Falists

New Jersey · 55 advisers

Financial Advisors in Princeton, New Jersey

Looking for a financial advisor in Princeton, New Jersey? Falists indexes 55 SEC-registered and state-registered investment advisers in Princeton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 44 firms list a website you can visit directly. Firms in this directory manage up to $676.69B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

55

With website

44

Largest AUM

$676.69B

Financial planning

22

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth47Planning22Trusts34Retirement17Institutional20

Top advisors in Princeton

Ranked by AUM · Fees, team & specialties at a glance

View all 55 →
View all 55 advisors in Princeton

More cities in New Jersey

Red Bank (38)Jersey City (32)Summit (32)Morristown (20)Newark (18)Short Hills (17)Fairfield (13)Marlton (13)Parsippany (13)Englewood Cliffs (12)Cranford (11)Hackensack (10)

Common questions

How many financial advisors are in Princeton, New Jersey?
55 registered investment advisers are listed in our Princeton directory, sourced from public SEC filings.
What types of advisors are in Princeton?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Princeton?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.