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 who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Sacks & Associates, LLC Find an Advisor||$190,500,000||No set account minimum|| || |
Minimum AssetsNo set account minimum
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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer 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.
Sacks & Associates
At Sacks & Associates, several of the firm's advisors are national social security advisors (NSSAs). Other certifications include certified financial planner (CFP) and accredited asset management specialist (AAMS). The firm does not require a minimum account size, and its current client base consists solely of indiviudals who do and don't have a high net worth.
Some of the advisors at this fee-based firm are also broker-dealer representatives and insurance agents. As a result, they can 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. Founder Neil Sacks owns the firm and serves as its chief compliance officer (CCO) and lead financial advisor. He also has around 40 years' experience in the financial services industry.
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 investor profile that informs your portfolio's allocation will hinge a personal conversation between you and your advisor. As your circumstances change over time, you should also let your advisor know so they can adjust your plans accordingly.
The firm uses charting, fundamental and technical methods of analysis. The firm can provide guidance on stocks, exchange-traded funds (ETFs), warrants, corporate debt securities, certificates of deposit (CDs) and mutual funds.