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Financial Advisors in Mount Laurel, NJ: 2026 rankings

299 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Mount Laurel: Peak Wealth Partners, RFA Score 74/100; 5.0★ from 156 Google reviews.

  2. 42

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,709 Google reviews at 5.0★, the most of 299 ranked; ranked #42.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

299 Mount Laurel financial advisors are ranked here by RFA Score, from eight published factors. 64 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.9★ across 299 rated firms.

Top 10 financial advisors in Mount Laurel at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Mount Laurel at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Peak Wealth Partners745.0★ (156)Cherry Hill Mall, 3 mi away—Top score
2Moneta | Lane Hipple Team725.0★ (88)Cherry Hill Mall, 4 mi away——
3Leonard Financial Solutions715.0★ (68)Cherry Hill Mall, 3 mi away——
4Ausperity Private Wealth715.0★ (59)Cherry Hill Mall, 3 mi away——
5Family Wealth Management705.0★ (49)Marlton, 3 mi away——
6The Maisch Financial Group LLC705.0★ (44)Cherry Hill Mall, 4 mi away——
7Quaker Wealth Management705.0★ (43)Cherry Hill Mall, 4 mi away——
8Shateka Husser Financial Solutions705.0★ (43)Marlton, 3 mi awaySat · Evenings—
9Spectrum Wealth Partners695.0★ (37)Marlton, 3 mi away——
10Liberty One Wealth Advisors695.0★ (93)Philadelphia, 15 mi away——

All 299 financial advisors in Mount Laurel, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Mount Laurel

    #1 Peak Wealth Partners

    Based in Cherry Hill Mall, 3 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  4. #4 Ausperity Private Wealth

    Based in Cherry Hill Mall, 3 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  7. #7 Quaker Wealth Management

    Based in Cherry Hill Mall, 4 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    70 E Main St, Moorestown, NJ 08057
    View profile for Quaker Wealth Management(856) 222-0110

  8. #8 Shateka Husser Financial Solutions

    Based in Marlton, 3 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon 12 PM–5 PM · Tue 10 AM–7:30 PM · Wed closed · Thu 10 AM–7:30 PM · Fri 10 AM–5 PM · Sat 10:30 AM–2:30 PM · Sun closed
    Address
    525 NJ-73 Ste 104, Marlton, NJ 08053
    View profile for Shateka Husser Financial Solutions(866) 557-1221

  12. #12 Bankers Life

    Based in Mount Laurel

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1000 Atrium Way Ste 100, Mt Laurel Township, NJ 08054
    View profile for Bankers Life(856) 780-9001

  13. #13 First Command

    Based in Cherry Hill, 4 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Century Pkwy Suite 130, Mt Laurel Township, NJ 08054
    View profile for First Command(856) 222-9615

  15. #15 Jones Wealth Management

    Based in Camden, 8 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    535 NJ-38 Ste 350, Cherry Hill Township, NJ 08002
    View profile for Jones Wealth Management(856) 696-5540

  16. #16 TBT Barter Exchange

    Based in Cherry Hill, 7 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Sun 8 AM–10 PM
    Address
    605 NJ-70 #2, Cherry Hill Township, NJ 08002
    View profile for TBT Barter Exchange(856) 269-4136

  19. #19 Wrought Financial Planning

    Based in Haddonfield, 8 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    35 Kings Hwy E Ste 105B, Haddonfield, NJ 08033
    View profile for Wrought Financial Planning(856) 249-9980

  20. #20 Isakov Planning Group

    Based in Horsham, 18 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 9 AM–12 PM · Sun closed
    Address
    671 Second Street Pike, Southampton, PA 18966
    View profile for Isakov Planning Group(215) 452-8072

  24. #24 Zenith Wealth Partners

    Based in Philadelphia, 15 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2400 Market St #216, Philadelphia, PA 19103
    View profile for Zenith Wealth Partners(484) 278-1559

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 299 ranked financial advisors here; the rest are on their profiles.

