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Wealth Managers in Toms River, NJ: 2026 rankings

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

The short answer

  1. 1

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

  2. 6

    Most-reviewed: Peak Wealth Partners, 156 Google reviews at 5.0★, the most of 47 ranked; ranked #6.

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

47 Toms River wealth managers are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 47 rated firms.

Top 10 wealth managers in Toms River 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 Toms River at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Shoreline Wealth Management705.0★ (57)Browns Mills, 6 mi away—Top score
2Shorepoint Wealth Management705.0★ (131)Freehold, 23 mi away——
3Safe Harbor Wealth Management, Inc.695.0★ (30)Toms River——
4Tax Wealth & Financial Services685.0★ (49)Lakewood, 12 mi awaySat—
5Legacy Wealth Advisors - Financial Planning685.0★ (88)East Brunswick, 26 mi awaySat · Sun · Evenings—
6Peak Wealth Partners675.0★ (156)Cherry Hill Mall, 40 mi away—Most reviews
7Shoreline Wealth Management675.0★ (45)Ocean Acres, 19 mi away——
8William Skillender Wealth Management674.8★ (36)Lakewood, 14 mi away——
9Matt Fevola Wealth Management664.7★ (32)Lakewood, 15 mi away——
10Hudson Wealth Management LLC664.9★ (58)Red Bank, 28 mi away——

All 47 wealth managers in Toms River, 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 Toms River

    #1 Shoreline Wealth Management

    Based in Browns Mills, 6 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

  6. #6 Peak Wealth Partners

    Based in Cherry Hill Mall, 40 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  11. #11 Windward Wealth Advisors

    Based in Holiday City-Berkeley, 7 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

  14. #14 Oujo Wealth Strategies

    Based in Freehold, 16 mi away

    65/100RFA Score

    Ranked #14 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

  15. #15 MaxGuard Wealth

    Based in Princeton, 35 mi away

    65/100RFA Score

    Ranked #15 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

  16. #16 Ausperity Private Wealth

    Based in Cherry Hill Mall, 40 mi away

    64/100RFA Score

    Ranked #16 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–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  20. #20 Alcove Private Wealth

    Based in Princeton, 35 mi away

    64/100RFA Score

    Ranked #20 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

  21. #21 Quaker Wealth Management

    Based in Cherry Hill Mall, 40 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    70 E Main St, Moorestown, NJ 08057
    View profile for Quaker Wealth Management(856) 222-0110

  25. #25 Jaeger Wealth Management

    Based in Red Bank, 28 mi away

    62/100RFA Score

    Ranked #25 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

All 47 wealth managers

#1 to #25 are shown in full above. Here are #26 to #47, in RFA Score order; each links to its profile.

wealth managers in Toms River, ranks 26 to 47
RankBusinessRFA ScoreGoogle ratingDistance
26Emeritus Wealth Group625.0★ (12)27 mi
27Mercer Wealth Management625.0★ (18)33 mi
28Appreciated Wealth Management625.0★ (4)13 mi
29Integrated Wealth Solutions, LLC615.0★ (7)25 mi
30Allied Wealth Partners614.0★ (4)14 mi
31Personal Wealth Strategies615.0★ (9)30 mi
32Stockade Wealth Management (Jaime Quinones, CFP®, EA)615.0★ (6)25 mi
33Michael Snyder - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (4)28 mi
34The SVS Wealth Management Team - Morgan Stanley595.0★ (3)26 mi
35Merrill Lynch Wealth Management593.3★ (7)28 mi
36GDI Private Wealth Advisors595.0★ (7)39 mi
37Sheehy Associates Proactive Wealth Management584.2★ (5)33 mi
38Brunswick Wealth Management LLC585.0★ (4)34 mi
39The Mather Group | Wealth Management & Financial Planning583.0★ (4)28 mi
40GARAFANO WEALTH & TAX MANAGEMENT LLC583.8★ (10)40 mi
41Merrill Lynch Wealth Management585.0★ (5)40 mi
42CMA Wealth Management, LLC585.0★ (3)35 mi
43Wealthguard Annuity Group LLC585.0★ (4)38 mi
44Merrill Lynch Wealth Management585.0★ (3)35 mi
45Lex Wealth Management575.0★ (3)39 mi
46Laurel Oak Wealth Management574.7★ (3)39 mi
47Crosby Private Wealth Advisors563.7★ (3)39 mi

Also serving Toms River

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 Toms River
BusinessGoogle ratingDistance
732 Financial5.0★ (5)In Toms River
American Income Life - Eric Giglione & David Ackerman4.7★ (222)In Toms River
Brian McCaskill - Thrivent1.5★ (2)In Toms River
Edward Jones - Financial Advisor: Scott W Mondry, AAMS®5.0★ (3)In Toms River
Financial Alternatives LLC5.0★ (2)In Toms River
Frank J Strucki - Morgan Stanley5.0★ (1)In Toms River
Henig Financial5.0★ (1)In Toms River
Island Financial Advisors4.8★ (9)In Toms River
Jalinski Advisory Group, Inc.4.4★ (22)In Toms River
Joseph A. Cannova, CPA CFP5.0★ (2)In Toms River
Lease Investment Advisors5.0★ (4)In Toms River
Lisa A Chirichillo5.0★ (1)In Toms River
Main Street Financial Solutions, LLC - John P. Hammack, CFPIn Toms River
Mark Angelo Financial Services5.0★ (3)In Toms River
Merrill Lynch Financial Advisor Daniel Stizza2.0★ (1)In Toms River
Merrill Lynch Financial Advisor Mark Loevinger5.0★ (1)In Toms River
Merrill Lynch Wealth Management3.0★ (2)In Toms River
Morgan Stanley Financial Advisors3.7★ (3)In Toms River
On Point Strategic Planning, LLCIn Toms River
The Busco-Strucki Group - Morgan Stanley4.0★ (1)In Toms River

How we ranked Toms River wealth managers

We scored 47 Toms River 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 Toms River 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 Toms River: frequently asked questions

Which wealth manager has the highest RFA Score in Toms River?

By RFA Score, the highest-ranked wealth manager in Toms River, 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 Safe Harbor Wealth Management, Inc. (#3) follow. We ranked 47 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Toms River?

RankedFinancialAdvisors ranks 47 wealth managers serving Toms River, NJ. 1 of them is based in Toms River; 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 Toms River work on weekends?

5 of 47 ranked wealth managers post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Tax Wealth & Financial Services (#4), Legacy Wealth Advisors - Financial Planning (#5) and H&S Tax and Wealth Advisors LLC (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Toms River wealth managers have?

The median Google rating among 47 rated wealth managers in Toms River is 5.0★, with a median of 12 reviews. Peak Wealth Partners has the most, 156 reviews, and ranks #6. 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 Toms River count in this ranking?

Yes, if they are within 40 mi of the Toms River 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 Toms River 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 Toms River 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 Toms River

  1. November 2026: RFA Scores recalculated for 47 wealth managers serving Toms River.

More wealth managers and Toms River pages