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Financial Advisors in Lakewood, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lakewood: OceanFirst Bank, RFA Score 75/100; 4.8★ from 181 Google reviews; open Saturdays until 12 PM.

  2. 2

    Most-reviewed: LG Insurance Agency - The Luxury Group - ALKEME, 247 Google reviews at 5.0★, the most of 189 ranked; ranked #2.

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

189 Lakewood financial advisors are ranked here by RFA Score, from eight published factors. 41 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 5.0★ across 189 rated firms.

Top 10 financial advisors in Lakewood 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 Lakewood at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1OceanFirst Bank754.8★ (181)Point Pleasant, 8 mi awaySatTop score
2LG Insurance Agency - The Luxury Group - ALKEME755.0★ (247)Long Branch, 18 mi away—Most reviews
3Tax Wealth & Financial Services755.0★ (49)LakewoodSat—
4Shorepoint Wealth Management745.0★ (131)Freehold, 13 mi away——
5GRANTvest Financial Group745.0★ (241)East Brunswick, 22 mi awaySat · Sun · Evenings—
6King Financial Network734.9★ (145)Freehold, 15 mi away——
7Shoreline Wealth Management735.0★ (57)Browns Mills, 6 mi away——
8William Skillender Wealth Management734.8★ (36)Lakewood——
9Global Financial Training Program734.9★ (124)Long Branch, 16 mi away——
10Ocean Financial Associates, LLC735.0★ (68)Beachwood, 11 mi away——

All 189 financial advisors in Lakewood, 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 Lakewood

    #1 OceanFirst Bank

    Based in Point Pleasant, 8 mi away

    75/100RFA Score

    Ranked #1 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

  6. #6 King Financial Network

    Based in Freehold, 15 mi away

    73/100RFA Score

    Ranked #6 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

  11. #11 Silver Bay Financial

    Based in Lakewood

    73/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9:30 AM–4:30 PM · Sat–Sun closed
    Address
    56 Union Ave #3, Manasquan, NJ 08736
    View profile for Silver Bay Financial(732) 592-3320

  15. #15 OceanFirst Bank

    Based in Toms River, 4 mi away

    72/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 67 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    147 NJ-70, Toms River, NJ 08755
    View profile for OceanFirst Bank(888) 623-2633

  17. #17 Absolute Conclusions

    Based in Eatontown, 15 mi away

    71/100RFA Score

    Ranked #17 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

  19. #19 OceanFirst Bank

    Based in Toms River, 9 mi away

    71/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.5★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 68 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    55 Bananier Dr, Toms River, NJ 08755
    View profile for OceanFirst Bank(888) 623-2633

  20. #20 OceanFirst Bank

    Based in Toms River, 9 mi away

    71/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 178 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 178 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    975 Hooper Ave, Toms River, NJ 08753
    View profile for OceanFirst Bank(888) 623-2633

  21. #21 Tekeno Financial

    Based in Toms River, 5 mi away

    71/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    120 Liberty Bell Rd, Toms River, NJ 08755
    View profile for Tekeno Financial(732) 806-0017

  22. #22 Garback Financial

    Based in Marlboro, 13 mi away

    71/100RFA Score

    Ranked #22 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

  25. #25 margFINANCIAL

    Based in Lakewood

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1800 NJ-34 #201, Wall Township, NJ 07719
    View profile for margFINANCIAL(732) 922-6300