financial advisors in Mount Laurel, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Claritas Financial Partners675.0★ (18)3 mi
27Elite Consulting Partners674.8★ (21)4 mi
28JML Financial Group, Inc.675.0★ (19)5 mi
29Duvall Wealth & Tax Planning674.9★ (32)10 mi
30Workplace Financial Advisors675.0★ (15)3 mi
31Rohi Batra - Edelman Financial Engines675.0★ (23)7 mi
32Apex Tax Advisors674.4★ (29)4 mi
33JoQuin Associates Tax & Advisory674.9★ (108)23 mi
34Meyer Capital Group675.0★ (14)3 mi
35Haddonfield Financial Planning665.0★ (20)8 mi
367th Level Mortgage LLC664.6★ (45)11 mi
37Cypress Financial Planning665.0★ (22)9 mi
38Atrium Financial Associates664.8★ (15)5 mi
39Black Jew Wealth Coach665.0★ (38)16 mi
40Chris Werner - Edelman Financial Engines665.0★ (17)7 mi
41Robbins Insurance & Financial Services LLC665.0★ (47)19 mi
42American Consumer Credit Counseling, Inc.665.0★ (1,709)15 mi
43BCG Securities Inc664.7★ (19)7 mi
44Sherwin Forde, Financial Advisor665.0★ (61)23 mi
45SGI Wealth Management LLC665.0★ (13)6 mi
46Cook Legacy Advisors665.0★ (30)15 mi
47Aronissa Harris: Primerica - Financial Services664.9★ (15)7 mi
48First Command Financial Advisor - Alex Frazier665.0★ (9)4 mi
49Edward Jones - Financial Advisor: Kelli M Brack655.0★ (8)3 mi
50World Financial Group (WFG)654.4★ (7)In Mount Laurel

Also serving Mount Laurel

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Mount Laurel
BusinessGoogle ratingDistance
Alex Shirley - Financial Advisor, Ameriprise Financial Services, LLCIn Mount Laurel
Alfred Zarroli - Financial Advisor, Ameriprise Financial Services, LLCIn Mount Laurel
Ameriprise FinancialIn Mount Laurel
Bianca Difranco, Financial Advisor, Simple Financial Solutions LLC - Simple Financial Solutions LLCIn Mount Laurel
Brian Altmann - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Mount Laurel
Eric Guggenheim - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Mount Laurel
George Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Mount Laurel
Merrill Lynch Financial Advisor Carly JordanIn Mount Laurel
Merrill Lynch Financial Advisor George Di BiaseIn Mount Laurel
Merrill Lynch Financial Advisor James ManuolaIn Mount Laurel
Merrill Lynch Financial Advisor Jeffrey BrowneIn Mount Laurel
Merrill Lynch Financial Advisor Joseph PersianoIn Mount Laurel
Merrill Lynch Financial Advisor Lawrence OlivadotiIn Mount Laurel
Merrill Lynch Financial Advisor Matthew D'AmicoIn Mount Laurel
Merrill Lynch Financial Advisor Max PragerIn Mount Laurel
Merrill Lynch Financial Advisor Scott NashIn Mount Laurel
Merrill Lynch Financial Advisor Stephen C. BernsteinIn Mount Laurel
Merrill Lynch Financial Advisor Tyrell SmithIn Mount Laurel
Paul KoenigIn Mount Laurel
Raymond James & Associates1.0★ (1)In Mount Laurel

How we ranked Mount Laurel financial advisors

We scored 299 Mount Laurel financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Mount Laurel data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Mount Laurel: frequently asked questions

Which financial advisor has the highest RFA Score in Mount Laurel?

By RFA Score, the highest-ranked financial advisor in Mount Laurel, NJ is Peak Wealth Partners with an RFA Score of 74/100. It has 5.0★ from 156 Google reviews. Moneta | Lane Hipple Team (#2) and Leonard Financial Solutions (#3) follow. We ranked 299 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Mount Laurel?

RankedFinancialAdvisors ranks 299 financial advisors serving Mount Laurel, NJ. 2 of them are based in Mount Laurel; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Mount Laurel work on weekends?

64 of 299 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Shateka Husser Financial Solutions (#8), Committed to Capital | Small Business Loans (#14) and TBT Barter Exchange (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mount Laurel financial advisors have?

The median Google rating among 299 rated financial advisors in Mount Laurel is 4.9★, with a median of 10 reviews. American Consumer Credit Counseling, Inc. has the most, 1,709 reviews, and ranks #42. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Mount Laurel count in this ranking?

Yes, if they are within 25 mi of the Mount Laurel city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Mount Laurel ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Mount Laurel a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Mount Laurel

  1. November 2026: RFA Scores recalculated for 299 financial advisors serving Mount Laurel.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Mount Laurel pages