Best Value · Trenton
Affordable Financial Advisors in Trenton, NJ
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As of May 2026, RatingsNearMe ranks 17 financial advisors in Trenton, NJ by verified customer ratings and review volume. The highest-rated is Millstone Financial Group with a 4.9-star rating from 51 verified reviews. Also in the top tier: Gardner Financial Planning and Wealthspring Financial Partners LLC. The average rating across all listed financial advisors in Trenton is 5 stars from 7 reviews per business on average.
Financial advisors in Trenton 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
5★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Millstone Financial Group
490 NJ-33 Building 2, Suite 5, Millstone Township, NJ 08535, USA
Gardner Financial Planning
1317 S Main Rd #1b, Vineland, NJ 08360, USA
Wealthspring Financial Partners LLC
191 Woodport Rd # 208H, Sparta, NJ 07871, USA
Financial Advisors Rankings in Trenton, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Millstone Financial Group490 NJ-33 Building 2, Suite 5, Millstone Township, NJ 08535, USA | 4.9★ | 51 |
| #2 | Gardner Financial Planning1317 S Main Rd #1b, Vineland, NJ 08360, USA | 5.0★ | 16 |
| #3 | Wealthspring Financial Partners LLC191 Woodport Rd # 208H, Sparta, NJ 07871, USA | 5.0★ | 12 |
| #4 | Mercer Financial Group Inc274 Mer, Edinburg Rd, Hamilton Township, NJ 08619, USA | 5.0★ | 1 |
| #5 | TriStateRates247 E Front St, Trenton, NJ 08611, USA | 5.0★ | 2 |
| #6 | Weingarten Associates LLC11 Overlook Way, Lawrence Township, NJ 08648, USA | 5.0★ | 8 |
| #7 | Morgan Stanley Financial Advisors1200 Lenox Dr N Ste 300, Lawrence Township, NJ 08648, USA | 5.0★ | 1 |
| #8 | Wells Fargo Advisors1121 S Broad St, Trenton, NJ 08611, USA | — | — |
| #9 | Financial Centers Trention891 Brunswick Ave, Trenton, NJ 08638, USA | — | — |
| #10 | Merrill Lynch Wealth Management7 Roszel Rd 4th floor, Princeton, NJ 08540, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Trenton
Mercer Financial Group Inc
274 Mer, Edinburg Rd, Hamilton Township, NJ 08619, USA
Weingarten Associates LLC
11 Overlook Way, Lawrence Township, NJ 08648, USA
Morgan Stanley Financial Advisors
1200 Lenox Dr N Ste 300, Lawrence Township, NJ 08648, USA
Wells Fargo Advisors
1121 S Broad St, Trenton, NJ 08611, USA
Financial Centers Trention
891 Brunswick Ave, Trenton, NJ 08638, USA
Merrill Lynch Wealth Management
7 Roszel Rd 4th floor, Princeton, NJ 08540, USA
GDI Private Wealth Advisors
9000 Lincoln Dr E #302, Marlton, NJ 08053, USA
Princeton Wealth Management Group
182 Nassau St Suite 304 (3rd Floor, Princeton, NJ 08542, USA
Creative Planning
103 Carnegie Center Dr #300, Princeton, NJ 08540, USA
Cornerstone Financial Advisors, Inc.
115 Black Horse Pike, Haddon Heights, NJ 08035, USA
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Frequently Asked Questions — Financial Advisors in Trenton
What is a fiduciary financial advisor and why does it matter in Trenton?
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 Trenton, 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 Trenton?
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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