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Wealth Managers in Edison, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Edison: Shorepoint Wealth Management, RFA Score 70/100; 5.0★ from 131 Google reviews.

  2. 12

    Most-reviewed: Carson Wealth, LLC, 107 Google reviews at 5.0★, the most of 136 ranked after Shorepoint Wealth Management; ranked #12.

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

136 Edison wealth managers are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 5.0★ across 136 rated firms.

Top 10 wealth managers 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 wealth managers in Edison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shorepoint Wealth Management705.0★ (131)Freehold, 21 mi away—Top score
2Legacy Wealth Advisors - Financial Planning705.0★ (88)East Brunswick, 15 mi awaySat · Sun · Evenings—
3Falbo Wealth Management695.0★ (54)New Providence, 12 mi away——
4Midas Wealth - Private Client Group685.0★ (99)New York City, 25 mi away——
5Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors685.0★ (56)Staten Island, 14 mi away——
6Beneficial Wealth684.9★ (41)Berkeley Heights, 10 mi away——
7Granite Wealth Partners675.0★ (75)Hopatcong Hills, 26 mi away——
8MaxGuard Wealth674.9★ (56)Princeton, 19 mi away——
9Drucker Wealth Management674.9★ (85)New York City, 28 mi away——
10Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor674.9★ (85)New York City, 28 mi awaySat · Evenings—

All 136 wealth managers 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 Falbo Wealth Management

    Based in New Providence, 12 mi away

    69/100RFA Score

    Ranked #3 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

  6. #6 Beneficial Wealth

    Based in Berkeley Heights, 10 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 Granite Wealth Partners

    Based in Hopatcong Hills, 26 mi away

    67/100RFA Score

    Ranked #7 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

  8. #8 MaxGuard Wealth

    Based in Princeton, 19 mi away

    67/100RFA Score

    Ranked #8 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

  10. #10 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 28 mi away

    67/100RFA Score

    Ranked #10 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

  12. #12 Carson Wealth, LLC

    Based in Franklin Lakes, 37 mi away

    67/100RFA Score

    Ranked #12 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

  13. #13 Alcove Private Wealth

    Based in Princeton, 15 mi away

    67/100RFA Score

    Ranked #13 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

  15. #15 Wealthspire

    Based in New York City, 28 mi away

    66/100RFA Score

    Ranked #15 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 Sayegh Wealth Management

    Based in Staten Island, 14 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2555 Richmond Ave Ste 210, Staten Island, NY 10314
    View profile for Sayegh Wealth Management(718) 954-9175

  23. #23 SkyPath Private Wealth

    Based in Short Hills, 16 mi away

    65/100RFA Score

    Ranked #23 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 136 ranked wealth managers here; the rest are on their profiles.

wealth managers in Edison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealth Master Group, Inc.645.0★ (45)33 mi
27Leo Wealth Management645.0★ (16)14 mi
28Resonate Wealth Partners645.0★ (47)35 mi
29Beacon Wealth645.0★ (12)13 mi
30Wealthspring Financial Partners644.4★ (51)26 mi
31Smallwood Wealth Management644.6★ (26)22 mi
32Mercer Wealth Management635.0★ (18)23 mi
33Parion Wealth635.0★ (20)26 mi
34WealthBridge Financial Group635.0★ (22)28 mi
35William Skillender Wealth Management634.8★ (36)34 mi
36MD Wealth Advisors Inc.635.0★ (8)11 mi
37Legacy Wealth Planning635.0★ (10)15 mi
38Beacon Wealth Partners635.0★ (17)25 mi
39Raffer Wealth Management635.0★ (28)34 mi
40NerdWallet Wealth Partners635.0★ (17)25 mi
41Jaeger Wealth Management635.0★ (14)22 mi
42Wealth Enhancement Group635.0★ (8)13 mi
43LPL Financial - Scott E. Howell, CFP® via Gladstone Wealth Partners (Private Wealth Advisor/Managing Director)635.0★ (8)13 mi
44Independent Wealth Management635.0★ (21)30 mi
45Michael Russo - Wealth Management634.9★ (11)17 mi
46Matt Fevola Wealth Management634.7★ (32)32 mi
47Wealth Enhancement Group625.0★ (8)14 mi
48FIT Wealth Management625.0★ (10)19 mi
49Avanti Wealth Management - Pasquale Pisani - Fiduciary624.6★ (22)27 mi
50Emeritus Wealth Group625.0★ (12)22 mi

Also serving Edison

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 Edison
BusinessGoogle ratingDistance
AGGARWAL Financials5.0★ (14)In Edison
Auto Club of Edison4.7★ (1,633)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
ByeByeAPR5.0★ (1)In Edison
Geremia Financial Services LLC5.0★ (1)In Edison
Hy Appelbaum CPA4.6★ (49)In Edison
IvyCrest Private Wealth5.0★ (1)In Edison
Jeganism Business Advisory Group5.0★ (17)In Edison
LEO Wealth5.0★ (1)In Edison
Lincoln Financial Group5.0★ (2)In Edison
Malecki Financial Group5.0★ (11)In Edison
Oracle Financial Services2.5★ (4)In Edison
Primary Financial5.0★ (2)In Edison
PRO Financial & Insurance Services4.9★ (7)In Edison
Sohni Financial Services5.0★ (1)In Edison
Trade212verse5.0★ (2)In Edison
Transamerica - World Financial Group4.5★ (13)In Edison
Unique Financial Advisors & Tax Consultants4.9★ (36)In Edison

How we ranked Edison wealth managers

We scored 136 Edison 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 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 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 Edison: frequently asked questions

Which wealth manager has the highest RFA Score in Edison?

By RFA Score, the highest-ranked wealth manager in Edison, NJ is Shorepoint Wealth Management with an RFA Score of 70/100. It has 5.0★ from 131 Google reviews. Legacy Wealth Advisors - Financial Planning (#2) and Falbo Wealth Management (#3) follow. We ranked 136 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Edison?

RankedFinancialAdvisors ranks 136 wealth managers serving Edison, NJ. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Edison work on weekends?

16 of 136 ranked wealth managers post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Legacy Wealth Advisors - Financial Planning (#2), Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#10) and H&S Tax and Wealth Advisors LLC (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Edison wealth managers have?

The median Google rating among 136 rated wealth managers in Edison is 5.0★, with a median of 9 reviews. Shorepoint Wealth Management has the most, 131 reviews, and ranks #1. 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 Edison count in this ranking?

Yes, if they are within 40 mi of the Edison 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 Edison 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 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 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 Edison

  1. November 2026: RFA Scores recalculated for 136 wealth managers serving Edison.
  2. November 2026: 8 duplicate listings merged.

More wealth managers and Edison pages