Laurels

Best Financial Advisors in Newark
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Newark Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 71 45 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Mariner Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • Estate And Trust Specialist

Mariner Wealth Advisors is a firm that caters to personal and commercial clients in Newark. It advises personal clients on wealth planning, investment management, tax planning, estate planning, and trusts. The firm's team also presents insurance solutions. Its CEO, Marty Bicknell, was recognized as part of the Power 100 List from 2014 to 2019 by the Kansas City Business Journal. Mariner Wealth Advisors has been assisting clients with their financial decisions for over 15 years.

5 Becker Farm Road
Roseland, NJ 07068

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OFC Wealth Management

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

OFC Wealth Management offers personalized financial planning solutions to clients in Newark and the surrounding areas. The firm was established in 2005 with a primary goal of helping families and individuals grow, manage, and protect their wealth. Some of the firm's services include estate planning, retirement planning, asset allocation, education planning, and investment management. OFC Wealth Management has three Certified Financial Planners and a Certified Public Accountant among its staff. It is also affiliated with the National Association of Personal Financial Advisors.

35 Canoe Brook Road
Short Hills, NJ 07078

Website

Rio Douro Capital Management

Rio Douro Capital Management is a Hillside-based alternative asset management firm that focuses on wealth management. Its clients receive assistance with financial goals and meeting financial needs. The company also creates investment strategies involving value-driven, event-driven, and macro-driven investments. Because the firm invests globally, clients have access to opportunities in more than 20 markets.

Hillside, NJ 07205

Website

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