10+ Years · Jersey City
Experienced Financial Advisors in Jersey City, NJ
Experience matters. These financial advisors in Jersey City have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Jersey City, NJ by verified customer ratings and review volume. The highest-rated is Apex Credit Fix with a 4.9-star rating from 6,334 verified reviews. Also in the top tier: Heritage Financial Corporation and Goldman Sachs. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.6★
Avg rating
378
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Apex Credit Fix
111 Town Square Pl Suite 1203, Jersey City, NJ 07310, USA
Heritage Financial Corporation
3478 John F. Kennedy Blvd, Jersey City, NJ 07307, USA
Goldman Sachs
30 Hudson St, Jersey City, NJ 07302, USA
Financial Advisors Rankings in Jersey City, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Apex Credit Fix111 Town Square Pl Suite 1203, Jersey City, NJ 07310, USA | 4.9★ | 6,334 |
| #2 | Heritage Financial Corporation3478 John F. Kennedy Blvd, Jersey City, NJ 07307, USA | 4.9★ | 219 |
| #3 | Goldman Sachs30 Hudson St, Jersey City, NJ 07302, USA | 4.3★ | 45 |
| #4 | Root Financial155 2nd St Suite 206, Jersey City, NJ 07302, USA | 5.0★ | 2 |
| #5 | Ballaster Financial LLC202 8th St Floor 2, Jersey City, NJ 07302, USA | 5.0★ | 7 |
| #6 | Tomolonis Financial LLC95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA | 5.0★ | 7 |
| #7 | Taurus Financial1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA | 4.5★ | 24 |
| #8 | Merrill Lynch Wealth Management101 Hudson St 6th Floor, Jersey City, NJ 07302, USA | 3.3★ | 7 |
| #9 | Astra Wealth Partners101 Hudson St #2100, Jersey City, NJ 07302, USA | 5.0★ | 1 |
| #10 | Align Financial Solutions LLC50 Harrison St PH 433, Hoboken, NJ 07030, USA | 4.9★ | 15 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Jersey City
Root Financial
155 2nd St Suite 206, Jersey City, NJ 07302, USA
Ballaster Financial LLC
202 8th St Floor 2, Jersey City, NJ 07302, USA
Tomolonis Financial LLC
95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
Taurus Financial
1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA
Merrill Lynch Wealth Management
101 Hudson St 6th Floor, Jersey City, NJ 07302, USA
Astra Wealth Partners
101 Hudson St #2100, Jersey City, NJ 07302, USA
Align Financial Solutions LLC
50 Harrison St PH 433, Hoboken, NJ 07030, USA
Legacy Care Wealth
201 Montgomery St #2022, Jersey City, NJ 07302, USA
BNY Pershing
1 Pershing Plz, Jersey City, NJ 07302, USA
Elite Financial Boutique LLC
101 Hudson St 21st fl, Jersey City, NJ 07302, USA
BNY
International Financial Center, 95 Christopher Columbus Dr, Jersey City, NJ 07302, USA
Integrated Financial Services
111 Town Square Pl Suite 500, Jersey City, NJ 07310, USA
Financial Focus Group
International Financial Center, 95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
Hudson Oak Wealth Advisory
221 River St 9th floor, Hoboken, NJ 07030, USA
G M Financial Center Inc
910 Bergen Ave #204, Jersey City, NJ 07306, USA
Ricardo Financial Services
746 Bergen Ave, Jersey City, NJ 07306, USA
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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 1, 2026.
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