Top financial advisors in Ocean Grove, NJ
We've curated a list of the best financial advisors in Ocean Grove, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $179,318,358 Number of advisors 6 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 Ocean Grove, 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.
Beckerman Wealth
Beckerman Institutional, operating as Beckerman Wealth, is a financial advisor firm based in Ocean Grove, NJ, established in 2007 by Daniel Beckerman. The firm specializes in providing asset management and financial planning services for retail clients, as well as retirement plan consulting for qualified retirement plans. Beckerman Institutional assesses client needs, risk tolerance, and objectives to develop customized investment portfolios. Clients have the option to engage the firm on a discretionary or non-discretionary basis, with discretionary clients granting limited power of attorney for account management. The firm manages over $243 million in discretionary client assets and $9.7 million in non-discretionary assets as of January 1, 2025. For fees, Beckerman Institutional charges management fees ranging from 0.50% to 1.00% annually based on assets under management. Fees are billed quarterly in arrears. The firm may also charge incentive fees based on mutual fund expenses. Clients are advised that fees may vary and are negotiable. The firm's clients include high net worth individuals, individual investors, and pension/profit sharing plans, with a minimum account size of $500,000. Beckerman Institutional discloses potential risks associated with investing, such as political, market, currency, regulatory, and tax risks, among others. The firm does not charge performance-based fees and acts as a fiduciary to clients. Clients receive quarterly reports and statements directly from the account custodian. Beckerman Institutional does not compensate non-advisory personnel for client referrals and does not have custody of client funds.
$179,318,358 under management
6 advisors
Fee structure
A percentage of assets under your management
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 Ocean Grove, 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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