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
$357,412,758
Number of advisors
11 advisors
| $357,412,758 | 11 advisors | |
| 2 |
Assets under management
$189,434,829
Number of advisors
5 advisors
| $189,434,829 | 5 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.
Methodology
To generate our top financial advisors list in Lakewood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lakewood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 VehiclesAble 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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
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.
Methodology
To generate our top financial advisors list in Lakewood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lakewood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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