10+ Years · Paterson
Experienced Financial Advisors in Paterson, NJ
Experience matters. These financial advisors in Paterson have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Paterson, NJ by verified customer ratings and review volume. The highest-rated is Oportun with a 4.9-star rating from 324 verified reviews. Also in the top tier: Carson Wealth, LLC and Supesos. The average rating across all listed financial advisors in Paterson is 4.7 stars from 36 reviews per business on average.
Financial advisors in Paterson typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.7★
Avg rating
36
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Carson Wealth, LLC
795 Franklin Ave Building C, Suite 202, Franklin Lakes, NJ 07417, USA
Financial Advisors Rankings in Paterson, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Oportun185 Main St, Paterson, NJ 07505, USA | 4.9★ | 324 |
| #2 | Carson Wealth, LLC795 Franklin Ave Building C, Suite 202, Franklin Lakes, NJ 07417, USA | 5.0★ | 108 |
| #3 | Supesos80 Ward St, Paterson, NJ 07505, USA | 4.9★ | 47 |
| #4 | Baron Financial Group, LLC16-00 NJ-208, Fair Lawn, NJ 07410, USA | 5.0★ | 2 |
| #5 | SALUD & FINANZAS306 Madison Ave, Paterson, NJ 07524, USA | — | — |
| #6 | Rolston Financial Solutions, Inc.84 Vreeland Ave Third Floor, Paterson, NJ 07504, USA | — | — |
| #7 | ASWFinancial80 Ward St, Paterson, NJ 07505, USA | 5.0★ | 2 |
| #8 | J&W Financial LLC.Paterson, NJ 07501, USA | 3.5★ | 6 |
| #9 | Fullridge Advisors365 Rifle Camp Rd STE 220, Woodland Park, NJ 07424, USA | 5.0★ | 18 |
| #10 | Regal Tax & Financial Services384 Totowa Ave, Paterson, NJ 07502, USA | 5.0★ | 15 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Paterson
SALUD & FINANZAS
306 Madison Ave, Paterson, NJ 07524, USA
Rolston Financial Solutions, Inc.
84 Vreeland Ave Third Floor, Paterson, NJ 07504, USA
ASWFinancial
80 Ward St, Paterson, NJ 07505, USA
De Leon Communication Inc.
595 River St, Paterson, NJ 07524, USA
Abbey's Financial Advisory Services
27 Broadway, Elmwood Park, NJ 07407, USA
Certified Financial Services
52 Forest Ave, Paramus, NJ 07652, USA
Morgan Stanley Financial Advisors
150 Clove Rd, Little Falls Township, NJ 07424, USA
Homestead Financial Services
1141 Main St, Paterson, NJ 07503, USA
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Frequently Asked Questions — Financial Advisors in Paterson
What is a fiduciary financial advisor and why does it matter in Paterson?
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 Paterson, 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 Paterson?
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: May 17, 2026.
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