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 Institutional advisors in NJ, RED BANK
18 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
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
WBI INVESTMENTS, LLC
Red Bank, NJ
AUM
$539.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
732-842-4920
PRINCETON CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$435.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE FEE PAID TO RELATED PARTY
201-332-9800
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
DELTA CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$240.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
212-986-4040
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
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
CALIBER INVESTMENT ADVISORS, LLC
Red Bank, NJ
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-204-7002
MOLOKAI ADVISORS
Red Bank, NJ
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +2 more
+1 848 318-7939
MILLINGTON SECURITIES, LLC
Red Bank, NJ
AUM
$140.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
732-842-4920
Full profileNo website
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