City
Wealth management firms in Marlton, New Jersey
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Marlton, New Jersey reported $5.1 billion in regulatory assets under management; the largest by assets was Pine Valley Investments, with $2.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $5.1 billion
- Average per firm
- $462.6 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pine Valley Investments | SEC | $2.7 billion | 5,785 |
| 2 | Laurel Oak Wealth Management, LLC | SEC | $1.4 billion | 4,662 |
| 3 | Cora Capital Advisors | SEC | $722.9 million | 2,035 |
| 4 | Friedenthal Financial, LLC | SEC | $196.4 million | 536 |
| 5 | De Cesare Retirement Specialists | State | $38.1 million | 136 |
| 6 | Sound Wealth LLC | State | $28.5 million | 208 |
| 7 | Financial Life Planning, LLC | State | $23.2 million | 95 |
| 8 | Blueprint Capital Management, LLC | State | $3.2 million | 14 |
| 9 | Capital Planning Associates, Incorporated | State | $3.0 million | 7 |
| 10 | M Financial Planning Services, Inc | State | $0 | 0 |
| 11 | Pine Valley Private Wealth | State | $0 | 0 |
Wealth management firms 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.