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Top Picks · Elizabeth

Best Financial Advisors in Elizabeth, NJ

Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.

As of June 2026, RatingsNearMe ranks 16 financial advisors in Elizabeth, NJ by verified customer ratings and review volume. The highest-rated is Ria Money Transfer with a 4.9-star rating from 972 verified reviews. Also in the top tier: MEDICARE ADVISORS INSURANCE GROUP LLC and JOHNSON FINANCIAL CONSULTING GROUP. The average rating across all listed financial advisors in Elizabeth is 4.7 stars from 73 reviews per business on average.

Financial advisors in Elizabeth typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

16

Businesses listed

4.7★

Avg rating

73

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

Ria Money Transfer

4.9(972 reviews)

560 Elizabeth Ave, Elizabeth, NJ 07206, USA

🥈

MEDICARE ADVISORS INSURANCE GROUP LLC

5.0(17 reviews)

3 Broad St, Elizabeth, NJ 07201, USA

🥉

JOHNSON FINANCIAL CONSULTING GROUP

4.9(27 reviews)

1496 Morris Ave, Union, NJ 07083, USA

Financial Advisors Rankings in Elizabeth, NJ

#BusinessRatingReviews
#1Ria Money Transfer560 Elizabeth Ave, Elizabeth, NJ 07206, USA4.9972
#2MEDICARE ADVISORS INSURANCE GROUP LLC3 Broad St, Elizabeth, NJ 07201, USA5.017
#3JOHNSON FINANCIAL CONSULTING GROUP1496 Morris Ave, Union, NJ 07083, USA4.927
#4Morgan Stanley Financial Advisors20 Linden Pl, Red Bank, NJ 07701, USA5.03
#5TG Advisor Tax & Financial1122 Dickinson St, Elizabeth, NJ 07201, USA5.06
#6CLM FINANCIAL853 Jersey Ave Apartment 202, Elizabeth, NJ 07202, USA5.01
#7Austro Financial Services NJ Elizabeth272 N Broad St, Elizabeth, NJ 07208, USA1.03
#8Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris811 Chandler Ave, Linden, NJ 07036, USA4.912
#9American Financial Consulting30 Union St St 28, Elizabeth, NJ 07202, USA
#10Guidance Wealth Advisors1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, USA5.019

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Elizabeth

4

Morgan Stanley Financial Advisors

5.0· 3 reviews

20 Linden Pl, Red Bank, NJ 07701, USA

5

TG Advisor Tax & Financial

5.0· 6 reviews

1122 Dickinson St, Elizabeth, NJ 07201, USA

6

CLM FINANCIAL

5.0· 1 reviews

853 Jersey Ave Apartment 202, Elizabeth, NJ 07202, USA

7

Austro Financial Services NJ Elizabeth

1.0· 3 reviews

272 N Broad St, Elizabeth, NJ 07208, USA

8

Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris

4.9· 12 reviews

811 Chandler Ave, Linden, NJ 07036, USA

9

American Financial Consulting

· 0 reviews

30 Union St St 28, Elizabeth, NJ 07202, USA

10

Guidance Wealth Advisors

5.0· 19 reviews

1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, USA

11

Tax Account Advisors Corp

5.0· 11 reviews

541 Edgar Rd, Elizabeth, NJ 07202, USA

12

Jim’s Financial Services LLC

5.0· 7 reviews

918 Elizabeth Ave, Elizabeth, NJ 07201, USA

13

Gordon Wealth Planning

5.0· 12 reviews

44 Hickory Hill Ct, Rockaway, NJ 07866, USA

14

Coastal Financial Advisors, Inc.

5.0· 4 reviews

503 Casino Dr, Farmingdale, NJ 07727, USA

15

Solution Financial

5.0· 3 reviews

816 Sheridan Ave, Elizabeth, NJ 07208, USA

16

Universal Financial Insurance Agency - UFIA

5.0· 4 reviews

500 Rahway Ave, Elizabeth, NJ 07202, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Elizabeth

What is a fiduciary financial advisor and why does it matter in Elizabeth?

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 Elizabeth, 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 Elizabeth?

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: June 1, 2026.

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About This Financial Advisors Directory — Elizabeth, NJ

This page lists and ranks 16 financial advisors serving Elizabeth, NJ as of June 2026. The average verified rating across all listings is 4.7 stars, with an average of 73 customer reviews per business. The top-ranked financial advisors in Elizabeth by our algorithm is Ria Money Transfer (4.9 stars, 972 reviews). Financial advisors in Elizabeth typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Elizabeth: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the NJ licensing board before hiring.

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