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Top Financial Advisors in Bridgewater, NJ

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Bridgewater, New Jersey 

If you’re searching for a financial advisor in Bridgewater, New Jersey, we can help. The experts at SmartAsset engaged in hours of research to find the top registered investment advisors (RIAs) in the city. You can also use our free financial advisor matching tool that will connect you with up to three fiduciary advisors in your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Paradigm Wealth Advisory, LLC Paradigm Wealth Advisory, LLC logo Find an Advisor

Read Review

$309,284,368 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
2 Sacks & Associates, LLC Sacks & Associates, LLC logo Find an Advisor

Read Review

$182,052,361 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management

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What We Use in Our Methodology

To find the top financial advisors in Bridgewater, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Paradigm Wealth Advisory

With millions in assets under management (AUM) on our list, Paradigm Wealth Advisory, LLC specializes in retirement planning. Working primarily with non-high-net-worth clients, the firm has no minimum account-size requirement.

The firm is fee-based. This means that in their roles as brokers and insurance agents, some advisors collect commissions from third-party financial entities in addition to client fees. This arrangement can create conflicts of interest. That said, Paradigm Wealth Advisory must uphold its fiduciary duty to provide advice in clients' best interests.

Paradigm Wealth Advisory Background

Managing partners Dave Giegerich and Dave Provinsal founded the firm in 2016. The firm is a wholly owned subsidiary of Paradigm Wealth Management Holdings LLC, of which Provinsal is a majority owner. In addition to its Bridgewater headquarters, the practice has a branch in Perkasie, Pennsylvania.

Paradigm Wealth Advisory serves individuals, high-net-worth individuals, families, trusts, estates, charitable organizations and businesses. Its investment management services are on a discretionary basis. 

Paradigm Wealth Advisory Investment Strategy

Paradigm Wealth Advisory meets with clients to understand their goals, tolerance for risk and other personal factors. The advisors then design and manage investment portfolios with low-cost mutual funds and exchange-traded funds (ETFs). The firm continuously manages these portfolios and rebalances them if deemed necessary.

Sacks & Associates

At Sacks & Associates, LLC, several of the firm's advisors are national social security advisors (NSSAs). Though the firm does not require a minimum account size, its current client base consists solely of clients who have a high net worth. The firm does also offer services to non-high-net-worth clients, corporations or other business entities.

Some of the advisors at this fee-based firm are also broker-dealer representatives and insurance agents. As a result, they earn commissions from certain third-party financial firms, which may pose potential conflicts of interest. That said, the firm has a fiduciary duty to provide advice according to the best interests of its clients.

Sacks & Associates Background

Sacks & Associates was founded in 2008. Neil Sacks owns the firm and serves as its chief compliance officer. The firm provides discretionary investment management combined with financial planning services. Advisors can offer guidance on:

  • Retirement savings
  • Estate planning
  • Risk management
  • Tax planning

Sacks & Associates Investment Strategy

Sacks & Associates builds and manages investment portfolios on behalf of its clients. Asset allocations vary, depending on clients’ goals and risk tolerance. The firm uses charting, fundamental and technical methods of analysis. The firm can provide guidance on stocks, exchange-traded funds, warrants, corporate debt securities, certificates of deposit (CDs) and mutual funds.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research