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Find The Best Financial Advisors in Red Bank, New Jersey
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Red Bank, New Jersey
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Red Bank, New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and non-vetted financial advisors in Red Bank, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Red Bank, New Jersey have an average of 22 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Red Bank, New Jersey
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Top Financial Advisor Firms in Red Bank, New Jersey (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| WITHUM WEALTH MANAGEMENT 47 Reckless Place, Red Bank, NJ, 7701 | 158332 | $1,331,507,854 | 1367 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BLUESHIFT ASSET MANAGEMENT 151 Bodman Pl., Suite 301 Red Bank, NJ, 7701 | 290637 | $1,250,914,509 | 8 | A Percentage of AUM, Performance Based |
| LOCUST POINT CAPITAL 141 W Front Street, Suite 415, Red Bank, NJ, 7701 | 286689 | $1,154,022,283 | 5 | A Percentage of AUM, Performance Based |
| SHREWSBURY RIVER CAPITAL LP 322 Route 35 South, Red Bank, NJ, 7701 | 289785 | $1,119,827,003 | 4 | A Percentage of AUM, Performance Based |
| WBI INVESTMENTS, LLC One River Centre - 331 Newman Springs Road, Suite 105 Red Bank, NJ, 7701 | 106336 | $581,756,275 | 1569 | A Percentage of AUM |
| LIGHTHOUSE FINANCIAL ADVISORS, INC. 3 Harding Road, Suite B, Red Bank, NJ, 7701 | 121496 | $567,389,875 | 1898 | Fixed Fees |
| GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC 328 Newman Springs Road, Red Bank, NJ, 7701 | 133088 | $483,826,496 | 1500 | A Percentage of AUM, Hourly charges, Fixed Fees |
| SHOREHAVEN WEALTH PARTNERS, LLC 188 East Bergen Place, Suite 202 Red Bank, NJ, 7701 | 308026 | $361,431,089 | 1095 | A Percentage of AUM, Fixed Fees |
| PRINCETON CAPITAL MANAGEMENT LLC 151 Bodman Place, Suite 101 Red Bank, NJ, 07701-1074 | 113926 | $267,038,630 | 372 | A Percentage of AUM, Other (PERFORMANCE FEE PAID TO RELATED PARTY) |
| NEWPORT CAPITAL GROUP, LLC 12 Broad Street, 5th Floor, Red Bank, NJ, 7701 | 144442 | $250,250,441 | 288 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| THE HOGAN-KNOTTS FINANCIAL GROUP, INC. 298 Broad St, Red Bank, NJ, 7701 | 106758 | $249,074,862 | 655 | A Percentage of AUM, Hourly charges |
| SMALLWOOD WEALTH MANAGEMENT 199 Broad Street, Red Bank, NJ, 7701 | 288663 | $246,541,541 | 814 | A Percentage of AUM, Hourly charges, Fixed Fees |
| SALVUS WEALTH MANAGEMENT, LLC 200 Schulz Drive, Suite 402 Red Bank, NJ, 7701 | 171986 | $241,846,910 | 660 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| MILLINGTON SECURITIES, LLC 331 Newman Springs Road, Suite 105 Red Bank, NJ, 7701 | 147298 | $233,316,923 | 1 | A Percentage of AUM |
| DELTA CAPITAL MANAGEMENT LLC 157 Broad St., Suite 303 Red Bank, NJ, 7701 | 106248 | $189,620,416 | 47 | A Percentage of AUM |
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