Top financial advisors in Ridgewood, NJ
We've curated a list of the best financial advisors in Ridgewood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $5,601,706,059 Number of advisors 68 advisors | |||
| 2 | Assets under management $97,267,354 Number of advisors 7 advisors | |||
| 3 | Assets under management $200,231,583 Number of advisors 2 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 Ridgewood, 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.
Advisors Capital Management, LLC
Advisors Capital Management, LLC is a financial advisory firm based in Ridgewood, New Jersey. It currently has approximately $5,601,706,059 of assets under management and employs about 68 people. Advisors Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$5,601,706,059 under management
68 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Vision Retirement
Vision Retirement, LLC, operating as The Lanza Financial Group, is an SEC-registered investment adviser that offers personalized investment advice and services. Clients can meet with advisors annually to discuss goals, strategies, and investment monitoring. The firm can manage assets on a discretionary or non-discretionary basis, with compensation based on ongoing asset management fees, fixed fees, or hourly rates. There is no minimum account requirement. The Lanza Financial Group acts as a fiduciary, obligated to act in the client's best interest and avoid conflicts of interest. Advisors are compensated based on a percentage of assets under management and may provide financial planning services. The firm does not offer proprietary products or engage in revenue-sharing agreements. Clients are encouraged to review the firm's ADV 2A for detailed fee structures and potential conflicts of interest. Financial professionals at the firm are compensated based on the complexity of the account and expertise required. The firm has no disciplinary history, but certain representatives may have disclosures. Clients can access additional information about the firm and its professionals through Investor.gov. The Lanza Financial Group offers both brokerage services through LPL Financial LLC and investment advisory services, each with distinct fee structures and potential conflicts of interest. Clients are advised to understand these differences and make informed decisions based on their preferences and financial goals.
$97,267,354 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SUBSCRIPTION SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Hourly Consulting And Subscription Services
Ac Funds, LLC
Ac Funds, LLC is a financial advisory firm based in Ridgewood, New Jersey. It currently has approximately $200,231,583 of assets under management and employs about 2 people. Ac Funds, LLC uses a fee structure of and a percentage of assets under your management.
$200,231,583 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
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 Ridgewood, 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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