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Financial Advisors in Old Bridge, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Old Bridge: GRANTvest Financial Group, RFA Score 74/100; 5.0★ from 241 Google reviews; open 7 days a week.

  2. 35

    Most-reviewed: Auto Club of Edison, 1,633 Google reviews at 4.7★, the most of 496 ranked; ranked #35.

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

496 Old Bridge financial advisors are ranked here by RFA Score, from eight published factors. 166 open Saturdays and 37 open Sundays, based on posted hours. The median Google rating is 4.8★ across 496 rated firms.

Top 10 financial advisors in Old Bridge 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 Old Bridge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1GRANTvest Financial Group745.0★ (241)East Brunswick, 7 mi awaySat · Sun · EveningsTop score
2Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®725.0★ (196)Woodbridge, 10 mi awaySat · Evenings—
3Lear & Pannepacker, LLP724.9★ (421)Princeton, 16 mi away——
4King Financial Network714.9★ (145)Freehold, 9 mi away——
5Legacy Wealth Advisors - Financial Planning715.0★ (88)East Brunswick, 7 mi awaySat · Sun · Evenings—
6LG Insurance Agency - The Luxury Group - ALKEME705.0★ (247)Long Branch, 20 mi away——
7PCB FINANCIAL ADVISORY GROUP705.0★ (56)East Brunswick, 3 mi away——
8Shorepoint Wealth Management705.0★ (131)Freehold, 14 mi away——
9George Basily, CPA, MST704.6★ (87)East Brunswick, 3 mi awaySat · Evenings—
10The Debt Relief Company705.0★ (208)Staten Island, 21 mi away——

All 496 financial advisors in Old Bridge, 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.

  2. #2 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 10 mi away

    72/100RFA Score

    Ranked #2 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

  4. #4 King Financial Network

    Based in Freehold, 9 mi away

    71/100RFA Score

    Ranked #4 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

  9. #9 George Basily, CPA, MST

    Based in East Brunswick, 3 mi away

    70/100RFA Score

    Ranked #9 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

  10. #10 The Debt Relief Company

    Based in Staten Island, 21 mi away

    70/100RFA Score

    Ranked #10 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

  11. #11 OceanFirst Bank

    Based in New Brunswick, 7 mi away

    69/100RFA 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

  14. #14 OceanFirst Bank

    Based in Perth Amboy, 8 mi away

    67/100RFA Score

    Ranked #14 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

  15. #15 Hy Appelbaum CPA

    Based in Edison, 7 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 49 Google reviews
    Hours
    Mon–Fri 8:30 AM–6:30 PM · Sat–Sun closed
    Address
    1704 NJ-27, Edison, NJ 08817
    View profile for Hy Appelbaum CPA(732) 985-1800

  17. #17 Gloria's Multi-Services, LLC

    Based in New Brunswick, 7 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat 9:30 AM–4:30 PM · Sun closed
    Address
    400 Livingston Ave, New Brunswick, NJ 08901
    View profile for Gloria's Multi-Services, LLC

  18. #18 Justin Branch, CFP

    Based in Woodbridge, 10 mi away

    67/100RFA Score

    Ranked #18 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

  23. #23 ValueCap Lenders

    Based in Brooklyn, 24 mi away

    66/100RFA Score

    Ranked #23 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

  24. #24 FJC Financial Group

    Based in Staten Island, 12 mi away

    66/100RFA Score

    Ranked #24 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

  25. #25 Garback Financial

    Based in Marlboro, 14 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    265 NJ-34 Ste C, Colts Neck, NJ 07722
    View profile for Garback Financial(732) 846-2992

