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Financial Advisors in Hopatcong, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Hopatcong: Granite Wealth Partners, RFA Score 73/100; 5.0★ from 75 Google reviews.

  2. 2

    Most-reviewed: Carson Wealth, LLC, 107 Google reviews at 5.0★, the most of 197 ranked; ranked #2.

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

197 Hopatcong financial advisors are ranked here by RFA Score, from eight published factors. 35 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.9★ across 197 rated firms.

Top 10 financial advisors in Hopatcong 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 Hopatcong at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Granite Wealth Partners735.0★ (75)Hopatcong Hills, 10 mi awayTop score
2Carson Wealth, LLC715.0★ (107)Franklin Lakes, 25 mi awayMost reviews
3Fairbridge Retirement Solutions LLC & Fairbridge Capital Management715.0★ (50)Hanover, 14 mi away—
4The LTC Partnership714.9★ (57)Morristown, 15 mi away—
5MRA Advisory Group705.0★ (42)Parsippany, 12 mi away—
6McAvoy CPA LLC705.0★ (27)Randolph, 7 mi away—
7New Horizons Wealth Management705.0★ (38)Florham Park, 14 mi away—
8LIZBETH MARTINEZ RAMIREZ695.0★ (22)Dover, 6 mi away—
9Beacon Pointe Advisors695.0★ (47)East Hanover, 19 mi away—
10Falbo Wealth Management695.0★ (54)New Providence, 21 mi away—

All 197 financial advisors in Hopatcong, 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 Hopatcong

    #1 Granite Wealth Partners

    Based in Hopatcong Hills, 10 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    124 E Main St Apt 101, Denville, NJ 07834
    View profile for Granite Wealth Partners(973) 625-1112

  2. #2 Carson Wealth, LLC

    Based in Franklin Lakes, 25 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    795 Franklin Ave Building C, Suite 202, Franklin Lakes, NJ 07417
    View profile for Carson Wealth, LLC(201) 891-1130

  4. #4 The LTC Partnership

    Based in Morristown, 15 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 57 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    163 Madison Ave Ste 220-83, Morristown, NJ 07960
    View profile for The LTC Partnership(973) 867-7757

  5. #5 MRA Advisory Group

    Based in Parsippany, 12 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14 Walsh Dr #302, Parsippany, NJ 07054
    View profile for MRA Advisory Group(844) 672-7623

  6. #6 McAvoy CPA LLC

    Based in Randolph, 7 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    447 NJ-10 Ste 7, Randolph, NJ 07869
    View profile for McAvoy CPA LLC(973) 328-0446

  9. #9 Beacon Pointe Advisors

    Based in East Hanover, 19 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    103 Eisenhower Pkwy, Roseland, NJ 07068
    View profile for Beacon Pointe Advisors(973) 496-8611

  10. #10 Falbo Wealth Management

    Based in New Providence, 21 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    70 Floral Ave, New Providence, NJ 07974
    View profile for Falbo Wealth Management(908) 490-1190

  11. #11 G&R Financial Solutions

    Based in Cedar Grove, 19 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    271 US-46 c 102, Fairfield, NJ 07004
    View profile for G&R Financial Solutions(973) 221-8772

  16. #16 Beacon Pointe Advisors

    Based in Summit, 22 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 46 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    47 Maple St #306, Summit, NJ 07901
    View profile for Beacon Pointe Advisors(973) 287-5437

  18. #18 Gordon Wealth Planning

    Based in Dover, 6 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Wed 8 AM–6 PM · Thu 8 AM–6:30 PM · Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    44 Hickory Hill Ct, Rockaway, NJ 07866
    View profile for Gordon Wealth Planning(973) 291-2800

  21. #21 Beneficial Wealth

    Based in Berkeley Heights, 23 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922
    View profile for Beneficial Wealth(908) 254-2779

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 197 ranked financial advisors here; the rest are on their profiles.

