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

Hudson Oak Wealth Advisory

Hudson Oak Wealth Advisory is a group of wealth and tax advisors with CFP and CPA designations. The boutique firm has offices in New York City and Hoboken, New Jersey. The firm's main wealth advisory services include financial planning and investment management. Financial plans cover a wide range of areas like cash flow planning, retirement planning, estate planning, risk management, insurance planning, business planning, charitable giving strategies, debt management planning, college planning, and special needs planning. The firm's typical clients are business owners, startup companies, corporate executives, trusts, estates, real estate investors, urban professionals, and recipients of sudden wealth.

Hoboken, NJ 07030

Website

LodeStar Advisory Group, LLC

As an independent, "fee-only", privately owned firm, LodeStar has the freedom to provide its clients with unbiased advice and access to the best research, investments and planning services, regardless of source. The firm designs custom, stress-tested investment portfolios that can dramatically lower investment risk without sacrificing long-term returns. It also performs total wealth planning to holistically manage all the interconnected areas of clients’ financial lives, allowing them to adapt more easily to life changes and feel more secure that their goals are on track. Founder and Chief Investment Officer, George Kiraly, is a Certified Financial Planner and NAPFA-Registered Financial Advisor with over two decades of experience.

Short Hills, NJ 07078

Website

OFC Wealth Management

OFC Wealth Management is a team of investment managers and financial planners with over eight decades of combined experience. It offers goal-based financial planning services, including insurance options, estate planning, retirement planning, college planning, and tax planning. The investment management services are geared toward the ultimate goal of a secure retirement, but they also address short-term goals like wedding planning, home buying, and charitable giving. Investment options are made up mainly of exchange-traded funds, which are both tax-efficient and low-cost. Clients can choose from hourly fee-only planning or asset-based advisory fees that cover ongoing management services.

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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