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Find Retirement Advisors for Retirement Planning in Red Bank, New Jersey
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Red Bank, New Jersey
Last Updated - April 24, 2025Red Bank has 21 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Red Bank, New Jersey have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Red Bank, New Jersey
VERIFIEDSmallwood Wealth
CFP®, AIF®
Qualifications
Firm CRD# 288663
Series 7, 66
Minimum Assets Required
$150,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDDaniel Linn
RICP®
Prudential
Qualifications
CRD# 6162307
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDDan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDCondor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
Qualifications
Firm CRD# 104920
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Red Bank, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 47 Reckless Place, Red Bank, NJ, 07701 | $1,580,487,586 | 1555 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 141 W Front Street, Suite 415, Red Bank, NJ, 07701 | $1,362,771,245 | 4 | 29 | A percentage of AUM, Performance Based |
| 3 | 322 Route 35 South, Red Bank, NJ, 07701 | $971,818,926 | 4 | 6 | A percentage of AUM, Performance Based |
| 4 | 3 Harding Road, Suite B, Red Bank, NJ, 07701 | $713,848,786 | 2043 | 9 | Fixed fees |
| 5 | One River Centre - 331 Newman Springs Road, Suite 105 Red Bank, NJ, 07701 | $527,406,298 | 1491 | 19 | A percentage of AUM |
| 6 | 151 Bodman Pl., Suite 301 Red Bank, NJ, 07701 | $492,591,802 | 5 | 13 | A percentage of AUM, Performance Based |
| 7 | 328 Newman Springs Road, Red Bank, NJ, 07701 | $445,630,897 | 1904 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 188 East Bergen Place, Suite 202 Red Bank, NJ, 07701 | $400,868,341 | 1106 | 5 | A percentage of AUM, Fixed fees |
| 9 | 12 Broad Street, 5th Floor, Red Bank, NJ, 07701 | $326,798,857 | 296 | 19 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 10 | 331 Newman Springs Road, Suite 133 Red Bank, NJ, 07701-1074 | $304,649,439 | 328 | 6 | A percentage of AUM, Other (PERFORMANCE FEE PAID TO RELATED PARTY) |
| 11 | 298 Broad St, Red Bank, NJ, 07701 | $276,702,365 | 655 | 6 | A percentage of AUM, Hourly charges |
| 12 | 199 Broad Street, Red Bank, NJ, 07701 | $262,572,352 | 874 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 200 Schulz Drive, Suite 302 Red Bank, NJ, 07701 | $260,514,229 | 713 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| 14 | 157 Broad St., Suite 303 Red Bank, NJ, 07701 | $199,261,393 | 41 | 3 | A percentage of AUM |
| 15 | 331 Newman Springs Road, Suite 105 Red Bank, NJ, 07701 | $187,753,080 | 4 | 8 | A percentage of AUM |
Information on Top Retirement Planning firms in Red Bank, New Jersey
QualificationsFirm CRD# 158332
Assets Under Management $1,580,487,586
No. Of Clients1555
Clients Per Financial Advisor130
WITHUM WEALTH MANAGEMENT is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1555 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 286689
Assets Under Management $1,362,771,245
No. Of Clients4
Clients Per Financial Advisor0
LOCUST POINT CAPITAL is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 289785
Assets Under Management $971,818,926
No. Of Clients4
Clients Per Financial Advisor1
SHREWSBURY RIVER CAPITAL LP is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 121496
Assets Under Management $713,848,786
No. Of Clients2043
Clients Per Financial Advisor227
LIGHTHOUSE FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $714M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2043 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 106336
Assets Under Management $527,406,298
No. Of Clients1491
Clients Per Financial Advisor78
WBI INVESTMENTS, LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $527M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1491 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 290637
Assets Under Management $492,591,802
No. Of Clients5
Clients Per Financial Advisor0
BLUESHIFT ASSET MANAGEMENT is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $493M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 133088
Assets Under Management $445,630,897
No. Of Clients1904
Clients Per Financial Advisor71
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1904 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 308026
Assets Under Management $400,868,341
No. Of Clients1106
Clients Per Financial Advisor221
SHOREHAVEN WEALTH PARTNERS, LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $401M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1106 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 144442
Assets Under Management $326,798,857
No. Of Clients296
Clients Per Financial Advisor16
NEWPORT CAPITAL GROUP, LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 113926
Assets Under Management $304,649,439
No. Of Clients328
Clients Per Financial Advisor55
PRINCETON CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PERFORMANCE FEE PAID TO RELATED PARTY)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106758
Assets Under Management $276,702,365
No. Of Clients655
Clients Per Financial Advisor109
THE HOGAN-KNOTTS FINANCIAL GROUP, INC. is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 655 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 288663
Assets Under Management $262,572,352
No. Of Clients874
Clients Per Financial Advisor109
SMALLWOOD WEALTH MANAGEMENT is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 874 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 171986
Assets Under Management $260,514,229
No. Of Clients713
Clients Per Financial Advisor102
SALVUS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 106248
Assets Under Management $199,261,393
No. Of Clients41
Clients Per Financial Advisor14
DELTA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 147298
Assets Under Management $187,753,080
No. Of Clients4
Clients Per Financial Advisor1
MILLINGTON SECURITIES, LLC is a financial advisory firm situated in Red Bank, New Jersey. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
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