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

financial advisors in Old Bridge, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Hudson Wealth Management LLC664.9★ (58)16 mi
27MaxGuard Wealth664.9★ (56)16 mi
28M&Y International Financial Services664.8★ (26)7 mi
29Millstone Financial Group664.9★ (57)17 mi
30Mott Investment Services, LLC664.9★ (29)9 mi
31Unique Financial Advisors & Tax Consultants664.9★ (36)12 mi
32Absolute Conclusions665.0★ (59)19 mi
33Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC665.0★ (48)17 mi
34Alcove Private Wealth665.0★ (34)13 mi
35Auto Club of Edison664.7★ (1,633)7 mi
36Falbo Wealth Management665.0★ (54)20 mi
37True Blue Capital™, LLC664.9★ (49)17 mi
38David C. Egan, CPA664.9★ (39)14 mi
39H&S Tax and Wealth Advisors LLC655.0★ (40)16 mi
40Angelo & Associates Financial Planning Group655.0★ (34)15 mi
41Safe Financial Solutions, Inc.655.0★ (39)16 mi
42Christopher Rambaran: Primerica - Financial Services654.9★ (26)10 mi
43Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)655.0★ (31)14 mi
44Sunit Patel: Primerica - Financial Services655.0★ (18)7 mi
45Cullen & Company, CPAs654.7★ (91)23 mi
46Limitless Leadership LLC655.0★ (16)8 mi
47Beneficial Wealth654.9★ (41)17 mi
48Michael K Harris: Primerica - Financial Services655.0★ (16)8 mi
49Eli Burgos, CRPC®, Financial Advisor655.0★ (30)15 mi
50OceanFirst Bank654.7★ (45)16 mi

Also serving Old Bridge

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 Old Bridge
BusinessGoogle ratingDistance
Adaptive Financial Solutions - Ameriprise Financial Services, LLCIn Old Bridge
AGS Aurora Financial Services Llc5.0★ (1)In Old Bridge
Ameriprise Financial Services, Inc.In Old Bridge
Ameriprise Financial: Gude RobertIn Old Bridge
Beacon WealthIn Old Bridge
Chris LaPierreIn Old Bridge
Christine Fredericks - Financial Advisor, Ameriprise Financial Services, LLCIn Old Bridge
Daniel Teplitz & Associates Financial Advisors LLC5.0★ (1)In Old Bridge
Edward Jones - Financial Advisor: Eng Y LianIn Old Bridge
Frank Sgro - Prudential Financial5.0★ (1)In Old Bridge
Ivan RodriguezIn Old Bridge
Kenneth Shine - Financial Advisor, Ameriprise Financial Services, LLCIn Old Bridge
Key Asset Managers, LLCIn Old Bridge
Margaret Kelleher - Financial Advisor, Ameriprise Financial Services, LLCIn Old Bridge
Michael Blutstein - Prudential Financial5.0★ (1)In Old Bridge
Patricia Trotta - Financial Advisor, Ameriprise Financial Services, LLCIn Old Bridge
Pension Parameters Inc5.0★ (2)In Old Bridge
Prudential Financial5.0★ (1)In Old Bridge
RMJ Financial GroupIn Old Bridge
teplitz financial groupIn Old Bridge

How we ranked Old Bridge financial advisors

We scored 496 Old Bridge 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 Old Bridge 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 Old Bridge: frequently asked questions

Which financial advisor has the highest RFA Score in Old Bridge?

By RFA Score, the highest-ranked financial advisor in Old Bridge, NJ is GRANTvest Financial Group with an RFA Score of 74/100. It has 5.0★ from 241 Google reviews. It is open 7 days a week. Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#2) and Lear & Pannepacker, LLP (#3) follow. We ranked 496 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Old Bridge?

RankedFinancialAdvisors ranks 496 financial advisors serving Old Bridge, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Old Bridge work on weekends?

166 of 496 ranked financial advisors post Saturday hours and 37 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#1), Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#2) and Legacy Wealth Advisors - Financial Planning (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Old Bridge financial advisors have?

The median Google rating among 496 rated financial advisors in Old Bridge is 4.8★, with a median of 12 reviews. Auto Club of Edison has the most, 1,633 reviews, and ranks #35. 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 Old Bridge count in this ranking?

Yes, if they are within 25 mi of the Old Bridge 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 Old Bridge 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 Old Bridge 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 Old Bridge

  1. November 2026: RFA Scores recalculated for 496 financial advisors serving Old Bridge.
  2. November 2026: 9 duplicate listings merged.

More financial advisors and Old Bridge pages