#1Castle Financial & Retirement Planning Associates Inc
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Based in Fair Haven, NJ
Retirement Plan Advisors in Monmouth County, NJ
The top-ranked retirement plan advisors serving Monmouth County, NJ are Castle Financial & Retirement Planning Associates Inc, Lighthouse Financial Advisors, Inc. and Mezzasalma Advisors. We list 34 retirement plan advisors serving Monmouth County, NJ. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Monmouth County, NJ. 34 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Monmouth County
#2Lighthouse Financial Advisors, Inc.
LIGHTHOUSE FINANCIAL ADVISORS, INC.Based in Red Bank, NJ#3Mezzasalma Advisors
MEZZASALMA ADVISORS, LLCBased in Tinton Falls, NJ#4Mountain Hill Investment Partners
MOUNTAIN HILL INVESTMENT PARTNERSBased in NJ#5Newport Capital Group, LLC
NEWPORT CAPITAL GROUP, LLCBased in Red Bank, NJ#6Nppg Plan Professionals, LLC
NPPG PLAN PROFESSIONALS, LLCBased in Shrewsbury, NJ#7Salvus Wealth Management, LLC
SALVUS WEALTH MANAGEMENT, LLCBased in NJ#8Shore Point Advisors, LLC
SHORE POINT ADVISORS, LLCBased in Brielle, NJ#9Withum Wealth Management
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLCBased in Red Bank, NJ#10World Investment Advisors, LLC
WORLD INVESTMENT ADVISORS, LLCBased in Lincroft, NJ
20 more providers serving this area
- Tsg Alpha Partners, LLC, NJ
- Leatherback Investments LLC, NJ
- Able Wealth Management LLC, Toms River, NJ (20 mi)
- Wealth Quarterback LLC, Toms River, NJ (20 mi)
- The Hajdari Group, LLC, New York, NY (21 mi)
- Vcp Financial LLC, New York, NY (22 mi)
- Purevest, New York, NY (23 mi)
- Global Wealth Management, LLC, Kingston, NJ (25 mi)
- Kubhera Enterprises LLC, NJ
- Millstone Financial Group, NJ
- Roundview Capital, LLC, Princeton, NJ (27 mi)
- Concord Advisory Group Ltd, Princeton, NJ (27 mi)
- Novi Wealth Partners, Princeton, NJ (27 mi)
- Princeton Global Asset Management LLC, Princeton, NJ (27 mi)
- Acorn Asset Management LLC, Princeton, NJ (27 mi)
- Davidson Wealth Management LLC, NJ
- Curcio Webb LLC, NJ
- Private Advisor Group, LLC, NJ
- Bluefin Financial, Moorestown-Lenola, NJ (47 mi)
- Quaker Wealth Management LLC, Moorestown-Lenola, NJ (48 mi)
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Frequently asked questions
How many retirement plan advisors serve Monmouth County?
We list 34 retirement plan advisors serving Monmouth County, NJ: 10 based there and 24 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Monmouth County?
The top-ranked retirement plan advisors serving Monmouth County, NJ are Castle Financial & Retirement Planning Associates Inc, Lighthouse Financial Advisors, Inc., Mezzasalma Advisors, Mountain Hill Investment Partners and Newport Capital Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Monmouth County are verified against official records?
10 of the top 10 match an active official record: Castle Financial & Retirement Planning Associates Inc (U.S. Securities and Exchange Commission), Lighthouse Financial Advisors, Inc. (U.S. Securities and Exchange Commission), Mezzasalma Advisors (U.S. Securities and Exchange Commission), Mountain Hill Investment Partners (U.S. Securities and Exchange Commission) and Newport Capital Group, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Monmouth County
Communities served
Tinton Falls, Asbury Park, West Freehold, Eatontown, Red Bank, Freehold, Robertsville, Matawan, Keansburg, West Long Branch, Strathmore, Rumson, Keyport, Lincroft, Yorketown, Oceanport, Ramtown, Morganville, Fair Haven, Little Silver, Manasquan, Belmar, Union Beach, East Freehold, Brielle, Spring Lake Heights, Neptune City, Atlantic Highlands, Wanamassa, Highlands, Shrewsbury, Bradley Beach, Oakhurst, Port Monmouth, Fairview, Shark River Hills, Monmouth Beach, North Middletown, Ocean Grove, Cliffwood Beach, Spring Lake, Leonardo, West Belmar, Englishtown, Navesink, Avon-by-the-Sea, Sea Girt, Allentown, Lake Como, Belford, Farmingdale, Sea Bright, Allenwood, Deal, Interlaken, Roosevelt, Cream Ridge, Allenhurst, Loch Arbour