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Financial Planners in Marlboro, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Marlboro: GRANTvest Financial Group, RFA Score 76/100; 5.0★ from 241 Google reviews; open 7 days a week.

  2. 5

    Most-reviewed: Lear & Pannepacker, LLP, 421 Google reviews at 4.9★, the most of 273 ranked; ranked #5.

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

273 Marlboro financial planners are ranked here by RFA Score, from eight published factors. 113 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.7★ across 273 rated firms.

Top 10 financial planners in Marlboro 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 Marlboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1GRANTvest Financial Group765.0★ (241)East Brunswick, 7 mi awaySat · Sun · EveningsTop score
2King Financial Network744.9★ (145)Freehold, 3 mi away——
3LG Insurance Agency - The Luxury Group - ALKEME745.0★ (247)Long Branch, 13 mi away——
4Legacy Wealth Advisors - Financial Planning735.0★ (88)East Brunswick, 3 mi awaySat · Sun · Evenings—
5Lear & Pannepacker, LLP734.9★ (421)Princeton, 20 mi away—Most reviews
6Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®735.0★ (196)Woodbridge, 17 mi awaySat · Evenings—
7Garback Financial714.9★ (48)Marlboro——
8Global Financial Training Program714.9★ (124)Long Branch, 14 mi away——
9OceanFirst Bank704.8★ (181)Point Pleasant, 19 mi awaySat—
10Shore Tax & Financial Planning705.0★ (81)Eatontown, 14 mi away——

All 273 financial planners in Marlboro, 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 King Financial Network

    Based in Freehold, 3 mi away

    74/100RFA Score

    Ranked #2 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

  6. #6 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 17 mi away

    73/100RFA Score

    Ranked #6 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

  7. #7 Garback Financial

    Based in Marlboro

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    265 NJ-34 Ste C, Colts Neck, NJ 07722
    View profile for Garback Financial(732) 846-2992

  9. #9 OceanFirst Bank

    Based in Point Pleasant, 19 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 181 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2400 Bridge Ave, Point Pleasant, NJ 08742
    View profile for OceanFirst Bank(888) 623-2633

  11. #11 Absolute Conclusions

    Based in Eatontown, 11 mi away

    70/100RFA Score

    Ranked #11 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–Thu 8:30 AM–7 PM · Fri 8:30 AM–4 PM · Sat 9 AM–11:30 AM · Sun closed
    Address
    51 James Wy #102, Eatontown, NJ 07724
    View profile for Absolute Conclusions(732) 596-7755

  13. #13 George Basily, CPA, MST

    Based in East Brunswick, 11 mi away

    69/100RFA Score

    Ranked #13 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

  16. #16 OceanFirst Bank

    Based in New Brunswick, 16 mi away

    68/100RFA Score

    Ranked #16 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

  20. #20 OceanFirst Bank

    Based in Freehold, 6 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    308 W Main St, Freehold, NJ 07728
    View profile for OceanFirst Bank(888) 623-2633

  22. #22 Seven Oaks Capital

    Based in Red Bank, 9 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 43 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    10 NJ-35 Ste 400, Red Bank, NJ 07701
    View profile for Seven Oaks Capital(732) 696-3790

  24. #24 OceanFirst Bank

    Based in Perth Amboy, 14 mi away

    67/100RFA Score

    Ranked #24 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

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

financial planners in Marlboro, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cg, a Springline company675.0★ (25)9 mi
27Dworetsky Financial674.2★ (30)3 mi
28Jared Venutolo - Financial Advisor, Ameriprise Financial Services, LLC675.0★ (24)10 mi
29Schorpp Capital Management675.0★ (32)14 mi
30Justin Branch, CFP665.0★ (39)17 mi
31FJC Financial Group665.0★ (37)17 mi
32Millstone Financial Group664.9★ (57)22 mi
33David C. Egan, CPA664.9★ (39)17 mi
34Hy Appelbaum CPA664.6★ (49)16 mi
35Tranquility Path Investment Advisors, LLC664.6★ (11)In Marlboro
36OceanFirst Bank664.5★ (67)19 mi
37Smallwood Wealth Management664.6★ (26)10 mi
38Zynergy Retirement Planning664.8★ (21)9 mi
39Alcove Private Wealth655.0★ (34)19 mi
40William Skillender Wealth Management654.8★ (36)17 mi
41Ecliptic Financial Advisors654.7★ (35)16 mi
42Independent Wealth Management655.0★ (21)13 mi
43Fed RP - Federal Employee Retirement Planning655.0★ (13)7 mi
44OceanFirst Bank654.2★ (178)24 mi
45Family Focus Financial Group654.8★ (24)13 mi
46Fidelity Investments654.5★ (22)10 mi
47Biond Financial654.6★ (20)10 mi
48Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)655.0★ (31)19 mi
49Keith Truex - Edelman Financial Engines655.0★ (13)8 mi
50Bank of America (with Drive-thru ATM)653.3★ (27)In Marlboro

Also serving Marlboro

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 Marlboro
BusinessGoogle ratingDistance
Alfred A Cohen, CPA5.0★ (2)In Marlboro
Ameriprise Financial ServicesIn Marlboro
Archway Wealth Management5.0★ (1)In Marlboro
Ascendancy Financial GroupIn Marlboro
BetterWealth Financial Strategies For Women5.0★ (1)In Marlboro
Codacovi & Associates - Ameriprise Financial Services, LLC5.0★ (1)In Marlboro
Danziger Family InvestmentsIn Marlboro
Dominick Gallo - Financial Advisor, Ameriprise Financial Services, LLCIn Marlboro
Edward Jones - Financial Advisor: Gregory Bahary, CFP®|AAMS®5.0★ (1)In Marlboro
Eric Kalma - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Marlboro
Frank Stuart, CRPC, CFS, RFCIn Marlboro
Fred Garber - Ameriprise Financial Services, Inc.In Marlboro
Joe Bonfiglio, CFP5.0★ (2)In Marlboro
Judith A Berlin - Ameriprise Financial Services, LLCIn Marlboro
Knight's Pledge Wealth Management Wells Fargo Advisors Financial NetworkIn Marlboro
Mercury FinancialIn Marlboro
Royal Alliance Associates IncIn Marlboro
Shabana Mosiello - TD Wealth Financial AdvisorIn Marlboro
Stefan Byramji, Financial Advisor - Eagle StrategiesIn Marlboro
TaxesZenPro5.0★ (10)In Marlboro

How we ranked Marlboro financial planners

We scored 273 Marlboro 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 Marlboro 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 Marlboro: frequently asked questions

Which financial planner has the highest RFA Score in Marlboro?

By RFA Score, the highest-ranked financial planner in Marlboro, NJ is GRANTvest Financial Group with an RFA Score of 76/100. It has 5.0★ from 241 Google reviews. It is open 7 days a week. King Financial Network (#2) and LG Insurance Agency - The Luxury Group - ALKEME (#3) follow. We ranked 273 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Marlboro?

RankedFinancialAdvisors ranks 273 financial planners serving Marlboro, NJ. 4 of them are based in Marlboro; 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 Marlboro work on weekends?

113 of 273 ranked financial planners post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#1), Legacy Wealth Advisors - Financial Planning (#4) and Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Marlboro financial planners have?

The median Google rating among 273 rated financial planners in Marlboro is 4.7★, with a median of 13 reviews. Lear & Pannepacker, LLP has the most, 421 reviews, and ranks #5. 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 Marlboro count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 273 financial planners serving Marlboro.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Marlboro pages