WITHUM WEALTH MANAGEMENT
Red Bank, NJ
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
732-450-0147
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ, RED BANK
24 advisers found
NEWPORT CAPITAL GROUP, LLC
Red Bank, NJ
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-741-8400
LIGHTHOUSE FINANCIAL ADVISORS, INC.
Red Bank, NJ
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Fixed fees
(732) 747-6680
ATLAS PRIVATE WEALTH ADVISORS
Red Bank, NJ
AUM
$859.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(888) 996-2666
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
Red Bank, NJ
AUM
$673.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-280-6886
CLEAR WAVE WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
862-200-9438
SHOREHAVEN WEALTH PARTNERS, LLC
Red Bank, NJ
AUM
$541.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
732-447-9301
SMALLWOOD WEALTH MANAGEMENT
Red Bank, NJ
AUM
$339.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(732) 542-1565
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
Red Bank, NJ
AUM
$331.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
732-842-7400
SALVUS WEALTH MANAGEMENT, LLC
Red Bank, NJ
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-542-2629
ZYNERGY RETIREMENT PLANNING
Red Bank, NJ
AUM
$173.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
732-784-2380
RDM CAPITAL ASSOCIATES INC
Red Bank, NJ
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
732-576-1671
STEMBROOK ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$147.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
201-484-0063
WHEALTH ADVISORS
Red Bank, NJ
AUM
$88.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
732-852-5089
INVEST FOR A LIFETIME, LLC
Red Bank, NJ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(732) 741-7711
VALUEALIGNED PARTNERS
Red Bank, NJ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
732-800-2375
H&S TAX AND WEALTH ADVISORS LLC
Red Bank, NJ
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-268-8813
OCEANIC CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-345-1533
JERSEY SHORE FINANCIAL ADVISORS LLC
Red Bank, NJ
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
732-229-7489
EPIC WEALTH MANAGEMENT LLC
Red Bank, NJ
AUM
$13.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-732-784-6548
IEM ASSET MANAGEMENT, LLC
Red Bank, NJ
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
732-784-1812
DONALD W. CASH & ASSOCIATES, LLC
Red Bank, NJ
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
800-664-1183
GARDEN STATE RETIREMENT SPECIALISTS, LLC
Red Bank, NJ
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-936-9641
Full profileNo website
HARTSHORNE GROUP, LLC
Red Bank, NJ
AUM
$0
Financial PlanningFee-Only/Hourly
Team
5 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732-945-3830
Full profileNo website