New Jersey · 3 advisers
Financial Advisors in Freehold, New Jersey
Looking for a financial advisor in Freehold, New Jersey? Falists indexes 3 SEC-registered and state-registered investment advisers in Freehold — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $35.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$35.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Freehold
Ranked by AUM · Fees, team & specialties at a glance
ICN HOLDING
Freehold, NJ
AUM
$35.6M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Performance-based fees +1 more
732-414-1910
ARPP
Freehold, NJ
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
732-766-5466
PM ADVISORS LLC
Freehold, NJ
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR ("PROMOTOR") COMPENSATION
732-303-6060
More cities in New Jersey
Common questions
- How many financial advisors are in Freehold, New Jersey?
- 3 registered investment advisers are listed in our Freehold directory, sourced from public SEC filings.
- What types of advisors are in Freehold?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Freehold?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.