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Wealth Managers in Ewing, NJ: 2026 rankings

112 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ewing: Peak Wealth Partners, RFA Score 70/100; 5.0★ from 156 Google reviews.

  2. 4

    Most-reviewed: Presilium Private Wealth, 145 Google reviews at 5.0★, the most of 112 ranked after Peak Wealth Partners; ranked #4.

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

112 Ewing wealth managers are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 112 rated firms.

Top 10 wealth managers in Ewing 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 wealth managers in Ewing at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Peak Wealth Partners705.0★ (156)Cherry Hill Mall, 24 mi away—Top score
2Blue Bell Private Wealth Management, LLC695.0★ (144)King of Prussia, 27 mi away——
3MaxGuard Wealth694.9★ (56)Princeton, 9 mi away——
4Presilium Private Wealth685.0★ (145)Radnor, 34 mi away—Most reviews
5Legacy Wealth Advisors - Financial Planning685.0★ (88)East Brunswick, 26 mi awaySat · Sun · Evenings—
6Mercer Wealth Management685.0★ (18)Ewing——
7Shorepoint Wealth Management685.0★ (131)Freehold, 33 mi away——
8Liberty One Wealth Advisors685.0★ (93)Philadelphia, 29 mi away——
9Alcove Private Wealth685.0★ (34)Princeton, 12 mi away——
10Ausperity Private Wealth675.0★ (59)Cherry Hill Mall, 23 mi away——

All 112 wealth managers in Ewing, 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 Ewing

    #1 Peak Wealth Partners

    Based in Cherry Hill Mall, 24 mi away

    70/100RFA 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

  3. #3 MaxGuard Wealth

    Based in Princeton, 9 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    212 Carnegie Center Dr #106, Princeton, NJ 08540
    View profile for MaxGuard Wealth(609) 498-6996

  4. #4 Presilium Private Wealth

    Based in Radnor, 34 mi away

    68/100RFA Score

    Ranked #4 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

  9. #9 Alcove Private Wealth

    Based in Princeton, 12 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 College Rd E Ste 230, Princeton, NJ 08540
    View profile for Alcove Private Wealth(609) 917-7550

  10. #10 Ausperity Private Wealth

    Based in Cherry Hill Mall, 23 mi away

    67/100RFA Score

    Ranked #10 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

  11. #11 Quaker Wealth Management

    Based in Cherry Hill Mall, 22 mi away

    67/100RFA Score

    Ranked #11 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

  14. #14 Zenith Wealth Partners

    Based in Philadelphia, 30 mi away

    66/100RFA Score

    Ranked #14 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

  18. #18 PTM Wealth

    Based in Horsham, 21 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1501 Lower State Rd Building D, North Wales, PA 19454
    View profile for PTM Wealth(267) 317-1515

  20. #20 Jones Wealth Management

    Based in Camden, 27 mi away

    65/100RFA Score

    Ranked #20 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

  22. #22 Palante Wealth Advisors

    Based in Ewing

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    230 W Delaware Ave, Pennington, NJ 08534
    View profile for Palante Wealth Advisors(609) 476-9269

  23. #23 Black Jew Wealth Coach

    Based in Philadelphia, 30 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2929 Arch St #1700, Philadelphia, PA 19104
    View profile for Black Jew Wealth Coach(610) 646-1010

  24. #24 Falbo Wealth Management

    Based in New Providence, 36 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    70 Floral Ave, New Providence, NJ 07974
    View profile for Falbo Wealth Management(908) 490-1190

Wealth managers 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 112 ranked wealth managers here; the rest are on their profiles.

