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Investment Advisors in Princeton, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Princeton: Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC, RFA Score 71/100; 5.0★ from 48 Google reviews.

  2. 14

    Most-reviewed: Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®, 196 Google reviews at 5.0★, the most of 47 ranked; ranked #14.

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

47 Princeton investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 47 rated firms.

Top 10 investment advisors in Princeton 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 Princeton at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC715.0★ (48)Somerville, 15 mi awayTop score
2Mott Investment Services, LLC714.9★ (29)Franklin Park, 9 mi away—
3Peoples Capital Group705.0★ (29)Somerville, 15 mi away—
4David Lerner Associates, Inc.683.8★ (10)Trenton, 6 mi away—
5Constantia Capital LLC685.0★ (5)Hamilton Square, 6 mi away—
6SJ Capital Management LLC663.7★ (3)Voorhees, 5 mi away—
7Timothy McLaughlin - Prudential Financial663.2★ (6)Hamilton Square, 9 mi away—
8Daniel Linn - Prudential Financial655.0★ (3)Hamilton Square, 10 mi away—
9New Jersey Community Capital654.4★ (5)New Brunswick, 15 mi away—
10Schorpp Capital Management645.0★ (32)East Brunswick, 14 mi away—

All 47 investment advisors in Princeton, 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, 15 mi away

    70/100RFA 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

  5. #5 Constantia Capital LLC

    Based in Hamilton Square, 6 mi away

    68/100RFA Score

    Ranked #5 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

  14. #14 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 24 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and review volume: 5.0★ from 196 Google reviews, the most in Princeton.

    • 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

  16. #16 Icn Holding

    Based in Freehold, 23 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 5 Google reviews
    Address
    80 Scenic Dr, Freehold, NJ 07728
    View profile for Icn Holding(732) 414-1910

  19. #19 Parisi Capital

    Based in Berkeley Heights, 24 mi away

    62/100RFA Score

    Ranked #19 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 Hy Appelbaum CPA

    Based in Edison, 17 mi away

    59/100RFA Score

    Ranked #21 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

  24. #24 Justin Branch, CFP

    Based in Woodbridge, 24 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon 7:30 AM–7 PM · Tue–Wed 7:30 AM–6 PM · Thu 7:30 AM–7 PM · Fri–Sun closed
    Address
    90 Woodbridge Center Dr 7th Floor, Woodbridge, NJ 07095
    View profile for Justin Branch, CFP(732) 326-5262

  25. #25 Charles Schwab

    Based in Princeton

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.0★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 3.0★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    132 Nassau St Fl 1, Princeton, NJ 08542
    View profile for Charles Schwab(609) 497-3619

All 47 investment advisors

#1 to #25 are shown in full above. Here are #26 to #47, in RFA Score order; each links to its profile.

investment advisors in Princeton, ranks 26 to 47
RankBusinessRFA ScoreGoogle ratingDistance
26Merrill Lynch Wealth Management585.0★ (3)In Princeton
27Stern Capital Management, Inc.585.0★ (4)19 mi
28Provident Bank574.7★ (6)8 mi
29Charles Schwab564.5★ (14)16 mi
30JOST Financial Management Corp.565.0★ (14)21 mi
31Legacy Wealth Planning555.0★ (10)21 mi
32Fidelity Investments553.6★ (14)16 mi
33Christina Zoppi554.7★ (12)23 mi
34Integrated Wealth Solutions, LLC555.0★ (7)19 mi
35Wealth Enhancement Group545.0★ (8)22 mi
36Condor Capital Wealth Management545.0★ (5)18 mi
37Chelsea Financial544.5★ (11)24 mi
38Charles Schwab544.4★ (8)22 mi
39Unique Financial Advisors & Tax Consultants535.0★ (6)23 mi
40Merrill Lynch Wealth Management533.0★ (6)17 mi
41New York Life Insurance Agent533.3★ (12)23 mi
42Coastal Financial Advisors, Inc.525.0★ (5)25 mi
43Precision Financial Strategies524.0★ (3)19 mi
44Fidelity Investments522.5★ (8)19 mi
45MassMutual New Jersey-NYC522.6★ (5)21 mi
46Edward Jones - Financial Advisor: Larry Dalessandro, CIMA®525.0★ (3)23 mi
47Bessemer Trust Private Wealth Management Woodbridge NJ513.7★ (3)24 mi

Also serving Princeton

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 Princeton
BusinessGoogle ratingDistance
Alcove Private Wealth5.0★ (34)In Princeton
CHIC Financial Services5.0★ (3)In Princeton
CMA Wealth Management, LLC5.0★ (3)In Princeton
Glenmede Trust5.0★ (1)In Princeton
MaxGuard Wealth4.9★ (56)In Princeton
Merrill Lynch Financial Advisor Cris Landry5.0★ (5)In Princeton
Merrill Lynch Financial Advisor Kevin Pogroszewski5.0★ (6)In Princeton
Millstone Financial Group4.9★ (57)In Princeton
New Century Financial Group, LLC4.0★ (4)In Princeton
Nolan Wealth Management, LLC5.0★ (2)In Princeton
Northwestern Mutual5.0★ (8)In Princeton
Novi Wealth Partners5.0★ (2)In Princeton
Princeton University Investments5.0★ (1)In Princeton
Princeton Wealth Management Group5.0★ (1)In Princeton
Princeton, NJ Branch Office - UBS Financial Services Inc.4.0★ (2)In Princeton
RETIRE SMART Consulting, LLC.5.0★ (1)In Princeton
Strong Financial Partners3.0★ (2)In Princeton
Unique Financial Advisors & Tax Consultants5.0★ (2)In Princeton
Van Leeuwen & Company5.0★ (1)In Princeton
Wells Fargo Advisors3.5★ (2)In Princeton

How we ranked Princeton investment advisors

We scored 47 Princeton 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 Princeton 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 Princeton: frequently asked questions

Which investment advisor has the highest RFA Score in Princeton?

By RFA Score, the highest-ranked investment advisor in Princeton, NJ is Jarrett Dewelde CFP® - R.I.C.H. Planning Group, LLC with an RFA Score of 71/100. It has 5.0★ from 48 Google reviews. Mott Investment Services, LLC (#2) and Peoples Capital Group (#3) follow. We ranked 47 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Princeton?

RankedFinancialAdvisors ranks 47 investment advisors serving Princeton, NJ. 4 of them are based in Princeton; 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 Princeton work on weekends?

5 of 47 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#14), Legacy Wealth Advisors - Financial Planning (#17) and Parisi Capital (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Princeton investment advisors have?

The median Google rating among 47 rated investment advisors in Princeton is 4.9★, with a median of 8 reviews. Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® has the most, 196 reviews, and ranks #14. 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 Princeton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 47 investment advisors serving Princeton.

More investment advisors and Princeton pages