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Investment Advisors in Middlesex, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Middlesex: Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC, RFA Score 73/100; 5.0★ from 48 Google reviews.

  2. 6

    Most-reviewed: Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®, 196 Google reviews at 5.0★, the most of 116 ranked; ranked #6.

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

116 Middlesex investment advisors are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.9★ across 116 rated firms.

Top 10 investment advisors in Middlesex 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 Middlesex at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC735.0★ (48)Somerville, 6 mi away—Top score
2Peoples Capital Group715.0★ (29)Somerville, 6 mi away——
3Mott Investment Services, LLC704.9★ (29)Franklin Park, 9 mi away——
4youngStartup Ventures694.5★ (64)Staten Island, 18 mi away——
5think Mortgage684.8★ (46)Staten Island, 21 mi away——
6Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®675.0★ (196)Woodbridge, 10 mi awaySat · EveningsMost reviews
7New Jersey Community Capital664.4★ (5)New Brunswick, 6 mi away——
8Parisi Capital655.0★ (3)Berkeley Heights, 7 mi awaySat · Sun · Evenings—
9AZ INVEST654.5★ (11)Elizabeth, 16 mi awaySat · Sun · Evenings—
10Rachel Broytman - Prudential Financial655.0★ (12)Staten Island, 20 mi away——

All 116 investment advisors in Middlesex, 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, 6 mi away

    71/100RFA 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

  4. #4 youngStartup Ventures

    Based in Staten Island, 18 mi away

    69/100RFA 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 think Mortgage

    Based in Staten Island, 21 mi away

    68/100RFA Score

    Ranked #5 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

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

    Based in Woodbridge, 10 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and review volume: 5.0★ from 196 Google reviews, the most in Middlesex.

    • 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

  8. #8 Parisi Capital

    Based in Berkeley Heights, 7 mi away

    65/100RFA Score

    Ranked #8 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

  9. #9 AZ INVEST

    Based in Elizabeth, 16 mi away

    65/100RFA Score

    Ranked #9 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

  18. #18 DPS Advisors L.L.C

    Based in East Hanover, 20 mi away

    63/100RFA Score

    Ranked #18 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

  22. #22 Crimson Capital

    Based in Morristown, 15 mi away

    62/100RFA Score

    Ranked #22 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

  24. #24 Constantia Capital LLC

    Based in Hamilton Square, 23 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    17 Hendrickson Rd Ste 100, Lawrenceville, NJ 08648
    View profile for Constantia Capital LLC(609) 947-3352

  25. #25 Hy Appelbaum CPA

    Based in Edison, 6 mi away

    62/100RFA 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 116 ranked investment advisors here; the rest are on their profiles.

investment advisors in Middlesex, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26National Note Group623.8★ (4)20 mi
27Legacy Wealth Advisors - Financial Planning615.0★ (88)20 mi
28PGIM, The Global Investment Management Business of Prudential615.0★ (3)20 mi
29Justin Branch, CFP615.0★ (39)10 mi
30Beacon Pointe Advisors614.9★ (46)12 mi
31Pruco Securities LLC613.0★ (4)20 mi
32Granite Wealth Partners605.0★ (75)22 mi
33PrimeLerner601.8★ (5)20 mi
34Rosa Agency Inc604.7★ (118)23 mi
35JOST Financial Management Corp.605.0★ (14)3 mi
36Sullivan Wealth Management605.0★ (21)9 mi
37New Horizons Wealth Management595.0★ (38)17 mi
38Wells Fargo Advisors591.0★ (3)22 mi
39Tranquility Path Investment Advisors, LLC594.6★ (11)16 mi
40Argosy Wealth Management595.0★ (17)8 mi
41Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)595.0★ (31)17 mi
42Summit Asset Management, Inc.595.0★ (7)16 mi
43MRA Advisory Group595.0★ (42)21 mi
44Charles Schwab584.5★ (14)6 mi
45Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC585.0★ (18)12 mi
46Princeton Global Asset Management585.0★ (7)18 mi
47PureVest585.0★ (24)17 mi
48MountainPoint Investment Advisors585.0★ (3)11 mi
49Christina Zoppi584.7★ (12)8 mi
50Unique Financial Advisors & Tax Consultants584.9★ (36)22 mi

Also serving Middlesex

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 Middlesex
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.9★ (31)In Middlesex
Ben Lee: Primerica - Financial Services5.0★ (5)In Middlesex
Common Interests, LLC5.0★ (2)7 mi
David Siegel, LUTCF, LPRTIn Middlesex
Edward Jones - Alexandre GomesIn Middlesex
Edward Jones - Financial Advisor: John M Capeci5.0★ (2)7 mi
Edward Jones - Financial Advisor: Nicole B Drasin, CFP®5.0★ (2)3 mi
Epona Financial Solutions, LLC.5.0★ (2)8 mi
Financial institutionIn Middlesex
Financial institutionIn Middlesex
Kevin Saul Cano: Primerica - Financial ServicesIn Middlesex
M&M Home Investors5.0★ (2)5 mi
Manley Capital Management5.0★ (2)9 mi
Michelle May - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)6 mi
R&J Mortgage & Loan Brokers Bridgewater NJ5.0★ (2)5 mi
Reddington Sourour Advisory Group5.0★ (2)9 mi
Ronald Kovac - ThriventIn Middlesex
Trade212verse5.0★ (2)5 mi
TransGlobal Holding Company 美國泛宇集團3.0★ (2)7 mi
Wells Fargo AdvisorsIn Middlesex

How we ranked Middlesex investment advisors

We scored 116 Middlesex 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 Middlesex 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 Middlesex: frequently asked questions

Which investment advisor has the highest RFA Score in Middlesex?

By RFA Score, the highest-ranked investment advisor in Middlesex, NJ is Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC with an RFA Score of 73/100. It has 5.0★ from 48 Google reviews. Peoples Capital Group (#2) and Mott Investment Services, LLC (#3) follow. We ranked 116 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Middlesex?

RankedFinancialAdvisors ranks 116 investment advisors serving Middlesex, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Middlesex work on weekends?

18 of 116 ranked investment advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#6), Parisi Capital (#8) and AZ INVEST (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Middlesex investment advisors have?

The median Google rating among 116 rated investment advisors in Middlesex is 4.9★, with a median of 8 reviews. Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® has the most, 196 reviews, and ranks #6. 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 Middlesex count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 116 investment advisors serving Middlesex.
  2. November 2026: 4 duplicate listings merged.

More investment advisors and Middlesex pages