Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Denzil D
Series 66
Red Bank, NJ
IHT Wealth Management LLC
Denzil Dias is a financial advisor at IHT Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach and manages approximately $9.8 billion in assets through a network of about 159 advisors.
Ian B
Series 63
Red Bank, NJ
IHT Wealth Management LLC
Ian Baker is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 credential and 26 years of industry experience. He has worked at IHT Wealth Management since 2020 and has prior experience with Private Advisor Group, LLC, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, delivering tailored portfolios through a network of investment adviser representatives.
Ralph H
Series 63
Red Bank, NJ
IHT Wealth Management LLC
Ralph Hochuli is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 designation and possessing 25 years of industry experience. His career includes roles at IHT Wealth Management since 2020, Private Advisor Group, LLC from 2016 to 2020, and LPL Financial LLC since 2016. Additionally, he is a partner in Baumann, Dennis & Hochuli LLP, a CPA firm. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and tactical strategies with a network of approximately 160 advisors managing around $9.8 billion in assets.
Marc H
Series 66
Red Bank, NJ
IHT Wealth Management LLC
Marc Harary is a Series 66-licensed advisor with 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held roles at Private Advisor Group, LPL Financial, Harary Financial Group, and PRB Wealth Management. Harary is also involved with Harary Financial Group and PRB Wealth Management, both affiliated with LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers through a network of investment adviser representatives using a combination of fundamental and quantitative investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters