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Financial Advisors in Eatontown, NJ: 2026 rankings

355 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Eatontown: LG Insurance Agency - The Luxury Group - ALKEME, RFA Score 75/100; 5.0★ from 247 Google reviews.

  2. 3

    Most-reviewed: GRANTvest Financial Group, 241 Google reviews at 5.0★, the most of 355 ranked after LG Insurance Agency - The Luxury Group - ALKEME; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

355 Eatontown financial advisors are ranked here by RFA Score, from eight published factors. 117 open Saturdays and 37 open Sundays, based on posted hours. The median Google rating is 4.8★ across 355 rated firms.

Top 10 financial advisors in Eatontown at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Eatontown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1LG Insurance Agency - The Luxury Group - ALKEME755.0★ (247)Long Branch, 2 mi away—Top score
2Shore Tax & Financial Planning725.0★ (81)Eatontown——
3GRANTvest Financial Group725.0★ (241)East Brunswick, 13 mi awaySat · Sun · EveningsMost reviews
4Shorepoint Wealth Management725.0★ (131)Freehold, 6 mi away——
5Global Financial Training Program724.9★ (124)Long Branch, 4 mi away——
6Absolute Conclusions715.0★ (59)EatontownSat · Evenings—
7King Financial Network704.9★ (145)Freehold, 13 mi away——
8Hudson Wealth Management LLC704.9★ (58)Red Bank, 4 mi away——
9NJ Elite Group, Realtors & Investors694.9★ (59)Asbury Park, 6 mi awaySat · Sun · Evenings—
10OceanFirst Bank694.8★ (181)Point Pleasant, 16 mi awaySat—

All 355 financial advisors in Eatontown, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Eatontown

    #1 LG Insurance Agency - The Luxury Group - ALKEME

    Based in Long Branch, 2 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 247 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 247 Google reviews
    Hours
    Mon–Wed 9 AM–5:30 PM · Thu 8 AM–5:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    804 Broadway, West Long Branch, NJ 07764
    View profile for LG Insurance Agency - The Luxury Group - ALKEME(877) 288-7169

  6. #6 Absolute Conclusions

    Based in Eatontown

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–4 PM · Sat 9 AM–11:30 AM · Sun closed
    Address
    51 James Wy #102, Eatontown, NJ 07724
    View profile for Absolute Conclusions(732) 596-7755

  7. #7 King Financial Network

    Based in Freehold, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    198 US-9 Ste 204, Manalapan Township, NJ 07726
    View profile for King Financial Network(732) 845-1929

  10. #10 OceanFirst Bank

    Based in Point Pleasant, 16 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 181 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2400 Bridge Ave, Point Pleasant, NJ 08742
    View profile for OceanFirst Bank(888) 623-2633

  14. #14 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 22 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 196 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 196 Google reviews
    Hours
    Mon 7:30 AM–7 PM · Tue 7:30 AM–3 PM · Wed–Thu 7:30 AM–7 PM · Fri 7:30 AM–2 PM · Sat 9 AM–12 PM · Sun closed
    Address
    90 Woodbridge Center Dr #700, Woodbridge, NJ 07095
    View profile for Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®(973) 809-8920

  16. #16 The Debt Relief Company

    Based in Staten Island, 24 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 208 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 208 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    480 Castleton Ave, Staten Island, NY 10301
    View profile for The Debt Relief Company(888) 344-0214

  17. #17 Garback Financial

    Based in Marlboro, 6 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    265 NJ-34 Ste C, Colts Neck, NJ 07722
    View profile for Garback Financial(732) 846-2992

  19. #19 Peachtree Capital Group

    Based in Eatontown

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 34 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 34 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1 Industrial Wy W Bld C Ste A, Eatontown, NJ 07724
    View profile for Peachtree Capital Group(347) 600-8967

  21. #21 Afton Financial Group

    Based in Red Bank, 4 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    200 Schulz Dr, Red Bank, NJ 07701
    View profile for Afton Financial Group(215) 493-1764

  22. #22 Seven Oaks Capital

    Based in Red Bank, 5 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 43 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    10 NJ-35 Ste 400, Red Bank, NJ 07701
    View profile for Seven Oaks Capital(732) 696-3790

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 355 ranked financial advisors here; the rest are on their profiles.

