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 Find an Advisor||$309,284,368||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Sacks & Associates, LLC Find an Advisor||$182,052,361||No set account minimum|| || |
Minimum AssetsNo set account minimum
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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:
- 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.
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.