PRINCETON, NJ · Since 2026
EKS ASSOCIATES
PRINCETON, NJ · Since 2014
KDT ADVISORS, LLC
PRINCETON, NJ · Since 2017
SYSTEMATIC ALPHA INVESTMENTS, LLC
PRINCETON, NJ · Since 2018
MILLSTONE FINANCIAL GROUP
PRINCETON, NJ · Since 2026
BERGAMOT ASSET MANAGEMENT LP
PRINCETON, NJ · Since 2026
PRINCETON EQUITY GROUP
PRINCETON, NJ · Since 2021
PIONEX INVESTMENTS INC.
PRINCETON, NJ · Since 2022
ACORN ASSET MANAGEMENT LLC
PRINCETON, NJ · Since 2026
SCIENCAST MANAGEMENT LP
PRINCETON, NJ · Since 2016
EDGESTREAM PARTNERS, L.P.
PRINCETON, NJ · Since 2012
WATERMARK GROUP, INC.
PRINCETON, NJ · Since 1990
DUMONT & BLAKE INVESTMENT ADVISORS LLC
PRINCETON, NJ · Since 1999
KUBHERA ENTERPRISES LLC
PRINCETON, NJ · Since 2018
PRYSM CAPITAL, L.P.
PRINCETON, NJ · Since 2020
LANDSEER ADVISORS LLC
PRINCETON, NJ · Since 2020
CARNEGIE LAKE ADVISORS LLC
PRINCETON, NJ · Since 2024
MERCATOR PARTNERS
PRINCETON, NJ · Since 2022
WEST HORIZON CAPITAL
PRINCETON, NJ · Since 2025
BAYARD ASSET MANAGEMENT LLC
PRINCETON, NJ · Since 2017
BLACKROCK INVESTMENT MANAGEMENT, LLC
PRINCETON, NJ · Since 1999
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 PRINCETON?
The median advisory fee in PRINCETON, NJ is 0.95% of assets under management per year, based on Form ADV filings from 29 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.