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🤫 Directory · consent-first

Near 08701. Lakewood.

24 financial advisors & firms and 16 insurance agents verified near Lakewood, NJ — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 08701

Lexington Capital Management LP0 mi

RIA firm · Lakewood, NJ 08701 · Registered investment adviser · $153M AUM

CRD 292364 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Leatherback Investments LLC0 mi

RIA firm · Lakewood, NJ 08701 · Registered investment adviser · $170M AUM

CRD 299608 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Geneva Financial Group0 mi

RIA firm · Lakewood, NJ 08701 · Registered investment adviser · $234M AUM

CRD 331944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Able Wealth Management LLC4.9 mi

RIA firm · Toms River, NJ 08755 · Registered investment adviser · $580M AUM

CRD 298085 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Asset Management Services Group, INC.7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser · $5M AUM

CRD 40701 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Targeted Capital, LLC7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser

CRD 125814 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mark J. Angelo Financial Services7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser

CRD 129008 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wealth Quarterback LLC7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser · $391M AUM

CRD 282967 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Island Financial Advisors7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser · $81M AUM

CRD 311662 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
G. Douglas Wealth Management7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser · $36M AUM

CRD 323256 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lease Investment Advisors7.2 mi

RIA firm · Toms River, NJ 08753 · Registered investment adviser

CRD 338612 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Futures7.5 mi

RIA firm · Brielle, NJ 08730 · Registered investment adviser · $270M AUM

CRD 128900 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sea Clear Financial Planning, LLC7.5 mi

RIA firm · Brielle, NJ 08730 · Registered investment adviser · $68M AUM

CRD 160133 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shore Point Advisors, LLC7.5 mi

RIA firm · Brielle, NJ 08730 · Registered investment adviser · $328M AUM

CRD 296848 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wright Asset Management INC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser · $50M AUM

CRD 105599 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
2444 Investment Services, LLC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser

CRD 121097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Personal Financial Solutions, LLC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser · $156M AUM

CRD 129095 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kml Financial Services Group, L.L.C.8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser · $23M AUM

CRD 129105 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lepore Financial Services LLC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser · $3M AUM

CRD 156530 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rilex Capital LLC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser · $124M AUM

CRD 309783 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Private Client Advisory Group, LLC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser · $58M AUM

CRD 311221 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Innovative Wealth Partners, LLC8.2 mi

RIA firm · Manasquan, NJ 08736 · Registered investment adviser

CRD 335780 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mullooly Asset Management, INC.9.2 mi

RIA firm · Wall Township, NJ 07719 · Registered investment adviser · $456M AUM

CRD 121184 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Icn Holding11.3 mi

RIA firm · Freehold, NJ 07728 · Registered investment adviser · $36M AUM

CRD 125761 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 08701

Richard Fernandez44.9 mi

Insurance · State Farm · Summit, NJ 07901 · Home, auto, life in Summit

This is you? Claim itclaimable & removable by its owner
Glisel Jimenez44.9 mi

Insurance · State Farm · Summit, NJ 07901 · Home, auto, life in Summit

This is you? Claim itclaimable & removable by its owner
Jim Sullivan44.9 mi

Insurance · State Farm · Millburn, NJ 07041 · Home, auto, life in Millburn

This is you? Claim itclaimable & removable by its owner
Glenn Potolsky44.9 mi

Insurance · Allstate · Summit, NJ 07901 · Home, auto, life in Summit

This is you? Claim itclaimable & removable by its owner
James Fitzsimmons44.9 mi

Insurance · Allstate · Summit, NJ 07901 · Home, auto, life in Summit

This is you? Claim itclaimable & removable by its owner
Felix Khoury44.9 mi

Insurance · Allstate · Millburn, NJ 07041 · Home, auto, life in Millburn

This is you? Claim itclaimable & removable by its owner
Jhovanny Hernandez45 mi

Insurance · Allstate · Summit, NJ · Home, auto, life in Summit

This is you? Claim itclaimable & removable by its owner
Muller Insurance46.9 mi

Insurance · Hoboken, NJ · NYC co-ops, condos and high-value homes

This is you? Claim itclaimable & removable by its owner
Insure NYC Brokerage49.6 mi

Insurance · New York, NY 10023 · Co-op, condo, homeowners and personal lines across NYC

This is you? Claim itclaimable & removable by its owner
Gotham Brokerage Co., Inc.49.8 mi

Insurance · New York, NY · Co-op, condo & apartment insurance; pre-war and luxury high-rise units

This is you? Claim itclaimable & removable by its owner
Brownstone Agency49.8 mi

Insurance · New York, NY · Brownstone, row house, co-op & condominium building insurance

This is you? Claim itclaimable & removable by its owner
HUB International Private Client49.8 mi

Insurance · New York, NY · HNW personal lines: high-value home, fine art & jewelry collections, umbrella

This is you? Claim itclaimable & removable by its owner
Virginia Chan49.8 mi

Insurance · State Farm · New York, NY · Auto, homeowners, renters & life for the Upper East Side

This is you? Claim itclaimable & removable by its owner
Julie De Rossi49.8 mi

Insurance · State Farm · New York, NY · Auto, home & life insurance in Manhattan

This is you? Claim itclaimable & removable by its owner
Kate Rhee49.8 mi

Insurance · State Farm · New York, NY · Auto, home, renters & life insurance in Manhattan

This is you? Claim itclaimable & removable by its owner
Gabriel Ramirez49.8 mi

Insurance · Allstate · New York, NY · Auto & home insurance for Manhattan, Brooklyn and Westchester

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lakewood, NJ.

  • Toms River, NJ7 mi
  • Brielle, NJ8 mi
  • Manasquan, NJ8 mi
  • Freehold, NJ11 mi
  • Forked River, NJ16 mi
  • Tinton Falls, NJ17 mi
  • Red Bank, NJ21 mi
  • Holmdel, NJ21 mi
  • Fair Haven, NJ21 mi
  • Old Bridge, NJ23 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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