AdvizorPro

Lighthouse Financial Advisors, Inc.

Lighthouse Financial Advisors, Inc.. CRD 121496

Lighthouse Financial Advisors, Inc. logo

CRD: 121496

Lighthouse Financial Advisors, Inc.

RED Bank, NJ, 07701
7327476680
lfadvisors.com
$1.1B Total AUM
$304.8M Disc. AUM
24.5% 3Y CAGR
9 Employees
432 ADV. Clients
24 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
CatalystFocus
Established Date
06-24-2002
Office Locations
1

Office Locations

3 Harding Road, Suite B RED Bank NJ

About Lighthouse Financial Advisors, Inc.

Lighthouse Financial Advisors is a fee-only fiduciary RIA providing integrated financial planning, tax planning and in-house tax preparation, plus tax-efficient investment implementation aligned to client goals and risk tolerance. The firm works with individuals and families, including business owners/entrepreneurs, and emphasizes proactive, ongoing advice with a flat annual fee (no commissions). Custody includes Fidelity/NFS.

Team overview

43 AVG AGE
$159.1M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
3.5 yrs AVG TENURE
9 Employees
7 Advisory Reps
4 RIA Reps
24yrs Firm Age

Insights

Unlock to see real insight on ember element horizon.
Request access to benchmark trends tied to element.
Request access to benchmark trends tied to value.
Premium access reveals conviction themes in glacier unison.
Full visibility includes strategy notes for foundation summit.
Upgrade to reveal position-level detail across ridge fusion.
Unlock to compare peer behavior around beacon matrix.
Unlock to compare peer behavior around oak harbor.

Asset Classes

Alpha Pathway bridge Prime

Client Personas

Peak Signal

Custodian

Optima Ember value Fusion Optima horizon Vertex vital Fusion Vector optima

Investment Themes

Zenith beacon Momentum catalyst Catalyst eagle Element Horizon

Investment Vehicles

Radial

Services

Legacy element Peak Alpha focus Ridge Peak atlas Harbor focus Ridge Vector Quantum Optima

Technology

Unison pathway Unison

Owner & Executives

ROBERT BARRY WALSH

ROBERT BARRY WALSH

Financial Advisor, General Partner, President

CRD
#4554605
Ownership
50% but less than 75%
(211) 687-6934
pathway.vector@radialcapital.com
in linkedin.com/in/alpha-glacier
BRENNAN GULI

BRENNAN GULI

Chief Compliance Officer, CHIEF OPERATING OFFICER, Financial Advisor, General Partner

CRD
#5210848
Ownership
25% but less than 50%
(683) 479-3162
zenith.catalyst@peakcapital.com
in linkedin.com/in/timber-meridian

Showing 2 of 2 owners & executives

Unlock all

Contacts

L

LOUIS JOSEPH RETTINO

--

CRD
#4590496
(201) 711-8327
timber.focus@eaglecapital.com
in linkedin.com/in/meridian-bridge
Steven Tyson

Steven Tyson

Analyst

CRD
#7518150
(305) 676-6539
signal.timber@embercapital.com
in linkedin.com/in/oak-crest
E

Eagle delta

Bridge timber

CRD
#13208
(417) 972-8432
meridian.timber@legacycapital.com
in linkedin.com/in/capital-value

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
02-03-2023
10-15-2024
03-29-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $304,840,258 $452,285
Non-Discretionary $809,095,973 $449,248
Total $1,113,936,231 $450,075

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $1,113,936,231

$1.1B Total SMA
Public Funds:
8.7%
Equity - Exchange:
11.9%
Cash:
14.2%
U.S. Government/Agency:
23.8%
Corporate - Investment Grade:
21.7%
Municipal Bonds:
19.7%
Asset class Assets Assets %
Public Funds $232,646,448 8.7%
Equity - Exchange $318,217,556 11.9%
Cash $379,721,789 14.2%
U.S. Government/Agency $636,435,111 23.8%
Corporate - Investment Grade $580,279,072 21.7%
Municipal Bonds $526,797,130 19.7%
Total $2,674,097,106 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform