Top 10 financial advisors in Red Bank, NJ
We've curated a list of the best financial advisors in Red Bank, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $581,756,275 Number of advisors 22 advisors | |||
| 2 | Assets under management $342,016,778 Number of advisors 5 advisors | |||
| 3 | Assets under management $263,226,780 Number of advisors 5 advisors | |||
| 4 | Assets under management $241,846,910 Number of advisors 7 advisors | |||
| 5 | Assets under management $189,620,416 Number of advisors 3 advisors | |||
| 6 | Assets under management $112,194,655 Number of advisors 4 advisors | |||
| 7 | Assets under management $78,759,127 Number of advisors 25 advisors | |||
| 8 | Assets under management $67,105,184 Number of advisors 3 advisors | |||
| 9 | Assets under management $1,250,914,509 Number of advisors 15 advisors | |||
| 10 | Assets under management $233,316,923 Number of advisors 8 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 Red Bank, 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.
Wbi Investments, LLC
Wbi Investments, LLC is a financial advisory firm based in Red Bank, New Jersey. It currently has approximately $581,756,275 of assets under management and employs about 22 people. Wbi Investments, LLC uses a fee structure of and a percentage of assets under your management.
$581,756,275 under management
22 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Market Timing Services
Educational Seminars/workshops
Shorehaven Wealth Partners, LLC
ShoreHaven Wealth Partners, LLC, established in June 2020, is a registered investment adviser offering financial planning, consulting, and investment management services. The firm manages over $445 million in discretionary assets as of December 31, 2024. Clients can engage in financial planning services standalone or in conjunction with investment portfolio management. Investment strategies include allocation among ETFs, mutual funds, and independent managers, with consideration for alternative investments and cryptocurrencies. The firm tailors services to individual client needs, continuously monitoring portfolios to align with client objectives. ShoreHaven Wealth Partners provides retirement plan consulting services and may recommend the use of Dynasty Financial Partners, LLC's platform for operational support. Fees are charged based on assets under management, with rates ranging from 0.60% to 1.50%. The firm's fee structure is negotiable, and additional fees may apply for services such as tax transition and overlay services. ShoreHaven Wealth Partners has not had any material changes since March 6, 2024, and does not engage in performance-based fees or voting client securities. The firm does not have custody of client funds but exercises investment discretion on behalf of clients. Clients receive account statements directly from custodians and periodic reports from the firm. ShoreHaven Wealth Partners does not accept the authority to vote client securities and does not disclose financial information as it does not meet the specified criteria.
$342,016,778 under management
5 advisors
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
Princeton Capital Management LLC
Princeton Capital Management LLC is a financial advisory firm based in Red Bank, New Jersey. It currently has approximately $263,226,780 of assets under management and employs about 5 people. Princeton Capital Management LLC uses a fee structure of a percentage of assets under your management and performance fee paid to related party.
$263,226,780 under management
5 advisors
Fee structure
A percentage of assets under your management
PERFORMANCE FEE PAID TO RELATED PARTY
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Salvus Wealth Management, LLC
Salvus Wealth Management, LLC is a registered investment adviser established in 2014, offering investment advisory services, financial planning, and retirement plan consulting. The firm provides discretionary and non-discretionary investment advisory services based on a percentage of assets under management. Clients can engage Salvus for financial planning and consulting services on a stand-alone fee basis, typically ranging from $200 to $400 per hour. Salvus tailors investment strategies to individual client needs, including growth, income, and capital preservation strategies. Salvus primarily allocates client assets among individual equities, debt, mutual funds, and ETFs on a discretionary basis. The firm may recommend allocations to private investment funds on a non-discretionary basis. Clients are encouraged to review financial planning issues annually, and account reviews are conducted periodically or upon triggering events. Salvus does not participate in wrap fee programs and does not accept performance-based fees. The firm recommends maintaining accounts at Fidelity for execution and custodial services, receiving certain institutional brokerage services and support from Fidelity. Salvus does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions. Clients are advised to contact the Chief Compliance Officer for any inquiries regarding the firm's services or conflicts of interest.
$241,846,910 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Delta Capital Management LLC
Delta Capital Management LLC is a financial advisory firm based in Red Bank, New Jersey. It currently has approximately $189,620,416 of assets under management and employs about 3 people. Delta Capital Management LLC uses a fee structure of and a percentage of assets under your management.
