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
Top-Ranked Advisors in MARLTON
#1
100
FRIEDENTHAL FINANCIAL, LLC
MARLTON, NJ · Since 2013
$196M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
95
PINE VALLEY INVESTMENTS
MARLTON, NJ · Since 2015
$2.7B AUM31 clientsFee: 0%
FiduciaryFee-Only
#3
95
CORA CAPITAL ADVISORS
MARLTON, NJ · Since 2022
$723M AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
92
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.