AdvisorGrade

Financial advisers in Lakewood, NJ

3 registered investment adviser firms in Lakewood managing $557M in assets, based on public SEC Form ADV filings.

Geneva Financial Group

Lakewood, NJ · Est. 2024

Local
Fee-only
AUM
$234M
Per adviser
$234M
Advisers
1

No reported disclosures

Leatherback Investments LLC

Lakewood, NJ · Est. 2024

Local
Fee-based
AUM
$170M
Per adviser
$85M
Advisers
2

No reported disclosures

Lexington Capital Management LP

Lakewood, NJ · Est. 2025

LocalInternational
Fee-only
AUM
$153M
Per adviser
$22M
Advisers
7

No reported disclosures