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Investment Advisors in Pennsville, NJ: 2026 rankings

41 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Pennsville: Wilmington Trust Corporation, RFA Score 72/100; 4.3★ from 20 Google reviews.

  2. 8

    Most-reviewed: Diamond State Financial Group, 32 Google reviews at 4.9★, the most of 41 ranked; ranked #8.

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

41 Pennsville investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 41 rated firms.

Top 10 investment advisors in Pennsville 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 investment advisors in Pennsville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wilmington Trust Corporation724.3★ (20)Wilmington, 7 mi away—Top score
2Fidelity Investments693.3★ (22)Hockessin, 10 mi away——
3Robert Whitesall - Prudential Financial695.0★ (15)Bridgeton, 21 mi away——
4AmSett Funding685.0★ (16)Broomall, 23 mi awaySat · Sun · Evenings—
5Palm Alliance Management683.0★ (8)Wilmington, 7 mi away——
6Wells Fargo Advisors673.4★ (5)Newark, 8 mi away——
7Coastal Equities, Inc./Coastal Investment Advisors, Inc.661.8★ (4)Wilmington, 7 mi away——
8Diamond State Financial Group654.9★ (32)Newark, 10 mi away—Most reviews
9Delaware Valley Retirement, Inc.645.0★ (4)Chester, 19 mi away——
10STP Investment Services634.0★ (4)West Chester, 22 mi away——

All 41 investment advisors in Pennsville, 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.

  2. #2 Fidelity Investments

    Based in Hockessin, 10 mi away

    69/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.3★ from 22 Google reviews, listed on Google as “Investment service”.

    • 3.3★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4001 Kennett Pike Ste 120, Greenville, DE 19807
    View profile for Fidelity Investments(800) 201-5380

  4. #4 AmSett Funding

    Based in Broomall, 23 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat 10 AM–4:30 PM · Sun 11 AM–2:30 PM
    Address
    510 Abbott Dr, Broomall, PA 19008
    View profile for AmSett Funding(877) 220-3301

  10. #10 STP Investment Services

    Based in West Chester, 22 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    44 W Gay St Ste 300, West Chester, PA 19380
    View profile for STP Investment Services(610) 363-5684

  11. #11 Meradia

    Based in West Chester, 22 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    119 N High St, West Chester, PA 19380
    View profile for Meradia(610) 738-7787

  16. #16 Hartley Advisors Corp.

    Based in Glassboro, 19 mi away

    58/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    405 Bishop Rd, Mullica Hill, NJ 08062
    View profile for Hartley Advisors Corp.(610) 331-4292

  20. #20 Charles Schwab

    Based in Wilmington, 10 mi away

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.1★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 3.1★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4021 Kennett Pike Ste A, Wilmington, DE 19807
    View profile for Charles Schwab(302) 622-3600

  21. #21 West Chester Wealth Management

    Based in West Chester, 22 mi away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon 8:30 AM–5 PM · Tue 9 AM–5 PM · Wed–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    535 N Church St Ste 275, West Chester, PA 19380
    View profile for West Chester Wealth Management(610) 616-1901

  22. #22 Diversified LLC

    Based in Wilmington, 11 mi away

    57/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3705 Concord Pike, Wilmington, DE 19803
    View profile for Diversified LLC(302) 765-3500

  23. #23 Haydenrock Financial

    Based in Woodbury, 21 mi away

    56/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    935 Kings Hwy #200, West Deptford, NJ 08086
    View profile for Haydenrock Financial(856) 988-9500

