Skip to content

Financial Advisors in Ewing, NJ: 2026 rankings

189 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ewing: Marketchameleon, RFA Score 77/100; 4.7★ from 390 Google reviews.

  2. 2

    Most-reviewed: Lear & Pannepacker, LLP, 421 Google reviews at 4.9★, the most of 189 ranked; ranked #2.

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

189 Ewing financial advisors are ranked here by RFA Score, from eight published factors. 41 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.9★ across 189 rated firms.

Most of this list also appears on the Financial advisors in Trenton ranking. See Financial advisors in Trenton

Top 10 financial advisors in Ewing 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 Ewing at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Marketchameleon774.7★ (390)Ewing—Top score
2Lear & Pannepacker, LLP764.9★ (421)Princeton, 9 mi away—Most reviews
3Thrive Financial Services (HQ)714.9★ (213)Horsham, 22 mi away——
4Millstone Financial Group714.9★ (57)Princeton, 8 mi away——
5MaxGuard Wealth704.9★ (56)Princeton, 9 mi away——
6Isakov Planning Group705.0★ (76)Horsham, 15 mi awaySat · Evenings—
7JoQuin Associates Tax & Advisory704.9★ (108)Horsham, 17 mi away——
8Peak Wealth Partners705.0★ (156)Cherry Hill Mall, 24 mi away——
9True Blue Capital™, LLC704.9★ (49)Princeton, 8 mi away——
10Mercer Wealth Management695.0★ (18)Ewing——

All 189 financial advisors in Ewing, 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 Ewing

    #1 Marketchameleon

    Based in Ewing

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 390 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 390 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    View profile for Marketchameleon

  5. #5 MaxGuard Wealth

    Based in Princeton, 9 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    212 Carnegie Center Dr #106, Princeton, NJ 08540
    View profile for MaxGuard Wealth(609) 498-6996

  6. #6 Isakov Planning Group

    Based in Horsham, 15 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 9 AM–12 PM · Sun closed
    Address
    671 Second Street Pike, Southampton, PA 18966
    View profile for Isakov Planning Group(215) 452-8072

  8. #8 Peak Wealth Partners

    Based in Cherry Hill Mall, 24 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  9. #9 True Blue Capital™, LLC

    Based in Princeton, 8 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 49 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 49 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    300 Carnegie Center Blvd suite 150, Princeton, NJ 08540
    View profile for True Blue Capital™, LLC(609) 587-5632

  12. #12 Matrix Tax Service

    Based in Levittown, 8 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 49 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–4 PM · Sun closed
    Address
    7201 B, New Falls Rd, Levittown, PA 19055
    View profile for Matrix Tax Service(215) 949-9500

  13. #13 Alcove Private Wealth

    Based in Princeton, 12 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 College Rd E Ste 230, Princeton, NJ 08540
    View profile for Alcove Private Wealth(609) 917-7550

  20. #20 Ausperity Private Wealth

    Based in Cherry Hill Mall, 23 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  21. #21 Fidelity Investments

    Based in Princeton, 8 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3518 US-1, Princeton, NJ 08540
    View profile for Fidelity Investments(800) 544-4719

  23. #23 George Basily, CPA, MST

    Based in East Brunswick, 22 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 87 Google reviews
    Hours
    Mon–Sat 9 AM–7 PM · Sun closed
    Address
    13H Brier Hill Ct, East Brunswick, NJ 08816
    View profile for George Basily, CPA, MST(732) 387-2568

How we ranked Ewing financial advisors

We scored 189 Ewing 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 Ewing 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 Ewing: frequently asked questions

Which financial advisor has the highest RFA Score in Ewing?

By RFA Score, the highest-ranked financial advisor in Ewing, NJ is Marketchameleon with an RFA Score of 77/100. It has 4.7★ from 390 Google reviews. Lear & Pannepacker, LLP (#2) and Thrive Financial Services (HQ) (#3) follow. We ranked 189 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ewing?

RankedFinancialAdvisors ranks 189 financial advisors serving Ewing, NJ. 5 of them are based in Ewing; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Ewing work on weekends?

41 of 189 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Isakov Planning Group (#6), Matrix Tax Service (#12) and Robbins Insurance & Financial Services LLC (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ewing financial advisors have?

The median Google rating among 189 rated financial advisors in Ewing is 4.9★, with a median of 9 reviews. Lear & Pannepacker, LLP has the most, 421 reviews, and ranks #2. 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 Ewing count in this ranking?

Yes, if they are within 25 mi of the Ewing 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 Ewing 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 Ewing 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 Ewing

  1. November 2026: RFA Scores recalculated for 189 financial advisors serving Ewing.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Ewing pages