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Wealth Managers in Bridgewater, NJ: 2026 rankings

124 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bridgewater: Falbo Wealth Management, RFA Score 69/100; 5.0★ from 54 Google reviews.

  2. 5

    Most-reviewed: Shorepoint Wealth Management, 131 Google reviews at 5.0★, the most of 124 ranked; ranked #5.

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

124 Bridgewater wealth managers are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 5.0★ across 124 rated firms.

Top 10 wealth managers in Bridgewater 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 wealth managers in Bridgewater at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Falbo Wealth Management695.0★ (54)New Providence, 14 mi away—Top score
2Granite Wealth Partners685.0★ (75)Hopatcong Hills, 22 mi away——
3Sullivan Wealth Management685.0★ (21)Bridgewater——
4Legacy Wealth Advisors - Financial Planning685.0★ (88)East Brunswick, 27 mi awaySat · Sun · Evenings—
5Shorepoint Wealth Management685.0★ (131)Freehold, 34 mi away—Most reviews
6Beneficial Wealth684.9★ (41)Berkeley Heights, 13 mi away——
7MaxGuard Wealth674.9★ (56)Princeton, 20 mi away——
8Midas Wealth - Private Client Group675.0★ (99)New York City, 34 mi away——
9Carson Wealth, LLC675.0★ (107)Franklin Lakes, 37 mi away——
10New Horizons Wealth Management675.0★ (38)Florham Park, 18 mi away——

All 124 wealth managers in Bridgewater, 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.

  1. Ranked #1 in Bridgewater

    #1 Falbo Wealth Management

    Based in New Providence, 14 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    70 Floral Ave, New Providence, NJ 07974
    View profile for Falbo Wealth Management(908) 490-1190

  2. #2 Granite Wealth Partners

    Based in Hopatcong Hills, 22 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    124 E Main St Apt 101, Denville, NJ 07834
    View profile for Granite Wealth Partners(973) 625-1112

  6. #6 Beneficial Wealth

    Based in Berkeley Heights, 13 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922
    View profile for Beneficial Wealth(908) 254-2779

  7. #7 MaxGuard Wealth

    Based in Princeton, 20 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    212 Carnegie Center Dr #106, Princeton, NJ 08540
    View profile for MaxGuard Wealth(609) 498-6996

  9. #9 Carson Wealth, LLC

    Based in Franklin Lakes, 37 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 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

  11. #11 Alcove Private Wealth

    Based in Princeton, 18 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 College Rd E Ste 230, Princeton, NJ 08540
    View profile for Alcove Private Wealth(609) 917-7550

  13. #13 Legacy Wealth Planning

    Based in Bridgewater

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    135 US-202 Ste 21 3rd Fl, Bedminster, NJ 07921
    View profile for Legacy Wealth Planning(908) 617-0557

  15. #15 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 37 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017
    View profile for Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor(646) 640-6337

  17. #17 FIT Wealth Management

    Based in Bradley Gardens, 5 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    665 US-22 Unit 202, White House Station, NJ 08889
    View profile for FIT Wealth Management(908) 969-1760

  19. #19 Wealthspire

    Based in New York City, 37 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    521 5th Ave 15th Floor, New York, NY 10175
    View profile for Wealthspire(800) 994-3766

  22. #22 SkyPath Private Wealth

    Based in Short Hills, 18 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 24 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed 9 AM–5 PM · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    51 John F Kennedy Pkwy Ste 110, Short Hills, NJ 07078
    View profile for SkyPath Private Wealth(908) 897-2300

Wealth managers 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 124 ranked wealth managers here; the rest are on their profiles.

