New Jersey · 8 advisers
Financial Advisors in Manasquan, New Jersey
Looking for a financial advisor in Manasquan, New Jersey? Falists indexes 8 SEC-registered and state-registered investment advisers in Manasquan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $155.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
4
Largest AUM
$155.6M
Financial planning
5
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Manasquan
Ranked by AUM · Fees, team & specialties at a glance
RILEX CAPITAL LLC
Manasquan, NJ
AUM
$124.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
732 223-5600
THE PRIVATE CLIENT ADVISORY GROUP, LLC
Manasquan, NJ
AUM
$57.9M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
732-702-2844
LEPORE FINANCIAL SERVICES LLC
Manasquan, NJ
AUM
$2.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
732-779-8554
INNOVATIVE WEALTH PARTNERS, LLC
Manasquan, NJ
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-722-8788
PERSONAL FINANCIAL SOLUTIONS, LLC
Manasquan, NJ
AUM
$155.6M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-722-7912
WRIGHT ASSET MANAGEMENT INC
Manasquan, NJ
AUM
$49.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
732-223-4223
KML FINANCIAL SERVICES GROUP, L.L.C.
Manasquan, NJ
AUM
$23.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
732-722-7912
2444 INVESTMENT SERVICES, LLC
Manasquan, NJ
AUM
—
Team
2 employees
Clients
—
Fees
REFERRAL FEES PURSUANT TO RULE 206(4)-1
732-722-8777
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Common questions
- How many financial advisors are in Manasquan, New Jersey?
- 8 registered investment advisers are listed in our Manasquan directory, sourced from public SEC filings.
- What types of advisors are in Manasquan?
- 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 Manasquan?
- 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.