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Financial Advisors in Freehold, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Freehold: Shorepoint Wealth Management, RFA Score 74/100; 5.0★ from 131 Google reviews.

  2. 6

    Most-reviewed: Lear & Pannepacker, LLP, 421 Google reviews at 4.9★, the most of 321 ranked; ranked #6.

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

321 Freehold financial advisors are ranked here by RFA Score, from eight published factors. 93 open Saturdays and 27 open Sundays, based on posted hours. The median Google rating is 4.9★ across 321 rated firms.

Top 10 financial advisors in Freehold 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 Freehold at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shorepoint Wealth Management745.0★ (131)Freehold—Top score
2King Financial Network744.9★ (145)Freehold——
3GRANTvest Financial Group735.0★ (241)East Brunswick, 11 mi awaySat · Sun · Evenings—
4Legacy Wealth Advisors - Financial Planning725.0★ (88)East Brunswick, 4 mi awaySat · Sun · Evenings—
5LG Insurance Agency - The Luxury Group - ALKEME725.0★ (247)Long Branch, 14 mi away——
6Lear & Pannepacker, LLP714.9★ (421)Princeton, 19 mi away—Most reviews
7Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®705.0★ (196)Woodbridge, 20 mi awaySat · Evenings—
8Global Financial Training Program704.9★ (124)Long Branch, 14 mi away——
9Garback Financial704.9★ (48)Marlboro, 6 mi away——
10Christopher Rambaran: Primerica - Financial Services704.9★ (26)Freehold——

All 321 financial advisors in Freehold, 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.

  2. #2 King Financial Network

    Based in Freehold

    74/100RFA Score

    Ranked #2 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

  7. #7 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 20 mi away

    70/100RFA Score

    Ranked #7 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

  9. #9 Garback Financial

    Based in Marlboro, 6 mi away

    70/100RFA Score

    Ranked #9 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

  11. #11 OceanFirst Bank

    Based in Freehold

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    308 W Main St, Freehold, NJ 07728
    View profile for OceanFirst Bank(888) 623-2633

  12. #12 OceanFirst Bank

    Based in Point Pleasant, 17 mi away

    70/100RFA Score

    Ranked #12 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

  16. #16 Absolute Conclusions

    Based in Eatontown, 12 mi away

    69/100RFA Score

    Ranked #16 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

  18. #18 Oujo Wealth Strategies

    Based in Freehold

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3349 NJ-138 Building A Suite D, Wall Township, NJ 07719
    View profile for Oujo Wealth Strategies(732) 556-4200

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 321 ranked financial advisors here; the rest are on their profiles.

financial advisors in Freehold, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26GoodStreet Financial LLC685.0★ (12)In Freehold
27Dworetsky Financial684.2★ (30)In Freehold
28H&S Tax and Wealth Advisors LLC685.0★ (40)12 mi
29George Basily, CPA, MST684.6★ (87)13 mi
30Shoreline Wealth Management685.0★ (57)17 mi
31Michael Russo - Wealth Management684.9★ (11)In Freehold
32Eli Burgos, CRPC®, Financial Advisor685.0★ (30)11 mi
33Afton Financial Group675.0★ (29)11 mi
34Tax Wealth & Financial Services675.0★ (49)17 mi
35Diane Schonyers: Primerica - Financial Services674.8★ (10)In Freehold
36Unique Financial Advisors & Tax Consultants674.9★ (36)13 mi
37Cg, a Springline company675.0★ (25)10 mi
38OceanFirst Bank674.9★ (62)18 mi
39Alexander Financial Solutions675.0★ (7)In Freehold
40Integrated Wealth Solutions, LLC675.0★ (7)In Freehold
41Seven Oaks Capital674.7★ (43)12 mi
42Stephen Blazejewski CFP - Equitable Advisors - Titan Financial Group675.0★ (56)20 mi
43Ocean Financial Associates, LLC675.0★ (68)22 mi
44Stockade Wealth Management (Jaime Quinones, CFP®, EA)675.0★ (6)In Freehold
45Charles Schwab674.4★ (8)In Freehold
46Jared Venutolo - Financial Advisor, Ameriprise Financial Services, LLC665.0★ (24)12 mi
47OceanFirst Bank665.0★ (38)17 mi
48Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors665.0★ (56)21 mi
49MaxGuard Wealth664.9★ (56)20 mi
50Schorpp Capital Management665.0★ (32)16 mi

Also serving Freehold

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 Freehold
BusinessGoogle ratingDistance
Applewood Asset Management, LLC1.0★ (1)In Freehold
Beneficial Capital Group Wells Fargo Advisors Financial NetworkIn Freehold
Blackman Morgan Sachs Group2.0★ (1)In Freehold
College InsightsIn Freehold
Davidson Wealth Management3.0★ (2)In Freehold
Edward Jones - Financial Advisor: Erika K Boyer, CFP®|CPWA®|AAMS®5.0★ (1)In Freehold
Edward Jones - Financial Advisor: Stuart J Lesser, AAMS®5.0★ (1)In Freehold
Glen Eagle Advisors5.0★ (1)In Freehold
Greg Martin - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Freehold
Icn Holding4.2★ (5)In Freehold
Liz Odokara Alade: Primerica - Financial Services5.0★ (1)In Freehold
Opportunity Debt Management5.0★ (2)In Freehold
Patrick Monahan - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Freehold
Paul Nader - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Freehold
Prudential, offices of Adam KayIn Freehold
Scott Codacovi - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Freehold
Wells Fargo Advisors5.0★ (1)In Freehold
Wells Fargo Advisors1.0★ (1)In Freehold
Wells Fargo AdvisorsIn Freehold
Zonin Wealth Management5.0★ (2)In Freehold

How we ranked Freehold financial advisors

We scored 321 Freehold 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 Freehold 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 Freehold: frequently asked questions

Which financial advisor has the highest RFA Score in Freehold?

By RFA Score, the highest-ranked financial advisor in Freehold, NJ is Shorepoint Wealth Management with an RFA Score of 74/100. It has 5.0★ from 131 Google reviews. King Financial Network (#2) and GRANTvest Financial Group (#3) follow. We ranked 321 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Freehold?

RankedFinancialAdvisors ranks 321 financial advisors serving Freehold, NJ. 19 of them are based in Freehold; 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 Freehold work on weekends?

93 of 321 ranked financial advisors post Saturday hours and 27 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#3), Legacy Wealth Advisors - Financial Planning (#4) and Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Freehold financial advisors have?

The median Google rating among 321 rated financial advisors in Freehold is 4.9★, with a median of 11 reviews. Lear & Pannepacker, LLP has the most, 421 reviews, and ranks #6. 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 Freehold count in this ranking?

Yes, if they are within 25 mi of the Freehold 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 Freehold 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 Freehold 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 Freehold

  1. November 2026: RFA Scores recalculated for 321 financial advisors serving Freehold.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Freehold pages