4.5+ Stars · Atlantic City
Highly Rated Financial Advisors in Atlantic City, NJ
Only the best make this list. These financial advisors in Atlantic City have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 15 financial advisors in Atlantic City, NJ by verified customer ratings and review volume. The highest-rated is Advisors Mortgage Group - Linwood, NJ with a 5.0-star rating from 461 verified reviews. Also in the top tier: Ciocca Chevrolet of Atlantic City and OceanFirst Bank. The average rating across all listed financial advisors in Atlantic City is 4.3 stars from 143 reviews per business on average.
Financial advisors in Atlantic City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
15
Businesses listed
4.3★
Avg rating
143
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Advisors Mortgage Group - Linwood, NJ
599 New Rd, Linwood, NJ 08221, USA
Ciocca Chevrolet of Atlantic City
430 Albany Ave, Atlantic City, NJ 08401, USA
OceanFirst Bank
1801 Atlantic Ave, Atlantic City, NJ 08401, USA
Financial Advisors Rankings in Atlantic City, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Advisors Mortgage Group - Linwood, NJ599 New Rd, Linwood, NJ 08221, USA | 5.0★ | 461 |
| #2 | Ciocca Chevrolet of Atlantic City430 Albany Ave, Atlantic City, NJ 08401, USA | 4.5★ | 935 |
| #3 | OceanFirst Bank1801 Atlantic Ave, Atlantic City, NJ 08401, USA | 4.6★ | 126 |
| #4 | TC Financial Management7811 Atlantic Ave, Margate City, NJ 08402, USA | 5.0★ | 1 |
| #5 | Global Cash Access2821 Boardwalk, Atlantic City, NJ 08401, USA | 3.0★ | 2 |
| #6 | Merrill Lynch Wealth Management3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA | 5.0★ | 3 |
| #7 | The Mid-Atlantic Financial Group3846 Bayshore Rd, Cape May, NJ 08204, USA | 5.0★ | 4 |
| #8 | Life's A Brie's Financial Solutions175 E White Horse Pike Suite 6B, Absecon, NJ 08201, USA | 5.0★ | 30 |
| #9 | Concierge Financial Planning, LLC114 N Rumson Ave, Margate City, NJ 08402, USA | 5.0★ | 1 |
| #10 | Wells Fargo Advisors1201 New Rd #207, Linwood, NJ 08221, USA | 4.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Atlantic City
TC Financial Management
7811 Atlantic Ave, Margate City, NJ 08402, USA
Global Cash Access
2821 Boardwalk, Atlantic City, NJ 08401, USA
Merrill Lynch Wealth Management
3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
The Mid-Atlantic Financial Group
3846 Bayshore Rd, Cape May, NJ 08204, USA
Life's A Brie's Financial Solutions
175 E White Horse Pike Suite 6B, Absecon, NJ 08201, USA
Concierge Financial Planning, LLC
114 N Rumson Ave, Margate City, NJ 08402, USA
Jim Meis - Financial Advisor, Ameriprise Financial Services, LLC
Professional Plaza, 2021 New Rd Suite 12, Linwood, NJ 08221, USA
Cape Atlantic Private Wealth Advisors - Ameriprise Financial Services, LLC
Professional Plaza, 2021 New Rd Suite 12, Linwood, NJ 08221, USA
Cammisa Financial Services LLC
3203 Atlantic Ave, Atlantic City, NJ 08401, USA
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Frequently Asked Questions — Financial Advisors in Atlantic City
What is a fiduciary financial advisor and why does it matter in Atlantic City?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Atlantic City, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Atlantic City?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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