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Financial Planners in Kinnelon, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Kinnelon: E&Q Tax Accounting & Business Solutions, RFA Score 73/100; 4.8★ from 396 Google reviews.

  2. 4

    Most-reviewed: The DeMinno CPA Firm, PC, 202 Google reviews at 4.9★, the most of 285 ranked after E&Q Tax Accounting & Business Solutions; ranked #4.

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

285 Kinnelon financial planners are ranked here by RFA Score, from eight published factors. 102 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.2★ across 285 rated firms.

Top 10 financial planners in Kinnelon 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 Kinnelon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1E&Q Tax Accounting & Business Solutions734.8★ (396)Hackensack, 18 mi away—Top score
2Anthony Siciliano: Primerica - Financial Services725.0★ (151)Mahwah, 13 mi awaySat—
3Carson Wealth, LLC715.0★ (107)Franklin Lakes, 9 mi away——
4The DeMinno CPA Firm, PC704.9★ (202)New City, 23 mi awaySat · Sun · EveningsMost reviews
5Granite Wealth Partners695.0★ (75)Hopatcong Hills, 10 mi away——
6BergerCPAFirst - CPA Firm New Jersey694.9★ (103)Elmwood Park, 15 mi away——
7Kevin A. Carestia, CPA LLC684.9★ (55)Oakland, 7 mi awaySat · Sun—
8MRA Advisory Group675.0★ (42)Parsippany, 10 mi away——
9Fairbridge Retirement Solutions LLC & Fairbridge Capital Management675.0★ (50)Hanover, 13 mi away——
10Green Ridge Wealth Planning665.0★ (36)Hopatcong Hills, 8 mi away——

All 285 financial planners in Kinnelon, 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.

  3. #3 Carson Wealth, LLC

    Based in Franklin Lakes, 9 mi away

    71/100RFA Score

    Ranked #3 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

  5. #5 Granite Wealth Partners

    Based in Hopatcong Hills, 10 mi away

    69/100RFA Score

    Ranked #5 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 MRA Advisory Group

    Based in Parsippany, 10 mi away

    67/100RFA Score

    Ranked #8 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

  11. #11 Garantice su Futuro

    Based in Union City, 24 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 170 Google reviews
    Hours
    Mon–Fri 9 AM–6:30 PM · Sat 9 AM–2:30 PM · Sun closed
    Address
    3710 John F. Kennedy Blvd, Union City, NJ 07087
    View profile for Garantice su Futuro(201) 867-2222

  13. #13 Scott M Aber CPA PC

    Based in New City, 22 mi away

    65/100RFA Score

    Ranked #13 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

  15. #15 Falbo Wealth Management

    Based in New Providence, 21 mi away

    65/100RFA Score

    Ranked #15 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

  17. #17 Beacon Pointe Advisors

    Based in Summit, 20 mi away

    64/100RFA Score

    Ranked #17 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

  19. #19 McAvoy CPA LLC

    Based in Randolph, 14 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    447 NJ-10 Ste 7, Randolph, NJ 07869
    View profile for McAvoy CPA LLC(973) 328-0446

  23. #23 Alexander Matovski

    Based in Totowa, 9 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    999 Riverview Dr Suit 201, Totowa, NJ 07512
    View profile for Alexander Matovski(201) 241-6447

