Local Pros · Atlantic City
Local Financial Advisors in Atlantic City, NJ
Locally owned and operated financial advisors serving Atlantic City and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Atlantic City, NJ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Advisors Mortgage Group - Linwood, NJ with a 5.0-star rating from 461 Google reviews and an RNM Score of 100/100. Also in the top tier: Ciocca Chevrolet of Atlantic City and OceanFirst Bank. The average rating across all listed financial advisors in Atlantic City is 4.3 stars from 143 reviews per business on average.
Financial advisors in Atlantic City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Concierge Financial Planning, LLC
It stands out as the top-ranked advisor due to its comprehensive personalized planning and local reputation.
Most Reviewed
Morgan Stanley Financial Advisors
High review count indicates widespread client trust and a proven track record of service.
When choosing a financial advisor in Atlantic City, verify their credentials, fee structure, and whether they specialize in your specific needs, such as retirement planning or investment management.
Local Market Snapshot
15
Businesses listed
4.3★
Avg rating
143
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Known for exceptional 5.0-star service from over 460 client reviews in Atlantic City.
599 New Rd, Linwood, NJ 08221, USATrusted by hundreds of clients with a strong 4.5-star average rating.
430 Albany Ave, Atlantic City, NJ 08401, USARated 4.6 stars from 126 Google reviews, a trusted local financial advisor.
1801 Atlantic Ave, Atlantic City, NJ 08401, USAFinancial Advisors Rankings in Atlantic City, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Advisors Mortgage Group - Linwood, NJ599 New Rd, Linwood, NJ 08221, USA | 5.0★ | 461 |
| #2 | Ciocca Chevrolet of Atlantic City430 Albany Ave, Atlantic City, NJ 08401, USA | 4.5★ | 935 |
| #3 | OceanFirst Bank1801 Atlantic Ave, Atlantic City, NJ 08401, USA | 4.6★ | 126 |
| #4 | Merrill Lynch Wealth Management3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA | 5.0★ | 3 |
| #5 | Life's A Brie's Financial Solutions175 E White Horse Pike Suite 6B, Absecon, NJ 08201, USA | 5.0★ | 30 |
| #6 | Wells Fargo Advisors1201 New Rd #207, Linwood, NJ 08221, USA | 4.0★ | 4 |
| #7 | Global Cash Access2821 Boardwalk, Atlantic City, NJ 08401, USA | 3.0★ | 2 |
| #8 | Concierge Financial Planning, LLC114 N Rumson Ave, Margate City, NJ 08402, USA | 5.0★ | 1 |
| #9 | The Mid-Atlantic Financial Group3846 Bayshore Rd, Cape May, NJ 08204, USA | 5.0★ | 4 |
| #10 | Morgan Stanley Financial Advisors376 Tilton Rd, Northfield, NJ 08225, USA | 1.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Atlantic City
Exceptional 5.0-star rating from three Google reviews for Atlantic City financial advice.
3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Rated 5.0 stars from 30 Google reviews, this Atlantic City financial advisor is highly trusted.
175 E White Horse Pike Suite 6B, Absecon, NJ 08201, USA
Rated 4.0 stars from 4 Google reviews, this Atlantic City financial advisor is well-regarded.
1201 New Rd #207, Linwood, NJ 08221, USA
A financial advisor with a 3.0-star rating based on 2 Google reviews.
2821 Boardwalk, Atlantic City, NJ 08401, USA
Exceptional 5.0-star rating from a small number of local reviews.
114 N Rumson Ave, Margate City, NJ 08402, USA
Boasts a flawless 5.0-star rating from four Google reviews.
3846 Bayshore Rd, Cape May, NJ 08204, USA
Rated 1.0 stars from one Google review, indicating mixed customer feedback.
376 Tilton Rd, Northfield, NJ 08225, USA
Exceptional 5.0-star rating from a small number of Google reviews.
7811 Atlantic Ave, Margate City, NJ 08402, USA
A financial advisor in Atlantic City, NJ, with no customer reviews yet.
1801 New Rd suite a1, Linwood, NJ 08221, USA
This financial advisor in Atlantic City currently has no Google reviews to reference.
Professional Plaza, 2021 New Rd Suite 12, Linwood, NJ 08221, USA
This financial advisor in Atlantic City has no online reviews yet, so their reputation is unrated.
Professional Plaza, 2021 New Rd Suite 12, Linwood, NJ 08221, USA
This financial advisor has no Google reviews yet, so their reputation is unrated.
3203 Atlantic Ave, Atlantic City, NJ 08401, USA
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Financial Advisors in Atlantic City, NJ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Advisors Mortgage Group - Linwood, NJ | 100/100 | 5.0 ★ | 461 |
| 2 | Ciocca Chevrolet of Atlantic City | 92/100 | 4.5 ★ | 935 |
| 3 | OceanFirst Bank | 90/100 | 4.6 ★ | 126 |
| 4 | Merrill Lynch Wealth Management | 78/100 | 5.0 ★ | 3 |
| 5 | Life's A Brie's Financial Solutions | 80/100 | 5.0 ★ | 30 |
| 6 | Wells Fargo Advisors | 62/100 | 4.0 ★ | 4 |
| 7 | Global Cash Access | 30/100 | 3.0 ★ | 2 |
| 8 | Concierge Financial Planning, LLC | 74/100 | 5.0 ★ | 1 |
| 9 | The Mid-Atlantic Financial Group | 79/100 | 5.0 ★ | 4 |
| 10 | Morgan Stanley Financial Advisors | 17/100 | 1.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Atlantic City
What is a fiduciary financial advisor and why does it matter in Atlantic City?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Atlantic City, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Atlantic City?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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