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Wealth Advisor in Essex County, NJ, Serving Clients Nationwide

RIA means you can feel independent too.

What is the RIA difference? Investment Advisor Representatives have a duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the Registered Investment Advisor (RIA) and their representatives make and the advice and guidance they offer. Lyle Weintraub, CFP® is a wealth advisor in Essex County who has your back.  Located just minutes from Manhattan, our team serves clients throughout the Tri-State area and nationwide.  

Your best interest is also mine.

I don’t answer to anybody else except you. That’s the key to being an RIA. Decisions are always based on what’s good for you and your future.

"Knowing that he is part of an RIA and free to do what is best for us makes all the difference"
Heather Swift - SVP

RIAs aren’t a trend, they’re the future

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Average assets under management increase for RIA’s from 2020 to 2021

0 %

Revenue increase from 2020 to 2021

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RIA client growth from 2020 to 2021

1 Yrs

Consistent growth year over year for RIAs

We’re ready
to listen.

We’d love to hear from you.
Please reach to our wealth advisor in Essex County, NJ with any questions.

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RIA Data Source: Financial Advisor Magazine, Schwab Advisor Services 2022 RIA Benchmarking Study, 7.21.2022

Forbes Best-in-State Wealth Advisors, NJ: 2022 & 2023

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Bleakley

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Wealthfully.

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Bleakley Financial Group

lyle.weintraub@bleakley.com 100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Phone: 973.244.4216

Check the background of this investment professional on FINRA’s Broker Check

Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or trade transact business only with residents of the states in which they are properly registered or licensed.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, or tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

Insurance products and services are offered through various insurance agents and or/agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by an federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.

The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Lyle Weintraub from 2022 – 2024 based off reported data as of June 30th in that calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from Bleakley Financial Group, LLC or Lyle Weintraub in exchange for these rankings.

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