Top financial advisors in Marlton, NJ
We’ve curated a list of the best financial advisors in Marlton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$964,600,915
Number of advisors
27 advisors
| $964,600,915 | 27 advisors | |
| 2 |
Assets under management
$429,344,378
Number of advisors
10 advisors
| $429,344,378 | 10 advisors | |
| 3 |
Assets under management
$248,469,018
Number of advisors
5 advisors
| $248,469,018 | 5 advisors | |
| 4 |
Assets under management
$155,617,206
Number of advisors
5 advisors
| $155,617,206 | 5 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.
Methodology
To generate our top financial advisors list in Marlton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marlton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Pine Valley Investments
Pine Valley Investments Limited Liability Company, established in October 2014, offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm may also act as a subadvisor to unaffiliated advisers and provide pension consulting services. Clients have the option to impose restrictions on investments based on personal values. The firm's fee structure for portfolio management services ranges from 1.00% to 1.80% annually based on total assets under management. Pine Valley Investments manages over $2 billion in discretionary assets and provides ongoing consulting services to pension plans. The firm employs fundamental, technical, and quantitative analysis in its investment strategies, including long-term trading, short sales, margin transactions, and options trading. Clients have the option to direct brokerage transactions to specific broker-dealers. Pine Valley Investments acts as a fiduciary, voting proxies in clients' best interests and disclosing any conflicts of interest. The firm does not accept performance-based fees and has no disciplinary information. Clients must meet a minimum account size of $500,000 for portfolio management services. Pine Valley Investments emphasizes transparency, client communication, and adherence to fiduciary duties in its investment approach.
$964,600,915 under management
27 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPension Consulting ServicesSelection Of Other AdvisersCora Capital Advisors
Cora Capital Advisors is a financial advisory firm based in Marlton, New Jersey. It currently has approximately $429,344,378 of assets under management and employs about 10 people. Cora Capital Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
$429,344,378 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersMasso Torrence Wealth Management Inc.
**Masso Torrence Wealth Management Inc. Summary:** Established in October 2007 and registered as an investment advisor in November 2020, Masso Torrence Wealth Management Inc. is a fiduciary firm based in Marlton, NJ. They offer wealth management services to individuals, high net worth individuals, trusts, estates, retirement plans, and small businesses. The firm provides investment management, financial planning, and advisory services tailored to each client's goals and risk tolerance. Their investment strategies primarily focus on long-term growth, utilizing a mix of investment vehicles such as ETFs, mutual funds, individual stocks, bonds, and closed-end mutual funds. Clients have the option to place restrictions on their investments. Masso Torrence does not accept or maintain custody of client funds, and all assets are managed within designated accounts at a qualified custodian. The firm charges wealth management fees ranging from 0.25% to 1.25% annually based on assets under management. They do not charge performance-based fees and do not engage in wrap fee programs. Clients may request more current information at any time, and the firm encourages annual reviews to ensure alignment with client goals. For further details, clients can contact Masso Torrence Wealth Management Inc. at (856) 988-6664 or visit their website at [www.massotorrence.com](https://www.massotorrence.com).
$248,469,018 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersFriedenthal Financial, LLC
**Friedenthal Financial, LLC Summary:** Established in 2009 in Marlton, New Jersey, Friedenthal Financial, LLC offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizon. The firm's services include investment strategy, asset allocation, and regular portfolio monitoring. They provide financial planning and consulting services billed per project or hourly. The firm specializes in managing investments in mutual funds, equities, bonds, ETFs, real estate, and more. **Key Consumer-Facing Terms:** - Minimum Account Size: $250,000 (may be waived based on client needs) - Fee Structure: Varies based on total assets under management, with fees paid quarterly in arrears - Fiduciary Duty: The firm acts in the best interest of clients - Investment Discretion: Clients provide written authorization for advisory fees to be withdrawn directly from their accounts - Investment Strategy: Utilizes Strategic Asset Allocation and Tactical Asset Allocation - Methods of Analysis: Includes charting analysis, fundamental analysis, technical analysis, and cyclical analysis **Advisory Business Description:** - Investment strategies limited to specific types of investments - Clients' financial plans are based on individual Investment Policy Statements - Assets under management: $173,814,517.00 (discretionary amounts) **Disclaimer:** The information provided in this summary is based on the brochure content and does not imply endorsement or verification by regulatory authorities. Clients are encouraged to contact Friedenthal Financial, LLC for further details or clarification.
$155,617,206 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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.
Methodology
To generate our top financial advisors list in Marlton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marlton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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