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Investment Advisors in Dover, NJ: 2026 rankings

90 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Dover: Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC, RFA Score 70/100; 5.0★ from 48 Google reviews.

  2. 20

    Most-reviewed: Rosa Agency Inc, 118 Google reviews at 4.7★, the most of 90 ranked; ranked #20.

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

90 Dover investment advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.8★ across 90 rated firms.

Top 10 investment advisors in Dover 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 investment advisors in Dover at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC705.0★ (48)Somerville, 22 mi awayTop score
2Peoples Capital Group685.0★ (29)Somerville, 22 mi away—
3Fairbridge Retirement Solutions LLC & Fairbridge Capital Management685.0★ (50)Hanover, 8 mi away—
4McRae Capital Management, Inc.665.0★ (5)Morristown, 9 mi away—
5Granite Wealth Partners665.0★ (75)Hopatcong Hills, 4 mi away—
6DPS Advisors L.L.C664.2★ (10)East Hanover, 13 mi away—
7John Hickey - Prudential Financial653.5★ (4)Morristown, 8 mi away—
8Crimson Capital653.0★ (4)Morristown, 8 mi away—
9Toorak Capital Partners643.2★ (13)Summit, 16 mi away—
10Wells Fargo Advisors641.0★ (3)Parsippany, 5 mi away—

All 90 investment advisors in Dover, 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 Peoples Capital Group

    Based in Somerville, 22 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    92 E Main St #306, Somerville, NJ 08876
    View profile for Peoples Capital Group(908) 257-0642

  6. #6 DPS Advisors L.L.C

    Based in East Hanover, 13 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.2★ from 10 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 10 Google reviews
    Address
    101 Eisenhower Pkwy #108, Roseland, NJ 07068
    View profile for DPS Advisors L.L.C(973) 226-6000

  8. #8 Crimson Capital

    Based in Morristown, 8 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 3.0★ from 4 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    17 Elm St, Morristown, NJ 07960
    View profile for Crimson Capital

  11. #11 AZ INVEST

    Based in Elizabeth, 24 mi away

    64/100RFA Score

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

    • 4.5★ from 11 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    369 Reuter Ave, Elizabeth, NJ 07202
    View profile for AZ INVEST(346) 236-1042

  13. #13 Parisi Capital

    Based in Berkeley Heights, 16 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    54 Plainfield Rd, Stirling, NJ 07980
    View profile for Parisi Capital(973) 525-6659

  14. #14 Carson Wealth, LLC

    Based in Franklin Lakes, 21 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and review volume: 5.0★ from 107 Google reviews.

    • 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

  16. #16 National Note Group

    Based in West Orange, 17 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.8★ from 4 Google reviews, listed on Google as “Investment service”.

    • 3.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    300 Executive Dr Ste 125, West Orange, NJ 07052
    View profile for National Note Group(973) 855-4922

  20. #20 Rosa Agency Inc

    Based in Kearny, 23 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and review volume: 4.7★ from 118 Google reviews, the most in Dover.

    • 4.7★ from 118 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–2 PM · Sun 10 AM–3 PM
    Address
    553 Kearny Ave, Kearny, NJ 07032
    View profile for Rosa Agency Inc(201) 997-7860

  22. #22 Pruco Securities LLC

    Based in Newark, 23 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 3.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    751 Broad St, Newark, NJ 07102
    View profile for Pruco Securities LLC(800) 201-6690

  24. #24 PrimeLerner

    Based in Newark, 23 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 1.8★ from 5 Google reviews, listed on Google as “Investment service”.