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

financial advisors in Lakewood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26ReSure LLC705.0★ (10)In Lakewood
27Independent Wealth Management705.0★ (21)8 mi
28Family Focus Financial Group704.8★ (24)8 mi
29Hudson Wealth Management LLC704.9★ (58)19 mi
30OceanFirst Bank694.6★ (36)11 mi
31Mullooly Asset Management694.8★ (20)7 mi
32Safe Financial Solutions, Inc.695.0★ (39)18 mi
33Oujo Wealth Strategies695.0★ (17)8 mi
34Citizens694.6★ (9)In Lakewood
35Windward Wealth Advisors695.0★ (12)5 mi
36New Century Planning Associates, Inc.695.0★ (21)11 mi
37Yaakov Berman Financial Strategies695.0★ (7)In Lakewood
38Shore Point Advisors695.0★ (7)In Lakewood
39H&S Tax and Wealth Advisors LLC695.0★ (40)19 mi
40Christopher Rambaran: Primerica - Financial Services694.9★ (26)13 mi
41Apple Bank694.5★ (8)In Lakewood
42Financial Futures LLC694.5★ (8)In Lakewood
43Bank of America (with Drive-thru ATM)693.5★ (68)In Lakewood
44Barzel Capital695.0★ (6)In Lakewood
45Jalinski Advisory Group, Inc.694.4★ (22)8 mi
46PCB FINANCIAL ADVISORY GROUP695.0★ (56)24 mi
47PhilMoor Financial Group695.0★ (6)In Lakewood
48Michael Nava: Primerica - Financial Services684.1★ (9)In Lakewood
49Cg, a Springline company685.0★ (25)15 mi
50Eli Burgos, CRPC®, Financial Advisor685.0★ (30)18 mi

Also serving Lakewood

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 Lakewood
BusinessGoogle ratingDistance
Associated Financial Planners5.0★ (1)In Lakewood
AXA Advisors, LLC - Wall, NJ5.0★ (1)In Lakewood
Bernath & Rosenberg, P.C.5.0★ (2)In Lakewood
Black Wolf Capital5.0★ (1)In Lakewood
Congilose & Associates5.0★ (2)In Lakewood
Echelon Advisors5.0★ (1)In Lakewood
Edward Jones - Financial Advisor: Rich DiPalma, CMFA®|AAMS®5.0★ (2)In Lakewood
Gene Ann Pesano - Prudential Financial4.0★ (1)In Lakewood
Linda Giacobbe - Prudential Financial5.0★ (2)In Lakewood
Merrill Lynch Financial Advisor Robert Mirsky5.0★ (1)In Lakewood
Michael Anthony Barbieri: Primerica - Financial Services5.0★ (2)In Lakewood
Morgan Stanley Financial Advisors5.0★ (2)In Lakewood
NJ Retirement Planning, LLC.3.0★ (2)In Lakewood
Peapack Private5.0★ (1)In Lakewood
Pine Lake Life Solutions5.0★ (1)In Lakewood
Prudential | Jim Curran|Life Insurance & Financial Services3.0★ (1)In Lakewood
Sea Clear Financial Planning, LLC5.0★ (1)In Lakewood
ShorePath Wealth Management - UBS Financial Services Inc.5.0★ (1)In Lakewood
Wall, NJ Branch Office - UBS Financial Services Inc.5.0★ (1)In Lakewood
Wells Fargo Advisors5.0★ (1)In Lakewood

How we ranked Lakewood financial advisors

We scored 189 Lakewood 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 Lakewood 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 Lakewood: frequently asked questions

Which financial advisor has the highest RFA Score in Lakewood?

By RFA Score, the highest-ranked financial advisor in Lakewood, NJ is OceanFirst Bank with an RFA Score of 75/100. It has 4.8★ from 181 Google reviews. It is open Saturdays until 12 PM. LG Insurance Agency - The Luxury Group - ALKEME (#2) and Tax Wealth & Financial Services (#3) follow. We ranked 189 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lakewood?

RankedFinancialAdvisors ranks 189 financial advisors serving Lakewood, NJ. 17 of them are based in Lakewood; 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 Lakewood work on weekends?

41 of 189 ranked financial advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are OceanFirst Bank (#1), Tax Wealth & Financial Services (#3) and GRANTvest Financial Group (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lakewood financial advisors have?

The median Google rating among 189 rated financial advisors in Lakewood is 5.0★, with a median of 10 reviews. LG Insurance Agency - The Luxury Group - ALKEME has the most, 247 reviews, and ranks #2. 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 Lakewood count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 189 financial advisors serving Lakewood.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Lakewood pages