wealth managers in Ewing, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Capital Planning Wealth Management655.0★ (51)37 mi
27Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors645.0★ (56)40 mi
28Duvall Wealth & Tax Planning644.9★ (32)29 mi
29Beneficial Wealth644.9★ (41)34 mi
30Hudson Wealth Management LLC644.9★ (58)39 mi
31Pursuit of Wealth Consulting INC645.0★ (27)29 mi
32Daniel O'Sullivan, CDS Wealth Management645.0★ (20)27 mi
33H&S Tax and Wealth Advisors LLC645.0★ (40)39 mi
34The Wealth Activator635.0★ (39)39 mi
35Thrive Wealth Management, LLC635.0★ (16)27 mi
36Activate Wealth635.0★ (19)30 mi
37Sheehy Associates Proactive Wealth Management634.2★ (5)7 mi
38Safe Harbor Wealth Management, Inc.635.0★ (30)37 mi
39Capital Wealth & Tax Management LLC635.0★ (5)12 mi
40Coordinated Wealth625.0★ (23)37 mi
41FIT Wealth Management625.0★ (10)24 mi
42Merrill Lynch Wealth Management622.0★ (3)In Ewing
43CMA Wealth Management, LLC625.0★ (3)9 mi
44SGI Wealth Management LLC625.0★ (13)29 mi
45WealthBridge Financial625.0★ (12)28 mi
46Merrill Lynch Wealth Management625.0★ (3)9 mi
47Michael Russo - Wealth Management624.9★ (11)27 mi
48Argosy Wealth Management625.0★ (17)35 mi
49Independent Wealth Management625.0★ (21)38 mi
50Legacy Wealth Planning625.0★ (10)27 mi

Also serving Ewing

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Ewing
BusinessGoogle ratingDistance
Acuity Wealth Management1.0★ (1)In Ewing
Agbára Financial Solutions, LLC5.0★ (1)In Ewing
Alexander Borsuk - Financial Advisor, Ameriprise Financial Services, LLCIn Ewing
David Lamborn Peters - Financial Advisor, Ameriprise Financial Services, LLCIn Ewing
Edward Jones - Financial Advisor: Michael Pine, CFP®|AAMS®In Ewing
Edward Jones - Financial Advisor: Sneha Salgam, CEPA®|ABFP®|AAMS®In Ewing
Knox Grove Financial, LLC5.0★ (1)In Ewing
Kuttin Wealth Management - Ameriprise Financial Services, LLCIn Ewing
Mary Anne Bohlinger CPA CFP®4.6★ (13)In Ewing
Master Plan Investment Group5.0★ (7)In Ewing
Matthew Godfroy - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Ewing
Mercer Financial Group Inc5.0★ (1)In Ewing
Morgan Stanley Financial Advisors5.0★ (1)In Ewing
Princeton Planning Group - Ameriprise Financial Services, LLCIn Ewing
Scafa Financial Services LLC5.0★ (2)In Ewing
Thrive Financial Services - Hamilton Branch5.0★ (1)In Ewing
Wealth Management Partners LLCIn Ewing
Weingarten Associates LLC5.0★ (8)In Ewing
Wells Fargo AdvisorsIn Ewing
Wells Fargo AdvisorsIn Ewing

How we ranked Ewing wealth managers

We scored 112 Ewing wealth managers 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 Ewing 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Ewing: frequently asked questions

Which wealth manager has the highest RFA Score in Ewing?

By RFA Score, the highest-ranked wealth manager in Ewing, NJ is Peak Wealth Partners with an RFA Score of 70/100. It has 5.0★ from 156 Google reviews. Blue Bell Private Wealth Management, LLC (#2) and MaxGuard Wealth (#3) follow. We ranked 112 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Ewing?

RankedFinancialAdvisors ranks 112 wealth managers serving Ewing, NJ. 4 of them are based in Ewing; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Ewing work on weekends?

8 of 112 ranked wealth managers post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Legacy Wealth Advisors - Financial Planning (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ewing wealth managers have?

The median Google rating among 112 rated wealth managers in Ewing is 5.0★, with a median of 10 reviews. Peak Wealth Partners has the most, 156 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Ewing count in this ranking?

Yes, if they are within 40 mi of the Ewing city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Ewing ranked?

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

How do I check a wealth manager’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 wealth manager in Ewing 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 wealth managers 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 Ewing

  1. November 2026: RFA Scores recalculated for 112 wealth managers serving Ewing.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Ewing pages