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Financial Planners in Long Branch, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Long Branch: LG Insurance Agency - The Luxury Group - ALKEME, RFA Score 78/100; 5.0★ from 247 Google reviews.

  2. 3

    Most-reviewed: GRANTvest Financial Group, 241 Google reviews at 5.0★, the most of 214 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

214 Long Branch financial planners are ranked here by RFA Score, from eight published factors. 86 open Saturdays and 22 open Sundays, based on posted hours. The median Google rating is 4.8★ across 214 rated firms.

Top 10 financial planners in Long Branch 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 Long Branch at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1LG Insurance Agency - The Luxury Group - ALKEME785.0★ (247)Long Branch—Top score
2Global Financial Training Program754.9★ (124)Long Branch——
3GRANTvest Financial Group745.0★ (241)East Brunswick, 15 mi awaySat · Sun · EveningsMost reviews
4Shore Tax & Financial Planning735.0★ (81)Eatontown, 2 mi away——
5Absolute Conclusions725.0★ (59)Eatontown, 4 mi awaySat · Evenings—
6OceanFirst Bank714.8★ (181)Point Pleasant, 17 mi awaySat—
7King Financial Network714.9★ (145)Freehold, 16 mi away——
8Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®715.0★ (196)Woodbridge, 24 mi awaySat · Evenings—
9Legacy Wealth Advisors - Financial Planning705.0★ (88)East Brunswick, 17 mi awaySat · Sun · Evenings—
10H&S Tax and Wealth Advisors LLC705.0★ (40)Red Bank, 5 mi awaySat · Sun · Evenings—

All 214 financial planners in Long Branch, 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.

  5. #5 Absolute Conclusions

    Based in Eatontown, 4 mi away

    72/100RFA Score

    Ranked #5 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

  6. #6 OceanFirst Bank

    Based in Point Pleasant, 17 mi away

    71/100RFA Score

    Ranked #6 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

  7. #7 King Financial Network

    Based in Freehold, 16 mi away

    71/100RFA 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

  8. #8 Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

    Based in Woodbridge, 24 mi away

    71/100RFA Score

    Ranked #8 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

  13. #13 Garback Financial

    Based in Marlboro, 10 mi away

    69/100RFA Score

    Ranked #13 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

  14. #14 Seven Oaks Capital

    Based in Red Bank, 6 mi away

    69/100RFA Score

    Ranked #14 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

  21. #21 Fidelity Investments

    Based in Long Branch

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    530 Route 35, The Grove West, Shrewsbury, NJ 07702
    View profile for Fidelity Investments(800) 753-0602

  22. #22 Credit Repair Experts

    Based in Brooklyn, 22 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1642 Coney Island Ave, Brooklyn, NY 11230
    View profile for Credit Repair Experts(718) 475-2087

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 214 ranked financial planners here; the rest are on their profiles.

financial planners in Long Branch, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26William Skillender Wealth Management664.8★ (36)13 mi
27Stephen Blazejewski CFP - Equitable Advisors - Titan Financial Group665.0★ (56)24 mi
28Biond Financial664.6★ (20)5 mi
29PCB FINANCIAL ADVISORY GROUP665.0★ (56)24 mi
30George Basily, CPA, MST664.6★ (87)24 mi
31Family Focus Financial Group664.8★ (24)11 mi
32Independent Wealth Management665.0★ (21)11 mi
33Citizens664.7★ (11)In Long Branch
34Bank of America (with Drive-thru ATM)653.9★ (231)20 mi
35David C. Egan, CPA654.9★ (39)19 mi
36Jaeger Wealth Management655.0★ (14)5 mi
37Bankers Conseco Life Insurance Company654.9★ (43)20 mi
38OceanFirst Bank655.0★ (38)20 mi
39Apple Bank654.7★ (48)20 mi
40Keith Truex - Edelman Financial Engines655.0★ (13)6 mi
41FJC Financial Group655.0★ (37)21 mi
42Petersen Advisors, LLC655.0★ (11)4 mi
43OceanFirst Bank654.5★ (67)22 mi
44OceanFirst Bank654.6★ (36)17 mi
45Northeast Financial Network654.6★ (21)10 mi
46Oujo Wealth Strategies655.0★ (17)11 mi
47Express Capital Financing655.0★ (7)In Long Branch
48Justin Branch, CFP655.0★ (39)24 mi
49Mullooly Asset Management654.8★ (20)12 mi
50New Century Planning Associates, Inc.645.0★ (21)15 mi

Also serving Long Branch

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 Long Branch
BusinessGoogle ratingDistance
Bridlewood Private WealthIn Long Branch
CapitalCrest PartnersIn Long Branch
Evolution Investor RelationsIn Long Branch
Fischer Investment CapitalIn Long Branch
Grace Capital Resources LLCIn Long Branch
Kiran Sondhi - Prudential Financial5.0★ (1)In Long Branch
Lawson, Rescinio & Schibell and Associates P.C.5.0★ (2)In Long Branch
MerrillIn Long Branch
Merrill Lynch Financial Advisor Jennifer Bentley5.0★ (2)5 mi
Merrill Lynch Financial Advisor Marc Demello5.0★ (2)5 mi
Mocik Consulting Group5.0★ (7)In Long Branch
Perhach Associates Wealth ManagementIn Long Branch
Planning AllianceIn Long Branch
Premier Credit ProIn Long Branch
Provident Bank3.0★ (2)In Long Branch
Raymond JamesIn Long Branch
Wealth Enhancement GroupIn Long Branch
Wells Fargo AdvisorsIn Long Branch
Wells Fargo AdvisorsIn Long Branch
Wells Fargo AdvisorsIn Long Branch

How we ranked Long Branch financial planners

We scored 214 Long Branch 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 Long Branch 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 Long Branch: frequently asked questions

Which financial planner has the highest RFA Score in Long Branch?

By RFA Score, the highest-ranked financial planner in Long Branch, NJ is LG Insurance Agency - The Luxury Group - ALKEME with an RFA Score of 78/100. It has 5.0★ from 247 Google reviews. Global Financial Training Program (#2) and GRANTvest Financial Group (#3) follow. We ranked 214 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Long Branch?

RankedFinancialAdvisors ranks 214 financial planners serving Long Branch, NJ. 5 of them are based in Long Branch; 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 Long Branch work on weekends?

86 of 214 ranked financial planners post Saturday hours and 22 post Sunday hours. The highest-ranked open Saturdays are GRANTvest Financial Group (#3), Absolute Conclusions (#5) and OceanFirst Bank (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Long Branch financial planners have?

The median Google rating among 214 rated financial planners in Long Branch is 4.8★, with a median of 14 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 Long Branch count in this ranking?

Yes, if they are within 25 mi of the Long Branch 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 Long Branch 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 Long Branch 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 Long Branch

  1. November 2026: RFA Scores recalculated for 214 financial planners serving Long Branch.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Long Branch pages