financial advisors in Hopatcong, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Takeoff Financial674.3★ (90)25 mi
27Cornerstone Financial Group, Inc.665.0★ (9)5 mi
28Red Oak College Planning New Jersey | College Financial Planning New Jersey665.0★ (26)21 mi
29Lewie Soaivan: Primerica - Financial Services665.0★ (28)22 mi
30Chelsea A. Chiswick, CFP®, CLU®665.0★ (15)14 mi
31Hector Villalona: Primerica - Financial Services665.0★ (26)22 mi
32United Success665.0★ (25)22 mi
33Bankers Life654.5★ (15)12 mi
34HIP Solutions, LLC655.0★ (4)In Hopatcong
35Gary Scheer LLC654.9★ (14)14 mi
36The DeMattia Group655.0★ (17)18 mi
37SkyPath Private Wealth654.7★ (24)20 mi
38Mills & DeFilippis Certified Public Accountants, LLP654.3★ (6)3 mi
39Kingsbridge Financial Group654.1★ (41)20 mi
40Scott E. Costine Investment Adv. Services655.0★ (8)10 mi
41College Benefits Research Group LLC654.7★ (12)13 mi
42Generations Planning Solutions - Ameriprise Financial Services, LLC655.0★ (20)22 mi
43Bank of America (with Drive-thru ATM)653.5★ (43)13 mi
44Vincent Troiano: Primerica - Financial Services654.6★ (9)10 mi
45Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC645.0★ (18)22 mi
46Keller Wealth Management645.0★ (9)13 mi
47Alexander Matovski645.0★ (17)22 mi
48OnePoint BFG Wealth Partners644.0★ (16)14 mi
49R.I.C.H. Planning Group645.0★ (9)14 mi
50LUIS PALACIOS - Primerica645.0★ (67)6 mi

Also serving Hopatcong

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 Hopatcong
BusinessGoogle ratingDistance
Biondo Investment Advisors5.0★ (2)8 mi
Chester Financial Group, LLC3.0★ (2)3 mi
Duphiney Financial Network5.0★ (2)10 mi
Eight Point FinanceIn Hopatcong
Elite Retirement Consultants5.0★ (2)10 mi
EverBank Vendor Equipment Finance1.5★ (2)13 mi
Freedom Found Financial5.0★ (2)13 mi
Joseph Nugent - Prudential Financial5.0★ (2)10 mi
Latino Virtual Group4.5★ (2)7 mi
Manny Moretti: Primerica - Financial Services4.5★ (2)In Hopatcong
Money at Work LLC5.0★ (2)14 mi
N & Y Enterprises, LLC5.0★ (2)5 mi
Net Worth Management Group, Inc.3.0★ (2)14 mi
Newman Wealth Management Advisors5.0★ (2)15 mi
Raymond Dewar - TD Wealth Financial AdvisorIn Hopatcong
Richard D'Ambola & Associates5.0★ (2)5 mi
Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER5.0★ (2)3 mi
SAGEbroadview Wealth Management, LLC5.0★ (2)13 mi
Synthesis Wealth Planning5.0★ (2)15 mi
WealthPlan Advantage3.0★ (2)13 mi

How we ranked Hopatcong financial advisors

We scored 197 Hopatcong 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 Hopatcong 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 Hopatcong: frequently asked questions

Which financial advisor has the highest RFA Score in Hopatcong?

By RFA Score, the highest-ranked financial advisor in Hopatcong, NJ is Granite Wealth Partners with an RFA Score of 73/100. It has 5.0★ from 75 Google reviews. Carson Wealth, LLC (#2) and Fairbridge Retirement Solutions LLC & Fairbridge Capital Management (#3) follow. We ranked 197 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Hopatcong?

RankedFinancialAdvisors ranks 197 financial advisors serving Hopatcong, NJ. 1 of them is based in Hopatcong; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Hopatcong work on weekends?

35 of 197 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays is Kevin A. Carestia, CPA LLC (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hopatcong financial advisors have?

The median Google rating among 197 rated financial advisors in Hopatcong is 4.9★, with a median of 10 reviews. Carson Wealth, LLC has the most, 107 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 Hopatcong count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 197 financial advisors serving Hopatcong.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Hopatcong pages