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Financial Planners in Marlton, NJ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Marlton: Peak Wealth Partners, RFA Score 77/100; 5.0★ from 156 Google reviews.

  2. 5

    Most-reviewed: Thrive Financial Services (HQ), 213 Google reviews at 4.9★, the most of 197 ranked; ranked #5.

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

197 Marlton 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 4.8★ across 197 rated firms.

Top 10 financial planners in Marlton 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 Marlton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Peak Wealth Partners775.0★ (156)Cherry Hill Mall, 4 mi away—Top score
2Moneta | Lane Hipple Team745.0★ (88)Cherry Hill Mall, 6 mi away——
3Family Wealth Management735.0★ (49)Marlton——
4Ausperity Private Wealth735.0★ (59)Cherry Hill Mall, 4 mi away——
5Thrive Financial Services (HQ)724.9★ (213)Horsham, 22 mi away—Most reviews
6Liberty One Wealth Advisors725.0★ (93)Philadelphia, 14 mi away——
7Committed to Capital | Small Business Loans725.0★ (98)Glassboro, 16 mi awaySat · Sun · Evenings—
8The Maisch Financial Group LLC725.0★ (44)Cherry Hill Mall, 3 mi away——
9Quaker Wealth Management715.0★ (43)Cherry Hill Mall, 5 mi away——
10Blue Bell Private Wealth Management, LLC715.0★ (144)King of Prussia, 25 mi away——

All 197 financial planners in Marlton, 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 Marlton

    #1 Peak Wealth Partners

    Based in Cherry Hill Mall, 4 mi away

    77/100RFA 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, 4 mi away

    73/100RFA 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

  9. #9 Quaker Wealth Management

    Based in Cherry Hill Mall, 5 mi away

    71/100RFA Score

    Ranked #9 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 First Command

    Based in Cherry Hill, 3 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 Bankers Life

    Based in Mount Laurel, 2 mi away

    70/100RFA 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 Jones Wealth Management

    Based in Camden, 7 mi away

    70/100RFA Score

    Ranked #13 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

  14. #14 TBT Barter Exchange

    Based in Cherry Hill, 5 mi away

    70/100RFA Score

    Ranked #14 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

  16. #16 Wrought Financial Planning

    Based in Haddonfield, 6 mi away

    70/100RFA Score

    Ranked #16 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

  17. #17 Isakov Planning Group

    Based in Horsham, 21 mi away

    69/100RFA Score

    Ranked #17 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

  19. #19 7th Level Mortgage LLC

    Based in Atco, 9 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 45 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri–Sat 9 AM–5 PM · Sun closed
    Address
    331 White Horse Pike 2nd Floor, Atco, NJ 08004
    View profile for 7th Level Mortgage LLC(856) 324-6749

  24. #24 Meyer Capital Group

    Based in Marlton

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    525 NJ-73 #312, Marlton, NJ 08053
    View profile for Meyer Capital Group(856) 985-8400

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

financial planners in Marlton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cypress Financial Planning685.0★ (22)7 mi
27Sherwin Forde, Financial Advisor685.0★ (61)23 mi
28Bank of America (with Drive-thru ATM)684.3★ (167)22 mi
29Haddonfield Financial Planning685.0★ (20)6 mi
30Cook Legacy Advisors685.0★ (30)13 mi
31Robbins Insurance & Financial Services LLC685.0★ (47)20 mi
32Strategic Tax & Advisory Services674.9★ (69)25 mi
33Atrium Financial Associates674.8★ (15)3 mi
34SGI Wealth Management LLC675.0★ (13)3 mi
35Chris Werner - Edelman Financial Engines675.0★ (17)7 mi
36BCG Securities Inc674.7★ (19)7 mi
37PADDEN COOPER LLC664.1★ (23)5 mi
38Heier Weisbrot & Bernstein Accounting Services664.6★ (14)5 mi
39Matrix Tax Service664.5★ (49)19 mi
40GDI Private Wealth Advisors665.0★ (7)In Marlton
41First Command Financial Advisor - Alex Frazier665.0★ (9)3 mi
42M Financial Planning Services Inc665.0★ (7)1 mi
43Bank of America (with Drive-thru ATM)663.9★ (31)8 mi
44Woodwee Financial Services665.0★ (24)17 mi
45Activate Wealth665.0★ (19)14 mi
46First Command Financial Advisor - John Haggerty665.0★ (8)3 mi
47GARAFANO WEALTH & TAX MANAGEMENT LLC663.8★ (10)In Marlton
48Financial Independence Planning654.9★ (42)25 mi
49Bank of America (with Drive-thru ATM)653.4★ (57)6 mi
50Bank of America Financial Center654.0★ (32)11 mi

Also serving Marlton

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 Marlton
BusinessGoogle ratingDistance
Alex Silvestro - VALIC Financial Advisors & AIG Retirement Services5.0★ (2)In Marlton
Anthony J Cifelli Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Marlton
Bob Ricci of Solid Rock Financial5.0★ (4)In Marlton
Charles Schwab3.6★ (14)In Marlton
De Cesare Retirement Specialists5.0★ (2)In Marlton
Edward Jones - Financial Advisor: Kelli M Brack5.0★ (8)In Marlton
Engels Polanco-Cabral: Primerica - Financial Services5.0★ (2)In Marlton
Financial Life Planning5.0★ (3)In Marlton
Friedenthal Financial5.0★ (2)In Marlton
Joseph A. Galati and Anthony Galati - Raymond James5.0★ (2)In Marlton
Lincoln Investment Planning5.0★ (2)In Marlton
Morgan Stanley Financial Advisors5.0★ (1)In Marlton
New Age Financial Group5.0★ (2)In Marlton
Peter Gealt - Morgan Stanley5.0★ (1)In Marlton
Pine Valley Investments5.0★ (9)In Marlton
Santilli & Thomson, LLC5.0★ (2)In Marlton
Shateka Husser Financial Solutions5.0★ (43)In Marlton
Spectrum Wealth Partners5.0★ (37)In Marlton
The Koehler Group - Morgan Stanley5.0★ (1)In Marlton
Wells Fargo Advisors3.0★ (5)In Marlton

How we ranked Marlton financial planners

We scored 197 Marlton 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 Marlton 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 Marlton: frequently asked questions

Which financial planner has the highest RFA Score in Marlton?

By RFA Score, the highest-ranked financial planner in Marlton, NJ is Peak Wealth Partners with an RFA Score of 77/100. It has 5.0★ from 156 Google reviews. Moneta | Lane Hipple Team (#2) and Family Wealth Management (#3) follow. We ranked 197 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Marlton?

RankedFinancialAdvisors ranks 197 financial planners serving Marlton, NJ. 5 of them are based in Marlton; 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 Marlton work on weekends?

48 of 197 ranked financial planners post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Committed to Capital | Small Business Loans (#7), TBT Barter Exchange (#14) and Isakov Planning Group (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Marlton financial planners have?

The median Google rating among 197 rated financial planners in Marlton is 4.8★, with a median of 12 reviews. Thrive Financial Services (HQ) has the most, 213 reviews, and ranks #5. 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 Marlton count in this ranking?

Yes, if they are within 25 mi of the Marlton 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 Marlton 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 Marlton 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 Marlton

  1. November 2026: RFA Scores recalculated for 197 financial planners serving Marlton.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Marlton pages