Lighthouse Financial Advisors, Inc.

Overview

Lighthouse Financial Advisors, Inc. is an SEC registered investment adviser based in Red Bank, NJ, registered since 2013. It reports $1.1B in assets under management across 2,475 accounts, with 9 employees. It has 4 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

27%

Accounts

2,475

Average account

$45K

Employees

9

Advisory reps

4

Registered since

2013

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees

Executive officers 2 of 2

• Robert Barry Walsh President CRD 4554605
• Brennan Guli Chief Compliance Officer, Chief Operating Officer CRD 5210848

Advisory reps 3 of 4

• Brennan Guli Investment Adviser Rep CRD 5210848
• Louis Joseph Rettino Investment Adviser Rep CRD 4590496
• Steven Tyson Investment Adviser Rep CRD 7518150

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

3 Harding Rd Ste B
Red Bank, NJ 07701

County

Monmouth

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: lfadvisors.com

Every state, with registration dates

Similar firms near Red Bank

• Withum Wealth ManagementRed Bank, NJ$2.3B AUM
• Newport Capital Group, LLCRed Bank, NJ$1.3B AUM
• Atlas Private Wealth AdvisorsRed Bank, NJ$86M AUM
• Shrewsbury River Capital LPRed Bank, NJ$758M AUM
• Blueshift Asset ManagementRed Bank, NJ$694M AUM