Finding a Top Financial Advisor Firm in Iselin, New Jersey
To help you with your search, we created this list of the top financial advisor firms in Iselin, New Jersey. We considered such factors as assets under management (AUM), investment strategies, fee structure and more. For more options, use SmartAsset’s free financial advisor matching tool. It will connect you with up to three local advisors.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Eisneramper Wealth Management & Corporate Benefits, LLC  Find an Advisor | $635,839,092 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | LeoGroup Wealth Solutions, LLC  Find an Advisor | $594,590,612 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Kevin M. Gibney and Company, LLC  Find an Advisor | $199,670,533 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Iselin, 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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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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.
Eisneramper Wealth Management & Corporate Benefits
Kicking off our list is fee-based firm Eisneramper Wealth Management & Corporate Benefits. Eisneramper works with individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. The firm doesn’t specify a minimum account size requirement.
Eisneramper generally charges asset-based fees for its investment advisory services and hourly or fixed fees for its other services. Some advisors may also collect commissions for selling insurance and investment products, which potentially creates a conflict of interest. That said, the firm has a fiduciary responsibility to put each client’s best interests first.
Eisneramper Wealth Management & Corporate Benefits Background
Owned by Marc L. Scudillo and Eisneramper LLP, the firm began operations in 1999. It offers an array of advisory services, including portfolio management, financial planning, pension consulting and independent manager referral services.
Scudillo serves as the firm’s managing member and chief compliance officer.
Eisneramper Wealth Management & Corporate Benefits Investment Strategy
In providing investment advice, Eisneramper’s advisors employ a range of securities analysis methods and investment strategies. These include charting analysis, fundamental analysis, technical analysis and cyclical analysis. The firm’s key investment strategies are long-term purchases, short-term purchases and trading.
The firm says on its website that its investment solutions are built to target its clients’ specific goals, including performance, tax minimization, protection and low-cost tracking.
LeoGroup Wealth Solutions
LeoGroup Wealth Solutions is the next firm up on our list of the top financial advisors in Iselin, New Jersey. This firm has a small team of advisors on staff and works primarily with high-net-worth individuals. It also works with some non-high-net-worth individuals.
When it comes to institutional clients, the firm works with charities, businesses and other corporations. The firm doesn't require a minimum account size, but it does reserve the right to terminate accounts that fall below $50,000.
LeoGroup is a consortium of financial services companies, and one of these companies and its advisors may sell insurance products to clients. They can receive commissions for these sales, which is a conflict of interest. However, the firm is a fiduciary so it's legally obligated to act in the best interests of clients at all times.
LeoGroup Wealth Solutions Background
LeoGroup Wealth Solutions was founded in 2017 and has been in business ever since. However, it became registered with the SEC as an investment advisors a year prior, in 2016. LeoGroup Holdings, LLC is the principal owner of the firm.
As stated above, the firm is made up of a number of different financial services arms, including insurance, financial planning and tax services.
LeoGroup Wealth Solutions Investment Strategy
The financial planning and portfolio management arm of LeoGroup Wealth Solutions provides clients with tailored investment management services. Advisors works with clients and determine their investment goals, financial situations, risk tolerance, liquidity needs and any other relevant investment information.
Advisors may use a variety of different purchasing methods to drive growth in client portfolios. They primarily use fundamental analysis to inform investment decisions.
Kevin M. Gibney and Company
Kevin M. Gibney and Company is a fee-based firm serving individuals, high-net-worth individuals, pension plans, trusts, estates, charitable organizations and corporations. Asset-based fees and fixed fees make up the firm’s primary sources of compensation, and its advisory services come without a minimum account size requirement.
Some advisors earn commissions for selling securities. This is a conflict of interest, but advisors must act in the best interest of the client.
Kevin M. Gibney and Company Background
Gibney was formed in 2009 by majority owner Kevin M. Gibney. Vanessa B. Curran is the firm’s minority owner. Advisory services include portfolio management, financial planning and advisor referral services. The firm’s financial planning services may cover estate planning, investment planning, cash flow planning, income tax planning, retirement planning, property and casualty insurance, life insurance and annuities.
Kevin M. Gibney and Company Investment Strategy
Gibney says on its website that it believes a tailored program and strategic asset allocation are important to long-term investment success. The firm adds that each client’s personal asset allocation strategy will take into account things such as investment style, tax implications and risk tolerance.
Gibney’s securities analysis methods include fundamental analysis, technical analysis, charting analysis and cyclical analysis. The firm’s investment strategies are long-term purchases, short-term purchases, independent managers and option writing.
