Financial advisers in Red Bank, NJ
22 registered investment adviser firms in Red Bank managing $12.1B in assets, based on public SEC Form ADV filings.
Withum Wealth Management
Red Bank, NJ · Est. 2011
- AUM
- $2.3B
- Per adviser
- $213M
- Advisers
- 11
No reported disclosures
Newport Capital Group, LLC
Red Bank, NJ · Est. 2007
- AUM
- $1.3B
- Per adviser
- $183M
- Advisers
- 7
No reported disclosures
Lighthouse Financial Advisors, INC.
Red Bank, NJ · Est. 2013
- AUM
- $1.1B
- Per adviser
- $159M
- Advisers
- 7
No reported disclosures
Atlas Private Wealth Advisors
Red Bank, NJ · Est. 2016
- AUM
- $860M
- Per adviser
- $61M
- Advisers
- 14
No reported disclosures
Shrewsbury River Capital LP
Red Bank, NJ · Est. 2018
- AUM
- $758M
- Per adviser
- $189M
- Advisers
- 4
No reported disclosures
Blueshift Asset Management
Red Bank, NJ · Est. 2017
- AUM
- $694M
- Per adviser
- $69M
- Advisers
- 10
No reported disclosures
Garden State Investment Advisory Services, LLC
Red Bank, NJ · Est. 2014
- AUM
- $674M
- Per adviser
- $23M
- Advisers
- 29
Clear Wave Wealth Management, LLC
Red Bank, NJ · Est. 2025
- AUM
- $617M
- Per adviser
- $309M
- Advisers
- 2
No reported disclosures
Shorehaven Wealth Partners, LLC
Red Bank, NJ · Est. 2020
- AUM
- $542M
- Per adviser
- $135M
- Advisers
- 4
No reported disclosures
Wbi Investments, LLC
Red Bank, NJ · Est. 1985
- AUM
- $540M
- Per adviser
- $108M
- Advisers
- 5
No reported disclosures
Princeton Capital Management LLC
Red Bank, NJ · Est. 2001
- AUM
- $435M
- Per adviser
- $73M
- Advisers
- 6
No reported disclosures
Smallwood Wealth Management
Red Bank, NJ · Est. 2017
- AUM
- $339M
- Per adviser
- $68M
- Advisers
- 5
No reported disclosures
The Hogan-Knotts Financial Group, INC.
Red Bank, NJ · Est. 1989
- AUM
- $332M
- Per adviser
- $83M
- Advisers
- 4
No reported disclosures
Salvus Wealth Management, LLC
Red Bank, NJ · Est. 2019
- AUM
- $316M
- Per adviser
- $53M
- Advisers
- 6
No reported disclosures
Delta Capital Management LLC
Red Bank, NJ · Est. 2005
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Alexander Capital Wealth Management LLC
Red Bank, NJ · Est. 2018
- AUM
- $238M
- Per adviser
- $7M
- Advisers
- 35
No reported disclosures
Zynergy Retirement Planning
Red Bank, NJ · Est. 2023
- AUM
- $173M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Rdm Capital Associates INC
Red Bank, NJ · Est. 2024
- AUM
- $164M
- Per adviser
- $55M
- Advisers
- 3
No reported disclosures
Stembrook Asset Management, LLC
Red Bank, NJ · Est. 2025
- AUM
- $148M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Millington Securities, LLC
Red Bank, NJ · Est. 2010
- AUM
- $141M
- Per adviser
- $35M
- Advisers
- 4
No reported disclosures
Garden State Retirement Specialists, LLC
Red Bank, NJ · Est. 2025
- AUM
- $109M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Hartshorne Group, LLC
Red Bank, NJ · Est. 2009
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures