Top financial advisors in New Providence, NJ
We've curated a list of the best financial advisors in New Providence, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $310,537,220 Number of advisors 10 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 New Providence, 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.
Tilson Financial Group Inc
The Tilson Financial Group, Inc. is a registered investment adviser established in New Jersey on January 7, 2000. The firm offers discretionary and non-discretionary investment management services, financial planning, and consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. They provide services such as retirement planning, tax planning, education funding, estate planning, and investment management on a fee-only basis. The annual investment management fee ranges from 0.30% to 1.00% based on the market value of assets managed, with a minimum account size of $500,000. Client accounts are maintained at custodians such as Schwab Advisor Services, SEI Investments, and AXOS Advisor Services. TFG follows Modern Portfolio Theory principles, emphasizing asset allocation, diversification, and rebalancing to manage risk and improve performance. The firm does not charge performance-based fees, engage in side-by-side management, or vote client proxies. Clients receive regular account statements and reports, and TFG does not have any disciplinary history. For any inquiries, clients can contact the Chief Compliance Officer, Robert Tilson.
$310,537,220 under management
10 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
Selection Of Other Advisers
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 New Providence, 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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