Rialytix insights
Top RIA Firms in Red Bank, New Jersey
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Red Bank, New Jersey. This hub covers 22 matching firms with $12.3B in total reported AUM and median AUM of $387.2M.
Firms
22
Matching current profiles
Total AUM
$12.3B
Reported regulatory AUM
Median AUM
$387.2M
Across firms with AUM
Largest firm
$2.3B
Withum Wealth Management
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Withum Wealth Management CRD 158332 · Limited Liability Company | RED BANK, NJ | $2.3B Mar 2026 | +$759.8M+48.1% | +$1.2B+100.1% | +$1.8B+303.9% | — | 0 employees+0.0% over 3Y | +778 accounts+66.0% over 3Y |
| 2. Newport Capital Group, LLC CRD 144442 · Limited Liability Company | RED BANK, NJ | $1.3B Mar 2026 | +$953.9M+291.9% | +$1.0B+366.6% | +$1.1B+508.9% | +$448.5M+53.9% | -2 employees-10.0% over 3Y | +141 accounts+51.6% over 3Y |
| 3. Lighthouse Financial Advisors, INC. CRD 121496 · Corporation | RED BANK, NJ | $1.1B Mar 2026 | +$400.1M+56.0% | +$546.5M+96.3% | +$714.8M+179.1% | +$852.6M+326.2% | +1 employees+12.5% over 3Y | +577 accounts+30.4% over 3Y |
| 4. Atlas Private Wealth Advisors CRD 283744 · Limited Liability Company | RED BANK, NJ | $859.8M May 2026 | +$171.7M+24.9% | +$350.2M+68.7% | +$493.9M+135.0% | — | +1 employees+3.6% over 3Y | +772 accounts+34.4% over 3Y |
| 5. Shrewsbury River Capital LP CRD 289785 · Limited Partnership | RED BANK, NJ | $757.5M Mar 2026 | -$214.3M-22.1% | -$362.3M-32.4% | +$67.2M+9.7% | +$473.6M+166.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Blueshift Asset Management CRD 290637 · Limited Liability Company | RED BANK, NJ | $694.4M Mar 2026 | +$165.4M+31.3% | -$2.7B-79.6% | -$1.8B-71.7% | +$357.1M+105.9% | -7 employees-35.0% over 3Y | -1 accounts-12.5% over 3Y |
| 7. Garden State Investment Advisory Services, LLC CRD 133088 · Limited Liability Company | RED BANK, NJ | $673.8M Mar 2026 | +$112.3M+20.0% | +$190.0M+39.3% | +$374.5M+125.1% | +$541.7M+409.9% | +7 employees+28.0% over 3Y | +956 accounts+63.7% over 3Y |
| 8. Clear Wave Wealth Management, LLC CRD 338582 · Limited Liability Company | RED BANK, NJ | $617.0M Jan 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 9. Shorehaven Wealth Partners, LLC CRD 308026 · Limited Liability Company | RED BANK, NJ | $541.5M Mar 2026 | +$96.2M+21.6% | +$180.1M+49.8% | +$195.6M+56.5% | — | +1 employees+20.0% over 3Y | +208 accounts+19.0% over 3Y |
| 10. Wbi Investments, LLC CRD 106336 · Limited Liability Company | RED BANK, NJ | $539.6M Mar 2026 | -$13.1M-2.4% | -$42.2M-7.3% | +$1.2M+0.2% | -$526.2M-49.4% | -9 employees-40.9% over 3Y | -36 accounts-2.3% over 3Y |
| 11. Princeton Capital Management LLC CRD 113926 · Limited Liability Company | RED BANK, NJ | $435.5M Apr 2026 | +$62.2M+16.7% | +$168.4M+63.1% | +$118.5M+37.4% | +$228.2M+110.1% | +5 employees+100.0% over 3Y | +18 accounts+4.8% over 3Y |
| 12. Smallwood Wealth Management CRD 288663 · Limited Liability Company | RED BANK, NJ | $339.0M Mar 2026 | +$44.5M+15.1% | +$106.5M+45.8% | +$145.1M+74.8% | — | +6 employees+100.0% over 3Y | +360 accounts+47.4% over 3Y |
| 13. The Hogan-Knotts Financial Group, INC. CRD 106758 · Corporation | RED BANK, NJ | $331.6M Mar 2026 | +$30.2M+10.0% | +$82.5M+33.1% | +$54.7M+19.8% | +$187.4M+130.0% | -2 employees-33.3% over 3Y | +6 accounts+0.9% over 3Y |
| 14. Salvus Wealth Management, LLC CRD 171986 · Limited Liability Company | RED BANK, NJ | $316.5M Apr 2026 | +$18.9M+6.3% | +$74.6M+30.9% | +$150.6M+90.8% | +$203.1M+179.0% | 0 employees+0.0% over 3Y | +187 accounts+28.3% over 3Y |
| 15. Delta Capital Management LLC CRD 106248 · Limited Liability Company | RED BANK, NJ | $240.2M Mar 2026 | -$239.6K-0.1% | +$22.1M+10.1% | +$35.6M+17.4% | +$74.6M+45.0% | +1 employees+33.3% over 3Y | -8 accounts-16.3% over 3Y |
| 16. Alexander Capital Wealth Management LLC CRD 157714 · Limited Liability Company | RED BANK, NJ | $238.1M Apr 2026 | +$26.0M+12.2% | +$159.3M+202.3% | +$191.8M+413.9% | +$203.9M+596.6% | +11 employees+44.0% over 3Y | +690 accounts+191.1% over 3Y |
| 17. Roundangle Advisors LLC CRD 282178 · Limited Liability Company | RED BANK, NJ | $215.5M Mar 2026 | +$39.0M+22.1% | +$95.2M+79.1% | +$96.2M+80.6% | +$129.1M+149.5% | -1 employees-25.0% over 3Y | -265 accounts-60.9% over 3Y |
| 18. Zynergy Retirement Planning CRD 143861 · Limited Liability Company | RED BANK, NJ | $173.0M Apr 2026 | +$29.8M+20.8% | — | — | +$56.7M+48.7% | +1 employees+16.7% over 1Y | -15 accounts-2.5% over 1Y |
| 19. Rdm Capital Associates INC CRD 106941 · Corporation | RED BANK, NJ | $164.5M Mar 2026 | +$36.9M+28.9% | +$131.6M+400.5% | +$131.6M+400.5% | +$131.6M+400.5% | 0 employees+0.0% over 1Y | +162 accounts+172.3% over 3Y |
| 20. Stembrook Asset Management, LLC CRD 144116 · Limited Liability Company | RED BANK, NJ | $147.5M Mar 2026 | +$19.9M+15.6% | — | — | +$18.2M+14.1% | 0 employees+0.0% over 1Y | +4 accounts+2.7% over 1Y |
| 21. Millington Securities, LLC CRD 147298 · Limited Liability Company | RED BANK, NJ | $140.5M Mar 2026 | -$47.2M-25.2% | -$92.8M-39.8% | -$179.0M-56.0% | -$1.0B-87.8% | -2 employees-25.0% over 3Y | 0 accounts+0.0% over 3Y |
| 22. Garden State Retirement Specialists, LLC CRD 128414 · Limited Liability Company | RED BANK, NJ | $109.3M Feb 2026 | — | — | — | +$5.7M+5.5% | 0 employees+0.0% over Total | +4 accounts+1.6% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.