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Financial Advisors in West Milford, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in West Milford: Anthony Siciliano: Primerica - Financial Services, RFA Score 73/100; 5.0★ from 151 Google reviews; open Saturdays until 1 PM.

  2. 3

    Most-reviewed: E&Q Tax Accounting & Business Solutions, 396 Google reviews at 4.8★, the most of 262 ranked; ranked #3.

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

262 West Milford financial advisors are ranked here by RFA Score, from eight published factors. 52 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 4.9★ across 262 rated firms.

Top 10 financial advisors in West Milford 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 West Milford at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Anthony Siciliano: Primerica - Financial Services735.0★ (151)Mahwah, 12 mi awaySatTop score
2Carson Wealth, LLC725.0★ (107)Franklin Lakes, 11 mi away——
3E&Q Tax Accounting & Business Solutions724.8★ (396)Hackensack, 23 mi away—Most reviews
4The DeMinno CPA Firm, PC714.9★ (202)New City, 20 mi awaySat · Sun · Evenings—
5Kevin A. Carestia, CPA LLC694.9★ (55)Oakland, 10 mi awaySat · Sun—
6Granite Wealth Partners695.0★ (75)Hopatcong Hills, 18 mi away——
7BergerCPAFirst - CPA Firm New Jersey694.9★ (103)Elmwood Park, 21 mi away——
8The CMoore Group685.0★ (79)Clifton, 21 mi away——
9Scott M Aber CPA PC684.9★ (66)New City, 20 mi away——
10Resonate Wealth Partners675.0★ (47)Ridgewood, 17 mi away——

All 262 financial advisors in West Milford, 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 Carson Wealth, LLC

    Based in Franklin Lakes, 11 mi away

    72/100RFA 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

  6. #6 Granite Wealth Partners

    Based in Hopatcong Hills, 18 mi away

    69/100RFA Score

    Ranked #6 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

  8. #8 The CMoore Group

    Based in Clifton, 21 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    570 Clifton Ave, Clifton, NJ 07011
    View profile for The CMoore Group(201) 905-0056

  9. #9 Scott M Aber CPA PC

    Based in New City, 20 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    10 Esquire Rd #1, New City, NY 10956
    View profile for Scott M Aber CPA PC(845) 215-5969

  12. #12 G&R Financial Solutions

    Based in Cedar Grove, 18 mi away

    67/100RFA Score

    Ranked #12 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

  14. #14 MRA Advisory Group

    Based in Parsippany, 18 mi away

    67/100RFA Score

    Ranked #14 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

  17. #17 Beacon Pointe Advisors

    Based in East Hanover, 21 mi away

    66/100RFA Score

    Ranked #17 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

  18. #18 Tauber Solutions

    Based in Suffern, 14 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 10 AM–10 PM · Fri 10 AM–12 PM · Sat closed · Sun 10 AM–10 PM
    Address
    67 N Airmont Rd, Suffern, NY 10901
    View profile for Tauber Solutions(845) 322-6500

  20. #20 The LTC Partnership

    Based in Morristown, 24 mi away

    66/100RFA Score

    Ranked #20 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

  22. #22 Vitruvio Capital LLC

    Based in Ridgewood, 17 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 29 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 29 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    31 N Broad St, Ridgewood, NJ 07451
    View profile for Vitruvio Capital LLC(973) 405-9730

