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As of June 2026, RatingsNearMe ranks 19 financial advisors in Jersey City, NJ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Heritage Financial Corporation with a 4.9-star rating from 219 Google reviews and an RNM Score of 98/100. Also in the top tier: Apex Credit Fix and Elite Financial Boutique LLC. The average rating across all listed financial advisors in Jersey City is 4.6 stars from 378 reviews per business on average.
Financial advisors in Jersey City 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.
Jersey City, NJ is home to a variety of financial advisory firms that offer investment management, retirement planning, and other personal finance services to local residents. When searching for a financial advisor in Jersey City, consumers should consider factors like credentials, services offered, and client reviews.
- ✓Variety of financial advisory firms in Jersey City, NJ
- ✓Services include investment management, retirement planning, and personal finance
- ✓Consumers should research advisor credentials, services, and client reviews
Best Overall
BNY Pershing
BNY Pershing stands out as a top-ranked financial advisor in Jersey City due to its global scale, comprehensive institutional services, and strong reputation in the industry.
Most Reviewed
Merrill Lynch Wealth Management
A high review count indicates broad client experience and trust, helping consumers gauge service consistency and reliability.
When choosing a financial advisor in Jersey City, consider both the firm's reputation and the specific expertise of the individual advisor, as local market knowledge can be crucial. Always verify credentials and fee structures before committing.
How to Choose a Financial Advisor in Jersey City
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Jersey City area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment mix for my goals and risk tolerance?
- • What are your fees and how are they structured?
Red flags
- ⚠ Pushes high-commission financial products
- ⚠ Lacks transparency about fees and compensation
- ⚠ Cannot provide references from satisfied local clients
Financial advisors in New Jersey must be registered with the state as investment advisers or hold appropriate securities licenses. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
19
Businesses listed
4.6★
Avg rating
378
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 219 reviews, consistently praised by Jersey City clients.
3478 John F. Kennedy Blvd, Jersey City, NJ 07307, USATrusted by thousands, this Jersey City advisor holds an exceptional 4.9-star rating.
111 Town Square Pl Suite 1203, Jersey City, NJ 07310, USA5.0 stars from 13 reviews, reflecting exceptional client satisfaction.
101 Hudson St 21st fl, Jersey City, NJ 07302, USAFinancial Advisors Rankings in Jersey City, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Heritage Financial Corporation3478 John F. Kennedy Blvd, Jersey City, NJ 07307, USA | 4.9★ | 219 |
| #2 | Apex Credit Fix111 Town Square Pl Suite 1203, Jersey City, NJ 07310, USA | 4.9★ | 6,334 |
| #3 | Elite Financial Boutique LLC101 Hudson St 21st fl, Jersey City, NJ 07302, USA | 5.0★ | 13 |
| #4 | Tomolonis Financial LLC95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA | 5.0★ | 7 |
| #5 | Hudson Oak Wealth Advisory221 River St 9th floor, Hoboken, NJ 07030, USA | 5.0★ | 1 |
| #6 | BNY Pershing1 Pershing Plz, Jersey City, NJ 07302, USA | 4.0★ | 34 |
| #7 | Taurus Financial1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA | 4.5★ | 24 |
| #8 | Align Financial Solutions LLC50 Harrison St PH 433, Hoboken, NJ 07030, USA | 4.9★ | 15 |
| #9 | BNYInternational Financial Center, 95 Christopher Columbus Dr, Jersey City, NJ 07302, USA | 4.9★ | 8 |
| #10 | Integrated Financial Services111 Town Square Pl Suite 500, Jersey City, NJ 07310, USA | 4.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Jersey City
5.0 stars from 7 reviews, perfect record for a Jersey City financial advisor.
95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
Holds a perfect 5.0-star rating from a small number of Google reviews.
221 River St 9th floor, Hoboken, NJ 07030, USA
Trusted by clients with a solid 4.0-star rating from 34 reviews.
1 Pershing Plz, Jersey City, NJ 07302, USA
Trusted 4.5-star financial advisor in Jersey City with dozens of positive reviews.
1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA
Trusted by clients with an exceptional 4.9-star rating from 15 reviews in Jersey City.
50 Harrison St PH 433, Hoboken, NJ 07030, USA
4.9 stars from 8 reviews, reflecting strong client satisfaction in Jersey City.
International Financial Center, 95 Christopher Columbus Dr, Jersey City, NJ 07302, USA
Consistently rated 4.0 stars across 8 Google reviews, a trusted local option.
111 Town Square Pl Suite 500, Jersey City, NJ 07310, USA
Trusted Jersey City financial advisor with 4.5 stars from 8 client reviews.
201 Montgomery St #2022, Jersey City, NJ 07302, USA
A local financial advisor with a mixed 3.3-star rating from 7 Google reviews.
101 Hudson St 6th Floor, Jersey City, NJ 07302, USA
5.0 stars from 7 reviews, reflecting exceptional client satisfaction in Jersey City.
202 8th St Floor 2, Jersey City, NJ 07302, USA
5.0-star rated financial advisor with glowing feedback from multiple local clients.
155 2nd St Suite 206, Jersey City, NJ 07302, USA
Rated 5.0 stars from a small number of Google reviews.
101 Hudson St #2100, Jersey City, NJ 07302, USA
This financial advisor in Jersey City has no customer reviews yet.
International Financial Center, 95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
Trusted by clients with a solid 4.4-star rating from dozens of local reviews.
746 Bergen Ave, Jersey City, NJ 07306, USA
Consistently rated 4.4 stars from over 30 local client reviews.
910 Bergen Ave #204, Jersey City, NJ 07306, USA
Trusted by clients with a solid 4.3-star rating from 45 reviews.
30 Hudson St, Jersey City, NJ 07302, USA
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Financial Advisors in Jersey City, NJ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Heritage Financial Corporation | 98/100 | 4.9 ★ | 219 |
| 2 | Apex Credit Fix | 87/100 | 4.9 ★ | 6,334 |
| 3 | Elite Financial Boutique LLC | 73/100 | 5.0 ★ | 13 |
| 4 | Tomolonis Financial LLC | 70/100 | 5.0 ★ | 7 |
| 5 | Hudson Oak Wealth Advisory | 62/100 | 5.0 ★ | 1 |
| 6 | BNY Pershing | 61/100 | 4.0 ★ | 34 |
| 7 | Taurus Financial | 67/100 | 4.5 ★ | 24 |
| 8 | Align Financial Solutions LLC | 72/100 | 4.9 ★ | 15 |
| 9 | BNY | 69/100 | 4.9 ★ | 8 |
| 10 | Integrated Financial Services | 53/100 | 4.0 ★ | 8 |
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 Jersey City
What is a fiduciary financial advisor and why does it matter in Jersey 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 Jersey 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 Jersey 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: June 10, 2026.
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