Top financial advisors in Fair Lawn, NJ
We've curated a list of the best financial advisors in Fair Lawn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $297,139,487 Number of advisors 9 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 Fair Lawn, 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.
Baron Financial Group LLC
Baron Financial Group, LLC is an SEC-registered investment adviser established in 2007, with its principal place of business in New Jersey. The firm offers investment supervisory services and individual portfolio management, providing continuous advice tailored to clients' needs. They offer financial planning services as well, evaluating clients' financial state comprehensively. The firm charges fees based on a percentage of assets under advisory service, with negotiability based on client circumstances. Clients' assets are held at Charles Schwab, with custody services provided by the firm. Baron Financial Group, LLC does not compensate for client referrals and has no disciplinary events to disclose. The firm's investment strategies include long-term and short-term purchases, trading, and asset allocation. They use fundamental, quantitative, and qualitative analysis, as well as mutual fund and ETF analysis. Clients receive quarterly account reviews and reports. The firm has a Code of Ethics and does not engage in principal transactions. Clients may grant discretionary authority for asset management, and the firm votes proxies for client securities. Baron Financial Group, LLC is financially stable and does not require advance fees exceeding $1200 per client.
$297,139,487 under management
9 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
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
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 Fair Lawn, 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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