Skip to content

Financial Planners in Greentree, NJ: 2026 rankings

220 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

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

  2. 2

    Most-reviewed: Retire Ready Financial Group, LLC, 1,179 Google reviews at 5.0★, the most of 220 ranked; ranked #2.

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

220 Greentree financial planners are ranked here by RFA Score, from eight published factors. 48 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 4.9★ across 220 rated firms.

Top 10 financial planners in Greentree 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 planners in Greentree at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Peak Wealth Partners745.0★ (156)Cherry Hill Mall, 3 mi away—Top score
2Retire Ready Financial Group, LLC735.0★ (1,179)Radnor, 24 mi awaySat · Sun · EveningsMost reviews
3Moneta | Lane Hipple Team725.0★ (88)Cherry Hill Mall, 5 mi away——
4Family Wealth Management715.0★ (49)Marlton, 1 mi away——
5Ausperity Private Wealth715.0★ (59)Cherry Hill Mall, 4 mi away——
6The Maisch Financial Group LLC715.0★ (44)Cherry Hill Mall, 2 mi away——
7Liberty One Wealth Advisors705.0★ (93)Philadelphia, 12 mi away——
8Committed to Capital | Small Business Loans705.0★ (98)Glassboro, 15 mi awaySat · Sun · Evenings—
9Thrive Financial Services (HQ)704.9★ (213)Horsham, 21 mi away——
10Quaker Wealth Management705.0★ (43)Cherry Hill Mall, 5 mi away——

All 220 financial planners in Greentree, 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 Greentree

    #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

  5. #5 Ausperity Private Wealth

    Based in Cherry Hill Mall, 4 mi away

    71/100RFA Score

    Ranked #5 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

  10. #10 Quaker Wealth Management

    Based in Cherry Hill Mall, 5 mi away

    70/100RFA Score

    Ranked #10 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

  11. #11 McAdam Financial

    Based in Radnor, 24 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 289 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Suite F-200, Radnor, PA 19087
    View profile for McAdam Financial(215) 399-9350

  12. #12 First Command

    Based in Cherry Hill, 2 mi away

    69/100RFA Score

    Ranked #12 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

  13. #13 TBT Barter Exchange

    Based in Cherry Hill, 4 mi away

    69/100RFA Score

    Ranked #13 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

  14. #14 Wrought Financial Planning

    Based in Haddonfield, 4 mi away

    69/100RFA Score

    Ranked #14 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

  15. #15 Jones Wealth Management

    Based in Camden, 6 mi away

    69/100RFA 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 Bankers Life

    Based in Mount Laurel, 2 mi away

    69/100RFA Score

    Ranked #16 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

  18. #18 Presilium Private Wealth

    Based in Radnor, 24 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Ste F110, Radnor, PA 19087
    View profile for Presilium Private Wealth(215) 982-4140

  23. #23 Isakov Planning Group

    Based in Horsham, 20 mi away

    68/100RFA Score

    Ranked #23 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

Financial planners 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 220 ranked financial planners here; the rest are on their profiles.

financial planners in Greentree, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26SAGE — Senior Advisors & Guidance Experts685.0★ (18)3 mi
27Meyer Capital Group675.0★ (14)1 mi
28Atrium Financial Associates674.8★ (15)1 mi
297th Level Mortgage LLC674.6★ (45)9 mi
30Chris Werner - Edelman Financial Engines675.0★ (17)5 mi
31Cook Legacy Advisors675.0★ (30)11 mi
32JoQuin Associates Tax & Advisory674.9★ (108)24 mi
33SGI Wealth Management LLC675.0★ (13)2 mi
34Duvall Wealth & Tax Planning674.9★ (32)12 mi
35BCG Securities Inc674.7★ (19)5 mi
36Sherwin Forde, Financial Advisor665.0★ (61)21 mi
37Robbins Insurance & Financial Services LLC665.0★ (47)19 mi
38First Command Financial Advisor - Alex Frazier665.0★ (9)2 mi
39Strategic Tax & Advisory Services664.9★ (69)23 mi
40First Command Financial Advisor - John Haggerty665.0★ (8)2 mi
41GDI Private Wealth Advisors665.0★ (7)1 mi
42Heier Weisbrot & Bernstein Accounting Services664.6★ (14)5 mi
43First Command District Advisor - Keith Thibodeau665.0★ (6)In Greentree
44Crash Proof Retirement664.7★ (100)24 mi
45Bank of America (with Drive-thru ATM)664.3★ (167)20 mi
46First Command Financial Advisor - Shea Harvey665.0★ (7)2 mi
47M Financial Planning Services Inc665.0★ (7)2 mi
48Merrill Lynch Financial Advisor Joseph Dunn655.0★ (5)In Greentree
49Woodwee Financial Services655.0★ (24)15 mi
50Activate Wealth655.0★ (19)13 mi

Also serving Greentree

20 more financial planners 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 planners serving Greentree
BusinessGoogle ratingDistance
Anthony J Cifelli Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)1 mi
Berman Financial Services3.0★ (2)1 mi
De Cesare Retirement Specialists5.0★ (2)1 mi
Edward Jones - Financial Advisor: Al Finkelstein, CEPA®|AAMS®5.0★ (5)In Greentree
Euletta Gordon, Wealth Advisor - Eagle StrategiesIn Greentree
Friedenthal Financial5.0★ (2)3 mi
George Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)2 mi
Greentree Financial CorporationIn Greentree
Joseph A. Galati and Anthony Galati - Raymond James5.0★ (2)2 mi
Lincoln Investment Planning5.0★ (2)3 mi
Mangan Ernst and Rankin Wealth Management GroupIn Greentree
Merrill Lynch Senior Consultant Mary Jayne BeckettIn Greentree
Michael R Magee - Financial Advisor, Ameriprise Financial Services, LLCIn Greentree
Primavera Financial ServicesIn Greentree
ProsperEdge Wealth Advisors - Ameriprise Financial Services, LLCIn Greentree
Robert A. Sagedy, Jr., CPA3.0★ (2)3 mi
Santilli & Thomson, LLC5.0★ (2)1 mi
Shorts & Associates5.0★ (1)In Greentree
Stephen D. Leightman - RBC Wealth Management Financial AdvisorIn Greentree
The East Gate Wealth Management Group - Morgan StanleyIn Greentree

How we ranked Greentree financial planners

We scored 220 Greentree financial planners 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 Greentree 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Greentree: frequently asked questions

Which financial planner has the highest RFA Score in Greentree?

By RFA Score, the highest-ranked financial planner in Greentree, NJ is Peak Wealth Partners with an RFA Score of 74/100. It has 5.0★ from 156 Google reviews. Retire Ready Financial Group, LLC (#2) and Moneta | Lane Hipple Team (#3) follow. We ranked 220 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Greentree?

RankedFinancialAdvisors ranks 220 financial planners serving Greentree, NJ. 2 of them are based in Greentree; 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 planners in Greentree work on weekends?

48 of 220 ranked financial planners post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#2), Committed to Capital | Small Business Loans (#8) and TBT Barter Exchange (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greentree financial planners have?

The median Google rating among 220 rated financial planners in Greentree is 4.9★, with a median of 11 reviews. Retire Ready Financial Group, LLC has the most, 1,179 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Greentree count in this ranking?

Yes, if they are within 25 mi of the Greentree city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Greentree ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Greentree 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 planners 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 Greentree

  1. November 2026: RFA Scores recalculated for 220 financial planners serving Greentree.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Greentree pages