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

financial advisors in West Milford, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Mahoney Asset Management655.0★ (25)16 mi
27Theodore Agelis Jr: Primerica - Financial Services655.0★ (15)10 mi
28Luis E Zuniga: Primerica - Financial Services655.0★ (35)22 mi
29D.R. Martin and Associates: Daniel R. Martin, CFP655.0★ (23)17 mi
30Raffer Wealth Management655.0★ (28)20 mi
31IPX1031: John Lee, Esq.645.0★ (35)24 mi
32Steve Bermack - Edelman Financial Engines645.0★ (25)19 mi
33Parks Wealth Management645.0★ (20)17 mi
34Generations Planning Solutions - Ameriprise Financial Services, LLC645.0★ (20)17 mi
35McAvoy CPA LLC645.0★ (27)21 mi
36Mid-Hudson Valley Federal Credit Union644.0★ (146)22 mi
37Marisa A Priore Samuel: Primerica - Financial Services645.0★ (19)17 mi
38Mercado Coaching Practice645.0★ (14)13 mi
39LIZBETH MARTINEZ RAMIREZ645.0★ (22)20 mi
40Alexander Matovski645.0★ (17)17 mi
41Diane Triolo: Primerica - Financial Services644.9★ (10)10 mi
42Bank of America (with Drive-thru ATM)643.7★ (39)11 mi
43Cammareri Wealth Management & Insurance Solutions645.0★ (20)19 mi
44Bank of America Financial Center643.8★ (43)13 mi
45Apple Bank634.6★ (27)20 mi
46Vision Retirement635.0★ (16)17 mi
47Marva Britton: Primerica - Financial Services635.0★ (11)12 mi
48DGS Benefits Inc.634.8★ (17)17 mi
49Money Mindset Wealth Management635.0★ (21)21 mi
50Apple Bank633.9★ (41)16 mi

Also serving West Milford

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 West Milford
BusinessGoogle ratingDistance
Bernath & Rosenberg, P.C.5.0★ (2)14 mi
Biondo Investment Advisors5.0★ (2)15 mi
Cutler Wealth Planning5.0★ (2)13 mi
Dinesh Mahtani: Primerica - Financial Services5.0★ (2)16 mi
Edward Jones - Financial Advisor: James M Cramer, AAMS®3.0★ (2)12 mi
Edward Jones - Financial Advisor: Kenneth J Quazza3.0★ (2)6 mi
Elite Retirement Consultants5.0★ (2)16 mi
Freedom Found Financial5.0★ (2)16 mi
Infinity Wealth Management, LLCIn West Milford
Joseph Nugent - Prudential Financial5.0★ (2)10 mi
Kolinsky Wealth Management5.0★ (2)13 mi
LPL Financial3.0★ (2)16 mi
Manny Moretti: Primerica - Financial Services4.5★ (2)15 mi
Noble PlanningIn West Milford
Peter Labate - Prudential FinancialIn West Milford
Ramapo Wealth Advisors5.0★ (2)13 mi
Transcon FinanceIn West Milford
Wells Fargo Advisors5.0★ (2)In West Milford
Wells Fargo AdvisorsIn West Milford
Wells Fargo Advisors5.0★ (2)15 mi

How we ranked West Milford financial advisors

We scored 262 West Milford 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 West Milford 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 West Milford: frequently asked questions

Which financial advisor has the highest RFA Score in West Milford?

By RFA Score, the highest-ranked financial advisor in West Milford, NJ is Anthony Siciliano: Primerica - Financial Services with an RFA Score of 73/100. It has 5.0★ from 151 Google reviews. It is open Saturdays until 1 PM. Carson Wealth, LLC (#2) and E&Q Tax Accounting & Business Solutions (#3) follow. We ranked 262 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in West Milford?

RankedFinancialAdvisors ranks 262 financial advisors serving West Milford, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in West Milford work on weekends?

52 of 262 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Anthony Siciliano: Primerica - Financial Services (#1), The DeMinno CPA Firm, PC (#4) and Kevin A. Carestia, CPA LLC (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Milford financial advisors have?

The median Google rating among 262 rated financial advisors in West Milford is 4.9★, with a median of 10 reviews. E&Q Tax Accounting & Business Solutions has the most, 396 reviews, and ranks #3. 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 West Milford count in this ranking?

Yes, if they are within 25 mi of the West Milford 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 West Milford 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 West Milford 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 West Milford

  1. November 2026: RFA Scores recalculated for 262 financial advisors serving West Milford.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and West Milford pages