Top financial advisors in Neptune City, NJ
We've curated a list of the best financial advisors in Neptune City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $254,922,234 Number of advisors 4 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 Neptune City, 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.
Targeted Financial Services, LLC
Targeted Financial Services, LLC (TFS) is an SEC registered investment adviser founded in July 2000 and registered since December 2003. The firm's mission is to identify clients' financial and estate goals, provide comprehensive strategies, and offer appropriate investment and insurance solutions. TFS manages assets totaling approximately $298,462,813 on a discretionary basis as of December 31, 2024. The firm provides financial planning, consulting, and investment management services, tailored to individual client needs. TFS primarily allocates assets among mutual funds, ETFs, individual securities, and other investment vehicles based on client objectives. Clients can engage TFS on a fee basis, with fees ranging from $500 to $5,000 for financial planning and consulting, and an annual management fee between 0.50% and 1.50% based on assets under management. TFS acts as a fiduciary for retirement accounts, ensuring services are in the client's best interest. The firm uses fundamental and technical analysis for investment decisions and offers a range of investment strategies tailored to client goals and risk tolerance. Clients have the option to provide TFS with investment discretion, allowing the firm to make investment decisions on their behalf. TFS does not provide services for performance-based fees and serves various types of clients without imposing a minimum portfolio size or annual fee requirement.
$254,922,234 under management
4 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Neptune City, 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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