Top financial advisors in Lakewood, NJ
We've curated a list of the best financial advisors in Lakewood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $189,434,829 Number of advisors 5 advisors | |||
| 2 | Assets under management $357,412,758 Number of advisors 11 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lakewood, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Able Wealth Management LLC
Able Wealth Management LLC is a financial advisory firm established in July 2018, based in Lakewood, NJ. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm requests discretionary authority from clients to make investment decisions in accordance with fiduciary duties. Able Wealth has agreements with third-party platforms like Pontera for managing "Held Away" assets and StoneCastle Network for a Federally Insured Cash Account Program. The firm's fee structure ranges from 1.00% to 0.50% based on total assets under management. They do not participate in wrap fee programs and offer consulting services for pension plans. Able Wealth uses fundamental analysis and modern portfolio theory for investment strategies, with a focus on long-term trading. Clients have the option to impose restrictions on investments based on personal values. The firm reviews client accounts quarterly and provides detailed reports. They do not accept performance-based fees and do not have any disciplinary actions on record. Able Wealth does not have custody of client assets and provides both discretionary and non-discretionary investment advisory services.
$189,434,829 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Crawford Lake Capital Management, LLC
Crawford Lake Capital Management, LLC is a financial advisory firm based in Lakewood, New Jersey. It currently has approximately $357,412,758 of assets under management and employs about 11 people. Crawford Lake Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based allocations.
$357,412,758 under management
11 advisors
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lakewood, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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