Find a Financial Advisor in Red Bank, NJ

 

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We did the hard work of finding trustworthy partners in Red Bank, NJ.

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We Only Work With The Best Red Bank Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Red Bank, NJ


  • Financial Advisor Close to Red Bank, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Red Bank, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Red Bank, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Red Bank financial advisors.
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How Retirement-Friendly is Red Bank, NJ?

  • Population: 12,072
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $411,800
  • Average Monthly Housing Cost: $1,691
  • Average Household Income: $115,041
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)



The Top Financial Advisor Firms in Red Bank, NJ

 

SHOREHAVEN WEALTH PARTNERS, LLC

Website

(732) 447-9301

188 East Bergen Place
Suite 202
Red Bank, NJ 7701

SEC#: 801-119024
Years in Business: 1 years

SHREWSBURY RIVER CAPITAL LP

Website

(732) 945-4320

322 Route 35 South

Red Bank, NJ 7701

SEC#: 801-113688
Years in Business: 3 years

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Website

(732) 280-6886

328 Newman Springs Road

Red Bank, NJ 7701

SEC#: 801-79500
Years in Business: 7 years

WITHUM WEALTH MANAGEMENT

Website

(732) 450-0147

47 Reckless Place

Red Bank, NJ 7701

SEC#: 801-72657
Years in Business: 10 years

SALVUS WEALTH MANAGEMENT, LLC

Website

(732) 542-2629

200 Schulz Drive, Suite 402

Red Bank, NJ 7701

SEC#: 801-117044
Years in Business: 2 years

NEWPORT CAPITAL GROUP, LLC

Website

(732) 741-8400

12 Broad Street, 5th Floor

Red Bank, NJ 7701

SEC#: 801-68323
Years in Business: 14 years

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Website

(732) 842-7400

298 Broad St

Red Bank, NJ 7701

SEC#: 801-33850
Years in Business: 32 years

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Website

(732) 542-1565

199 Broad Street

Red Bank, NJ 7701

SEC#: 801-110658
Years in Business: 4 years

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Website

(732) 747-6680

3 Harding Road, Suite B

Red Bank, NJ 7701

SEC#: 801-78290
Years in Business: 8 years

 


Red Bank, NJ Financial Advisor FAQs

Financial advisors must be registered with their state's securities regulator.
A Financial Advisor's job can depend on what type of product they specialize in. However, the primary function of an advisor is to help their client understand where and how to invest their money.
A financial advisor's salary will depend on if they are a commission-based or fee-only advisor.
Yes. You are not an expert in this field, so you should always get advice from someone who is.