financial advisors in Eatontown, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Tax Wealth & Financial Services675.0★ (49)14 mi
27The Lynch Financial Group675.0★ (19)4 mi
28Express Capital Financing674.8★ (169)25 mi
29ValueCap Lenders675.0★ (94)23 mi
30Smallwood Wealth Management674.6★ (26)4 mi
31Zynergy Retirement Planning674.8★ (21)5 mi
32Fidelity Investments664.5★ (22)3 mi
33Petersen Advisors, LLC665.0★ (11)In Eatontown
34Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors665.0★ (56)18 mi
35Biond Financial664.6★ (20)3 mi
36Jaeger Wealth Management665.0★ (14)4 mi
37Emeritus Wealth Group665.0★ (12)3 mi
38Keith Truex - Edelman Financial Engines665.0★ (13)4 mi
39Independent Wealth Management665.0★ (21)9 mi
40Ecliptic Financial Advisors664.7★ (35)11 mi
41William Skillender Wealth Management664.8★ (36)13 mi
42Family Focus Financial Group664.8★ (24)9 mi
43PCB FINANCIAL ADVISORY GROUP665.0★ (56)21 mi
44Silver Bay Financial665.0★ (27)12 mi
45Matt Fevola Wealth Management664.7★ (32)11 mi
46Credit Repair Experts665.0★ (61)23 mi
47Stephen Blazejewski CFP - Equitable Advisors - Titan Financial Group655.0★ (56)22 mi
48Shoreline Wealth Management655.0★ (57)22 mi
49Hoover & Ruther Financial Services655.0★ (7)In Eatontown
50Oujo Wealth Strategies655.0★ (17)9 mi

Also serving Eatontown

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Eatontown
BusinessGoogle ratingDistance
Advantage FinancialIn Eatontown
Bharat Sondhi - Prudential Financial5.0★ (1)In Eatontown
Brett E. McNamee - Morgan StanleyIn Eatontown
Cantone Research, Inc.In Eatontown
Christopher Uliano - TD Wealth Financial AdvisorIn Eatontown
DC StrategiesIn Eatontown
Edward Jones - Financial Advisor: David CashIn Eatontown
Edward Jones - Financial Advisor: Kyle AbbotIn Eatontown
Eileen Russo - Morgan Stanley5.0★ (1)In Eatontown
Grieco Financial Solutions LLCIn Eatontown
Investment Advisors Financial Group, LLC.In Eatontown
John J Sweeney - Morgan Stanley5.0★ (1)In Eatontown
Kevin Sweeney - TD Wealth Financial AdvisorIn Eatontown
Morgan Stanley Financial Advisors5.0★ (2)In Eatontown
MWM FinancialIn Eatontown
National Professional Planning Group, Inc. (NPPG)1.0★ (1)In Eatontown
NATIONAL-EATONTOWNIn Eatontown
Nava Sync Private WealthIn Eatontown
Summit Financial Resources IncIn Eatontown
Wells Fargo AdvisorsIn Eatontown

How we ranked Eatontown financial advisors

We scored 355 Eatontown financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Eatontown data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Eatontown: frequently asked questions

Which financial advisor has the highest RFA Score in Eatontown?

By RFA Score, the highest-ranked financial advisor in Eatontown, NJ is LG Insurance Agency - The Luxury Group - ALKEME with an RFA Score of 75/100. It has 5.0★ from 247 Google reviews. Shore Tax & Financial Planning (#2) and GRANTvest Financial Group (#3) follow. We ranked 355 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Eatontown?

RankedFinancialAdvisors ranks 355 financial advisors serving Eatontown, NJ. 6 of them are based in Eatontown; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Eatontown work on weekends?

117 of 355 ranked financial advisors post Saturday hours and 37 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#3), Absolute Conclusions (#6) and NJ Elite Group, Realtors & Investors (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Eatontown financial advisors have?

The median Google rating among 355 rated financial advisors in Eatontown is 4.8★, with a median of 13 reviews. LG Insurance Agency - The Luxury Group - ALKEME has the most, 247 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Eatontown count in this ranking?

Yes, if they are within 25 mi of the Eatontown city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Eatontown ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Eatontown a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Eatontown

  1. November 2026: RFA Scores recalculated for 355 financial advisors serving Eatontown.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Eatontown pages