Data / Investment advisers / New Jersey / Red Bank
Investment advisers in Red Bank, NJ: 25 firms, $11.7 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
25 investment advisers have their main office in Red Bank, New Jersey: 21 SEC registered and 4 exempt reporting. The registered advisers report $11.7 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Withum Wealth Management with $2.3 billion.
The request: Every investment adviser in Red Bank, New Jersey with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 25Advisers
- 21SEC registered
- 4Exempt reporting
- $11.7 billionTotal AUM
- 20Advisers over $100 million
- 8Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Withum Wealth Management | Red Bank | $2.34 billion | 1,956 | 13 | Not listed | (732) 450-0147 | withumwealth.com | adviserinfo.sec.gov |
| Newport Capital Group, LLC | Red Bank | $1.28 billion | 414 | 18 | 1 | (732) 741-8400 | adviserinfo.sec.gov | |
| Lighthouse Financial Advisors, Inc. | Red Bank | $1.11 billion | 2,475 | 9 | Not listed | (732) 747-6680 | lfadvisors.com | adviserinfo.sec.gov |
| Atlas Private Wealth Advisors | Red Bank | $859.8 million | 3,017 | 29 | Not listed | (888) 996-2666 | adviserinfo.sec.gov | |
| Shrewsbury River Capital LP | Red Bank | $757.5 million | 4 | 7 | 3 | (732) 945-4321 | adviserinfo.sec.gov | |
| Blueshift Asset Management | Red Bank | $694.4 million | 7 | 13 | 1 | (732) 450-8401 | adviserinfo.sec.gov | |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | 2,456 | 32 | Not listed | (732) 280-6886 | cluwealthadvisors.com | adviserinfo.sec.gov |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | 913 | 3 | Not listed | (862) 200-9438 | clearwavewealthmanagement.com | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | 1,303 | 6 | Not listed | (732) 447-9301 | adviserinfo.sec.gov | |
| Wbi Investments, LLC | Red Bank | $539.6 million | 1,533 | 13 | Not listed | (732) 842-4920 | bullbearinsights.com | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 390 | 10 | 2 | (201) 332-9800 | princap.com | adviserinfo.sec.gov |
| Smallwood Wealth Management | Red Bank | $339 million | 1,119 | 12 | Not listed | (732) 542-1565 | adviserinfo.sec.gov | |
| Salvus Wealth Management, LLC | Red Bank | $316.5 million | 847 | 7 | Not listed | (732) 542-2629 | salvuswealth.com | adviserinfo.sec.gov |
| Delta Capital Management LLC | Red Bank | $240.2 million | 41 | 4 | Not listed | (212) 986-4040 | delta-capital.com | adviserinfo.sec.gov |
| Alexander Capital Wealth Management LLC | Red Bank | $238.1 million | 1,051 | 36 | Not listed | (212) 687-5650 | axiows.com | adviserinfo.sec.gov |
| Zynergy Retirement Planning | Red Bank | $173 million | 591 | 6 | Not listed | (732) 784-2380 | adviserinfo.sec.gov | |
| RDM Capital Associates Inc | Red Bank | $164.5 million | 256 | 4 | Not listed | (732) 576-1671 | adviserinfo.sec.gov | |
| Stembrook Asset Management, LLC | Red Bank | $147.5 million | 153 | 2 | Not listed | (201) 484-0063 | adviserinfo.sec.gov | |
| Millington Securities, LLC | Red Bank | $140.5 million | 1 | 6 | Not listed | (732) 842-4920 | adviserinfo.sec.gov | |
| Garden State Retirement Specialists, LLC | Red Bank | $109.3 million | 250 | 3 | Not listed | (732) 936-9641 | retirementspecialistnj.com | adviserinfo.sec.gov |
| Network 1 Financial Fund Advisors, LLC | Red Bank | Not listed | Not listed | Not listed | 24 | (732) 758-9001 | adviserinfo.sec.gov | |
| Manalapan Oracle Capital Management LLC | Red Bank | Not listed | Not listed | Not listed | 1 | (732) 758-6310 | manalapanoracle.com | adviserinfo.sec.gov |
| Pepin Capital Management, LLC | Red Bank | Not listed | Not listed | Not listed | 1 | (732) 268-7143 | pepincapital.com | adviserinfo.sec.gov |
| Woodmere Asset Management, LLC | Red Bank | Not listed | Not listed | Not listed | 1 | (732) 268-8515 | adviserinfo.sec.gov | |
| Hartshorne Group, LLC | Red Bank | Not listed | 0 | 5 | Not listed | (732) 945-3830 | adviserinfo.sec.gov |
Advisers in Red Bank that manage private funds
8 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Network 1 Financial Fund Advisors, LLC | Red Bank | NJ | 24 | Not listed | 24 | Not listed | Not listed | $127.5 million | Not listed | adviserinfo.sec.gov |
| Shrewsbury River Capital LP | Red Bank | NJ | 3 | 3 | Not listed | Not listed | Not listed | $1.45 billion | $757.5 million | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | NJ | 2 | 2 | Not listed | Not listed | Not listed | $22.5 million | $435.5 million | adviserinfo.sec.gov |
| Newport Capital Group, LLC | Red Bank | NJ | 1 | Not listed | 1 | Not listed | Not listed | $1.8 million | $1.28 billion | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | NJ | 1 | 1 | Not listed | Not listed | Not listed | $197.5 million | $694.4 million | adviserinfo.sec.gov |
| Manalapan Oracle Capital Management LLC | Red Bank | NJ | 1 | 1 | Not listed | Not listed | Not listed | $43.3 million | Not listed | adviserinfo.sec.gov |
| Pepin Capital Management, LLC | Red Bank | NJ | 1 | 1 | Not listed | Not listed | Not listed | $38 million | Not listed | adviserinfo.sec.gov |
| Woodmere Asset Management, LLC | Red Bank | NJ | 1 | 1 | Not listed | Not listed | Not listed | $65.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.