Best Financial Advisors in PRINCETON, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PRINCETON
Page 1 of 2 · 29 firms
EDGESTREAM PARTNERS, L.P.
PRINCETON, NJ · Since 2012
ROUNDVIEW CAPITAL, LLC
PRINCETON, NJ · Since 2008
CONCORD ADVISORY GROUP LTD
PRINCETON, NJ · Since 1991
PRINCETON GLOBAL ASSET MANAGEMENT LLC
PRINCETON, NJ · Since 2010
NOVI WEALTH PARTNERS
PRINCETON, NJ · Since 2013
SYSTEMATIC ALPHA INVESTMENTS, LLC
PRINCETON, NJ · Since 2018
HALBERSTADT FINANCIAL CONSULTANTS INC
PRINCETON, NJ · Since 2000
ALTMAN INVESTMENT MANAGEMENT LLC
PRINCETON, NJ · Since 2001
UNIO CAPITAL LLC
PRINCETON, NJ · Since 2016
EKS ASSOCIATES
PRINCETON, NJ · Since 2014
PRINCETON EQUITY GROUP
PRINCETON, NJ · Since 2021
SCIENCAST MANAGEMENT LP
PRINCETON, NJ · Since 2016
GIVERNY CAPITAL ADVISORS
PRINCETON, NJ · Since 2017
KDT ADVISORS, LLC
PRINCETON, NJ · Since 2017
FLIGHT LINE FINANCIAL, LLC
PRINCETON, NJ · Since 2026
MILLSTONE FINANCIAL GROUP
PRINCETON, NJ · Since 2026
PIONEX INVESTMENTS INC.
PRINCETON, NJ · Since 2022
BERGAMOT ASSET MANAGEMENT LP
PRINCETON, NJ · Since 2026
WATERMARK GROUP, INC.
PRINCETON, NJ · Since 1990
ACORN ASSET MANAGEMENT LLC
PRINCETON, NJ · Since 2026
PRYSM CAPITAL, L.P.
PRINCETON, NJ · Since 2020
DUMONT & BLAKE INVESTMENT ADVISORS LLC
PRINCETON, NJ · Since 1999
BAYARD ASSET MANAGEMENT LLC
PRINCETON, NJ · Since 2017
KUBHERA ENTERPRISES LLC
PRINCETON, NJ · Since 2018
LANDSEER ADVISORS LLC
PRINCETON, NJ · Since 2020
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 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.