Retirement Plan Advisors in Morris County, NJ
The top-ranked retirement plan advisors serving Morris County, NJ are Aljen Asset Management LLC, Cadia Private Client LLC and Covenant Asset Management, LLC. We list 44 retirement plan advisors serving Morris County, NJ. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Morris County, NJ. 44 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Morris County
- ALJEN ASSET MANAGEMENT LLCBased in Cedar Knolls, NJ
#2Cadia Private Client LLC
CADIA PRIVATE CLIENT LLCBased in NJ#3Covenant Asset Management, LLC
COVENANT ASSET MANAGEMENT, LLCBased in Chester, NJ#4East Coast Wealth Management, Inc.
EAST COAST WEALTH MANAGEMENT, INC.Based in Florham Park, NJ#5Green Ridge Wealth Planning LLC
GREEN RIDGE WEALTH PLANNING LLCBased in NJ#6Hennion & Walsh Asset Management, Inc.
HENNION & WALSH ASSET MANAGEMENT, INC.Based in Parsippany, NJ#7Onepoint Bfg Wealth Partners
BLEAKLEY FINANCIAL GROUP, LLCBased in Parsippany, NJ#8Personal Cfo Solutions LLC
PERSONAL CFO SOLUTIONS LLCBased in Chester, NJ#9Precision Financial Services
PFS PARTNERS, LLCBased in NJ#10Premier Path Wealth Partners, LLC
PREMIER PATH WEALTH PARTNERS, LLCBased in Madison, NJ
20 more providers serving this area
- Sax Wealth Advisors, LLC, Rainbow Lakes, NJ
- Signet Financial Management, LLC, Rainbow Lakes, NJ
- Simon Quick Advisors, LLC, NJ
- Summit Financial, LLC, NJ
- Transcend Capital Advisors, LLC, Madison, NJ
- Sterling Financial Planning Inc, NJ
- Kensington Financial Advisors LLC, Roseland, NJ (12 mi)
- Bpp Wealth Solutions, LLC, Lyons, NJ (12 mi)
- Stolzer Rothschild Levy LLC, Lyons, NJ (12 mi)
- Compass Private Wealth Group LLC, NJ
- Adp Strategic Plan Services, LLC, Roseland, NJ (13 mi)
- Strategic Family Wealth Counselors, L.L.C., NJ
- Podell Financial Group LLC, NJ
- Steffens Financial Corp, NJ
- Key Client Fiduciary Advisors, LLC, NJ
- Tilson Financial Group Inc, New Providence, NJ (14 mi)
- Tlg Advisors, Inc., Summit, NJ (14 mi)
- Oakbourne Advisors, NJ
- Cornerstone Planning Group, NJ
- Pleasantdale Wealth Management, LLC, Hackettstown, NJ (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Morris County?
We list 44 retirement plan advisors serving Morris County, NJ: 15 based there and 29 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Morris County?
The top-ranked retirement plan advisors serving Morris County, NJ are Aljen Asset Management LLC, Cadia Private Client LLC, Covenant Asset Management, LLC, East Coast Wealth Management, Inc. and Green Ridge Wealth Planning LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Morris County are verified against official records?
10 of the top 10 match an active official record: Aljen Asset Management LLC (U.S. Securities and Exchange Commission), Cadia Private Client LLC (U.S. Securities and Exchange Commission), Covenant Asset Management, LLC (U.S. Securities and Exchange Commission), East Coast Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Green Ridge Wealth Planning LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Parsippany, Morristown, Dover, Madison, Florham Park, Pompton Plains, Lincoln Park, Oak Ridge, Succasunna, Lake Hopatcong, Lake Hiawatha, Kinnelon, Chatham, Flanders, Budd Lake, Boonton, Whippany, White Meadow Lake, Butler, Wharton, Rockaway, Morris Plains, Mount Arlington, Pine Brook, Towaco, Troy Hills, Mendham, Ledgewood, Mountain Lakes, Landing, Riverdale, Cedar Knolls, Netcong, Millington, Gillette, Mount Hope, Stirling, Long Valley, Kenvil, Brookside, Chester, Victory Gardens, Rainbow Lakes, Mount Tabor, Lake Telemark, Green Village, New Vernon, Port Morris, Lower Berkshire Valley, Hibernia