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Financial Advisors in Edgewater, NJ: 2026 rankings

1,286 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Edgewater: B & R Accountants CPA, RFA Score 74/100; 5.0★ from 289 Google reviews; open Saturdays until 6 PM.

  2. 44

    Most-reviewed: Apex Credit Fix, 6,328 Google reviews at 4.9★, the most of 1,286 ranked; ranked #44.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

1,286 Edgewater financial advisors are ranked here by RFA Score, from eight published factors. 428 open Saturdays and 109 open Sundays, based on posted hours. The median Google rating is 4.5★ across 1,286 rated firms.

Top 10 financial advisors in Edgewater at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Edgewater at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1B & R Accountants CPA745.0★ (289)New York City, 1 mi awaySatTop score
2Citizens Debt Relief744.7★ (1,569)New York City, 6 mi away——
3Prudent Financial Solutions, Inc.734.8★ (655)New York City, 5 mi awaySat · Evenings—
4J G TAX & PROFESSIONAL SERVICES, INC724.9★ (337)Baychester, 6 mi away——
5E&Q Tax Accounting & Business Solutions724.8★ (396)Hackensack, 6 mi away——
6Business Debt Adjusters724.8★ (259)Englewood, 3 mi away——
7Creditors Relief LLC724.6★ (554)Englewood, 4 mi away——
8Kapitus724.5★ (904)New York City, 5 mi away——
9PREMIÉR ACCOUNTING, TAX & BUSINESS724.8★ (477)Brooklyn, 9 mi awaySat · Evenings—
10Ridgewood Savings Bank714.9★ (199)Wakefield, 7 mi awaySat · Evenings—

All 1,286 financial advisors in Edgewater, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Edgewater

    Based in New York City, 1 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
  2. Based in New York City, 6 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 1,569 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 1,569 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–4 PM · Sat–Sun closed
    Address
    99 Madison Ave Suite 901, New York, NY 10016
  3. Based in Englewood, 3 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 259 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 Sylvan Ave #302, Englewood Cliffs, NJ 07632
  4. Based in Englewood, 4 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.6★ from 554 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 554 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    333 Sylvan Ave #105, Englewood Cliffs, NJ 07632
  5. Based in New York City, 5 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.5★ from 904 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 904 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 W 45th St, New York, NY 10036
  6. Based in Wakefield, 7 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 199 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 199 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–2 PM · Sun closed
    Address
    3951 White Plains Rd, Bronx, NY 10466
  7. Based in New York City, 5 mi away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    675 3rd Ave #920, New York, NY 10017
  8. Based in Forest Hills, 12 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 447 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 447 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 10 AM–5 PM · Sun closed
    Address
    94-23 Lefferts Blvd, South Richmond Hill, NY 11419
  9. Based in Garden City, 19 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 351 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 351 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1122 Franklin Ave Ste 102, Garden City, NY 11530
  10. Based in New York City, 3 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 98 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 98 Google reviews
    Hours
    Mon–Thu 10 AM–5:30 PM · Fri 10 AM–5 PM · Sat–Sun closed
    Address
    4211 Broadway #110B, New York, NY 10033
  11. Based in Staten Island, 15 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 208 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 208 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    480 Castleton Ave, Staten Island, NY 10301
  12. 69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017
  13. Based in Morris Heights, 3 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat 12 PM–6 PM · Sun closed
    Address
    318 E 149th St, Bronx, NY 10451
  14. Based in New York City, 5 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    875 3rd Ave 23rd Floor, New York, NY 10022
  15. Based in Union City, 5 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.5★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 170 Google reviews
    Hours
    Mon–Fri 9 AM–6:30 PM · Sat 9 AM–2:30 PM · Sun closed
    Address
    3710 John F. Kennedy Blvd, Union City, NJ 07087

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 1,286 ranked financial advisors here; the rest are on their profiles.

