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Financial Advisors in Westfield, NJ: 2026 rankings

1,018 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Westfield: Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®, RFA Score 71/100; 5.0★ from 196 Google reviews; open Saturdays until 12 PM.

  2. 2

    Most-reviewed: Citizens Debt Relief, 1,569 Google reviews at 4.7★, the most of 1,018 ranked; ranked #2.

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

1,018 Westfield financial advisors are ranked here by RFA Score, from eight published factors. 342 open Saturdays and 99 open Sundays, based on posted hours. The median Google rating is 4.4★ across 1,018 rated firms.

Top 10 financial advisors in Westfield 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 Westfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®715.0★ (196)Woodbridge, 8 mi awaySat · EveningsTop score
2Citizens Debt Relief704.7★ (1,569)New York City, 20 mi away—Most reviews
3The Debt Relief Company705.0★ (208)Staten Island, 13 mi away——
4Prudent Financial Solutions, Inc.694.8★ (655)New York City, 20 mi awaySat · Evenings—
5GRANTvest Financial Group695.0★ (241)East Brunswick, 18 mi awaySat · Sun · Evenings—
6Falbo Wealth Management695.0★ (54)New Providence, 4 mi away——
7Premium Paybacks WC Insurance Recovery695.0★ (231)Brooklyn, 20 mi away——
8PREMIÉR ACCOUNTING, TAX & BUSINESS694.8★ (477)Brooklyn, 21 mi awaySat · Evenings—
9OceanFirst Bank684.7★ (45)WestfieldSat—
10B & R Accountants CPA685.0★ (289)New York City, 24 mi awaySat—

All 1,018 financial advisors in Westfield, 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 Westfield

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

    Based in Woodbridge, 8 mi away

    71/100RFA 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

  2. #2 Citizens Debt Relief

    Based in New York City, 20 mi away

    70/100RFA Score

    Ranked #2 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

  3. #3 The Debt Relief Company

    Based in Staten Island, 13 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

  6. #6 Falbo Wealth Management

    Based in New Providence, 4 mi away

    69/100RFA Score

    Ranked #6 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

  9. #9 OceanFirst Bank

    Based in Westfield

    68/100RFA Score

    Ranked #9 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

  10. #10 B & R Accountants CPA

    Based in New York City, 24 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
    View profile for B & R Accountants CPA(212) 234-3694

  12. #12 Beacon Pointe Advisors

    Based in Summit, 4 mi away

    68/100RFA Score

    Ranked #12 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

  14. #14 Beneficial Wealth

    Based in Berkeley Heights, 4 mi away

    68/100RFA Score

    Ranked #14 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

  15. #15 Kapitus

    Based in New York City, 20 mi away

    68/100RFA Score

    Ranked #15 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 Justin Branch, CFP

    Based in Woodbridge, 8 mi away

    67/100RFA Score

    Ranked #19 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

  20. #20 ValueCap Lenders

    Based in Brooklyn, 18 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

  21. #21 The LTC Partnership

    Based in Morristown, 11 mi away

    67/100RFA Score

    Ranked #21 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 Klyman Financial

    Based in New York City, 21 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 144 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 144 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    675 3rd Ave #920, New York, NY 10017
    View profile for Klyman Financial(201) 640-6905

  24. #24 OceanFirst Bank

    Based in New Brunswick, 12 mi away

    66/100RFA Score

    Ranked #24 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

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 1,018 ranked financial advisors here; the rest are on their profiles.

financial advisors in Westfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Argosy Wealth Management665.0★ (17)In Westfield
27United Success665.0★ (25)5 mi
28Fairbridge Retirement Solutions LLC & Fairbridge Capital Management665.0★ (50)12 mi
29Takeoff Financial664.3★ (90)6 mi
30The CMoore Group665.0★ (79)18 mi
31Beacon Pointe Advisors665.0★ (47)12 mi
32Granite Wealth Partners665.0★ (75)17 mi
33On Time Capital664.9★ (124)22 mi
34FJC Financial Group665.0★ (37)10 mi
35OceanFirst Bank665.0★ (38)11 mi
36BergerCPAFirst - CPA Firm New Jersey664.9★ (103)20 mi
37Red Oak College Planning New Jersey | College Financial Planning New Jersey665.0★ (26)7 mi
38Musaffa654.8★ (88)18 mi
39King Financial Network654.9★ (145)25 mi
40Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC655.0★ (18)4 mi
41New Horizons Wealth Management655.0★ (38)12 mi
42Drucker Wealth Management654.9★ (85)20 mi
43Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC655.0★ (48)15 mi
44PCB FINANCIAL ADVISORY GROUP655.0★ (56)17 mi
45Reiss Gerald CPA654.7★ (13)In Westfield
46G&R Financial Solutions655.0★ (47)15 mi
47youngStartup Ventures654.5★ (64)11 mi
48Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor654.9★ (85)21 mi
49Garantice su Futuro654.5★ (170)19 mi
50Hy Appelbaum CPA654.6★ (49)11 mi

Also serving Westfield

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 Westfield
BusinessGoogle ratingDistance
Brian G. Lockier - UBS Financial Services Inc.In Westfield
Cerity PartnersIn Westfield
Daniel Benjamin Ramer - UBS Financial Services Inc.In Westfield
DSP Wealth Management Group - UBS Financial Services Inc.In Westfield
East Bridge Wealth Advisors - UBS Financial Services Inc.In Westfield
Edward Jones - Financial Advisor: Jayson M Astel, CFP®|CEPA®|AAMS®In Westfield
Edward Jones - Financial Advisor: Matthew J DalyIn Westfield
Edward Jones - Financial Advisor: Nilesh PatelIn Westfield
Ela Financial Group, Inc. - Westfield OfficeIn Westfield
Merit Financial AdvisorsIn Westfield
Merrill Lynch Financial Advisor Michael Laitman5.0★ (1)In Westfield
Merrill Lynch Wealth Management3.0★ (2)In Westfield
Merrill Lynch Wealth Management Advisor John S Larkin2.0★ (1)In Westfield
Merrion Group LLC5.0★ (1)In Westfield
MSM Financial StrategiesIn Westfield
Portnoff Financial LLC - New Jersey Financial PlannerIn Westfield
Prosperiant Wealth ManagementIn Westfield
Tepp Wealth Management5.0★ (2)In Westfield
Westfield Investment1.0★ (1)In Westfield
WillowStone Wealth Management &Partners5.0★ (2)In Westfield

How we ranked Westfield financial advisors

We scored 1,018 Westfield 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 Westfield 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 Westfield: frequently asked questions

Which financial advisor has the highest RFA Score in Westfield?

By RFA Score, the highest-ranked financial advisor in Westfield, NJ is Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® with an RFA Score of 71/100. It has 5.0★ from 196 Google reviews. It is open Saturdays until 12 PM. Citizens Debt Relief (#2) and The Debt Relief Company (#3) follow. We ranked 1,018 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Westfield?

RankedFinancialAdvisors ranks 1,018 financial advisors serving Westfield, NJ. 3 of them are based in Westfield; 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 Westfield work on weekends?

342 of 1,018 ranked financial advisors post Saturday hours and 99 post Sunday hours. The highest-ranked open Saturdays are Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#1), Prudent Financial Solutions, Inc. (#4) and GRANTvest Financial Group (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Westfield financial advisors have?

The median Google rating among 1,018 rated financial advisors in Westfield is 4.4★, with a median of 12 reviews. Citizens Debt Relief has the most, 1,569 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 Westfield count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 1,018 financial advisors serving Westfield.
  2. November 2026: 20 duplicate listings merged.

More financial advisors and Westfield pages