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Wealth Managers in Freehold, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Freehold: Shorepoint Wealth Management, RFA Score 74/100; 5.0★ from 131 Google reviews.

  2. 11

    Most-reviewed: Midas Wealth - Private Client Group, 99 Google reviews at 5.0★, the most of 114 ranked after Shorepoint Wealth Management; ranked #11.

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

114 Freehold wealth managers are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 114 rated firms.

Top 10 wealth managers in Freehold 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 Freehold at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shorepoint Wealth Management745.0★ (131)Freehold—Top score
2Legacy Wealth Advisors - Financial Planning725.0★ (88)East Brunswick, 4 mi awaySat · Sun · Evenings—
3Hudson Wealth Management LLC694.9★ (58)Red Bank, 13 mi away——
4Shoreline Wealth Management685.0★ (57)Browns Mills, 17 mi away——
5Independent Wealth Management685.0★ (21)Freehold——
6H&S Tax and Wealth Advisors LLC685.0★ (40)Red Bank, 12 mi awaySat · Sun · Evenings—
7Tax Wealth & Financial Services685.0★ (49)Lakewood, 17 mi awaySat—
8Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors675.0★ (56)Staten Island, 21 mi away——
9Oujo Wealth Strategies675.0★ (17)Freehold——
10MaxGuard Wealth674.9★ (56)Princeton, 20 mi away——

All 114 wealth managers in Freehold, 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.

  9. #9 Oujo Wealth Strategies

    Based in Freehold

    67/100RFA Score

    Ranked #9 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

  10. #10 MaxGuard Wealth

    Based in Princeton, 20 mi away

    67/100RFA Score

    Ranked #10 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

  12. #12 Alcove Private Wealth

    Based in Princeton, 18 mi away

    66/100RFA Score

    Ranked #12 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

  16. #16 Falbo Wealth Management

    Based in New Providence, 31 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    70 Floral Ave, New Providence, NJ 07974
    View profile for Falbo Wealth Management(908) 490-1190

  19. #19 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 38 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017
    View profile for Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor(646) 640-6337

  22. #22 Beneficial Wealth

    Based in Berkeley Heights, 29 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922
    View profile for Beneficial Wealth(908) 254-2779

  23. #23 Wealthspire

    Based in New York City, 38 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    521 5th Ave 15th Floor, New York, NY 10175
    View profile for Wealthspire(800) 994-3766

  24. #24 Jaeger Wealth Management

    Based in Red Bank, 13 mi away

    65/100RFA Score

    Ranked #24 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

Wealth managers 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 114 ranked wealth managers here; the rest are on their profiles.

wealth managers in Freehold, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Emeritus Wealth Group655.0★ (12)11 mi
27Breakaway Wealth Management645.0★ (44)35 mi
28Mercer Wealth Management645.0★ (18)22 mi
29SouthHampton Wealth Management645.0★ (27)28 mi
30Sullivan Wealth Management645.0★ (21)25 mi
31Windward Wealth Advisors645.0★ (12)16 mi
32Sayegh Wealth Management645.0★ (17)23 mi
33New Horizons Wealth Management635.0★ (38)40 mi
34Leo Wealth Management635.0★ (16)25 mi
35Argosy Wealth Management635.0★ (17)27 mi
36Clarity Wealth Management LLC635.0★ (8)15 mi
37Duvall Wealth & Tax Planning634.9★ (32)38 mi
38Personal Wealth Strategies625.0★ (9)19 mi
39Parion Wealth625.0★ (20)34 mi
40SkyPath Private Wealth624.7★ (24)34 mi
41WealthBridge Financial Group625.0★ (22)37 mi
42NerdWallet Wealth Partners625.0★ (17)34 mi
43Beacon Wealth625.0★ (12)29 mi
44Michael Snyder - Private Wealth Advisor, Ameriprise Financial Services, LLC625.0★ (4)12 mi
45Brunswick Wealth Management LLC625.0★ (4)13 mi
46Appreciated Wealth Management615.0★ (4)14 mi
47Merrill Lynch Wealth Management613.3★ (7)13 mi
48MYRA Wealth614.9★ (18)38 mi
49The SVS Wealth Management Team - Morgan Stanley615.0★ (3)12 mi
50MD Wealth Advisors Inc.615.0★ (8)27 mi

Also serving Freehold

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Freehold
BusinessGoogle ratingDistance
Alexander Financial Solutions5.0★ (7)In Freehold
Charles Schwab4.4★ (8)In Freehold
Coastal Financial Advisors, Inc.5.0★ (5)In Freehold
Davidson Wealth Management3.0★ (2)In Freehold
Dworetsky Financial4.2★ (30)In Freehold
Family Focus Financial Group4.8★ (24)In Freehold
Froehlich Financial Group, LTD5.0★ (4)In Freehold
GoodStreet Financial LLC5.0★ (12)In Freehold
Greg Martin - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Freehold
Jax Capital Advisors LLC5.0★ (5)In Freehold
Joseph Tansey: Primerica - Financial Services5.0★ (19)In Freehold
King Financial Network4.9★ (145)In Freehold
Korena Stewart: Primerica - Financial Services5.0★ (14)In Freehold
LJR Financial5.0★ (5)In Freehold
Mullooly Asset Management4.8★ (20)In Freehold
New Century Planning Associates, Inc.5.0★ (21)In Freehold
Northwestern Mutual-Lena M. Budraitis, MBA5.0★ (4)In Freehold
Opportunity Debt Management5.0★ (2)In Freehold
Precision Financial Strategies4.0★ (3)In Freehold
Zonin Wealth Management5.0★ (2)In Freehold

How we ranked Freehold wealth managers

We scored 114 Freehold 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 Freehold 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 Freehold: frequently asked questions

Which wealth manager has the highest RFA Score in Freehold?

By RFA Score, the highest-ranked wealth manager in Freehold, NJ is Shorepoint Wealth Management with an RFA Score of 74/100. It has 5.0★ from 131 Google reviews. Legacy Wealth Advisors - Financial Planning (#2) and Hudson Wealth Management LLC (#3) follow. We ranked 114 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Freehold?

RankedFinancialAdvisors ranks 114 wealth managers serving Freehold, NJ. 6 of them are based in Freehold; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Freehold work on weekends?

15 of 114 ranked wealth managers post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Legacy Wealth Advisors - Financial Planning (#2), H&S Tax and Wealth Advisors LLC (#6) and Tax Wealth & Financial Services (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Freehold wealth managers have?

The median Google rating among 114 rated wealth managers in Freehold is 5.0★, with a median of 8 reviews. Shorepoint Wealth Management has the most, 131 reviews, and ranks #1. 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 Freehold count in this ranking?

Yes, if they are within 40 mi of the Freehold 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 Freehold 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 Freehold 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 Freehold

  1. November 2026: RFA Scores recalculated for 114 wealth managers serving Freehold.
  2. November 2026: 5 duplicate listings merged.

More wealth managers and Freehold pages