financial advisors in Edgewater, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BergerCPAFirst - CPA Firm New Jersey694.9★ (103)9 mi
27On Time Capital694.9★ (124)11 mi
28Express Capital Financing684.8★ (169)13 mi
29Wealthspire684.9★ (64)5 mi
30Bank of America Financial Center684.4★ (162)4 mi
31Andys Arias Vasquez: Primerica - Financial Services685.0★ (81)10 mi
32The CMoore Group685.0★ (79)10 mi
33Musaffa684.8★ (88)8 mi
34MATAURO685.0★ (48)4 mi
35Independence Financial Network685.0★ (46)5 mi
36Bank of America Financial Center684.3★ (152)3 mi
37Raisin684.4★ (143)5 mi
38Flynn Financial Partners, Ltd.685.0★ (81)12 mi
39ValueCap Lenders685.0★ (94)14 mi
40Retirable685.0★ (50)7 mi
41Anthony Pinto: Primerica - Financial Services675.0★ (48)7 mi
42Binod Chapagain: Primerica - Financial Services675.0★ (49)7 mi
43Wealth Master Group, Inc.675.0★ (45)6 mi
44Apex Credit Fix674.9★ (6,328)8 mi
45Fora Financial - Business Funding674.0★ (550)5 mi
46Breakaway Wealth Management675.0★ (44)7 mi
47Francis Financial, Inc.675.0★ (51)9 mi
48Anthony Siciliano: Primerica - Financial Services675.0★ (151)21 mi
49Ridgewood Savings Bank674.9★ (46)6 mi
50Ella & Emily Funding Inc. 平安佳美贷款公司675.0★ (51)9 mi

Also serving Edgewater

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Edgewater
BusinessGoogle ratingDistance
Agam Capital5.0★ (2)4 mi
Asta Funding Inc1.0★ (2)3 mi
Atlas Financial Partners LLC3.0★ (2)4 mi
Burr Capital LLCIn Edgewater
Charles Schwab3.0★ (2)In Edgewater
Edward Jones - Financial Advisor: Robert J Hoyng5.0★ (2)4 mi
ERJ Solutions5.0★ (2)4 mi
Findlay Teller Hdsc Corporation4.5★ (2)3 mi
First Class Help5.0★ (2)3 mi
GrandIn Edgewater
Jamel Davenport5.0★ (1)In Edgewater
Judy Sennon: Primerica - Financial Services5.0★ (2)2 mi
Julius Wealth Advisors5.0★ (2)3 mi
Keith Claxton: Primerica - Financial Services5.0★ (2)2 mi
MetLife or Bright House at Schillerstovare Group3.0★ (2)4 mi
Midgateway Merchant Services5.0★ (2)1 mi
PEAK PROPERTIES, LLC5.0★ (2)4 mi
Seaport Investment ManagementIn Edgewater
Strategic Financial Group, Inc.In Edgewater
W Medical Strategy Group5.0★ (2)4 mi

How we ranked Edgewater financial advisors

We scored 1,286 Edgewater financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Edgewater data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Edgewater: frequently asked questions

Which financial advisor has the highest RFA Score in Edgewater?

By RFA Score, the highest-ranked financial advisor in Edgewater, NJ is B & R Accountants CPA with an RFA Score of 74/100. It has 5.0★ from 289 Google reviews. It is open Saturdays until 6 PM. Citizens Debt Relief (#2) and Prudent Financial Solutions, Inc. (#3) follow. We ranked 1,286 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Edgewater?

RankedFinancialAdvisors ranks 1,286 financial advisors serving Edgewater, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Edgewater work on weekends?

428 of 1,286 ranked financial advisors post Saturday hours and 109 post Sunday hours. The highest-ranked open Saturdays are B & R Accountants CPA (#1), Prudent Financial Solutions, Inc. (#3) and PREMIÉR ACCOUNTING, TAX & BUSINESS (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Edgewater financial advisors have?

The median Google rating among 1,286 rated financial advisors in Edgewater is 4.5★, with a median of 13 reviews. Apex Credit Fix has the most, 6,328 reviews, and ranks #44. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Edgewater count in this ranking?

Yes, if they are within 25 mi of the Edgewater city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Edgewater ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Edgewater a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Edgewater

  1. November 2026: RFA Scores recalculated for 1,286 financial advisors serving Edgewater.
  2. November 2026: 34 duplicate listings merged.