10+ Years · Elizabeth

Experienced Financial Advisors in Elizabeth, NJ

Experience matters. These financial advisors in Elizabeth have years of proven work behind them — and the reviews to back it up.

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.

Filter:

Local Market Snapshot

16

Businesses listed

4.7★

Avg rating

73

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

4.9(972 reviews)

Trusted by hundreds of clients with an exceptional 4.9-star average rating.

560 Elizabeth Ave, Elizabeth, NJ 07206, USA
5.0(17 reviews)

Elizabeth's top-rated financial advisor with a perfect 5.0★ score from 17 reviews.

3 Broad St, Elizabeth, NJ 07201, USA
4.9(27 reviews)

Trusted by 27 clients with an exceptional 4.9-star rating.

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
#6Solution Financial816 Sheridan Ave, Elizabeth, NJ 07208, USA5.03
#7Guidance Wealth Advisors1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, USA5.019
#8Universal Financial Insurance Agency - UFIA500 Rahway Ave, Elizabeth, NJ 07202, USA5.04
#9Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris811 Chandler Ave, Linden, NJ 07036, USA4.912
#10Gordon Wealth Planning44 Hickory Hill Ct, Rockaway, NJ 07866, USA5.012

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

All Financial Advisors in Elizabeth

4
5.0· 3 reviews

Trusted Elizabeth, NJ financial advisor with a perfect 5.0 rating from 3 reviews.

20 Linden Pl, Red Bank, NJ 07701, USA

5
5.0· 6 reviews

Trusted by clients with a perfect 5.0-star rating from 6 reviews.

1122 Dickinson St, Elizabeth, NJ 07201, USA

6
5.0· 3 reviews

Earns a flawless 5.0-star rating from its first three Google reviews.

816 Sheridan Ave, Elizabeth, NJ 07208, USA

7
5.0· 19 reviews

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

8
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews, this Elizabeth financial advisor is highly regarded.

500 Rahway Ave, Elizabeth, NJ 07202, USA

9
4.9· 12 reviews

Known for exceptional service with a 4.9-star rating from 12 reviews in Elizabeth.

811 Chandler Ave, Linden, NJ 07036, USA

10
5.0· 12 reviews

Trusted by clients with a perfect 5.0-star rating from 12 Google reviews.

44 Hickory Hill Ct, Rockaway, NJ 07866, USA

11
5.0· 11 reviews

Holds a perfect 5.0-star rating from 11 Google reviews in Elizabeth.

541 Edgar Rd, Elizabeth, NJ 07202, USA

12
5.0· 7 reviews

Exceptional 5.0-star rating from 7 Google reviews in Elizabeth, NJ.

918 Elizabeth Ave, Elizabeth, NJ 07201, USA

13
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews by clients in Elizabeth.

503 Casino Dr, Farmingdale, NJ 07727, USA

14
1.0· 3 reviews

Mixed 1.0-star rating from 3 Google reviews; consider verifying recent client experiences.

272 N Broad St, Elizabeth, NJ 07208, USA

15
5.0· 1 reviews

Trusted Elizabeth financial advisor with a perfect 5.0-star rating from clients.

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

16
· 0 reviews

This financial advisor in Elizabeth, NJ has no customer reviews yet.

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

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Financial Advisors in Elizabeth, NJ — Compared

#BusinessRNM ScoreRatingReviews
1Ria Money Transfer87/1004.9 ★972
2MEDICARE ADVISORS INSURANCE GROUP LLC86/1005.0 ★17
3JOHNSON FINANCIAL CONSULTING GROUP75/1004.9 ★27
4Morgan Stanley Financial Advisors69/1005.0 ★3
5TG Advisor Tax & Financial69/1005.0 ★6
6Solution Financial66/1005.0 ★3
7Guidance Wealth Advisors75/1005.0 ★19
8Universal Financial Insurance Agency - UFIA79/1005.0 ★4
9Lavish Soul Enterprise, LLC ~ Lolita Slater-Harris71/1004.9 ★12
10Gordon Wealth Planning72/1005.0 ★12

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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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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