wealth managers in Bridgewater, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealthspring Financial Partners644.4★ (51)25 mi
27Resonate Wealth Partners645.0★ (47)38 mi
28Wealth Master Group, Inc.645.0★ (45)39 mi
29Mercer Wealth Management645.0★ (18)24 mi
30Condor Capital Wealth Management635.0★ (5)5 mi
31Sayegh Wealth Management635.0★ (17)25 mi
32Main Street Wealth Management635.0★ (5)6 mi
33SouthHampton Wealth Management635.0★ (27)34 mi
34Leo Wealth Management635.0★ (16)25 mi
35Gordon Wealth Planning635.0★ (13)22 mi
36Keller Wealth Management635.0★ (9)16 mi
37Beacon Wealth635.0★ (12)21 mi
38LPL Financial - Scott E. Howell, CFP® via Gladstone Wealth Partners (Private Wealth Advisor/Managing Director)635.0★ (8)15 mi
39Maridea Wealth Management635.0★ (28)35 mi
40Coordinated Wealth635.0★ (23)32 mi
41Merrill Lynch Wealth Management633.0★ (6)In Bridgewater
42Raffer Wealth Management635.0★ (28)38 mi
43Wealth Enhancement Group625.0★ (8)17 mi
44Beacon Wealth Partners625.0★ (17)30 mi
45PTM Wealth624.9★ (30)38 mi
46MD Wealth Advisors Inc.625.0★ (8)19 mi
47WealthBridge Financial Group625.0★ (22)37 mi
48Parion Wealth625.0★ (20)36 mi
49Marc Alan Wealth Management625.0★ (6)17 mi
50Money Mindset Wealth Management625.0★ (21)38 mi

Also serving Bridgewater

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Bridgewater
BusinessGoogle ratingDistance
Charles Schwab4.5★ (14)In Bridgewater
Christina Zoppi4.7★ (12)In Bridgewater
Epona Financial Solutions, LLC.5.0★ (2)In Bridgewater
Fidelity Investments3.6★ (14)In Bridgewater
Horizon Financial Group5.0★ (7)In Bridgewater
Insight Private Advisors LLCIn Bridgewater
Katchen Financial Group5.0★ (2)In Bridgewater
Merrill Lynch Financial Advisor Alexander RadcliffeIn Bridgewater
Merrill Lynch Financial Advisor Andrew KowitskiIn Bridgewater
Merrill Lynch Financial Advisor Austin JoyalIn Bridgewater
Merrill Lynch Financial Advisor Brandon T. MyersIn Bridgewater
Merrill Lynch Financial Advisor Christopher AshtonIn Bridgewater
Merrill Lynch Financial Advisor Chunyen WangIn Bridgewater
Merrill Lynch Financial Advisor Kyle Kost3.7★ (3)In Bridgewater
Merrill Lynch Senior Consultant Vincent Minutillo5.0★ (1)In Bridgewater
Northwestern MutualIn Bridgewater
Northwestern Mutual - Bedminster5.0★ (1)In Bridgewater
Noviello Financial GroupIn Bridgewater
Paradigm Wealth Management,5.0★ (1)In Bridgewater
PNC Private Bank1.3★ (3)In Bridgewater

How we ranked Bridgewater wealth managers

We scored 124 Bridgewater wealth managers 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 Bridgewater 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Bridgewater: frequently asked questions

Which wealth manager has the highest RFA Score in Bridgewater?

By RFA Score, the highest-ranked wealth manager in Bridgewater, NJ is Falbo Wealth Management with an RFA Score of 69/100. It has 5.0★ from 54 Google reviews. Granite Wealth Partners (#2) and Sullivan Wealth Management (#3) follow. We ranked 124 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Bridgewater?

RankedFinancialAdvisors ranks 124 wealth managers serving Bridgewater, NJ. 3 of them are based in Bridgewater; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Bridgewater work on weekends?

13 of 124 ranked wealth managers post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Legacy Wealth Advisors - Financial Planning (#4), Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#15) and H&S Tax and Wealth Advisors LLC (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bridgewater wealth managers have?

The median Google rating among 124 rated wealth managers in Bridgewater is 5.0★, with a median of 9 reviews. Shorepoint Wealth Management has the most, 131 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Bridgewater count in this ranking?

Yes, if they are within 40 mi of the Bridgewater city center, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Bridgewater ranked?

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

How do I check a wealth manager’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 wealth manager in Bridgewater 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 wealth managers 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 Bridgewater

  1. November 2026: RFA Scores recalculated for 124 wealth managers serving Bridgewater.
  2. November 2026: 8 duplicate listings merged.

More wealth managers and Bridgewater pages