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Financial Advisors in Red Bank, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Red Bank: LG Insurance Agency - The Luxury Group - ALKEME, RFA Score 74/100; 5.0★ from 247 Google reviews.

  2. 15

    Most-reviewed: PREMIÉR ACCOUNTING, TAX & BUSINESS, 477 Google reviews at 4.8★, the most of 468 ranked; ranked #15.

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

468 Red Bank financial advisors are ranked here by RFA Score, from eight published factors. 168 open Saturdays and 50 open Sundays, based on posted hours. The median Google rating is 4.8★ across 468 rated firms.

Top 10 financial advisors in Red Bank 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 Red Bank at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1LG Insurance Agency - The Luxury Group - ALKEME745.0★ (247)Long Branch, 5 mi away—Top score
2GRANTvest Financial Group735.0★ (241)East Brunswick, 10 mi awaySat · Sun · Evenings—
3Shorepoint Wealth Management725.0★ (131)Freehold, 7 mi away——
4Global Financial Training Program714.9★ (124)Long Branch, 7 mi away——
5Shore Tax & Financial Planning715.0★ (81)Eatontown, 5 mi away——
6Hudson Wealth Management LLC714.9★ (58)Red Bank——
7Premium Paybacks WC Insurance Recovery705.0★ (231)Brooklyn, 20 mi away——
8H&S Tax and Wealth Advisors LLC705.0★ (40)Red BankSat · Sun · Evenings—
9King Financial Network704.9★ (145)Freehold, 13 mi away——
10Absolute Conclusions705.0★ (59)Eatontown, 5 mi awaySat · Evenings—

All 468 financial advisors in Red Bank, 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 Red Bank

    #1 LG Insurance Agency - The Luxury Group - ALKEME

    Based in Long Branch, 5 mi away

    74/100RFA 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

  9. #9 King Financial Network

    Based in Freehold, 13 mi away

    70/100RFA Score

    Ranked #9 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 Absolute Conclusions

    Based in Eatontown, 5 mi away

    70/100RFA Score

    Ranked #10 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

  11. #11 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 19 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 The Debt Relief Company

    Based in Staten Island, 20 mi away

    70/100RFA Score

    Ranked #12 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

  16. #16 Seven Oaks Capital

    Based in Red Bank

    69/100RFA Score

    Ranked #16 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

  17. #17 Afton Financial Group

    Based in Red Bank

    69/100RFA Score

    Ranked #17 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

  21. #21 OceanFirst Bank

    Based in Point Pleasant, 19 mi away

    68/100RFA Score

    Ranked #21 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

  22. #22 Garback Financial

    Based in Marlboro, 7 mi away

    68/100RFA 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

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

financial advisors in Red Bank, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Smallwood Wealth Management684.6★ (26)In Red Bank
27Zynergy Retirement Planning684.8★ (21)In Red Bank
28ValueCap Lenders675.0★ (94)20 mi
29Cg, a Springline company675.0★ (25)4 mi
30Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors675.0★ (56)15 mi
31On Time Capital674.9★ (124)23 mi
32Biond Financial674.6★ (20)In Red Bank
33Peachtree Capital Group674.6★ (34)5 mi
34Jaeger Wealth Management675.0★ (14)In Red Bank
35Fidelity Investments674.5★ (22)1 mi
36Keith Truex - Edelman Financial Engines675.0★ (13)In Red Bank
37Midas Wealth - Private Client Group665.0★ (99)25 mi
38Credit Repair Experts665.0★ (61)19 mi
39Stephen Blazejewski CFP - Equitable Advisors - Titan Financial Group665.0★ (56)19 mi
40Emeritus Wealth Group665.0★ (12)1 mi
41PCB FINANCIAL ADVISORY GROUP665.0★ (56)19 mi
42Tax Wealth & Financial Services665.0★ (49)18 mi
43Petersen Advisors, LLC665.0★ (11)1 mi
44Damian Sylvia, Retirement Income Solutions664.9★ (19)7 mi
45OceanFirst Bank665.0★ (38)16 mi
46Bank of America Financial Center664.4★ (184)20 mi
47David C. Egan, CPA664.9★ (39)15 mi
48Northeast Financial Network664.6★ (21)6 mi
49Emerald Capital Funding655.0★ (46)19 mi
50George Basily, CPA, MST654.6★ (87)19 mi

Also serving Red Bank

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 Red Bank
BusinessGoogle ratingDistance
Bank of America Private Client Advisor Michael Erskine5.0★ (1)In Red Bank
Buttfield & Associates5.0★ (1)In Red Bank
EPIC Wealth Management5.0★ (2)In Red Bank
Liberty Wealth Solutions5.0★ (2)In Red Bank
Merrill Lynch Financial Advisor Brian McNally5.0★ (1)In Red Bank
Merrill Lynch Financial Advisor Christian Dammann5.0★ (1)In Red Bank
Merrill Lynch Financial Advisor Jennifer Bentley5.0★ (2)In Red Bank
Merrill Lynch Financial Advisor Marc Demello5.0★ (2)In Red Bank
Merrill Lynch Financial Advisor Michael Minnella5.0★ (1)In Red Bank
Merrill Lynch Financial Advisor Sylvan Goldwert5.0★ (1)In Red Bank
Merrill Lynch Financial Advisor Valbona Capri5.0★ (1)In Red Bank
Milin Rao - Morgan Stanley5.0★ (1)In Red Bank
Newport Capital Group3.0★ (1)In Red Bank
Peter S. Thorne - Morgan Stanley5.0★ (1)In Red Bank
PNC Private Bank4.0★ (1)In Red Bank
The Bitterly Wealth Management Group - Morgan Stanley3.0★ (1)In Red Bank
The Brennan GaNun Group - Morgan Stanley5.0★ (1)In Red Bank
Two River Financial Services, LLC5.0★ (2)In Red Bank
ValueAligned Partners5.0★ (2)In Red Bank
Withum Wealth Management4.0★ (1)In Red Bank

How we ranked Red Bank financial advisors

We scored 468 Red Bank 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 Red Bank 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 Red Bank: frequently asked questions

Which financial advisor has the highest RFA Score in Red Bank?

By RFA Score, the highest-ranked financial advisor in Red Bank, NJ is LG Insurance Agency - The Luxury Group - ALKEME with an RFA Score of 74/100. It has 5.0★ from 247 Google reviews. GRANTvest Financial Group (#2) and Shorepoint Wealth Management (#3) follow. We ranked 468 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Red Bank?

RankedFinancialAdvisors ranks 468 financial advisors serving Red Bank, NJ. 11 of them are based in Red Bank; 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 Red Bank work on weekends?

168 of 468 ranked financial advisors post Saturday hours and 50 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#2), H&S Tax and Wealth Advisors LLC (#8) and Absolute Conclusions (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Red Bank financial advisors have?

The median Google rating among 468 rated financial advisors in Red Bank is 4.8★, with a median of 13 reviews. PREMIÉR ACCOUNTING, TAX & BUSINESS has the most, 477 reviews, and ranks #15. 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 Red Bank count in this ranking?

Yes, if they are within 25 mi of the Red Bank 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 Red Bank 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 Red Bank 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 Red Bank

  1. November 2026: RFA Scores recalculated for 468 financial advisors serving Red Bank.
  2. November 2026: 10 duplicate listings merged.

More financial advisors and Red Bank pages