City
Independent RIAs in Cherry Hill, New Jersey
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Cherry Hill, New Jersey reported $850.2 million in regulatory assets under management; the largest by assets was Wealth Management Associates, Inc., with $717.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $850.2 million
- Average per firm
- $121.5 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealth Management Associates, Inc. | SEC | $717.4 million | 1,791 |
| 2 | MK3 Wealth LLC | SEC | $113.1 million | 223 |
| 3 | S & A Financial Strategies & Services, LLC | State | $16.2 million | 39 |
| 4 | Co-Missions Financial Planning | State | $2.3 million | 17 |
| 5 | Guardian Solutions | State | $1.2 million | 17 |
| 6 | Bonfrisco Wealth Management LLC | State | $0 | 0 |
| 7 | Dolcini Capital Management | State | $0 | 0 |
Independent RIAs in New Jersey, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.