City
Wealth management firms in Moorestown, New Jersey
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Moorestown, New Jersey reported $1.1 billion in regulatory assets under management; the largest by assets was Quaker Wealth Management LLC, with $449.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $122.2 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Quaker Wealth Management LLC | SEC | $449.3 million | 1,295 |
| 2 | Bluefin Financial | SEC | $289.6 million | 708 |
| 3 | Copper Beech Financial Group, LLC | SEC | $197.4 million | 584 |
| 4 | Main Street Financial Life Advisors, LLC | State | $56.9 million | 85 |
| 5 | Apogee Financial Services Group, Inc. | State | $48.5 million | 124 |
| 6 | Purpose Built | State | $28.5 million | 88 |
| 7 | Arrington Financial Advisors, LLC | State | $10.8 million | 31 |
| 8 | Viso Wealth Management LLC | State | $10.2 million | 8 |
| 9 | Truvine Financial, LLC | State | $8.7 million | 25 |
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.