$189,620,416 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
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)
Roundangle Advisors LLC
RoundAngle Advisors LLC is a financial advisory firm based in Red Bank, NJ, established in 2015 and primarily owned by Jonathan Bernstein. The firm offers a range of services including asset management, 401(k) advisory services, financial planning, and consulting. They tailor investment advice to individual clients and provide options for investment strategies such as long-term purchases, short-term purchases, trading, and options. The firm may use methods like charting, cyclical analysis, fundamental analysis, and technical analysis in formulating investment advice. RoundAngle Advisors LLC charges a maximum annual advisory fee of 2.00% for asset management services, with fees deducted quarterly based on account value. The firm recommends the use of Charles Schwab & Co. as a custodian and broker, offering a variety of investment products and services. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not have custody of client funds or securities. RoundAngle Advisors LLC does not have any material changes to disclose since their last annual update.
$112,194,655 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Asset Monitoring
Alexander Capital Wealth Management LLC
Alexander Capital Wealth Management LLC is a registered investment adviser based in Red Bank, NJ, established on January 23, 2012. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. Clients may also opt for non-discretionary arrangements, where approval is needed before transactions. ACWM sponsors wrap fee programs, providing access to multiple money managers for a single fee. The firm may recommend third-party money managers based on various factors, monitoring their performance to align with client goals. Additionally, ACWM offers capital markets and M&A advisory services to institutional clients and issuers on a contract basis. The firm may recommend various types of investments, including equity securities, corporate debt securities, mutual funds, and ETFs, tailored to client goals and objectives. ACWM manages $78,759,127 in client assets on a discretionary basis as of 12/31/2022. Fees for portfolio management services range from 0.25% to 2.00% annually, while wrap fee program fees are negotiated with each client. The firm's investment strategies include cyclical analysis, technical analysis, fundamental analysis, and long-term and short-term purchases. ACWM's Code of Ethics emphasizes professional conduct and client interest protection. The firm does not have any material disciplinary information or financial hardships that may impact client obligations. Clients are responsible for voting on proxies, and the firm does not vote on their behalf. ACWM does not require advance fees over $500 or face financial hardships that could affect client obligations.
$78,759,127 under management
25 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Valuealigned Partners
Valuealigned Partners is a financial advisory firm based in Red Bank, New Jersey. It currently has approximately $67,105,184 of assets under management and employs about 3 people. Valuealigned Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
$67,105,184 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Blueshift Asset Management
Blueshift Asset Management, LLC is a quantitative investment management firm founded in September 2017 and based in Red Bank, New Jersey. The firm specializes in short-term strategies trading listed equities long and short, including U.S. equities, exchange-traded funds, American Depositary Receipts, and non-U.S. listed equities. They plan to expand trading into U.S. options. Blueshift employs a quantitative investment process to track thousands of stocks simultaneously, deriving signals from liquidity dislocations and inefficiencies in stock pricing assimilation. The firm provides advisory services on a discretionary basis to its clients, including the Blueshift Funds and Separately Managed Accounts. Blueshift is a fiduciary registered with the SEC, managing regulatory assets under management of $529,008,250 as of December 31, 2024. Clients pay an asset-based management fee ranging from 2% to 3% annually, with the potential for performance-based fees. Blueshift does not participate in wrap fee programs and does not receive compensation for the sale of securities. Clients may not impose restrictions on investing in certain securities. The firm has not been involved in any legal or disciplinary events, and it has custody of the assets of the Blueshift Funds. Blueshift has full discretionary authority to manage client investments and generally does not vote proxies on behalf of clients due to the trading frequency of its strategies. The firm has not been subject to a bankruptcy petition and maintains financial stability. For more detailed information, clients can refer to the firm's offering memorandum and other governing documents.
$1,250,914,509 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Millington Securities, LLC
Millington Securities, LLC is a financial advisory firm based in Red Bank, New Jersey. It currently has approximately $233,316,923 of assets under management and employs about 8 people. Millington Securities, LLC uses a fee structure of and a percentage of assets under your management.
$233,316,923 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
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 Red Bank, 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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