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Investment Advisors in Edison, NJ: 2026 rankings

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

The short answer

  1. 1

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

  2. 5

    Most-reviewed: Masterworks, 527 Google reviews at 4.2★, the most of 172 ranked; ranked #5.

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

172 Edison investment advisors are ranked here by RFA Score, from eight published factors. 26 open Saturdays and 19 open Sundays, based on posted hours. The median Google rating is 4.8★ across 172 rated firms.

Top 10 investment advisors in Edison 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 Edison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC705.0★ (48)Somerville, 11 mi away—Top score
2Mott Investment Services, LLC684.9★ (29)Franklin Park, 8 mi away——
3Peoples Capital Group685.0★ (29)Somerville, 11 mi away——
4youngStartup Ventures674.5★ (64)Staten Island, 15 mi away——
5Masterworks674.2★ (527)New York City, 25 mi away—Most reviews
6think Mortgage674.8★ (46)Staten Island, 17 mi away——
7111 Town Square Place664.5★ (139)Jersey City, 25 mi awaySat · Sun · Evenings—
8Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®655.0★ (196)Woodbridge, 6 mi awaySat · Evenings—
9New Jersey Community Capital654.4★ (5)New Brunswick, 2 mi away——
10Rachel Broytman - Prudential Financial645.0★ (12)Staten Island, 16 mi away——

All 172 investment advisors in Edison, 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 Peoples Capital Group

    Based in Somerville, 11 mi away

    68/100RFA Score

    Ranked #3 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

  4. #4 youngStartup Ventures

    Based in Staten Island, 15 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.5★ from 64 Google reviews, listed on Google as “Investment service”.

    • 4.5★ from 64 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    Victory Blvd, Staten Island, NY 10314
    View profile for youngStartup Ventures(212) 202-1002

  5. #5 Masterworks

    Based in New York City, 25 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.2★ from 527 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 527 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1 World Trade Center, New York, NY 10007
    View profile for Masterworks(203) 518-5172

  6. #6 think Mortgage

    Based in Staten Island, 17 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 46 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1888 Hylan Blvd, Staten Island, NY 10305
    View profile for think Mortgage(800) 955-1677

  7. #7 111 Town Square Place

    Based in Jersey City, 25 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.5★ from 139 Google reviews, listed on Google as “Investment company”.

    • 4.5★ from 139 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    111 Town Square Pl, Jersey City, NJ 07310
    View profile for 111 Town Square Place(201) 626-2000

  14. #14 AZ INVEST

    Based in Elizabeth, 14 mi away

    64/100RFA Score

    Ranked #14 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

  16. #16 Parisi Capital

    Based in Berkeley Heights, 11 mi away

    62/100RFA Score

    Ranked #16 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

  21. #21 Assist Asset Recovery

    Based in Brooklyn, 24 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    5314 16th Ave #222, Brooklyn, NY 11204
    View profile for Assist Asset Recovery(800) 972-1644

  25. #25 Hy Appelbaum CPA

    Based in Edison

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 49 Google reviews
    Hours
    Mon–Fri 8:30 AM–6:30 PM · Sat–Sun closed
    Address
    1704 NJ-27, Edison, NJ 08817
    View profile for Hy Appelbaum CPA(732) 985-1800

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

investment advisors in Edison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26DPS Advisors L.L.C614.2★ (10)22 mi
27Legacy Wealth Advisors - Financial Planning615.0★ (88)15 mi
28Justin Branch, CFP605.0★ (39)6 mi
29Trading Signal Market604.9★ (7)25 mi
30David Lerner Associates, Inc.603.8★ (10)23 mi
31Constantia Capital LLC605.0★ (5)23 mi
32PGIM, The Global Investment Management Business of Prudential605.0★ (3)20 mi
33John Hickey - Prudential Financial603.5★ (4)19 mi
34Icn Holding604.2★ (5)22 mi
35Stoutcap605.0★ (3)21 mi
36Crimson Capital593.0★ (4)19 mi
37National Note Group593.8★ (4)21 mi
38Pruco Securities LLC593.0★ (4)20 mi
39Reid & Rudiger LLC593.5★ (8)25 mi
40Invesco593.1★ (16)25 mi
41Mikhail Kagansky - Prudential Financial595.0★ (3)24 mi
42PrimeLerner591.8★ (5)19 mi
43Tranquility Path Investment Advisors, LLC594.6★ (11)10 mi
44New York Life Investments594.0★ (4)24 mi
45Wallachbeth Capital LLC595.0★ (3)24 mi
46Vend Trades595.0★ (3)25 mi
47Timothy McLaughlin - Prudential Financial593.2★ (6)24 mi
48GO Realty Capital Partners LLC585.0★ (3)25 mi
49Beacon Pointe Advisors584.9★ (46)14 mi
50Pavel Kaptsan - Prudential Financial583.0★ (4)24 mi

Also serving Edison

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 Edison
BusinessGoogle ratingDistance
AGGARWAL Financials5.0★ (14)In Edison
AGR Financial, LLC1.0★ (1)In Edison
AXA Advisors, LLC2.3★ (3)In Edison
Bank of America (with Drive-thru ATM)2.8★ (106)In Edison
Break Bread Lending5.0★ (10)In Edison
Dawn Gagnon: Primerica - Financial Services5.0★ (5)In Edison
IvyCrest Private Wealth5.0★ (1)In Edison
James Glenn Kocher IV: Primerica - Financial Services4.8★ (11)In Edison
Lincoln Financial Group5.0★ (2)In Edison
Malecki Financial Group5.0★ (11)In Edison
Michael K Harris: Primerica - Financial Services5.0★ (16)In Edison
Oracle Financial Services2.5★ (4)In Edison
Pragnesh Shah - Prudential Financial5.0★ (1)In Edison
Primary Financial5.0★ (2)In Edison
PRO Financial & Insurance Services4.9★ (7)In Edison
Samirah Abdul-Alim: Primerica - Financial Services5.0★ (2)In Edison
Sunit Patel: Primerica - Financial Services5.0★ (18)In Edison
Trade212verse5.0★ (2)In Edison
Transamerica - World Financial Group4.5★ (13)In Edison
TransGlobal Holding Company 美國泛宇集團3.0★ (2)In Edison

How we ranked Edison investment advisors

We scored 172 Edison 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 Edison 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 Edison: frequently asked questions

Which investment advisor has the highest RFA Score in Edison?

By RFA Score, the highest-ranked investment advisor in Edison, 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. Mott Investment Services, LLC (#2) and Peoples Capital Group (#3) follow. We ranked 172 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Edison?

RankedFinancialAdvisors ranks 172 investment advisors serving Edison, NJ. 2 of them are based in Edison; 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 Edison work on weekends?

26 of 172 ranked investment advisors post Saturday hours and 19 post Sunday hours. The highest-ranked open Saturdays are 111 Town Square Place (#7), Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#8) and AZ INVEST (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Edison investment advisors have?

The median Google rating among 172 rated investment advisors in Edison is 4.8★, with a median of 7 reviews. Masterworks has the most, 527 reviews, and ranks #5. 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 Edison count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 172 investment advisors serving Edison.
  2. November 2026: 4 duplicate listings merged.

More investment advisors and Edison pages