Retirement Plan Advisors in Somerset County, NJ
The top-ranked retirement plan advisors serving Somerset County, NJ are Bpp Wealth Solutions, LLC, Condor Capital Wealth Management and Reedmark Advisors, LLC. We list 36 retirement plan advisors serving Somerset 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 Somerset County, NJ. 36 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 Somerset County
- BPP WEALTH SOLUTIONS, LLCBased in Lyons, NJ
#2Condor Capital Wealth Management
CONDOR CAPITAL MANAGEMENTBased in Martinsville, NJ#3Reedmark Advisors, LLC
REEDMARK ADVISORS, LLCBased in Somerville, NJ#4Stolzer Rothschild Levy LLC
STOLZER ROTHSCHILD LEVY LLCBased in Lyons, NJ#5Alliance Wealth Management Group, LLC
ALLIANCE WEALTH MANAGEMENT GROUP, LLCServes this area from NJ#6Oakbourne Advisors
NORTHSTAR ASSET MANAGEMENT LLCServes this area from NJ#7Global Wealth Management, LLC
GLOBAL WEALTH MANAGEMENT, LLCServes this area from Kingston, NJ (13 mi)#8Concord Advisory Group Ltd
CONCORD ADVISORY GROUP LTDServes this area from Princeton, NJ (14 mi)#9Novi Wealth Partners
PRIVATE WEALTH MANAGEMENT GROUP LLCServes this area from Princeton, NJ (14 mi)#10Acorn Asset Management LLC
ACORN ASSET MANAGEMENT LLCServes this area from Princeton, NJ (15 mi)
20 more providers serving this area
- Tilson Financial Group Inc, New Providence, NJ (15 mi)
- Princeton Global Asset Management LLC, Princeton, NJ (15 mi)
- Roundview Capital, LLC, Princeton, NJ (15 mi)
- Covenant Asset Management, LLC, Chester, NJ (16 mi)
- Simon Quick Advisors, LLC, NJ
- Tepp Wealth Management, Westfield, NJ (16 mi)
- Personal Cfo Solutions LLC, Chester, NJ (16 mi)
- Kubhera Enterprises LLC, NJ
- Premier Path Wealth Partners, LLC, Madison, NJ (17 mi)
- Transcend Capital Advisors, LLC, Madison, NJ (17 mi)
- Millstone Financial Group, NJ
- Tlg Advisors, Inc., Summit, NJ (17 mi)
- Virtus Wealth Solutions, NJ
- Ridgewood Investments, NJ
- East Coast Wealth Management, Inc., Florham Park, NJ (20 mi)
- Curcio Webb LLC, NJ
- Aljen Asset Management LLC, Cedar Knolls, NJ (20 mi)
- Cadia Private Client LLC, NJ
- Tsg Alpha Partners, LLC, NJ
- Summit Financial, LLC, NJ
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Frequently asked questions
How many retirement plan advisors serve Somerset County?
We list 36 retirement plan advisors serving Somerset County, NJ: 4 based there and 32 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 Somerset County?
The top-ranked retirement plan advisors serving Somerset County, NJ are Bpp Wealth Solutions, LLC, Condor Capital Wealth Management, Reedmark Advisors, LLC, Stolzer Rothschild Levy LLC and Alliance Wealth Management Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Somerset County are verified against official records?
10 of the top 10 match an active official record: Bpp Wealth Solutions, LLC (U.S. Securities and Exchange Commission), Condor Capital Wealth Management (U.S. Securities and Exchange Commission), Reedmark Advisors, LLC (U.S. Securities and Exchange Commission), Stolzer Rothschild Levy LLC (U.S. Securities and Exchange Commission) and Alliance Wealth Management Group, 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
North Plainfield, Somerset, Hillsborough, Somerville, Bradley Gardens, Franklin Park, Bound Brook, Martinsville, The Hills, Manville, East Franklin, Blackwells Mills, Raritan, Bernardsville, Basking Ridge, Franklin Center, Watchung, Green Knoll, Finderne, Bridgewater Center, Belle Mead, Lyons, Neshanic Station, South Bound Brook, Six Mile Run, Peapack and Gladstone, Middlebush, Ten Mile Run, Weston, Liberty Corner, Kingston, Voorhees, Bedminster, Flagtown, Far Hills, Neshanic, Griggstown, Pleasant Plains, Rocky Hill, East Millstone, East Rocky Hill, Millstone, Harlingen, Pluckemin, Blawenburg, Clyde, Skillman, Lamington, Zarephath