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 the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Ria Money Transfer with a 4.9-star rating from 972 Google reviews and an RNM Score of 87/100. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris
This business stands out as the top-ranked financial advisor in Elizabeth, NJ, offering personalized wealth management and financial planning services.
Most Reviewed
Ria Money Transfer
A high review count indicates broad customer experience and trust, which can help consumers gauge service reliability and satisfaction.
When choosing a financial advisor in Elizabeth, consider your specific needs such as retirement planning or tax advice, and verify credentials and client reviews to ensure a good fit.
Local Market Snapshot
16
Businesses listed
4.7★
Avg rating
73
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with an exceptional 4.9-star average rating.
560 Elizabeth Ave, Elizabeth, NJ 07206, USAElizabeth's top-rated financial advisor with a perfect 5.0★ score from 17 reviews.
3 Broad St, Elizabeth, NJ 07201, USATrusted by 27 clients with an exceptional 4.9-star rating.
1496 Morris Ave, Union, NJ 07083, USAFinancial Advisors Rankings in Elizabeth, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Ria Money Transfer560 Elizabeth Ave, Elizabeth, NJ 07206, USA | 4.9★ | 972 |
| #2 | MEDICARE ADVISORS INSURANCE GROUP LLC3 Broad St, Elizabeth, NJ 07201, USA | 5.0★ | 17 |
| #3 | JOHNSON FINANCIAL CONSULTING GROUP1496 Morris Ave, Union, NJ 07083, USA | 4.9★ | 27 |
| #4 | Guidance Wealth Advisors1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, USA | 5.0★ | 19 |
| #5 | TG Advisor Tax & Financial1122 Dickinson St, Elizabeth, NJ 07201, USA | 5.0★ | 6 |
| #6 | Universal Financial Insurance Agency - UFIA500 Rahway Ave, Elizabeth, NJ 07202, USA | 5.0★ | 4 |
| #7 | Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris811 Chandler Ave, Linden, NJ 07036, USA | 4.9★ | 12 |
| #8 | Gordon Wealth Planning44 Hickory Hill Ct, Rockaway, NJ 07866, USA | 5.0★ | 12 |
| #9 | Tax Account Advisors Corp541 Edgar Rd, Elizabeth, NJ 07202, USA | 5.0★ | 11 |
| #10 | Jim’s Financial Services LLC918 Elizabeth Ave, Elizabeth, NJ 07201, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Elizabeth
Elizabeth's top-rated financial advisor with a perfect 5.0-star rating from 19 reviews.
1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, USA
Trusted by clients with a perfect 5.0-star rating from 6 reviews.
1122 Dickinson St, Elizabeth, NJ 07201, USA
Rated 5.0 stars from 4 Google reviews, this Elizabeth financial advisor is highly regarded.
500 Rahway Ave, Elizabeth, NJ 07202, USA
Known for exceptional service with a 4.9-star rating from 12 reviews in Elizabeth.
811 Chandler Ave, Linden, NJ 07036, USA
Trusted by clients with a perfect 5.0-star rating from 12 Google reviews.
44 Hickory Hill Ct, Rockaway, NJ 07866, USA
Holds a perfect 5.0-star rating from 11 Google reviews in Elizabeth.
541 Edgar Rd, Elizabeth, NJ 07202, USA
Exceptional 5.0-star rating from 7 Google reviews in Elizabeth, NJ.
918 Elizabeth Ave, Elizabeth, NJ 07201, USA
Rated 5.0 stars from 4 Google reviews by clients in Elizabeth.
503 Casino Dr, Farmingdale, NJ 07727, USA
Mixed 1.0-star rating from 3 Google reviews; consider verifying recent client experiences.
272 N Broad St, Elizabeth, NJ 07208, USA
Trusted Elizabeth financial advisor with a perfect 5.0-star rating from clients.
853 Jersey Ave Apartment 202, Elizabeth, NJ 07202, USA
This financial advisor in Elizabeth, NJ has no customer reviews yet.
30 Union St St 28, Elizabeth, NJ 07202, USA
Earns a flawless 5.0-star rating from its first three Google reviews.
816 Sheridan Ave, Elizabeth, NJ 07208, USA
Trusted Elizabeth, NJ financial advisor with a perfect 5.0 rating from 3 reviews.
20 Linden Pl, Red Bank, NJ 07701, USA
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Financial Advisors in Elizabeth, NJ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Ria Money Transfer | 87/100 | 4.9 ★ | 972 |
| 2 | MEDICARE ADVISORS INSURANCE GROUP LLC | 86/100 | 5.0 ★ | 17 |
| 3 | JOHNSON FINANCIAL CONSULTING GROUP | 75/100 | 4.9 ★ | 27 |
| 4 | Guidance Wealth Advisors | 75/100 | 5.0 ★ | 19 |
| 5 | TG Advisor Tax & Financial | 69/100 | 5.0 ★ | 6 |
| 6 | Universal Financial Insurance Agency - UFIA | 79/100 | 5.0 ★ | 4 |
| 7 | Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris | 71/100 | 4.9 ★ | 12 |
| 8 | Gordon Wealth Planning | 72/100 | 5.0 ★ | 12 |
| 9 | Tax Account Advisors Corp | 72/100 | 5.0 ★ | 11 |
| 10 | Jim’s Financial Services LLC | 70/100 | 5.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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