Same Day · Paterson
Same-Day Financial Advisors in Paterson, NJ
Can't wait a week? These financial advisors in Paterson offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Paterson, NJ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Oportun with a 4.9-star rating from 324 Google reviews and an RNM Score of 98/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Regal Tax & Financial Services
Regal Tax & Financial Services stands out as the top-ranked advisor due to its strong reputation for comprehensive tax and financial planning services in Paterson.
Most Reviewed
Regal Tax & Financial Services
A high review count indicates broad client trust and consistent service quality, making it a reliable choice for prospective clients.
When choosing a financial advisor in Paterson, verify their credentials and read recent client reviews to ensure they align with your specific financial needs. Consider scheduling initial consultations with multiple firms to compare their approach and fees.
Local Market Snapshot
17
Businesses listed
4.7★
Avg rating
36
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Paterson financial advisor with 4.9 stars from over 300 reviews.
185 Main St, Paterson, NJ 07505, USAPraised by over 100 clients, this Paterson advisor maintains a flawless 5.0-star rating.
795 Franklin Ave Building C, Suite 202, Franklin Lakes, NJ 07417, USAPaterson's top-rated financial advisor with 4.9 stars from 47 reviews.
80 Ward St, Paterson, NJ 07505, USAFinancial 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 | ASWFinancial80 Ward St, Paterson, NJ 07505, USA | 5.0★ | 2 |
| #5 | Fullridge Advisors365 Rifle Camp Rd STE 220, Woodland Park, NJ 07424, USA | 5.0★ | 18 |
| #6 | Regal Tax & Financial Services384 Totowa Ave, Paterson, NJ 07502, USA | 5.0★ | 15 |
| #7 | SALUD & FINANZAS306 Madison Ave, Paterson, NJ 07524, USA | — | — |
| #8 | Rolston Financial Solutions, Inc.84 Vreeland Ave Third Floor, Paterson, NJ 07504, USA | — | — |
| #9 | Homestead Financial Services1141 Main St, Paterson, NJ 07503, USA | 5.0★ | 2 |
| #10 | Abbey's Financial Advisory Services27 Broadway, Elmwood Park, NJ 07407, USA | 3.8★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Paterson
Top-rated financial advisor with a perfect 5.0 score from local clients.
80 Ward St, Paterson, NJ 07505, USA
Ranked 5.0 stars from 18 Google reviews, a top-rated Paterson financial advisor.
365 Rifle Camp Rd STE 220, Woodland Park, NJ 07424, USA
Exceptional 5.0-star rating from 15 Google reviews for financial advising in Paterson.
384 Totowa Ave, Paterson, NJ 07502, USA
This advisor has no Google reviews yet to help inform your decision.
306 Madison Ave, Paterson, NJ 07524, USA
A new Paterson financial advisor with no customer reviews yet.
84 Vreeland Ave Third Floor, Paterson, NJ 07504, USA
5.0 stars from 2 reviews reflect exceptional client satisfaction in Paterson.
1141 Main St, Paterson, NJ 07503, USA
Mixed reviews (3.8★) from 6 Google ratings; consider reading them first.
27 Broadway, Elmwood Park, NJ 07407, USA
5.0 stars from 1 review, indicating strong initial client satisfaction.
69 Hardwick Ln, Wayne, NJ 07470, USA
Exceptional 5.0-star rating from 2 Google reviews in Paterson, NJ.
150 Clove Rd, Little Falls Township, NJ 07424, USA
Highly rated financial advisor with a perfect 5.0 score from local clients.
595 River St, Paterson, NJ 07524, USA
Earned a perfect 5.0-star rating from early client reviews.
669 River Dr, Elmwood Park, NJ 07407, USA
5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
16-00 NJ-208, Fair Lawn, NJ 07410, USA
A Paterson financial advisor with a 3.5-star rating from 6 Google reviews.
Paterson, NJ 07501, USA
A local financial advisor with a 3.0-star rating based on 4 customer reviews.
52 Forest Ave, Paramus, NJ 07652, USA
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Financial Advisors in Paterson, NJ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Oportun | 98/100 | 4.9 ★ | 324 |
| 2 | Carson Wealth, LLC | 87/100 | 5.0 ★ | 108 |
| 3 | Supesos | 81/100 | 4.9 ★ | 47 |
| 4 | ASWFinancial | 64/100 | 5.0 ★ | 2 |
| 5 | Fullridge Advisors | 78/100 | 5.0 ★ | 18 |
| 6 | Regal Tax & Financial Services | 77/100 | 5.0 ★ | 15 |
| 7 | SALUD & FINANZAS | 3/100 | — | 0 |
| 8 | Rolston Financial Solutions, Inc. | 3/100 | — | 0 |
| 9 | Homestead Financial Services | 76/100 | 5.0 ★ | 2 |
| 10 | Abbey's Financial Advisory Services | 48/100 | 3.8 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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