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Financial Planners in West Milford, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in West Milford: Anthony Siciliano: Primerica - Financial Services, RFA Score 73/100; 5.0★ from 151 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: E&Q Tax Accounting & Business Solutions, 396 Google reviews at 4.8★, the most of 164 ranked; ranked #2.

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

164 West Milford financial planners are ranked here by RFA Score, from eight published factors. 41 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.7★ across 164 rated firms.

Top 10 financial planners in West Milford 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 West Milford at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Anthony Siciliano: Primerica - Financial Services735.0★ (151)Mahwah, 12 mi awaySatTop score
2E&Q Tax Accounting & Business Solutions724.8★ (396)Hackensack, 23 mi away—Most reviews
3Carson Wealth, LLC725.0★ (107)Franklin Lakes, 11 mi away——
4The DeMinno CPA Firm, PC714.9★ (202)New City, 20 mi awaySat · Sun · Evenings—
5Kevin A. Carestia, CPA LLC694.9★ (55)Oakland, 10 mi awaySat · Sun—
6Granite Wealth Partners685.0★ (75)Hopatcong Hills, 18 mi away——
7BergerCPAFirst - CPA Firm New Jersey684.9★ (103)Elmwood Park, 21 mi away——
8Scott M Aber CPA PC674.9★ (66)New City, 20 mi away——
9MRA Advisory Group665.0★ (42)Parsippany, 18 mi away——
10Green Ridge Wealth Planning665.0★ (36)Hopatcong Hills, 17 mi away——

All 164 financial planners in West Milford, 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, 11 mi away

    72/100RFA 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

  6. #6 Granite Wealth Partners

    Based in Hopatcong Hills, 18 mi away

    68/100RFA Score

    Ranked #6 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 Scott M Aber CPA PC

    Based in New City, 20 mi away

    67/100RFA Score

    Ranked #8 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

  9. #9 MRA Advisory Group

    Based in Parsippany, 18 mi away

    66/100RFA Score

    Ranked #9 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

  14. #14 Mahoney Asset Management

    Based in Mahwah, 16 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    135 Chestnut Ridge Rd Ste 200, Montvale, NJ 07645
    View profile for Mahoney Asset Management(845) 371-0101

  19. #19 Parks Wealth Management

    Based in Ridgewood, 17 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    148 Prospect St 2nd Floor, Ridgewood, NJ 07450
    View profile for Parks Wealth Management(201) 689-2020

  21. #21 McAvoy CPA LLC

    Based in Randolph, 21 mi away

    63/100RFA Score

    Ranked #21 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

  24. #24 Alexander Matovski

    Based in Totowa, 17 mi away

    63/100RFA Score

    Ranked #24 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 164 ranked financial planners here; the rest are on their profiles.

financial planners in West Milford, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Apple Bank624.6★ (27)20 mi
27Money Mindset Wealth Management625.0★ (21)21 mi
28Apple Bank623.9★ (41)16 mi
29Vision Retirement625.0★ (16)17 mi
30DGS Benefits Inc.624.8★ (17)17 mi
31Bank of America (with Drive-thru ATM)623.6★ (52)14 mi
32Kingsbridge Financial Group624.1★ (41)20 mi
33Robert Barbuto - Edelman Financial Engines624.9★ (18)20 mi
34Finest Financial Group624.7★ (19)19 mi
35Steven A Scala CPA PC615.0★ (14)18 mi
36CJE Financial614.9★ (14)18 mi
37Wealthspring Financial Partners LLC614.7★ (13)16 mi
38Bank of America (with Drive-thru ATM)614.1★ (38)21 mi
39Gordon Wealth Planning615.0★ (13)18 mi
40ABF Consulting Firm Inc.615.0★ (6)10 mi
41Trustco Bank614.8★ (22)24 mi
42Bank of America (with Drive-thru ATM)614.6★ (20)22 mi
43TAX-ON-TIME, LLC, tax preparation and problems solving services614.4★ (30)25 mi
44Bank of America (with Drive-thru ATM)613.7★ (64)22 mi
45Bank of America (with Drive-thru ATM)613.5★ (46)17 mi
46Beacon Wealth Partners615.0★ (17)24 mi
47Bank of America (with Drive-thru ATM)613.6★ (16)13 mi
48Scheidel, Sullivan & Lanni CPA, LLC614.5★ (8)13 mi
49Bank of America (with Drive-thru ATM)613.0★ (26)10 mi
50Bank of America (with Drive-thru ATM)603.5★ (43)18 mi

Also serving West Milford

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 West Milford
BusinessGoogle ratingDistance
Baron Financial Group, LLC5.0★ (2)18 mi
Bernath & Rosenberg, P.C.5.0★ (2)14 mi
Biondo Investment Advisors5.0★ (2)15 mi
Brooklyn Financial Group3.0★ (2)18 mi
Cangelosi Wealth Management5.0★ (2)16 mi
Cutler Wealth Planning5.0★ (2)13 mi
Freedom Found Financial5.0★ (2)16 mi
Infinity Wealth Management, LLCIn West Milford
Kolinsky Wealth Management5.0★ (2)13 mi
LPL Financial3.0★ (2)16 mi
M C Fam Inc1.0★ (2)16 mi
McDonald Information Services5.0★ (2)17 mi
Noble PlanningIn West Milford
Peter Labate - Prudential FinancialIn West Milford
Ramapo Wealth Advisors5.0★ (2)13 mi
Transcon FinanceIn West Milford
Trusted Wealth Financial LLC: Werling Todd5.0★ (2)18 mi
Wallstreet Financial Corporation5.0★ (2)17 mi
Wells Fargo Advisors5.0★ (2)In West Milford
Wells Fargo AdvisorsIn West Milford

How we ranked West Milford financial planners

We scored 164 West Milford 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 West Milford 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 West Milford: frequently asked questions

Which financial planner has the highest RFA Score in West Milford?

By RFA Score, the highest-ranked financial planner in West Milford, NJ is Anthony Siciliano: Primerica - Financial Services with an RFA Score of 73/100. It has 5.0★ from 151 Google reviews. It is open Saturdays until 1 PM. E&Q Tax Accounting & Business Solutions (#2) and Carson Wealth, LLC (#3) follow. We ranked 164 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in West Milford?

RankedFinancialAdvisors ranks 164 financial planners serving West Milford, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in West Milford work on weekends?

41 of 164 ranked financial planners post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Anthony Siciliano: Primerica - Financial Services (#1), The DeMinno CPA Firm, PC (#4) and Kevin A. Carestia, CPA LLC (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do West Milford financial planners have?

The median Google rating among 164 rated financial planners in West Milford is 4.7★, with a median of 14 reviews. E&Q Tax Accounting & Business Solutions has the most, 396 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 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 West Milford count in this ranking?

Yes, if they are within 25 mi of the West Milford 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 West Milford 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 West Milford 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 West Milford

  1. November 2026: RFA Scores recalculated for 164 financial planners serving West Milford.
  2. November 2026: 4 duplicate listings merged.

More financial planners and West Milford pages