Investment advisers in Red Bank, NJ
21 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Withum Wealth Management | $2.34 billion | 13 | 0 |
| Newport Capital Group, LLC | $1.28 billion | 18 | 0 |
| Lighthouse Financial Advisors, Inc. | $1.11 billion | 9 | 0 |
| Atlas Private Wealth Advisors | $859.8 million | 29 | 0 |
| Shrewsbury River Capital LP | $757.5 million | 7 | 0 |
| Blueshift Asset Management | $694.4 million | 13 | 0 |
| Garden State Investment Advisory Services, LLC | $673.8 million | 32 | 4 |
| Clear Wave Wealth Management, LLC | $617.0 million | 3 | 0 |
| Shorehaven Wealth Partners, LLC | $541.5 million | 6 | 0 |
| Wbi Investments, LLC | $539.6 million | 13 | 4 |
| Princeton Capital Management LLC | $435.5 million | 10 | 0 |
| Smallwood Wealth Management | $339.0 million | 12 | 0 |
| Salvus Wealth Management, LLC | $316.5 million | 7 | 0 |
| Delta Capital Management LLC | $240.2 million | 4 | 0 |
| Alexander Capital Wealth Management LLC | $238.1 million | 36 | 1 |
| Zynergy Retirement Planning | $173.0 million | 6 | 0 |
| Rdm Capital Associates Inc | $164.5 million | 4 | 0 |
| Stembrook Asset Management, LLC | $147.5 million | 2 | 0 |
| Millington Securities, LLC | $140.5 million | 6 | 4 |
| Garden State Retirement Specialists, LLC | $109.3 million | 3 | 0 |
| Hartshorne Group, LLC | $0 | 5 | 4 |