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Financial Planners in Edison, NJ: 2026 rankings

418 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Edison: Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®, RFA Score 75/100; 5.0★ from 196 Google reviews; open Saturdays until 12 PM.

  2. 3

    Most-reviewed: Lear & Pannepacker, LLP, 421 Google reviews at 4.9★, the most of 418 ranked; ranked #3.

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

418 Edison financial planners are ranked here by RFA Score, from eight published factors. 161 open Saturdays and 32 open Sundays, based on posted hours. The median Google rating is 4.4★ across 418 rated firms.

Top 10 financial planners in Edison 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 planners in Edison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®755.0★ (196)Woodbridge, 6 mi awaySat · EveningsTop score
2GRANTvest Financial Group745.0★ (241)East Brunswick, 12 mi awaySat · Sun · Evenings—
3Lear & Pannepacker, LLP744.9★ (421)Princeton, 18 mi away—Most reviews
4OceanFirst Bank714.9★ (62)New Brunswick, 2 mi awaySat—
5King Financial Network714.9★ (145)Freehold, 16 mi away——
6Stephen Blazejewski CFP - Equitable Advisors - Titan Financial Group705.0★ (56)Woodbridge, 6 mi awayEvenings—
7PCB FINANCIAL ADVISORY GROUP705.0★ (56)East Brunswick, 7 mi away——
8Legacy Wealth Advisors - Financial Planning695.0★ (88)East Brunswick, 15 mi awaySat · Sun · Evenings—
9George Basily, CPA, MST694.6★ (87)East Brunswick, 8 mi awaySat · Evenings—
10Hy Appelbaum CPA694.6★ (49)EdisonEvenings—

All 418 financial planners in Edison, 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 Edison

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

    Based in Woodbridge, 6 mi away

    75/100RFA 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

  4. #4 OceanFirst Bank

    Based in New Brunswick, 2 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 King Financial Network

    Based in Freehold, 16 mi away

    71/100RFA Score

    Ranked #5 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, 8 mi away

    69/100RFA 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 Hy Appelbaum CPA

    Based in Edison

    69/100RFA Score

    Ranked #10 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

  13. #13 Justin Branch, CFP

    Based in Woodbridge, 6 mi away

    68/100RFA Score

    Ranked #13 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

  14. #14 Falbo Wealth Management

    Based in New Providence, 12 mi away

    68/100RFA Score

    Ranked #14 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

  16. #16 OceanFirst Bank

    Based in Perth Amboy, 8 mi away

    68/100RFA Score

    Ranked #16 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

  18. #18 Beneficial Wealth

    Based in Berkeley Heights, 10 mi away

    67/100RFA Score

    Ranked #18 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

  20. #20 OceanFirst Bank

    Based in Westfield, 10 mi away

    67/100RFA Score

    Ranked #20 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

  23. #23 FJC Financial Group

    Based in Staten Island, 11 mi away

    67/100RFA Score

    Ranked #23 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

  24. #24 Beacon Pointe Advisors

    Based in Summit, 14 mi away

    66/100RFA Score

    Ranked #24 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

Financial planners 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 418 ranked financial planners here; the rest are on their profiles.

financial planners in Edison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26David C. Egan, CPA664.9★ (39)14 mi
27Bank of America Financial Center664.4★ (184)25 mi
28AGGARWAL Financials665.0★ (14)In Edison
29Red Oak College Planning New Jersey | College Financial Planning New Jersey655.0★ (26)11 mi
30Fairbridge Retirement Solutions LLC & Fairbridge Capital Management655.0★ (50)21 mi
31Credit Repair Experts655.0★ (61)25 mi
32Alcove Private Wealth655.0★ (34)15 mi
33Capital Edge655.0★ (17)5 mi
34Bank of America (with Drive-thru ATM)653.7★ (58)4 mi
35Garback Financial654.9★ (48)21 mi
36Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)655.0★ (31)16 mi
37Francis Financial, Inc.655.0★ (51)25 mi
38H&S Tax and Wealth Advisors LLC645.0★ (40)22 mi
39Bank of America (with Drive-thru ATM)644.0★ (44)9 mi
40New Horizons Wealth Management645.0★ (38)21 mi
41PureVest645.0★ (24)14 mi
42Argosy Wealth Management645.0★ (17)9 mi
43Bank of America (with Drive-thru ATM)643.5★ (86)6 mi
44Bank of America (with Drive-thru ATM)643.2★ (85)In Edison
45Safe Financial Solutions, Inc.645.0★ (39)22 mi
46Bank of America (with Drive-thru ATM)643.7★ (93)11 mi
47Bank of America (with Drive-thru ATM)643.3★ (55)1 mi
48The Debt Management Group644.3★ (27)9 mi
49Seven Oaks Capital644.7★ (43)21 mi
50JOST Financial Management Corp.645.0★ (14)8 mi

Also serving Edison

20 more financial planners 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 planners serving Edison
BusinessGoogle ratingDistance
AGR Financial, LLC1.0★ (1)In Edison
Auto Club of Edison4.7★ (1,633)In Edison
Break Bread Lending5.0★ (10)In Edison
Dawn Gagnon: Primerica - Financial Services5.0★ (5)In Edison
Fresh Start Financial3.0★ (2)In Edison
General Mortgage Capital Corporation - Edison5.0★ (16)In Edison
Haya20 LLC5.0★ (13)In Edison
James Glenn Kocher IV: Primerica - Financial Services4.8★ (11)In Edison
Jeganism Business Advisory Group5.0★ (17)In Edison
Lincoln Financial Group5.0★ (2)In Edison
Malecki Financial Group5.0★ (11)In Edison
Michael K Harris: Primerica - Financial Services5.0★ (16)In Edison
Nannette Adlawan: Primerica - Financial Services5.0★ (2)In Edison
Oracle Financial Services2.5★ (4)In Edison
Primary Financial5.0★ (2)In Edison
PRO Financial & Insurance Services4.9★ (7)In Edison
Samirah Abdul-Alim: Primerica - Financial Services5.0★ (2)In Edison
Sunit Patel: Primerica - Financial Services5.0★ (18)In Edison
Transamerica - World Financial Group4.5★ (13)In Edison
TransGlobal Holding Company 美國泛宇集團3.0★ (2)In Edison

How we ranked Edison financial planners

We scored 418 Edison financial planners 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 Edison 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Edison: frequently asked questions

Which financial planner has the highest RFA Score in Edison?

By RFA Score, the highest-ranked financial planner in Edison, NJ is Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® with an RFA Score of 75/100. It has 5.0★ from 196 Google reviews. It is open Saturdays until 12 PM. GRANTvest Financial Group (#2) and Lear & Pannepacker, LLP (#3) follow. We ranked 418 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Edison?

RankedFinancialAdvisors ranks 418 financial planners serving Edison, NJ. 4 of them are based in Edison; 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 planners in Edison work on weekends?

161 of 418 ranked financial planners post Saturday hours and 32 post Sunday hours. The highest-ranked open Saturdays are Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#1), GRANTvest Financial Group (#2) and OceanFirst Bank (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Edison financial planners have?

The median Google rating among 418 rated financial planners in Edison is 4.4★, with a median of 14 reviews. Lear & Pannepacker, LLP has the most, 421 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 planners?

Each financial planner 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 planners outside Edison count in this ranking?

Yes, if they are within 25 mi of the Edison city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Edison ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Edison 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 planners 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 Edison

  1. November 2026: RFA Scores recalculated for 418 financial planners serving Edison.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Edison pages