City
Wealth management firms in Red Bank, New Jersey
As of October 2, 2026, 28 wealth management firms, including broker-dealer firms, with their main office in Red Bank, New Jersey reported $8.6 billion in regulatory assets under management; the largest by assets was Withum Wealth Management, with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 28
- Regulatory assets under management
- $8.6 billion
- Average per firm
- $307.5 million
- SEC-registered, of those listed
- 15 of 28 (53.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Withum Wealth Management | SEC | $2.3 billion | 1,956 |
| 2 | Lighthouse Financial Advisors, Inc. | SEC | $1.1 billion | 2,475 |
| 3 | Atlas Private Wealth Advisors | SEC | $859.8 million | 3,017 |
| 4 | Garden State Investment Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $673.8 million | 2,456 |
| 5 | Clear Wave Wealth Management, LLC | SEC | $617.0 million | 913 |
| 6 | Shorehaven Wealth Partners, LLC | SEC | $541.5 million | 1,303 |
| 7 | Princeton Capital Management LLC | SEC | $435.5 million | 390 |
| 8 | Smallwood Wealth Management | SEC | $339.0 million | 1,119 |
| 9 | Salvus Wealth Management, LLC | SEC | $316.5 million | 847 |
| 10 | Alexander Capital Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $238.1 million | 1,051 |
| 11 | Zynergy Retirement Planning | SEC | $173.0 million | 591 |
| 12 | RDM Capital Associates Inc | SEC | $164.5 million | 256 |
| 13 | Stembrook Asset Management, LLC | SEC | $147.5 million | 153 |
| 14 | Garden State Retirement Specialists, LLC | SEC | $109.3 million | 250 |
| 15 | Whealth Advisors | State | $88.3 million | 348 |
| 16 | Invest for A Lifetime, LLC | State | $78.0 million | 326 |
| 17 | Olson, Cross & Alamo Advisors LLC | State | $76.5 million | 140 |
| 18 | Valuealigned Partners | State | $75.7 million | 138 |
| 19 | H&S Tax and Wealth Advisors LLC | State | $67.8 million | 176 |
| 20 | Oceanic Capital Management LLC | State | $64.6 million | 195 |
| 21 | Network 1 Financial Advisors Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $51.0 million | 101 |
| 22 | Buttfield & Associates | State | $18.4 million | 53 |
| 23 | Epic Wealth Management LLC | State | $13.6 million | 84 |
| 24 | Iem Asset Management, LLC | State | $6.7 million | 53 |
| 25 | Caliber Investment Advisors, LLC | State | $0 | 0 |
| 26 | Donald W. Cash & Associates, LLC | State | $0 | 0 |
| 27 | Hartshorne Group, LLC | SEC | $0 | 0 |
| 28 | Molokai Advisors | State | $0 | 0 |
Wealth management firms in New Jersey, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.