Top financial advisors in Cherry Hill, NJ
We've curated a list of the best financial advisors in Cherry Hill, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $504,273,773 Number of advisors 15 advisors | |||
| 2 | Assets under management $264,093,822 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Cherry Hill, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wealth Management Associates, Inc.
Wealth Management Associates, Inc. is a registered investment advisor established in March 1999, located in Cherry Hill, NJ. The firm specializes in providing financial planning and asset management services to individuals, retirement plans, trusts, and charitable organizations. They offer financial planning services focusing on long-term financial goals, tax planning, asset allocation, risk management, and retirement planning. Asset management services involve continuous supervision and monitoring of client accounts, with trades made when necessary. The firm recommends a minimum household opening size of $200,000 for participation in their asset management services. Wealth Management Associates acts as a fiduciary for retirement plan accounts, providing non-discretionary investment advice and investment due diligence reviews. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies for securities held in their accounts. The firm does not have custody of client funds or securities. Wealth Management Associates has a privacy policy in place to protect client information and only discloses information as permitted or required by law.
$504,273,773 under management
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR/REFERRAL FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Wealth Cmt
Wealth Creation Management & Transfer, LLC (Wealth CMT) was established in May 2008 and specializes in providing wealth planning and management services. The firm focuses on excellent client service, personalized attention, and knowledge of financial markets. Wealth CMT requires clients to enter into written agreements before providing investment advisory services. The firm's principal owners are Andrew J. Barnett and Eric M. Feder. As of December 31, 2022, Wealth CMT managed $264,093,823 in assets on a discretionary basis. Wealth CMT offers financial planning and consulting services with fees ranging from $3,500 to $25,000, depending on the scope. Investment management fees are based on a percentage of assets under management, with a tiered fee structure. The firm may recommend the services of other professionals for implementation, but clients retain discretion over all implementation decisions. Wealth CMT does not engage in performance-based fees or side-by-side management. Clients can engage Wealth CMT to manage assets on a discretionary basis, allowing the firm to make investment decisions without prior client approval. The firm's investment strategies include Conservative, Moderate, Balanced, Growth, and Aggressive Growth approaches, each tailored to different risk profiles and time horizons. Wealth CMT conducts ongoing account reviews and provides clients with regular account statements and reports. Wealth CMT recommends using Schwab Advisor Services as a custodian and broker, with transactions executed independently unless aggregated for best execution. The firm may receive economic benefits from Schwab, including software and support services. Wealth CMT exercises investment discretion on behalf of clients and does not vote proxies for client securities. The firm does not have custody of client assets and does not disclose financial information as it does not prepay fees or have financial conditions that impair its commitments.
$264,093,822 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Cherry Hill, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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