    • 1.8★ from 5 Google reviews
    Address
    470 Washington St, Newark, NJ 07102
    View profile for PrimeLerner(973) 583-1737

Investment advisors 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 90 ranked investment advisors here; the rest are on their profiles.

investment advisors in Dover, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Gary Scheer LLC594.9★ (14)8 mi
27Marc Alan Wealth Management595.0★ (6)In Dover
28Cornerstone Financial Group, Inc.595.0★ (9)4 mi
29MountainPoint Investment Advisors585.0★ (3)12 mi
30Generations Planning Solutions - Ameriprise Financial Services, LLC585.0★ (20)17 mi
31Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC585.0★ (18)16 mi
32Hennion & Walsh, Inc583.6★ (33)8 mi
33CJE Financial584.9★ (14)14 mi
34Allied Wealth Partners573.9★ (8)6 mi
35Tax Plus of NJ, LLC574.5★ (18)17 mi
36Argosy Wealth Management575.0★ (17)20 mi
37Tilson Financial Group Inc574.9★ (12)15 mi
38Ronald Gelok & Associates574.7★ (6)8 mi
39Christina Zoppi574.7★ (12)15 mi
40JOST Financial Management Corp.575.0★ (14)19 mi
41Cornerstone Financial Group, Inc.565.0★ (5)8 mi
42MACRO Consulting Group564.2★ (5)6 mi
43Couto DeFranco564.7★ (13)17 mi
44Fidelity Investments563.0★ (25)7 mi
45Mercer Advisors - Morristown565.0★ (4)7 mi
46Empowered Retirement, Inc.563.8★ (15)13 mi
47Legacy Wealth Planning565.0★ (10)17 mi
48Wealthstone Group565.0★ (17)24 mi
49Edward Jones - Financial Advisor: Ozzie Niazi565.0★ (3)6 mi
50Wealth Enhancement Group565.0★ (8)16 mi

Also serving Dover

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Dover
BusinessGoogle ratingDistance
AmeriWealth Management, LLCIn Dover
AURORA PRIVATE WEALTH, Inc.In Dover
Everest Retirement PlannersIn Dover
Financial institutionIn Dover
Gordon Wealth Planning5.0★ (13)In Dover
Keith Minter - Prudential FinancialIn Dover
Larry Carcuffe - Prudential Financial5.0★ (1)In Dover
LIZBETH MARTINEZ RAMIREZ5.0★ (22)In Dover
LUIS PALACIOS - Primerica5.0★ (67)In Dover
Marisa A Priore Samuel: Primerica - Financial Services5.0★ (19)In Dover
Orville Gonzalez: Primerica - Financial Services5.0★ (14)In Dover
Peter Heiman - Prudential FinancialIn Dover
Prudential | Barry Russo | Life Insurance & Financial Services4.0★ (1)In Dover
Prudential | Jim Truman | Life Insurance & Financial Services1.0★ (1)In Dover
R & Z Financial Services LLP5.0★ (1)In Dover
Raymond Dewar - TD Wealth Financial Advisor1.0★ (1)In Dover
The Dorfman Wealth Management GroupIn Dover
We Serv Financial CoachingIn Dover
Wells Fargo AdvisorsIn Dover
Young Family Financial LLC5.0★ (1)In Dover

How we ranked Dover investment advisors

We scored 90 Dover investment advisors 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 Dover 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Dover: frequently asked questions

Which investment advisor has the highest RFA Score in Dover?

By RFA Score, the highest-ranked investment advisor in Dover, NJ is Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC with an RFA Score of 70/100. It has 5.0★ from 48 Google reviews. Peoples Capital Group (#2) and Fairbridge Retirement Solutions LLC & Fairbridge Capital Management (#3) follow. We ranked 90 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Dover?

RankedFinancialAdvisors ranks 90 investment advisors serving Dover, NJ. 1 of them is based in Dover; 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 investment advisors in Dover work on weekends?

13 of 90 ranked investment advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are AZ INVEST (#11), Parisi Capital (#13) and Rosa Agency Inc (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dover investment advisors have?

The median Google rating among 90 rated investment advisors in Dover is 4.8★, with a median of 8 reviews. Rosa Agency Inc has the most, 118 reviews, and ranks #20. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Dover count in this ranking?

Yes, if they are within 25 mi of the Dover city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Dover ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’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 investment advisor in Dover 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 investment advisors 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 Dover

  1. November 2026: RFA Scores recalculated for 90 investment advisors serving Dover.
  2. November 2026: 3 duplicate listings merged.

More investment advisors and Dover pages