Finding a Top Financial Advisor Firm in Ridgewood, New Jersey
If you’re looking for a financial advisor in Ridgewood, New Jersey, we can give you some suggestions. Our research team conducted an extensive analysis of the top registered investment advisor (RIA) firms in Ridgewood. We gathered key information about their services, fee structures and staff. And to make finding the right advisor even easier, we developed an advisor matching tool. Within minutes, it recommends up to three local fiduciary advisors.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Advisors Capital Management, LLC Find an Advisor||$3,883,906,439||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|2||Vision Retirement, LLC Find an Advisor||$106,130,664||$100,000|| || |
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What We Use in Our Methodology
To find the top financial advisors in Ridgewood, 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.
Advisors Capital Management
With nearly $3.20 billion in assets under management (AUM), Advisors Capital Management tops our list of Ridgewood financial advisor firms. Its nine-person portfolio management team includes four chartered financial analysts (CFAs).
Advisors Capital Management does not disclose an official minimum account requirement, but notes that it is based on the scope of services requested. Some of its advisors are also licensed insurance agents. In addition to advisory fees, these advisors may earn commissions for selling certain insurance products. This may raise a conflict of interest as these advisors may find incentive to recommend specific insurance products. But as fiduciaries, these advisors must uphold their duty to always work in your best interests.
Advisors Capital Management Background
Founded in 1998, Advisors Capital specializes in financial planning services, portfolio management, pension consulting services and educational seminars and workshops.
Though originally named Advisors Financial Center, founding partner Kevin Kern and Chief Investment Officer Dr. Charles Lieberman merged the firm and became Advisors Capital Management.
Advisors Capital Management Investment Strategy
Advisors Capital’s securities analysis methods include fundamental analysis, quantitative analysis and qualitative analysis. The firm also regularly employs asset allocation and mutual fund and/or exchange-traded fund (ETF) analysis.
Vision Retirement, LLC
Vision Retirement, LLC is a fee-based firm providing an array of advisory services to close to 300 clients. The firm primarily serves individuals and high-net-worth individuals, and it requires an account minimum of $100,000 for each new client.
When it comes to advisory fees, Vision Retirement charges asset-based fees, hourly fees and fixed fees. Certain advisors may also sell investment and insurance products for commissions. While this can create a conflict of interest, Vision makes sure to work in each client’s best interest by abiding by a fiduciary responsibility.
The firm’s staff includes one accredited estate planner (AEP) and one certified financial planner (CFP).
Vision Retirement Background
Vision Retirement began its operations in 2014. The firm provides portfolio management, financial planning, fiduciary investment services, consulting services and wrap fee programs.
The firm’s founder is Paul D. Muller.
Vision Retirement Investment Strategy
Vision Retirement says it tailors investment strategies to each client’s particular needs. The firm mainly offers strategies that incorporate individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments.