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Top Financial Advisor in Paramus, NJ

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Paramus, New Jersey

If you're looking for a financial advisor to work with in Paramus, New Jersey, we've compiled this list of the town's top firms. We go over everything you'd want to know about these firms, including their investment strategies, minimums, services and more. You can also try using SmartAsset's free financial advisor matching tool to connect with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Stonebridge Capital Management Stonebridge Capital Management logo Find an Advisor

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 $231,858,842 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management

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What We Use in Our Methodology

To find the top financial advisors in Paramus, 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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

Stonebridge Capital Management

Stonebridge Capital Management
Find an Advisor

Stonebridge Capital Management is the only firm currently on our list. Despite a small staff, advisors at the firm have multiple certifications, including two certified financial planners (CFPs), one certified retirement planning counselor (CRPC), one chartered life underwriter (CLU) and one chartered financial consultant (ChFC).

The firm's client base is made up of mainly individuals with and without a high net worth, but also includes pension and profit-sharing plans, charitable organizations and businesses. Stonebridge has a minimum account balance of $500,000. However, the firm may decide to decrease or waive this requirement at its own discretion.

Stonebridge is a fee-based financial advisor firm, so some of its advisors can receive commissions from the sale of specific insurance products or securities. While this represents a potential conflict of interest, Stonebridge is still bound by fiduciary duty, legally obligating it to act with your best interest in mind.

Stonebridge Capital Management Background

Stonebridge Capital Management was founded in 1991 by current firm president Dino Kostakis. CEO Jeffrey Levitt and Kostakis are the firm's principal owners, and they have around 60 years of experience between them.

Stonebridge offers stand-alone financial planning and consulting services to clients, along with discretionary investment management services. This involves:

  • Investment policy statement (IPS) development
  • Comprehensive investment reporting
  • Income tax analysis
  • Estate planning
  • Wealth transfer
  • Retirement planning
  • 401(k) and Social Security planning
  • Cash flow planning

Stonebridge Capital Management Investment Strategy

Stonebridge Capital Management uses fundamental and technical methods of analysis to figure out what the intrinsic value of securities are so it can decide whether they're good investments or not. In implementing investment plans, advisors typically rely upon both long- and short-term purchases. Which your portfolio utilizes more of will depend on your personal risk tolerance.

Your risk preferences also dictate the type of investment strategy your portfolio uses. These range from "aggressive" to "growth" to "growth and income" to "fixed-income."

Nearby Advisors

Want to see even more options? Use our free financial advisor matching tool to get connected with advisors who serve your area:

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How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research

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