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Investment Advisors in Sparta, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sparta: Fairbridge Retirement Solutions LLC & Fairbridge Capital Management, RFA Score 66/100; 5.0★ from 50 Google reviews.

  2. 5

    Most-reviewed: Carson Wealth, LLC, 107 Google reviews at 5.0★, the most of 41 ranked; ranked #5.

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

41 Sparta investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 41 rated firms.

Top 10 investment advisors in Sparta 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 Sparta at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Fairbridge Retirement Solutions LLC & Fairbridge Capital Management665.0★ (50)Hanover, 18 mi awayTop score
2Granite Wealth Partners645.0★ (75)Hopatcong Hills, 13 mi away—
3DPS Advisors L.L.C644.2★ (10)East Hanover, 22 mi away—
4McRae Capital Management, Inc.645.0★ (5)Morristown, 20 mi away—
5Carson Wealth, LLC635.0★ (107)Franklin Lakes, 23 mi awayMost reviews
6John Hickey - Prudential Financial623.5★ (4)Morristown, 19 mi away—
7Crimson Capital623.0★ (4)Morristown, 19 mi away—
8Wells Fargo Advisors621.0★ (3)Parsippany, 14 mi away—
9MRA Advisory Group625.0★ (42)Parsippany, 15 mi away—
10New Horizons Wealth Management615.0★ (38)Florham Park, 18 mi away—

All 41 investment advisors in Sparta, 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 DPS Advisors L.L.C

    Based in East Hanover, 22 mi away

    64/100RFA Score

    Ranked #3 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

  5. #5 Carson Wealth, LLC

    Based in Franklin Lakes, 23 mi away

    63/100RFA Score

    Ranked #5 because of its Google rating and review volume: 5.0★ from 107 Google reviews, the most in Sparta.

    • 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

  7. #7 Crimson Capital

    Based in Morristown, 19 mi away

    62/100RFA Score

    Ranked #7 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

  15. #15 Gary Scheer LLC

    Based in Morristown, 19 mi away

    57/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    55 Madison Ave #400, Morristown, NJ 07960
    View profile for Gary Scheer LLC(973) 539-4100

  16. #16 CJE Financial

    Based in Cedar Grove, 21 mi away

    56/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    363 US-46, Fairfield, NJ 07004
    View profile for CJE Financial(866) 560-1800

  19. #19 Tax Plus of NJ, LLC

    Based in West Orange, 25 mi away

    55/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.5★ from 18 Google reviews, listed on Google as “Tax preparation service”.

    • 4.5★ from 18 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun closed
    Address
    395 Pleasant Valley Way Ste 203, West Orange, NJ 07052
    View profile for Tax Plus of NJ, LLC(973) 766-1511

  20. #20 Allied Wealth Partners

    Based in Parsippany, 15 mi away

    55/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.9★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    14 Walsh Dr #100, Parsippany, NJ 07054
    View profile for Allied Wealth Partners(973) 299-9222

  21. #21 Ronald Gelok & Associates

    Based in Parsippany, 16 mi away

    55/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.7★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1055 Parsippany Blvd Ste 305B, Parsippany, NJ 07054
    View profile for Ronald Gelok & Associates(800) 467-8152

  22. #22 Fidelity Investments

    Based in Wayne, 23 mi away

    54/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 19 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    57 NJ-23, Wayne, NJ 07470
    View profile for Fidelity Investments(800) 476-4841

  24. #24 MACRO Consulting Group

    Based in Parsippany, 16 mi away

    54/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1639 NJ-10, Parsippany, NJ 07054
    View profile for MACRO Consulting Group(973) 451-9400

All 41 investment advisors

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

investment advisors in Sparta, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26Horizon 2k Financial Planning545.0★ (4)17 mi
27Fidelity Investments543.0★ (25)18 mi
28Mercer Advisors - Morristown535.0★ (4)18 mi
29Edward Jones - Financial Advisor: Ozzie Niazi535.0★ (3)16 mi
30M.K. Byrne & Co: Certified Financial Planner New Jersey535.0★ (3)16 mi
31Marc Alan Wealth Management535.0★ (6)23 mi
32Lifelong Investments534.3★ (6)22 mi
33Charles Schwab533.0★ (6)18 mi
34Merrill Lynch Wealth Management535.0★ (4)21 mi
35Morgan Stanley Financial Advisors534.5★ (4)19 mi
36RBC Wealth Management Branch - Florham Park524.0★ (4)20 mi
37Diversified Investment Strategies, LLC525.0★ (3)22 mi
38Veton Kaba - Edelman Financial Engines524.8★ (4)25 mi
39Merrill Lynch Wealth Management512.3★ (3)20 mi
40Merrill Lynch Wealth Management513.7★ (3)25 mi
41TIAA Financial Services502.3★ (3)23 mi

Also serving Sparta

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 Sparta
BusinessGoogle ratingDistance
B & D GroupIn Sparta
Ben Zabel: Primerica - Financial Services5.0★ (1)In Sparta
Biondo Investment Advisors5.0★ (2)In Sparta
David N Ames - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Sparta
Edward Jones - Financial Advisor: Terence G Wynne5.0★ (1)In Sparta
Edward Jones - Financial Advisor: Thomas J Feely5.0★ (1)In Sparta
Elite Retirement Consultants5.0★ (2)In Sparta
Financial Engineering, LLC5.0★ (1)In Sparta
Joseph Nugent - Prudential Financial5.0★ (2)In Sparta
JVP Ventures1.0★ (1)In Sparta
Lakeland Bank Operations & Training Center4.0★ (4)In Sparta
Merrill Lynch Financial Advisor Ava NelsonIn Sparta
Merrill Lynch Financial Advisor Carolyn OttenbreitIn Sparta
Merrill Lynch Financial Advisor Douglas Sheroff5.0★ (1)In Sparta
Merrill Lynch Financial Advisor Jordon HavensIn Sparta
Merrill Lynch Financial Advisor Paul ModafferiIn Sparta
Merrill Lynch Wealth ManagementIn Sparta
Vincent Troiano: Primerica - Financial Services4.6★ (9)In Sparta
Wealthspring Financial Partners LLC4.7★ (13)In Sparta
Wells Fargo Advisors, Financial NetworkIn Sparta

How we ranked Sparta investment advisors

We scored 41 Sparta 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 Sparta 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 Sparta: frequently asked questions

Which investment advisor has the highest RFA Score in Sparta?

By RFA Score, the highest-ranked investment advisor in Sparta, NJ is Fairbridge Retirement Solutions LLC & Fairbridge Capital Management with an RFA Score of 66/100. It has 5.0★ from 50 Google reviews. Granite Wealth Partners (#2) and DPS Advisors L.L.C (#3) follow. We ranked 41 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Sparta?

RankedFinancialAdvisors ranks 41 investment advisors serving Sparta, NJ. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Sparta work on weekends?

3 of 41 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are MountainPoint Investment Advisors (#18) and Tax Plus of NJ, LLC (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sparta investment advisors have?

The median Google rating among 41 rated investment advisors in Sparta is 4.9★, with a median of 6 reviews. Carson Wealth, LLC has the most, 107 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 Sparta count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 41 investment advisors serving Sparta.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Sparta pages