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Financial Advisors in Iselin, NJ: 2026 rankings

1,015 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Iselin: Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®, RFA Score 73/100; 5.0★ from 196 Google reviews; open Saturdays until 12 PM.

  2. 4

    Most-reviewed: Citizens Debt Relief, 1,569 Google reviews at 4.7★, the most of 1,015 ranked; ranked #4.

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

1,015 Iselin financial advisors are ranked here by RFA Score, from eight published factors. 322 open Saturdays and 95 open Sundays, based on posted hours. The median Google rating is 4.5★ across 1,015 rated firms.

Top 10 financial advisors in Iselin 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 Iselin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®735.0★ (196)Woodbridge, 2 mi awaySat · EveningsTop score
2GRANTvest Financial Group715.0★ (241)East Brunswick, 12 mi awaySat · Sun · Evenings—
3The Debt Relief Company705.0★ (208)Staten Island, 12 mi away——
4Citizens Debt Relief704.7★ (1,569)New York City, 21 mi away—Most reviews
5Stephen Blazejewski CFP - Equitable Advisors - Titan Financial Group705.0★ (56)Woodbridge, 2 mi awayEvenings—
6Prudent Financial Solutions, Inc.694.8★ (655)New York City, 22 mi awaySat · Evenings—
7Premium Paybacks WC Insurance Recovery695.0★ (231)Brooklyn, 19 mi away——
8Justin Branch, CFP685.0★ (39)Woodbridge, 2 mi awayEvenings—
9PREMIÉR ACCOUNTING, TAX & BUSINESS684.8★ (477)Brooklyn, 21 mi awaySat · Evenings—
10Lear & Pannepacker, LLP684.9★ (421)Princeton, 24 mi away——

All 1,015 financial advisors in Iselin, 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 Iselin

    #1 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 2 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 196 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 196 Google reviews
    Hours
    Mon 7:30 AM–7 PM · Tue 7:30 AM–3 PM · Wed–Thu 7:30 AM–7 PM · Fri 7:30 AM–2 PM · Sat 9 AM–12 PM · Sun closed
    Address
    90 Woodbridge Center Dr #700, Woodbridge, NJ 07095
    View profile for Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®(973) 809-8920

  3. #3 The Debt Relief Company

    Based in Staten Island, 12 mi away

    70/100RFA Score

    Ranked #3 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
    View profile for The Debt Relief Company(888) 344-0214

  4. #4 Citizens Debt Relief

    Based in New York City, 21 mi away

    70/100RFA Score

    Ranked #4 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
    View profile for Citizens Debt Relief(800) 560-3956

  8. #8 Justin Branch, CFP

    Based in Woodbridge, 2 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon 7:30 AM–7 PM · Tue–Wed 7:30 AM–6 PM · Thu 7:30 AM–7 PM · Fri–Sun closed
    Address
    90 Woodbridge Center Dr 7th Floor, Woodbridge, NJ 07095
    View profile for Justin Branch, CFP(732) 326-5262

  10. #10 Lear & Pannepacker, LLP

    Based in Princeton, 24 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 421 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 421 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    791 Alexander Rd, Princeton, NJ 08540
    View profile for Lear & Pannepacker, LLP(609) 452-2200

  11. #11 OceanFirst Bank

    Based in New Brunswick, 8 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 62 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    133 Neilson St, New Brunswick, NJ 08901
    View profile for OceanFirst Bank(888) 623-2633

  15. #15 OceanFirst Bank

    Based in Perth Amboy, 5 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    145 Fayette St, Perth Amboy, NJ 08861
    View profile for OceanFirst Bank(888) 623-2633

  16. #16 Falbo Wealth Management

    Based in New Providence, 9 mi away

    67/100RFA Score

    Ranked #16 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

  17. #17 FJC Financial Group

    Based in Staten Island, 6 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18 Hervey St, Staten Island, NY 10309
    View profile for FJC Financial Group(718) 355-8699

  18. #18 Kapitus

    Based in New York City, 22 mi away

    67/100RFA Score

    Ranked #18 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
    View profile for Kapitus(800) 780-7133

  19. #19 King Financial Network

    Based in Freehold, 19 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    198 US-9 Ste 204, Manalapan Township, NJ 07726
    View profile for King Financial Network(732) 845-1929

  20. #20 ValueCap Lenders

    Based in Brooklyn, 17 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 94 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1055 63rd St, Brooklyn, NY 11219
    View profile for ValueCap Lenders(212) 571-1757

