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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in MEDFORD
#1
82
MFG INVESTMENTS, LLC
MEDFORD, NJ · Since 2025
$146M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
73
REDWOOD WEALTH MANAGEMENT GROUP, LLC
MEDFORD, NJ · Since 2015
$317M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
WOLOSHIN INVESTMENT MANAGEMENT, LLC
MEDFORD, NJ · Since 2022
$180M AUM3 clientsFee: 0%
FiduciaryFee-Only2 complaints
#4
FAMILY WEALTH PARTNERS LLC
MEDFORD, NJ · Since 2026
$131M AUM2 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 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.