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Wealth Managers in Bayville, NJ: 2026 rankings

35 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bayville: Shoreline Wealth Management, RFA Score 70/100; 5.0★ from 57 Google reviews.

  2. 2

    Most-reviewed: Shorepoint Wealth Management, 131 Google reviews at 5.0★, the most of 35 ranked; ranked #2.

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

35 Bayville wealth managers are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 35 rated firms.

Most of this list also appears on the Wealth managers in Toms River ranking. See Wealth managers in Toms River

Top 10 wealth managers in Bayville 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 wealth managers in Bayville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shoreline Wealth Management705.0★ (57)Browns Mills, 10 mi away—Top score
2Shorepoint Wealth Management705.0★ (131)Freehold, 26 mi away—Most reviews
3Tax Wealth & Financial Services695.0★ (49)Lakewood, 14 mi awaySat—
4Safe Harbor Wealth Management, Inc.695.0★ (30)Toms River, 5 mi away——
5Shoreline Wealth Management685.0★ (45)Ocean Acres, 17 mi away——
6Legacy Wealth Advisors - Financial Planning685.0★ (88)East Brunswick, 29 mi awaySat · Sun · Evenings—
7William Skillender Wealth Management674.8★ (36)Lakewood, 15 mi away——
8Matt Fevola Wealth Management664.7★ (32)Lakewood, 17 mi away——
9Hudson Wealth Management LLC664.9★ (58)Red Bank, 31 mi away——
10Independent Wealth Management665.0★ (21)Freehold, 18 mi away——

All 35 wealth managers in Bayville, 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 Bayville

    #1 Shoreline Wealth Management

    Based in Browns Mills, 10 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2915 Ridgeway Rd Ste B, Manchester Township, NJ 08759
    View profile for Shoreline Wealth Management(732) 902-7880

  11. #11 Windward Wealth Advisors

    Based in Holiday City-Berkeley, 10 mi away

    65/100RFA Score

    Ranked #11 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
    522 Brick Blvd Ste 203-2, Brick Township, NJ 08723
    View profile for Windward Wealth Advisors(732) 230-6191

  13. #13 Oujo Wealth Strategies

    Based in Freehold, 18 mi away

    65/100RFA Score

    Ranked #13 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

  14. #14 MaxGuard Wealth

    Based in Princeton, 38 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    212 Carnegie Center Dr #106, Princeton, NJ 08540
    View profile for MaxGuard Wealth(609) 498-6996

  17. #17 Alcove Private Wealth

    Based in Princeton, 38 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 College Rd E Ste 230, Princeton, NJ 08540
    View profile for Alcove Private Wealth(609) 917-7550

  19. #19 Jaeger Wealth Management

    Based in Red Bank, 31 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    10 Broad St Ste 202, Red Bank, NJ 07701
    View profile for Jaeger Wealth Management(732) 383-6530

  21. #21 Emeritus Wealth Group

    Based in Tinton Falls, 29 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    91 Apple St 2nd Floor, Tinton Falls, NJ 07724
    View profile for Emeritus Wealth Group(856) 955-1376

  22. #22 Mercer Wealth Management

    Based in Ewing, 37 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3500 Quakerbridge Rd Ste 106, Hamilton Township, NJ 08619
    View profile for Mercer Wealth Management(609) 528-7100

  24. #24 Allied Wealth Partners

    Based in Lakewood, 16 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2317 NJ-34 Ste 1 D, Manasquan, NJ 08736
    View profile for Allied Wealth Partners(732) 348-1270

How we ranked Bayville wealth managers

We scored 35 Bayville wealth managers 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 Bayville 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Bayville: frequently asked questions

Which wealth manager has the highest RFA Score in Bayville?

By RFA Score, the highest-ranked wealth manager in Bayville, NJ is Shoreline Wealth Management with an RFA Score of 70/100. It has 5.0★ from 57 Google reviews. Shorepoint Wealth Management (#2) and Tax Wealth & Financial Services (#3) follow. We ranked 35 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Bayville work on weekends?

4 of 35 ranked wealth managers post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Tax Wealth & Financial Services (#3), Legacy Wealth Advisors - Financial Planning (#6) and H&S Tax and Wealth Advisors LLC (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bayville wealth managers have?

The median Google rating among 35 rated wealth managers in Bayville is 5.0★, with a median of 14 reviews. Shorepoint Wealth Management has the most, 131 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Bayville count in this ranking?

Yes, if they are within 40 mi of the Bayville city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Bayville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’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 wealth manager in Bayville 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 wealth managers 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 Bayville

  1. November 2026: RFA Scores recalculated for 35 wealth managers serving Bayville.

More wealth managers and Bayville pages