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Find 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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Red Bank is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Red Bank & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Red Bank?

Looking for a qualified financial advisor in Red Bank? We can help you by narrowing down your options & listing the best financial advisors in Red Bank as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Red Bank near you with the list of certified and vetted Red Bank financial advisors.

List of Qualified Financial Advisors in Red Bank, New Jersey

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John Mossa

Wellesley Financial Planners

130 Maple Ave
Suite 1B

Red Bank, NJ 07701

732-747-9775

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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

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Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724

732-982-2170

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

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Peter D. DAgati

Stembrook Asset Management

405 Lexington Avenue
26th Floor

New York, NY 10174

201-484-0063

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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

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Emil Ben David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-5082

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

Top Financial Advisor Firms in 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 $1,169,677,748 1178 A percentage of AUM
Hourly charges
Fixed fees
GREENLEAF ADVISORS
286 Broad Street, Red Bank, NJ 7701
172332 $900,000,000 58 A percentage of AUM
Fixed fees
Other (FEE SPLIT WITH UNDERLYING MANAGER)
WBI INVESTMENTS, INC.
One River Centre - 331 Newman Springs Road, Suite 105 Red Bank, NJ 7701
106336 $662,838,134 1442 A percentage of AUM
LIGHTHOUSE FINANCIAL ADVISORS, INC.
3 Harding Road, Suite B, Red Bank, NJ 7701
121496 $614,654,495 1793 Fixed fees
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
328 Newman Springs Road, Red Bank, NJ 7701
133088 $407,982,450 1332 A percentage of AUM
Hourly charges
Fixed fees
SHOREHAVEN WEALTH PARTNERS, LLC
188 East Bergen Place, Suite 202 Red Bank, NJ 7701
308026 $381,028,860 963 A percentage of AUM
Fixed fees
PRINCETON CAPITAL MANAGEMENT LLC
151 Bodman Place, Suite 101 Red Bank, NJ 07701-1074
113926 $378,384,021 373 A percentage of AUM
Other (PERFORMANCE FEE PAID TO RELATED PARTY)
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
298 Broad St, Red Bank, NJ 7701
106758 $304,126,578 641 A percentage of AUM
Hourly charges
MILLINGTON SECURITIES, INC.
331 Newman Springs Road, Suite 105 Red Bank, NJ 7701
147298 $282,347,492 1 A percentage of AUM
NEWPORT CAPITAL GROUP, LLC
12 Broad Street, 5th Floor, Red Bank, NJ 7701
144442 $274,498,410 273 A percentage of AUM
Hourly charges
Fixed fees
SALVUS WEALTH MANAGEMENT, LLC
200 Schulz Drive, Suite 402, Red Bank, NJ 7701
171986 $249,666,338 571 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
SMALLWOOD WEALTH MANAGEMENT
199 Broad Street, Red Bank, NJ 7701
288663 $232,516,283 759 A percentage of AUM
Hourly charges
Fixed fees
DELTA CAPITAL MANAGEMENT LLC
157 Broad St., Suite 303 Red Bank, NJ 7701
106248 $218,193,439 49 A percentage of AUM
ROUNDANGLE ADVISORS LLC
280 Highway 35, Suite 105 Red Bank, NJ 7701
282178 $149,613,275 438 A percentage of AUM
Hourly charges
Fixed fees
Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)
HARTSHORNE GROUP, INC.
One River Centre - 331 Newman Springs Road, Suite 105 Red Bank, NJ 7701
150897 $0 0 Hourly charges
Fixed fees
Other (% OF ASSETS MANAGED BY WBI INVESTMENTS AND OUTSIDE ADVISOR FIRMS)

Additional Financial Advisors in New Jersey

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anthony Lafonte
Inquire with Anthony
20 Linden Place, Red Bank, NJ 07701 732-936-4030
Michael Cantor
Inquire with Michael
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2299
Joseph Zaccardo
Inquire with Joseph
141 W Front St, Ste 160 Red Bank, NJ 07701 732-747-1673
Timothy V Mulhern
Inquire with Timothy
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2299
Rosh Ramiz
Inquire with Rosh
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2299
George Merrill
Inquire with George
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2299
Thomas John Gioia
Inquire with Thomas
141 W Front St, Ste 160 Red Bank, NJ 07701 732-747-1673
The Snyder Group
Inquire with Snyder
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2299
David Snyder
Inquire with David
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2258
Daniel Harper
Inquire with Daniel
141 W Front St, Ste 140 Red Bank, NJ 07701 732-383-2299

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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