All 41 investment advisors

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

investment advisors in Pennsville, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26Kimberlee Orth - Private Wealth Advisor, Ameriprise Financial Services, LLC564.0★ (4)11 mi
27Kennedy Investment Group564.4★ (9)22 mi
28Merrill Lynch Wealth Management552.3★ (3)10 mi
29Creative Financial Group543.9★ (8)23 mi
30Edward Jones - Financial Advisor: Bob Mason, CFP®|AAMS®545.0★ (6)24 mi
31Bargeld Financial545.0★ (4)20 mi
32Edward Jones - Financial Advisor: Hanna McCarthy, CFP®|AAMS®|SE-AWMA®535.0★ (4)22 mi
33Lynch Investment Planning, LLC535.0★ (4)23 mi
34Edward Jones - Financial Advisor: Jim Kelleher, CFP®535.0★ (3)22 mi
35Edward Jones - Financial Advisor: Derek W Koffel535.0★ (3)22 mi
36Edward Jones - Financial Advisor: Joe Kicinski Jr, ChFC®|CEPA®|CRPC™525.0★ (3)22 mi
37Market Street Wealth Management525.0★ (3)22 mi
38Edward Jones - Financial Advisor: Raymond Trost, CFP®525.0★ (3)24 mi
39Edward Jones - Financial Advisor: Brad Abel523.7★ (3)22 mi
40Edward Jones - Financial Advisor: Lee C Moran, AAMS®525.0★ (3)25 mi
41Edward Jones - Financial Advisor: Michael D Forcade523.7★ (3)23 mi

Also serving Pennsville

20 more investment 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 investment advisors serving Pennsville
BusinessGoogle ratingDistance
Brian ThompsonIn Pennsville
Brian ThompsonIn Pennsville
Charles Winn1.5★ (2)7 mi
Chesapeake Wealth Advisors of Janney Montgomery Scott5.0★ (2)9 mi
Creative Planning5.0★ (2)10 mi
Deborah Brown-Buchanan - Prudential FinancialIn Pennsville
Eagle Wealth Strategies5.0★ (2)In Pennsville
Edward Jones - Financial Advisor: Benjamin B DiazIn Pennsville
Edward Jones - Financial Advisor: Bill McAllister, AAMS®5.0★ (1)In Pennsville
Edward Jones - Financial Advisor: Mike Laur5.0★ (2)12 mi
Edward Jones - Financial Advisor: Steven T Lucas, CFP®3.0★ (2)10 mi
Frank Leonards & Frank LLC5.0★ (1)In Pennsville
My Stewardship Journey5.0★ (21)In Pennsville
Precision Wealth Partners5.0★ (12)In Pennsville
Raymond James & Associates5.0★ (2)9 mi
Raymond James Financial ServicesIn Pennsville
Reliance Trust CoIn Pennsville
Stephen Souder - Prudential Financial5.0★ (1)In Pennsville
Victory Wealth Partners5.0★ (13)In Pennsville
Westover Capital Advisors LLC5.0★ (2)9 mi

How we ranked Pennsville investment advisors

We scored 41 Pennsville investment 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 Pennsville 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Pennsville: frequently asked questions

Which investment advisor has the highest RFA Score in Pennsville?

By RFA Score, the highest-ranked investment advisor in Pennsville, NJ is Wilmington Trust Corporation with an RFA Score of 72/100. It has 4.3★ from 20 Google reviews. Fidelity Investments (#2) and Robert Whitesall - Prudential Financial (#3) follow. We ranked 41 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Pennsville?

RankedFinancialAdvisors ranks 41 investment advisors serving Pennsville, NJ. 1 of them is based in Pennsville; 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 investment advisors in Pennsville work on weekends?

3 of 41 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are AmSett Funding (#4) and Property Merchants, LLC (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Pennsville investment advisors have?

The median Google rating among 41 rated investment advisors in Pennsville is 4.8★, with a median of 5 reviews. Diamond State Financial Group has the most, 32 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Pennsville count in this ranking?

Yes, if they are within 25 mi of the Pennsville city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Pennsville ranked?

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

How do I check an investment 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 investment advisor in Pennsville 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 investment 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 Pennsville

  1. November 2026: RFA Scores recalculated for 41 investment advisors serving Pennsville.

More investment advisors and Pennsville pages