Ameriprise Financial Services
44yrs
Top advisor by experience in Upper Montclair
Financial advisors in Upper Montclair, NJ
Looking for a financial advisor in Upper Montclair, NJ? We list 11 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
11Advisors with offices here
21Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: Merrill (3), Ameriprise Financial Services (3), Edward Jones (2).
Ameriprise Financial Services
36yrs
Top 7% by experience nationwide
Merrill
31yrs
Top 13% by experience at Merrill
Edward Jones
30yrs
Top 5% by experience at Edward Jones
Ameriprise Financial Services
22yrs
More experience than 65% of advisors nationwide
PNC Wealth Management
21yrs
More experience than 64% of advisors at PNC Wealth Management
J.P. Morgan Securities
15yrs
More experience than 69% of advisors at J.P. Morgan Securities
Merrill
15yrs
More experience than 54% of advisors at Merrill
State Farm Investment Management
13yrs
More experience than 51% of advisors at State Farm Investment Management
Merrill
7yrs
7 years in the industry
Edward Jones
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.