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Financial Planners in Asbury Park, NJ: 2026 rankings

137 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Asbury Park: LG Insurance Agency - The Luxury Group - ALKEME, RFA Score 77/100; 5.0★ from 247 Google reviews.

  2. 3

    Most-reviewed: GRANTvest Financial Group, 241 Google reviews at 5.0★, the most of 137 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

137 Asbury Park financial planners are ranked here by RFA Score, from eight published factors. 45 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.9★ across 137 rated firms.

Top 10 financial planners in Asbury Park 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 planners in Asbury Park at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1LG Insurance Agency - The Luxury Group - ALKEME775.0★ (247)Long Branch, 5 mi away—Top score
2Global Financial Training Program754.9★ (124)Long Branch, 3 mi away——
3GRANTvest Financial Group745.0★ (241)East Brunswick, 18 mi awaySat · Sun · EveningsMost reviews
4OceanFirst Bank744.8★ (181)Point Pleasant, 11 mi awaySat—
5Shore Tax & Financial Planning735.0★ (81)Eatontown, 8 mi away——
6Absolute Conclusions735.0★ (59)Eatontown, 4 mi awaySat · Evenings—
7King Financial Network724.9★ (145)Freehold, 16 mi away——
8Legacy Wealth Advisors - Financial Planning715.0★ (88)East Brunswick, 17 mi awaySat · Sun · Evenings—
9Tax Wealth & Financial Services715.0★ (49)Lakewood, 9 mi awaySat—
10Garback Financial704.9★ (48)Marlboro, 9 mi away——

All 137 financial planners in Asbury Park, 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 Asbury Park

    #1 LG Insurance Agency - The Luxury Group - ALKEME

    Based in Long Branch, 5 mi away

    77/100RFA 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

  4. #4 OceanFirst Bank

    Based in Point Pleasant, 11 mi away

    74/100RFA Score

    Ranked #4 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 Absolute Conclusions

    Based in Eatontown, 4 mi away

    73/100RFA 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, 16 mi away

    72/100RFA 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 Garback Financial

    Based in Marlboro, 9 mi away

    70/100RFA Score

    Ranked #10 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

  17. #17 Seven Oaks Capital

    Based in Red Bank, 10 mi away

    69/100RFA Score

    Ranked #17 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

  19. #19 Family Focus Financial Group

    Based in Freehold, 5 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 24 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2:30 PM · Sat–Sun closed
    Address
    3350 NJ-138 Bldg 1 suite 111, Wall Township, NJ 07719
    View profile for Family Focus Financial Group(732) 364-5462

  22. #22 Oujo Wealth Strategies

    Based in Freehold, 5 mi away

    68/100RFA Score

    Ranked #22 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 planners 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 137 ranked financial planners here; the rest are on their profiles.

financial planners in Asbury Park, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26OceanFirst Bank674.5★ (67)17 mi
27Advisors Best675.0★ (8)In Asbury Park
28OceanFirst Bank674.2★ (178)20 mi
29Zynergy Retirement Planning674.8★ (21)10 mi
30Fidelity Investments674.5★ (22)8 mi
31margFINANCIAL675.0★ (12)6 mi
32Biond Financial674.6★ (20)9 mi
33GoodStreet Financial LLC675.0★ (12)6 mi
34OceanFirst Bank674.6★ (36)15 mi
35New Century Planning Associates, Inc.675.0★ (21)14 mi
36OceanFirst Bank664.5★ (68)21 mi
37Jaeger Wealth Management665.0★ (14)10 mi
38Keith Truex - Edelman Financial Engines665.0★ (13)9 mi
39Citizens664.7★ (11)6 mi
40Petersen Advisors, LLC665.0★ (11)8 mi
41Safe Harbor Wealth Management, Inc.665.0★ (30)21 mi
42OceanFirst Bank665.0★ (38)24 mi
43Northeast Financial Network664.6★ (21)13 mi
44David C. Egan, CPA664.9★ (39)24 mi
45Express Capital Financing665.0★ (7)6 mi
46Hoover & Ruther Financial Services655.0★ (7)7 mi
47Bill Ippolito, Financial Advisor at Alexander Capital L.P.655.0★ (6)6 mi
48Brett W. Sabio, CPA-PFS654.4★ (13)10 mi
49Windward Wealth Advisors655.0★ (12)14 mi
50PhilMoor Financial Group655.0★ (6)6 mi

Also serving Asbury Park

20 more financial planners 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 planners serving Asbury Park
BusinessGoogle ratingDistance
Alfred A Cohen, CPA5.0★ (2)14 mi
Atlantic AdvisorsIn Asbury Park
Beckerman Institutional5.0★ (2)In Asbury Park
Bernath & Rosenberg, P.C.5.0★ (2)14 mi
Comprehensive FinancialIn Asbury Park
Congilose & Associates5.0★ (2)7 mi
Davidson Wealth Management3.0★ (2)16 mi
Edward RogersIn Asbury Park
EPIC Wealth Management5.0★ (2)10 mi
Greg Martin - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
Joe Bonfiglio, CFP5.0★ (2)13 mi
Lawson, Rescinio & Schibell and Associates P.C.5.0★ (2)3 mi
Merrill Lynch Financial Advisor Jennifer Bentley5.0★ (2)9 mi
Merrill Lynch Financial Advisor Marc Demello5.0★ (2)9 mi
NJ Retirement Planning, LLC.3.0★ (2)6 mi
Pathways Financial PlanningIn Asbury Park
Provident Bank3.0★ (2)7 mi
Skyland Financial GroupIn Asbury Park
Two River Financial Services, LLC5.0★ (2)10 mi
Zonin Wealth Management5.0★ (2)14 mi

How we ranked Asbury Park financial planners

We scored 137 Asbury Park financial planners 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 Asbury Park 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Asbury Park: frequently asked questions

Which financial planner has the highest RFA Score in Asbury Park?

By RFA Score, the highest-ranked financial planner in Asbury Park, NJ is LG Insurance Agency - The Luxury Group - ALKEME with an RFA Score of 77/100. It has 5.0★ from 247 Google reviews. Global Financial Training Program (#2) and GRANTvest Financial Group (#3) follow. We ranked 137 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Asbury Park?

RankedFinancialAdvisors ranks 137 financial planners serving Asbury Park, NJ. 1 of them is based in Asbury Park; 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 planners in Asbury Park work on weekends?

45 of 137 ranked financial planners post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#3), OceanFirst Bank (#4) and Absolute Conclusions (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Asbury Park financial planners have?

The median Google rating among 137 rated financial planners in Asbury Park is 4.9★, 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 planners?

Each financial planner 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 planners outside Asbury Park count in this ranking?

Yes, if they are within 25 mi of the Asbury Park city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Asbury Park ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Asbury Park 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 planners 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 Asbury Park

  1. November 2026: RFA Scores recalculated for 137 financial planners serving Asbury Park.

More financial planners and Asbury Park pages