Best Financial Advisors in RED BANK, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in RED BANK
DELTA CAPITAL MANAGEMENT LLC
RED BANK, NJ · Since 2005
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
RED BANK, NJ · Since 1989
RDM CAPITAL ASSOCIATES INC
RED BANK, NJ · Since 2024
LIGHTHOUSE FINANCIAL ADVISORS, INC.
RED BANK, NJ · Since 2013
GARDEN STATE RETIREMENT SPECIALISTS, LLC
RED BANK, NJ · Since 2025
ZYNERGY RETIREMENT PLANNING
RED BANK, NJ · Since 2023
STEMBROOK ASSET MANAGEMENT, LLC
RED BANK, NJ · Since 2025
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
RED BANK, NJ · Since 2018
SHOREHAVEN WEALTH PARTNERS, LLC
RED BANK, NJ · Since 2020
CLEAR WAVE WEALTH MANAGEMENT, LLC
RED BANK, NJ · Since 2025
SHREWSBURY RIVER CAPITAL LP
RED BANK, NJ · Since 2018
PRINCETON CAPITAL MANAGEMENT LLC
RED BANK, NJ · Since 2001
NEWPORT CAPITAL GROUP, LLC
RED BANK, NJ · Since 2007
WITHUM WEALTH MANAGEMENT
RED BANK, NJ · Since 2011
SALVUS WEALTH MANAGEMENT, LLC
RED BANK, NJ · Since 2019
ATLAS PRIVATE WEALTH ADVISORS
RED BANK, NJ · Since 2016
SMALLWOOD WEALTH MANAGEMENT
RED BANK, NJ · Since 2017
BLUESHIFT ASSET MANAGEMENT
RED BANK, NJ · Since 2017
WBI INVESTMENTS, LLC
RED BANK, NJ · Since 1985
MILLINGTON SECURITIES, LLC
RED BANK, NJ · Since 2010
HARTSHORNE GROUP, LLC
RED BANK, NJ · Since 2009
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
RED BANK, NJ · Since 2014
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in RED BANK?
The median advisory fee in RED BANK, NJ is 0.95% of assets under management per year, based on Form ADV filings from 22 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.