Top financial advisors in Cranford, NJ
We've curated a list of the best financial advisors in Cranford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $136,251,365 Number of advisors 2 advisors | |||
| 2 | Assets under management $67,055,769 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Cranford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
S.f. Ehrlich Associates, Inc.
S.F. Ehrlich Associates, Inc. is a New Jersey corporation established in July 1996, offering investment advisory, financial planning, and consulting services to individuals, high net worth individuals, and affiliated trusts and estates. The firm provides discretionary investment advisory services on a fee-only basis, with annual fees based on a percentage of assets under management. Clients may also receive financial planning and consulting services on a separate fee basis. S.F. Ehrlich Associates tailors its services to each client's needs, developing customized investment objectives and strategies. The firm primarily utilizes a strategic asset allocation approach, investing in a mix of securities, mutual funds, ETFs, bonds, and cash equivalents. Clients have the option to impose restrictions on their investments. The firm does not participate in wrap fee programs and had $169,527,505 in client assets under management as of December 31, 2024. S.F. Ehrlich Associates acts as a fiduciary, providing investment advice in clients' best interests. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not receive compensation from the sale of securities and does not accept performance-based fees. Clients are responsible for directing the voting of their securities and are provided with regular account statements and reports. For more information, clients can contact Chief Compliance Officer John Zeltmann.
$136,251,365 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Westfield Wealth Management, LLC
Westfield Wealth Management, LLC, led by P. Jeffrey Christakos, has been in operation since January 2000. Christakos, a CPA/PFS, CFP, CLU, AIF, has a strong educational background and extensive experience in financial planning. As a fiduciary, he is committed to acting in the best interests of clients. Christakos offers personalized financial planning services and is licensed to sell insurance products. Clients should be aware that he may receive separate compensation for implementing product transactions, potentially creating a conflict of interest. Christakos is also a Partner at Christakos & Co., an accounting firm, with common ownership between the two entities. While there may be referrals between the firms, this arrangement does not present a conflict of interest for clients. Christakos does not receive any additional compensation beyond what is disclosed. As the owner and principal of WWM, he directly supervises all personnel and functional areas. Christakos has no disclosed legal or disciplinary events, ensuring transparency and integrity in his advisory services. Clients can expect a high level of expertise, ethical standards, and personalized financial guidance from Westfield Wealth Management.
$67,055,769 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Cranford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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