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Wealth Managers in Kinnelon, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Kinnelon: Carson Wealth, LLC, RFA Score 72/100; 5.0★ from 107 Google reviews.

  2. 3

    Most-reviewed: Midas Wealth - Private Client Group, 99 Google reviews at 5.0★, the most of 120 ranked after Carson Wealth, LLC; ranked #3.

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

120 Kinnelon wealth managers are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 120 rated firms.

Top 10 wealth managers in Kinnelon 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 Kinnelon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Carson Wealth, LLC725.0★ (107)Franklin Lakes, 9 mi away—Top score
2Granite Wealth Partners715.0★ (75)Hopatcong Hills, 10 mi away——
3Midas Wealth - Private Client Group685.0★ (99)New York City, 28 mi away—Most reviews
4Green Ridge Wealth Planning685.0★ (36)Hopatcong Hills, 8 mi away——
5Resonate Wealth Partners685.0★ (47)Ridgewood, 13 mi away——
6New Horizons Wealth Management685.0★ (38)Florham Park, 13 mi away——
7Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor684.9★ (85)New York City, 27 mi awaySat · Evenings—
8Drucker Wealth Management684.9★ (85)New York City, 27 mi away——
9Falbo Wealth Management675.0★ (54)New Providence, 21 mi away——
10Wealth Master Group, Inc.675.0★ (45)Hackensack, 19 mi away——

All 120 wealth managers in Kinnelon, 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 Kinnelon

    #1 Carson Wealth, LLC

    Based in Franklin Lakes, 9 mi away

    72/100RFA Score

    Ranked #1 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

  2. #2 Granite Wealth Partners

    Based in Hopatcong Hills, 10 mi away

    71/100RFA 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

  7. #7 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 27 mi away

    68/100RFA Score

    Ranked #7 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

  9. #9 Falbo Wealth Management

    Based in New Providence, 21 mi away

    67/100RFA Score

    Ranked #9 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

  12. #12 Wealthspire

    Based in New York City, 27 mi away

    67/100RFA Score

    Ranked #12 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

  15. #15 Beneficial Wealth

    Based in Berkeley Heights, 24 mi away

    66/100RFA Score

    Ranked #15 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

  17. #17 Parks Wealth Management

    Based in Ridgewood, 13 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    148 Prospect St 2nd Floor, Ridgewood, NJ 07450
    View profile for Parks Wealth Management(201) 689-2020

  19. #19 Wealthstone Group

    Based in Saddle Brook, 15 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    250 Pehle Ave Suite 200, Saddle Brook, NJ 07663
    View profile for Wealthstone Group(201) 751-2110

  20. #20 SkyPath Private Wealth

    Based in Short Hills, 18 mi away

    65/100RFA Score

    Ranked #20 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

  21. #21 Gordon Wealth Planning

    Based in Dover, 12 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Wed 8 AM–6 PM · Thu 8 AM–6:30 PM · Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    44 Hickory Hill Ct, Rockaway, NJ 07866
    View profile for Gordon Wealth Planning(973) 291-2800

  22. #22 Beacon Wealth Partners

    Based in Nutley, 17 mi away

    64/100RFA Score

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

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    356 Franklin Ave, Nutley, NJ 07110
    View profile for Beacon Wealth Partners(973) 667-8650

  23. #23 CPC Wealth Management

    Based in Greenburgh, 30 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    45 Knollwood Rd #101, Elmsford, NY 10523
    View profile for CPC Wealth Management(914) 461-4993

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

wealth managers in Kinnelon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26WealthBridge Financial Group645.0★ (22)27 mi
27The WealthPlan LLC635.0★ (34)36 mi
28OnePoint BFG Wealth Partners634.0★ (16)10 mi
29Tributary Wealth Management, LLC635.0★ (12)18 mi
30SouthHampton Wealth Management635.0★ (27)33 mi
31Argosy Wealth Management635.0★ (17)25 mi
32Hampton Square Wealth Management635.0★ (12)20 mi
33Parion Wealth635.0★ (20)29 mi
34Larchmont Wealth Management635.0★ (23)32 mi
35Prestenback Wealth Management635.0★ (9)15 mi
36Keller Wealth Management635.0★ (9)15 mi
37Gariano Wealth Management635.0★ (8)13 mi
38MYRA Wealth634.9★ (18)27 mi
39NerdWallet Wealth Partners635.0★ (17)28 mi
40Samalin Wealth635.0★ (23)33 mi
41Premier Wealth and Tax Planning634.6★ (42)37 mi
42Beacon Wealth625.0★ (12)23 mi
43Leo Wealth Management625.0★ (16)29 mi
44Sayegh Wealth Management625.0★ (17)31 mi
453i Wealth Management625.0★ (5)10 mi
46Allied Wealth Partners623.9★ (8)10 mi
47Wharton Wealth Planning624.9★ (14)26 mi
48Rienas & Brown Wealth Management624.6★ (21)30 mi
49Wealth Enhancement Group625.0★ (8)20 mi
50Sullivan Wealth Management625.0★ (21)37 mi

Also serving Kinnelon

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 Kinnelon
BusinessGoogle ratingDistance
AJE Wealth Management, LLCIn Kinnelon
Alan Palazzo - Financial Advisor, Ameriprise Financial Services, LLCIn Kinnelon
American Prosperity Group4.0★ (4)In Kinnelon
Asset Advisory GroupIn Kinnelon
Bank of America (with Drive-thru services)2.5★ (55)In Kinnelon
Cangelosi Wealth Management5.0★ (2)11 mi
Edward Jones - Financial Advisor: Don Santangelo, CEPA®In Kinnelon
Edward Jones - Financial Advisor: James M Cramer, AAMS®3.0★ (2)In Kinnelon
First Light Wealth Advisors, LLC5.0★ (2)11 mi
Freedom Found Financial5.0★ (2)In Kinnelon
JFL Total Wealth ManagementIn Kinnelon
Josh Haddad - ThriventIn Kinnelon
Mainstay Wealth ManagementIn Kinnelon
Mark Kleindienst ThriventIn Kinnelon
Mark Szwagulinski - TD Wealth Financial AdvisorIn Kinnelon
Richard Scillieri - Financial Advisor, Ameriprise Financial Services, LLCIn Kinnelon
Scott Siripalaka - Thrivent5.0★ (1)In Kinnelon
Trusted Wealth Financial LLC: Werling Todd5.0★ (2)10 mi
Wachtel Capital Advisors, LLC5.0★ (3)In Kinnelon
William Parisi - Wilmington Advisors @ M&TIn Kinnelon

How we ranked Kinnelon wealth managers

We scored 120 Kinnelon 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 Kinnelon 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 Kinnelon: frequently asked questions

Which wealth manager has the highest RFA Score in Kinnelon?

By RFA Score, the highest-ranked wealth manager in Kinnelon, NJ is Carson Wealth, LLC with an RFA Score of 72/100. It has 5.0★ from 107 Google reviews. Granite Wealth Partners (#2) and Midas Wealth - Private Client Group (#3) follow. We ranked 120 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Kinnelon?

RankedFinancialAdvisors ranks 120 wealth managers serving Kinnelon, NJ. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Kinnelon work on weekends?

14 of 120 ranked wealth managers post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#7) and Money Mindset Wealth Management (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kinnelon wealth managers have?

The median Google rating among 120 rated wealth managers in Kinnelon is 5.0★, with a median of 8 reviews. Carson Wealth, LLC has the most, 107 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 Kinnelon count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 120 wealth managers serving Kinnelon.
  2. November 2026: 8 duplicate listings merged.

More wealth managers and Kinnelon pages