  22. #22 OceanFirst Bank

    Based in Westfield, 5 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 45 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    520 South Ave W, Westfield, NJ 07090
    View profile for OceanFirst Bank(888) 623-2633

  25. #25 Beneficial Wealth

    Based in Berkeley Heights, 8 mi away

    67/100RFA Score

    Ranked #25 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 1,015 ranked financial advisors here; the rest are on their profiles.

financial advisors in Iselin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Shorepoint Wealth Management675.0★ (131)22 mi
27Sky Credit — Kelvin De La Cruz664.7★ (39)5 mi
28Cullen & Company, CPAs664.7★ (91)13 mi
29Hy Appelbaum CPA664.6★ (49)6 mi
30Klyman Financial664.9★ (144)22 mi
31Beacon Pointe Advisors664.9★ (46)10 mi
32David C. Egan, CPA664.9★ (39)9 mi
33On Time Capital664.9★ (124)21 mi
34George Basily, CPA, MST664.6★ (87)13 mi
35youngStartup Ventures664.5★ (64)9 mi
36Schorpp Capital Management665.0★ (32)10 mi
37Sunit Patel: Primerica - Financial Services665.0★ (18)4 mi
38Gloria's Multi-Services, LLC665.0★ (29)10 mi
39think Mortgage664.8★ (46)12 mi
40Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC655.0★ (48)15 mi
41PureVest655.0★ (24)8 mi
42Argosy Wealth Management655.0★ (17)5 mi
43The LTC Partnership654.9★ (57)16 mi
44Stephen Scafidi, Retirement Planning Specialist, Equitable Advisors, LLC654.7★ (15)2 mi
45Musaffa654.8★ (88)19 mi
46Credit Repair Experts655.0★ (61)19 mi
47AGGARWAL Financials655.0★ (14)4 mi
48Capital Edge655.0★ (17)6 mi
49Red Oak College Planning New Jersey | College Financial Planning New Jersey655.0★ (26)10 mi
50The CMoore Group655.0★ (79)23 mi

Also serving Iselin

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 Iselin
BusinessGoogle ratingDistance
Atul Shah - Prudential Financial5.0★ (1)In Iselin
Bravias Financial - Retirement Planning for Federal and State Employees, Business Owners and Retirees5.0★ (1)In Iselin
HJ Sims5.0★ (1)In Iselin
Immedis5.0★ (1)In Iselin
Indu Khanna - Prudential FinancialIn Iselin
Krishan Narula - Prudential FinancialIn Iselin
MassMutual Tri State5.0★ (1)In Iselin
Merrill Lynch Financial Advisor Anthony CaputoIn Iselin
Merrill Lynch Financial Advisor Emilia GaleIn Iselin
Merrill Lynch Financial Advisor Ian LynchIn Iselin
Merrill Lynch Financial Advisor James CarleIn Iselin
Merrill Lynch Financial Advisor James MalteseIn Iselin
Merrill Lynch Financial Advisor Jinesh ShahIn Iselin
Merrill Lynch Financial Advisor Stuart SaulesIn Iselin
Merrill Lynch Wealth Management5.0★ (1)In Iselin
National Securities3.5★ (2)In Iselin
Reddington Sourour Advisory Group5.0★ (2)In Iselin
TIAA Financial ServicesIn Iselin
VISHAW SONDHI, CPA, P.C.5.0★ (1)In Iselin
Wilmington TrustIn Iselin

How we ranked Iselin financial advisors

We scored 1,015 Iselin 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 Iselin 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 Iselin: frequently asked questions

Which financial advisor has the highest RFA Score in Iselin?

By RFA Score, the highest-ranked financial advisor in Iselin, NJ is Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® with an RFA Score of 73/100. It has 5.0★ from 196 Google reviews. It is open Saturdays until 12 PM. GRANTvest Financial Group (#2) and The Debt Relief Company (#3) follow. We ranked 1,015 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Iselin?

RankedFinancialAdvisors ranks 1,015 financial advisors serving Iselin, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Iselin work on weekends?

322 of 1,015 ranked financial advisors post Saturday hours and 95 post Sunday hours. The highest-ranked open Saturdays are Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#1), GRANTvest Financial Group (#2) and Prudent Financial Solutions, Inc. (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Iselin financial advisors have?

The median Google rating among 1,015 rated financial advisors in Iselin is 4.5★, with a median of 12 reviews. Citizens Debt Relief has the most, 1,569 reviews, and ranks #4. 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 Iselin count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 1,015 financial advisors serving Iselin.
  2. November 2026: 20 duplicate listings merged.

More financial advisors and Iselin pages