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Top Financial Advisor 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 who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Sacks & Associates, LLC Sacks & Associates, LLC logo Find an Advisor

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$190,500,000 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 obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

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.

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.

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