Top 5 financial advisor firms in Fairfield

5 SEC-registered financial advisor firms are headquartered in Fairfield, NJ, with $3.96B in combined regulatory assets under management. The largest by assets are Strategic Family Wealth Counselors ($1.66B), Cornerstone Planning Group ($952M) and Key Client Fiduciary Advisors ($896M).

5
Financial advisor firms: $3.96B
Their combined AUM: $896M
Median firm AUM: 4,126
Clients of the top 5

The 5 largest by assets

1
Strategic Family Wealth Counselors
RIA
$1.66B
0.10% to 1.50% a year
2
Cornerstone Planning Group
RIA
$952M
0.50% to 1.35% a year
3
Key Client Fiduciary Advisors
RIA
$896M
Up to 2.00% a year
4
Podell Financial Group
RIA
$228M
Regulatory AUM
5
Sandro Wealth Management
RIA
$228M
Up to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Strategic Family Wealth Counselors

Strategic Family Wealth Counselors is an investment adviser based in Fairfield, NJ, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.66 billion, as filed on 27 March 2026.

Strategic Family Wealth Counselors charges 0.10%–1.50% a year for its Investment Management and Wealth Management Fees.

Regulatory AUM: $1.66B
Clients: 312
Advisory staff: 6
Fee schedule: 0.10% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 100 Passaic Avenue, Fairfield, NJ 07004
Phone: 973-575-3444
Website: strategicfamilywealth.com

No. 2 · RIA

Cornerstone Planning Group

Cornerstone Planning Group is an investment adviser based in Fairfield, NJ, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $952 million, as filed on 8 September 2026.

Cornerstone Planning Group charges 0.50%–1.35% a year for its Investment management services.

Regulatory AUM: $952M
Clients: 1,251
Advisory staff: 16
Fee schedule: 0.50% to 1.35% a year
Custodians: Charles Schwab
Headquarters: 350 Passaic Avenue, Suite 201, Fairfield, NJ 07004
Phone: 973-487-3220
Website: cornerstoneplanninggroup.com

No. 3 · RIA

Key Client Fiduciary Advisors

Key Client Fiduciary Advisors is an investment adviser based in Fairfield, NJ, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $896 million, as filed on 11 March 2026.

Key Client Fiduciary Advisors charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $896M
Clients: 2,272
Advisory staff: 10
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 363 Route 46 West, Suite 300, Fairfield, NJ 07004
Phone: 973-244-4142
Website: keyclientfa.com

No. 4 · RIA

Podell Financial Group

Podell Financial Group is an investment adviser based in Fairfield, NJ, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $228 million, as filed on 24 March 2026.

Regulatory AUM: $228M
Clients: 236
Advisory staff: 4
Custodians: Charles Schwab, Advisors Trust
Headquarters: 271 Route 46w, Suite D105, Fairfield, NJ 07004
Phone: 973-227-8001
Website: podellfinancial.com

No. 5 · RIA

Sandro Wealth Management

Sandro Wealth Management is an investment adviser based in Fairfield, NJ, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $228 million, as filed on 17 August 2026.

Sandro Wealth Management charges up to 1.00% a year for its Fees for Advisory Services.

Regulatory AUM: $228M
Clients: 55
Advisory staff: 11
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Pershing
Headquarters: 155 Passaic Ave, Suite 400, Fairfield, NJ 07004
Phone: 201-661-3416
Website: sandrowealth.com

Questions about financial advisors in Fairfield

How many financial advisor firms are headquartered in Fairfield?

5 SEC-registered financial advisor firms report their principal office in Fairfield, NJ, managing $3.96B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Fairfield?

Strategic Family Wealth Counselors, with $1.66B in regulatory assets under management on its latest Form ADV. The next largest are Cornerstone Planning Group ($952M) and Key Client Fiduciary Advisors ($896M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Fairfield?

The median firm manages $896M in regulatory assets. That is the midpoint of the 5 firms headquartered in Fairfield.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Fairfield charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Fairfield?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Fairfield has 5 financial advisor firms; see every adviser in the city →