{ "path": "/advisors/ny/new-york/red-bank", "url": "https://advisorcensus.com/advisors/ny/new-york/red-bank", "page_type": "metro_city", "title": "Financial advisors in Red Bank, NJ", "filters": {}, "scope_total": 39, "faq": [ { "q": "How many financial advisory firms are there in Red Bank, NJ?", "a": "AdvisorCensus lists 39 investment advisory firms with a principal office in Red Bank, New Jersey (part of the New York metro area), from Form ADV filings as of October 2026: 21 SEC-registered, 14 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Red Bank, NJ?", "a": "11 of the 39 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Red Bank, NJ offer financial planning?", "a": "25 of the 35 firms in Red Bank, NJ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Red Bank, NJ fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 11 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 39 investment advisory firms with a principal office in Red Bank, New Jersey (part of the New York metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full New York metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Red Bank, NJ: 39 firms from Form ADV filings as of October 2026.", "total_firms": 39, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 21, "state": 14, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 11 }, { "code": "percentage_of_aum", "count": 32 }, { "code": "hourly", "count": 14 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 23 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 9 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 13 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 7 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 10 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 157714, "name": "Alexander Capital Wealth Management LLC", "name_as_filed": "ALEXANDER CAPITAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alexander-capital-wealth-management-llc-red-bank-nj-157714", "city": "Red Bank", "state": "NJ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283744, "name": "Atlas Private Wealth Advisors", "name_as_filed": "ATLAS PRIVATE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/atlas-private-wealth-advisors-red-bank-nj-283744", "city": "Red Bank", "state": "NJ", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290637, "name": "Blueshift Asset Management", "name_as_filed": "BLUESHIFT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/blueshift-asset-management-red-bank-nj-290637", "city": "Red Bank", "state": "NJ", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 128382, "name": "Buttfield & Associates", "name_as_filed": "BUTTFIELD & ASSOCIATES", "url": "https://advisorcensus.com/firm/buttfield-and-associates-red-bank-nj-128382", "city": "Red Bank", "state": "NJ", "years_registered": 39, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339214, "name": "Caliber Investment Advisors, LLC", "name_as_filed": "CALIBER INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/caliber-investment-advisors-llc-red-bank-nj-339214", "city": "Red Bank", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338582, "name": "Clear Wave Wealth Management, LLC", "name_as_filed": "CLEAR WAVE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clear-wave-wealth-management-llc-red-bank-nj-338582", "city": "Red Bank", "state": "NJ", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106248, "name": "Delta Capital Management LLC", "name_as_filed": "DELTA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/delta-capital-management-llc-red-bank-nj-106248", "city": "Red Bank", "state": "NJ", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150830, "name": "Donald W. Cash & Associates, LLC", "name_as_filed": "DONALD W. CASH & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/donald-w-cash-and-associates-llc-red-bank-nj-150830", "city": "Red Bank", "state": "NJ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 305682, "name": "Epic Wealth Management LLC", "name_as_filed": "EPIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/epic-wealth-management-llc-red-bank-nj-305682", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133088, "name": "Garden State Investment Advisory Services, LLC", "name_as_filed": "GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/garden-state-investment-advisory-services-llc-red-bank-nj-133088", "city": "Red Bank", "state": "NJ", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128414, "name": "Garden State Retirement Specialists, LLC", "name_as_filed": "GARDEN STATE RETIREMENT SPECIALISTS, LLC", "url": "https://advisorcensus.com/firm/garden-state-retirement-specialists-llc-red-bank-nj-128414", "city": "Red Bank", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290643, "name": "H&S Tax and Wealth Advisors LLC", "name_as_filed": "H&S TAX AND WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/h-and-s-tax-and-wealth-advisors-llc-red-bank-nj-290643", "city": "Red Bank", "state": "NJ", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150897, "name": "Hartshorne Group, LLC", "name_as_filed": "HARTSHORNE GROUP, LLC", "url": "https://advisorcensus.com/firm/hartshorne-group-llc-red-bank-nj-150897", "city": "Red Bank", "state": "NJ", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141549, "name": "IEM Asset Management, LLC", "name_as_filed": "IEM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/iem-asset-management-llc-red-bank-nj-141549", "city": "Red Bank", "state": "NJ", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 314555, "name": "Invest for a Lifetime, LLC", "name_as_filed": "INVEST FOR A LIFETIME, LLC", "url": "https://advisorcensus.com/firm/invest-for-a-lifetime-llc-red-bank-nj-314555", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121496, "name": "Lighthouse Financial Advisors, Inc.", "name_as_filed": "LIGHTHOUSE FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lighthouse-financial-advisors-inc-red-bank-nj-121496", "city": "Red Bank", "state": "NJ", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 311845, "name": "Manalapan Oracle Capital Management LLC", "name_as_filed": "MANALAPAN ORACLE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/manalapan-oracle-capital-management-llc-red-bank-nj-311845", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 147298, "name": "Millington Securities, LLC", "name_as_filed": "MILLINGTON SECURITIES, LLC", "url": "https://advisorcensus.com/firm/millington-securities-llc-red-bank-nj-147298", "city": "Red Bank", "state": "NJ", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336242, "name": "Molokai Advisors", "name_as_filed": "MOLOKAI ADVISORS", "url": "https://advisorcensus.com/firm/molokai-advisors-red-bank-nj-336242", "city": "Red Bank", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 305864, "name": "Network 1 Financial Fund Advisors, LLC", "name_as_filed": "NETWORK 1 FINANCIAL FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/network-1-financial-fund-advisors-llc-red-bank-nj-305864", "city": "Red Bank", "state": "NJ", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144442, "name": "Newport Capital Group, LLC", "name_as_filed": "NEWPORT CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/newport-capital-group-llc-red-bank-nj-144442", "city": "Red Bank", "state": "NJ", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 166375, "name": "Newport Wealth Management, LLC", "name_as_filed": "NEWPORT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/newport-wealth-management-llc-red-bank-nj-166375", "city": "Red Bank", "state": "NJ", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146135, "name": "Oceanic Capital Management LLC", "name_as_filed": "OCEANIC CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oceanic-capital-management-llc-red-bank-nj-146135", "city": "Red Bank", "state": "NJ", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 157960, "name": "Olson, Cross & Alamo Advisors LLC", "name_as_filed": "OLSON, CROSS & ALAMO ADVISORS LLC", "url": "https://advisorcensus.com/firm/olson-cross-and-alamo-advisors-llc-red-bank-nj-157960", "city": "Red Bank", "state": "NJ", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307745, "name": "Pepin Capital Management, LLC", "name_as_filed": "PEPIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pepin-capital-management-llc-red-bank-nj-307745", "city": "Red Bank", "state": "NJ", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 113926, "name": "Princeton Capital Management LLC", "name_as_filed": "PRINCETON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/princeton-capital-management-llc-red-bank-nj-113926", "city": "Red Bank", "state": "NJ", 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