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

financial planners in Kinnelon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Beneficial Wealth634.9★ (41)24 mi
27Mahoney Asset Management625.0★ (25)16 mi
28Parks Wealth Management625.0★ (20)13 mi
29Bank of America Financial Center623.8★ (43)10 mi
30OceanFirst Bank624.7★ (45)24 mi
31Bank of America (with Drive-thru ATM)624.1★ (38)14 mi
32Money Mindset Wealth Management625.0★ (21)16 mi
33Bank of America (with Drive-thru ATM)623.7★ (64)14 mi
34CJE Financial624.9★ (14)9 mi
35Vision Retirement615.0★ (16)13 mi
36DGS Benefits Inc.614.8★ (17)13 mi
37Bank of America (with Drive-thru ATM)613.5★ (43)10 mi
38Clinton Robinson Pro Tax Services614.7★ (26)19 mi
39John W Rehonic III, CPA / JWR Financial Services, LLC.614.7★ (37)24 mi
40SkyPath Private Wealth614.7★ (24)18 mi
41Gordon Wealth Planning615.0★ (13)12 mi
42Bank of America (with Drive-thru ATM)613.7★ (39)13 mi
43Robert Barbuto - Edelman Financial Engines614.9★ (18)16 mi
44TAX-ON-TIME, LLC, tax preparation and problems solving services614.4★ (30)18 mi
45Bank of America Financial Center613.4★ (161)19 mi
46Bankers Life614.5★ (15)11 mi
47Beacon Wealth Partners615.0★ (17)17 mi
48Bank of America (with Drive-thru ATM)613.5★ (46)12 mi
49Red Oak College Planning New Jersey | College Financial Planning New Jersey615.0★ (26)24 mi
50Apple Bank613.9★ (41)17 mi

Also serving Kinnelon

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 Kinnelon
BusinessGoogle ratingDistance
Alan Palazzo - Financial Advisor, Ameriprise Financial Services, LLCIn Kinnelon
Asset Advisory GroupIn Kinnelon
Carmine Sabia - Prudential FinancialIn Kinnelon
Edward Jones - Financial Advisor: Don Santangelo, CEPA®In Kinnelon
Edward Jones - Financial Advisor: James M Cramer, AAMS®3.0★ (2)In Kinnelon
Edward Jones - Financial Advisor: Susan Daniele, CEPA®In Kinnelon
Freedom Found Financial5.0★ (2)In Kinnelon
John Barbary - Prudential FinancialIn Kinnelon
Josh Haddad - ThriventIn Kinnelon
Mainstay Wealth ManagementIn Kinnelon
Mark Kleindienst ThriventIn Kinnelon
Mark Szwagulinski - TD Wealth Financial AdvisorIn Kinnelon
Michael J. Pinter, CPA4.2★ (5)In Kinnelon
MRS Bookkeeping Services, LLCIn Kinnelon
Next Course Financial GroupIn Kinnelon
Paul Ciavarella, CLTCIn Kinnelon
Richard Scillieri - Financial Advisor, Ameriprise Financial Services, LLCIn Kinnelon
Scott Siripalaka - Thrivent5.0★ (1)In Kinnelon
Squier Retirement Services5.0★ (10)In Kinnelon
Steward PartnersIn Kinnelon

How we ranked Kinnelon financial planners

We scored 285 Kinnelon 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 Kinnelon 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 Kinnelon: frequently asked questions

Which financial planner has the highest RFA Score in Kinnelon?

By RFA Score, the highest-ranked financial planner in Kinnelon, NJ is E&Q Tax Accounting & Business Solutions with an RFA Score of 73/100. It has 4.8★ from 396 Google reviews. Anthony Siciliano: Primerica - Financial Services (#2) and Carson Wealth, LLC (#3) follow. We ranked 285 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Kinnelon?

RankedFinancialAdvisors ranks 285 financial planners serving Kinnelon, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Kinnelon work on weekends?

102 of 285 ranked financial planners post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are Anthony Siciliano: Primerica - Financial Services (#2), The DeMinno CPA Firm, PC (#4) and Kevin A. Carestia, CPA LLC (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kinnelon financial planners have?

The median Google rating among 285 rated financial planners in Kinnelon is 4.2★, with a median of 15 reviews. E&Q Tax Accounting & Business Solutions has the most, 396 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 Kinnelon count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 285 financial planners serving Kinnelon.
  2. November 2026: 6 duplicate listings merged.

More financial planners and Kinnelon pages