Joseph Apuzzo, CPA
“I have used Joe for over 15 years and believe him to be at the highest level in his field.”
Best Financial Advisors in Brick, NJ
15 firms listed · 8 in Brick · 2 open weekends · 11 rated 4.5+
Data verified October 21, 2026
Windward Wealth Advisors
“Fantastic group, knowledgeable in wealth management and I feel comfortable investing my assets for future growth and retirement.”
Clarity Wealth Management
“I highly value his advice because I know he has my best interest for my goals in mind!!”
Tax Preparations by Kamran Arif
Banyan Wealth Management & Financial Planning
Mendham Wealth Management
The 15 firms listed for Brick, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brick, NJ
Of the 15 firms we list here, 8 are in Brick itself and 7 come from towns including Wall Township (3, 7 mi), Toms River (2, 6 mi) and Brielle (1, 5 mi). 11 of the firms on this page have a rating, from 4.8 to 5.0 across 167 reviews. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and tax planning (2). 3 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Brick listed here?
8 of the 15 firms are located in Brick. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
LFS - Lepore Financial Services
“Better then any large firms I have ever dealt with on a personal and performance metric.”
Coastal Wealth Management
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Family Focus Financial Group
“Very family oriented, all my concerns and need were taking care of, if I need something this group always delivers as soon as possible, and I never have reason to worry about my future investments with Family Focus.”
Safe Harbor Wealth Management
“Chad helped me with great advice for retirement by looking at Social Security, Investments and Taxes and helped put together a complete plan that was very simple to understand.”
William Skillender Wealth Management
“They work hard to build a financial plan tailored to your personal needs with your best interest in mind, in a warm and friendly atmosphere!”
Mullooly Asset Management
“He went so far as to join a call with me and my employer's 401K administrator to ensure we had all the information needed to make future decisions on my retirement planning.”
Mark Angelo Financial Services
“I have always heard this was the top place in town.”
Froehlich Financial Group
“Tom and his team have been invaluable in the security of my financial future.”
Oujo Wealth Strategies
“The Oujo team consistently demonstrates the experience and skills that we value in this critical activity:”
Why these companies made our list
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