Company lists · Data refreshed November 2026

Top 16 Chartered financial planners based in Red Bank, United States

Name: Chartered financial planners based in Red Bank, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 33 companies tracked

RevenueBase identified 33 company matches for chartered financial planners associated with Red Bank, United States as of November 2026 and tracks 272 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (312 companies); Red Bank has 33.

This list covers company matches for chartered financial planners associated with Red Bank, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

33Companies

272Contacts tracked

105Verified emails

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The 16 largest chartered financial planners based in Red Bank, United States

Ranked by team size

Top 16 of 33 company matches for chartered financial planners based in Red Bank, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Withum Wealth Management	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	11-50	27 contacts →
	Exact match “Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Epic Financial Strategies, LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Hudson Wealth Management LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “In a world of unlimited choices, the strategic decisions we make are all interconnected.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Smallwood Wealth Management	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “We believe in looking at the big picture.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Lighthouse Financial Advisors, INC	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Your Vision.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Shorehaven Wealth Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Tomoro	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	11-50	9 contacts →
	Exact match “At Tomoro, our goal to maximize the efficiency of your finances will assist you in designing a plentiful future based on economic principles that keep your finances in constant…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	River's Edge Wealth Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Our focus is you-your financial goals, your legacy and your retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Valuealigned Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “For over 20 years, Valued Aligned Partners (“VAP”) has worked in our client’s best interests by thinking and acting independently rather than blindly following outdated Wall…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Simon Financial Group	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Simon Financial Group is a financial services company based in Redbank, NJ 07701 *Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Caliber Financial Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “At Caliber Financial Partners, we employ a 'client first' approach to everything that we do.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Whealth Advisors	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Wealth is the ability to fully experience life"- Henry David Thoreau Don't let uncertainty about finances be the reason you're not pursuing your ideal life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Epic Wealth Management, LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	11-50	2 contacts →
	Exact match “Imagine all your money working optimally when it is coordinated and integrated with all of your financial products and your overall strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Wellesley Financial Planners	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Wellesley Financial Planners is a financial services company based out of 130 Maple Ave, Red Bank, New Jersey, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Pick & Roll Wealth Management	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Pick & Roll Wealth Management is operated by Gregory A.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Liberty Wealth Solutions	Exact match	Red Bank, NJ, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “After spending many decades working at multi billion dollar brokerage and banking institutions, we decided to establish our own firm which we call Liberty Wealth Solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “chartered financial planners”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 16 of 33 chartered financial planners based in Red Bank, United States

See the full list, filter by size, metro and specialty, and access 105 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Chartered financial planners based in Red Bank, United States at a glance

As of Nov 6, 2026

38.6%Verified-email coverage

8.2Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Red Bank, so it is reported there. Company counts and contact totals on this page are exact for Red Bank, over 33 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Red Bank, United States whose business descriptions match “chartered financial planners” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 105 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Chartered financial planners by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “chartered financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many chartered financial planners are there based in Red Bank, United States?

RevenueBase identified 33 company matches for chartered financial planners associated with Red Bank, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Withum Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most chartered financial planners?

New York leads the United States with 312 company records, followed by Houston (220) and Atlanta (205). Red Bank has 33.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 105 professional contacts with verified work emails tracked across these 33 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.