Company lists · Data refreshed October 2026

Top 19 Financial services investment managers based in Red Bank, United States

Name: Financial services investment managers based in Red Bank, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 35 companies tracked

RevenueBase identified 35 company matches for financial services investment managers associated with Red Bank, United States as of October 2026 and tracks 210 professional contacts across them, including 82 with verified work emails. Across the United States, New York is the largest hub for this category (549 companies); Red Bank has 35.

This list covers company matches for financial services investment managers 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 October 12, 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 Oct 12, 2026 How this list was built

35Companies

210Contacts tracked

82Verified emails

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The 19 largest financial services investment managers based in Red Bank, United States

Ranked by team size

Top 19 of 35 company matches for financial services investment managers based in Red Bank, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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 Oct 12, 2026	11-50	24 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 · Oct 12, 2026 · View company records in RevenueBase
2	Garden State Securities, INC	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	51-200	18 contacts →
	Exact match “Founded in 1980, Garden State Securities, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Hudson Wealth Management LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
4	Smallwood Wealth Management	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “We believe in looking at the big picture.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Lighthouse Financial Advisors, INC	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Your Vision.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Shorehaven Wealth Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
7	Krietzberg Wealth Management	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “Build Today for Your Tomorrow.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Tomoro	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	11-50	7 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 · Oct 12, 2026 · View company records in RevenueBase
9	Valuealigned Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	7 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 · Oct 12, 2026 · View company records in RevenueBase
10	Delta Capital Management	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Delta Capital Management (DCM) is a privately owned investment advisor registered with the U.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Caliber Financial Partners	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
12	Oceanic Capital Management LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Whealth Advisors	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
14	Stembrook Asset Management	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Stembrook Asset Management works with clients to craft unique investment solutions, addressing individual financial goals and challenges.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Epic Wealth Management, LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
16	Wellesley Financial Planners	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
17	Pick & Roll Wealth Management	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Pick & Roll Wealth Management is operated by Gregory A.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Newport Wealth Management, LLC	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Newport Wealth Management is a New Jersey based Registered Investment Advisor specializing in Portfolio Management and Fee-Based Financial Planning services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Liberty Wealth Solutions	Exact match	Red Bank, NJ, United StatesHQ recorded Oct 12, 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 · Oct 12, 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 “financial services investment managers”. 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 19 of 35 financial services investment managers based in Red Bank, United States

See the full list, filter by size, metro and specialty, and access 82 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in Red Bank, United States at a glance

As of Oct 12, 2026

39.0%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

Oct 12, 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 35 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 “financial services investment managers” 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 82 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 October 12, 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.

Financial services investment managers 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 “financial services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Red Bank, United States?

RevenueBase identified 35 company matches for financial services investment managers associated with Red Bank, United States as of October 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 financial services investment managers?

New York leads the United States with 549 company records, followed by Atlanta (220) and Houston (209). Red Bank has 35.

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 82 professional contacts with verified work emails tracked across these 35 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 October 12, 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.