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Financial Advisors in Oakland, NJ

Oakland, in Bergen County, has 105 financial advisors listed on Soradin. The large number comes mostly from one office: PFS Investments has 81 advisors based here, and NYLife Distributors another 12. If you want an independent advisor rather than one attached to an insurance or investment network, look for the firm name on each profile. Oakland advisors serve the whole northern Bergen area, including Franklin Lakes, Wyckoff, and Mahwah. All 105 hold a current registration. Start with the profiles below and message a few to compare how they charge and what they focus on.

Updated Sep 2026

How to choose a financial advisor in Oakland

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Thomas Ur

Financial Advisor

Nylife Distributors Llc

Oakland, NJ

ProfileNo contact yet

Mark Milano

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Oakland, NJ

ProfileNo contact yet
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Frequently asked questions

What do financial advisors in Oakland typically help with?
Advisors in Oakland, NJ commonly help with retirement planning, investment management, and coordinating a plan with tax and estate professionals. Check each profile for how they work and what they focus on.
How should I choose a financial advisor in Oakland?
Ask how they are paid and whether they act as a fiduciary. Note the firm on the profile (network vs independent), ask what clients they usually serve, and message two or three to compare.
Are the advisors listed on Soradin registered?
Listings on Soradin are for professionals with public profiles on the marketplace. Always confirm current registration and licensing details with the advisor before you engage them.