Top Financial Advisors in Red Bank, New Jersey
Finding the right financial advisor in Red Bank is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Red Bank, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Red Bank, NJ.
Find the Best Financial Advisor Firms in Red Bank:
WITHUM WEALTH MANAGEMENT
CRD#: 158332
Address: 47 Reckless Place, Red Bank, NJ 07701
Clients: 56
Average Clients per Advisor: 4
AUM: $ 1.3B
LIGHTHOUSE FINANCIAL ADVISORS, INC.
CRD#: 121496
Address: 3 Harding Road, Suite B, Red Bank, NJ 07701
Clients: 204
Average Clients per Advisor: 40
AUM: $ 567M
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CRD#: 133088
Address: 328 Newman Springs Road, Red Bank, NJ 07701
Clients: 1,418
Average Clients per Advisor: 56
AUM: $ 484M
SHOREHAVEN WEALTH PARTNERS, LLC
CRD#: 308026
Address: 188 East Bergen Place Suite 202, Red Bank, NJ 07701
Clients: 191
Average Clients per Advisor: 63
AUM: $ 361M
NEWPORT CAPITAL GROUP, LLC
CRD#: 144442
Address: 12 Broad Street 5th Floor, Red Bank, NJ, 07701
Clients: 53
Average Clients per Advisor: 7
AUM: $ 250M
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD#: 106758
Address: 298 Broad St, Red Bank, NJ 07701
Clients: 70
Average Clients per Advisor: 17
AUM: $ 249M
How We Chose the Top Financial Advisors in Red Bank, New Jersey
To create this list of top financial advisor firms in Red Bank, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Red Bank has to offer.
Search Financial Advisors in Red Bank, New Jersey
Richard R Ugolini
Registered Affiliation(s):MORGAN STANLEY
Jorge Luis Urquijo
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Laura Marie Norman
Registered Affiliation(s):MORGAN STANLEY
Kevin Gerard Toolan
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Lawrence Xavier Hrbek
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Maura T Coolican
Registered Affiliation(s):MORGAN STANLEY
Darin Laub
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Steven Anthony Casella
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stanley Bruce Finkelberg
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kevin Crain
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Leon Henderson
Registered Affiliation(s):MORGAN STANLEY
Bella Patel
Registered Affiliation(s):MORGAN STANLEY
Adam Louis Kaback
Registered Affiliation(s):MORGAN STANLEY
Nicholas Joseph Vertucci
Registered Affiliation(s):MORGAN STANLEY
Bruce Winfield Jaeger
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Vojislav Save Andjelkovic
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sang Yoo
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kathleen M Brady
Registered Affiliation(s):MORGAN STANLEY
Karen Reid Weiss
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Daniel O'dea
Registered Affiliation(s):MORGAN STANLEY
Gregg Jason Cuvin
Registered Affiliation(s):MORGAN STANLEY
Adam G Shafiroff
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kenneth Nunnely Lard
Registered Affiliation(s):SOUTH STREET SECURITIES LLC
Jeffrey Cowles Carey
Registered Affiliation(s):BOFA SECURITIES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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