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 Trusts & Estates advisors in NJ, RED BANK
27 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
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
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
DELTA CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$240.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
212-986-4040
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Red Bank, NJ
AUM
$238.1M
Wealth MgmtTrusts & Estates
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-687-5650
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
OLSON, CROSS & ALAMO ADVISORS LLC
Red Bank, NJ
AUM
$76.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-608-1805
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
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