Best Financial Advisors in MARLTON, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.4B
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in MARLTON
#1
87
FRIEDENTHAL FINANCIAL, LLC
MARLTON, NJ · Since 2013
$196M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
82
PINE VALLEY INVESTMENTS
MARLTON, NJ · Since 2015
$2.7B AUM31 clientsFee: 0%
FiduciaryFee-Only
#3
78
CORA CAPITAL ADVISORS
MARLTON, NJ · Since 2022
$723M AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
70
LAUREL OAK WEALTH MANAGEMENT, LLC
MARLTON, NJ · Since 2025
$1.4B AUM10 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MARLTON?
The median advisory fee in MARLTON, NJ is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.