AdvisorRanked

Best Financial Advisors in RED BANK, New Jersey

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

22
Registered Firms
0.95%
Median Fee
of assets/year
$435M
Median AUM
22
Firms Listed
in our database

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Top Rated Established Verified22 firms shown

Top-Ranked Advisors in RED BANK

#1
90

LIGHTHOUSE FINANCIAL ADVISORS, INC.

RED BANK, NJ · Since 2013

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
88

DELTA CAPITAL MANAGEMENT LLC

RED BANK, NJ · Since 2005

$240M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
88

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

RED BANK, NJ · Since 1989

$332M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
87

SHREWSBURY RIVER CAPITAL LP

RED BANK, NJ · Since 2018

$758M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
86

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RED BANK, NJ · Since 2018

$238M AUM35 clientsFee: 0%
FiduciaryFee-Only
#6
84

RDM CAPITAL ASSOCIATES INC

RED BANK, NJ · Since 2024

$164M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
84

STEMBROOK ASSET MANAGEMENT, LLC

RED BANK, NJ · Since 2025

$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
84

SHOREHAVEN WEALTH PARTNERS, LLC

RED BANK, NJ · Since 2020

$542M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
84

CLEAR WAVE WEALTH MANAGEMENT, LLC

RED BANK, NJ · Since 2025

$617M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
83

GARDEN STATE RETIREMENT SPECIALISTS, LLC

RED BANK, NJ · Since 2025

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
83

ZYNERGY RETIREMENT PLANNING

RED BANK, NJ · Since 2023

$173M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
82

WITHUM WEALTH MANAGEMENT

RED BANK, NJ · Since 2011

$2.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#13
81

NEWPORT CAPITAL GROUP, LLC

RED BANK, NJ · Since 2007

$1.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
78

PRINCETON CAPITAL MANAGEMENT LLC

RED BANK, NJ · Since 2001

$435M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
78

ATLAS PRIVATE WEALTH ADVISORS

RED BANK, NJ · Since 2016

$860M AUM14 clientsFee: 0%
FiduciaryFee-Only
#16
78

BLUESHIFT ASSET MANAGEMENT

RED BANK, NJ · Since 2017

$694M AUM10 clientsFee: 0%
FiduciaryFee-Only
#17
77

SALVUS WEALTH MANAGEMENT, LLC

RED BANK, NJ · Since 2019

$316M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
76

SMALLWOOD WEALTH MANAGEMENT

RED BANK, NJ · Since 2017

$339M AUM5 clientsFee: 0%
FiduciaryFee-Only
#19

HARTSHORNE GROUP, LLC

RED BANK, NJ · Since 2009

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#20

WBI INVESTMENTS, LLC

RED BANK, NJ · Since 1985

$540M AUM5 clientsFee: 0%
FiduciaryFee-Only
#21

MILLINGTON SECURITIES, LLC

RED BANK, NJ · Since 2010

$141M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RED BANK, NJ · Since 2014

$674M AUM29 clientsFee: 0%
FiduciaryFee-Only3 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.