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Financial Planners in Ewing, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Ewing: Lear & Pannepacker, LLP, RFA Score 76/100; 4.9★ from 421 Google reviews.

  2. 2

    Most-reviewed: Thrive Financial Services (HQ), 213 Google reviews at 4.9★, the most of 123 ranked after Lear & Pannepacker, LLP; ranked #2.

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

123 Ewing financial planners are ranked here by RFA Score, from eight published factors. 34 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 123 rated firms.

Most of this list also appears on the Financial planners in Trenton ranking. See Financial planners in Trenton

Top 10 financial planners in Ewing 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 Ewing at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Lear & Pannepacker, LLP764.9★ (421)Princeton, 9 mi away—Top score
2Thrive Financial Services (HQ)714.9★ (213)Horsham, 22 mi away—Most reviews
3Millstone Financial Group704.9★ (57)Princeton, 8 mi away——
4Isakov Planning Group705.0★ (76)Horsham, 15 mi awaySat · Evenings—
5JoQuin Associates Tax & Advisory704.9★ (108)Horsham, 17 mi away——
6Peak Wealth Partners705.0★ (156)Cherry Hill Mall, 24 mi away——
7Moneta | Lane Hipple Team695.0★ (88)Cherry Hill Mall, 22 mi away——
8Matrix Tax Service684.5★ (49)Levittown, 8 mi awaySat · Evenings—
9Alcove Private Wealth685.0★ (34)Princeton, 12 mi away——
10Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)685.0★ (31)Franklin Park, 11 mi away——

All 123 financial planners in Ewing, 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 Ewing

    #1 Lear & Pannepacker, LLP

    Based in Princeton, 9 mi away

    76/100RFA Score

    Ranked #1 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

  4. #4 Isakov Planning Group

    Based in Horsham, 15 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 9 AM–12 PM · Sun closed
    Address
    671 Second Street Pike, Southampton, PA 18966
    View profile for Isakov Planning Group(215) 452-8072

  6. #6 Peak Wealth Partners

    Based in Cherry Hill Mall, 24 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  8. #8 Matrix Tax Service

    Based in Levittown, 8 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.5★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 49 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–4 PM · Sun closed
    Address
    7201 B, New Falls Rd, Levittown, PA 19055
    View profile for Matrix Tax Service(215) 949-9500

  9. #9 Alcove Private Wealth

    Based in Princeton, 12 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 College Rd E Ste 230, Princeton, NJ 08540
    View profile for Alcove Private Wealth(609) 917-7550

  13. #13 Ausperity Private Wealth

    Based in Cherry Hill Mall, 23 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  15. #15 Fidelity Investments

    Based in Princeton, 8 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3518 US-1, Princeton, NJ 08540
    View profile for Fidelity Investments(800) 544-4719

  17. #17 George Basily, CPA, MST

    Based in East Brunswick, 22 mi away

    66/100RFA Score

    Ranked #17 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

  19. #19 OceanFirst Bank

    Based in New Brunswick, 24 mi away

    66/100RFA Score

    Ranked #19 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

  21. #21 Bank of America Merrill Lynch

    Based in Ewing

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.5★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 AM · Sat–Sun 12 AM–12 AM
    Address
    1400 American Blvd, Pennington, NJ 08534
    View profile for Bank of America Merrill Lynch

  23. #23 OceanFirst Bank

    Based in Trenton, 7 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 27 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    411 NJ-33, Trenton, NJ 08619
    View profile for OceanFirst Bank(888) 623-2633

  24. #24 Quaker Wealth Management

    Based in Cherry Hill Mall, 22 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    70 E Main St, Moorestown, NJ 08057
    View profile for Quaker Wealth Management(856) 222-0110

  25. #25 Palante Wealth Advisors

    Based in Ewing

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    230 W Delaware Ave, Pennington, NJ 08534
    View profile for Palante Wealth Advisors(609) 476-9269

How we ranked Ewing financial planners

We scored 123 Ewing 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 Ewing 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 Ewing: frequently asked questions

Which financial planner has the highest RFA Score in Ewing?

By RFA Score, the highest-ranked financial planner in Ewing, NJ is Lear & Pannepacker, LLP with an RFA Score of 76/100. It has 4.9★ from 421 Google reviews. Thrive Financial Services (HQ) (#2) and Millstone Financial Group (#3) follow. We ranked 123 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Ewing?

RankedFinancialAdvisors ranks 123 financial planners serving Ewing, NJ. 5 of them are based in Ewing; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Ewing work on weekends?

34 of 123 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Isakov Planning Group (#4), Matrix Tax Service (#8) and Robbins Insurance & Financial Services LLC (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ewing financial planners have?

The median Google rating among 123 rated financial planners in Ewing is 4.9★, with a median of 14 reviews. Lear & Pannepacker, LLP has the most, 421 reviews, and ranks #1. 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 Ewing count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 123 financial planners serving Ewing.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Ewing pages