Best Financial Advisors in MEDFORD, New Jersey
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$180M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MEDFORD
#1
100
MFG INVESTMENTS, LLC
MEDFORD, NJ · Since 2025
$146M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
97
FAMILY WEALTH PARTNERS LLC
MEDFORD, NJ · Since 2026
$131M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
92
REDWOOD WEALTH MANAGEMENT GROUP, LLC
MEDFORD, NJ · Since 2015
$317M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
79
WOLOSHIN INVESTMENT MANAGEMENT, LLC
MEDFORD, NJ · Since 2022
$180M AUM3 clientsFee: 0%
FiduciaryFee-Only2 complaints
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 MEDFORD?
The median advisory fee in MEDFORD, 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.