Top 4 financial advisor firms in Marlton

4 SEC-registered financial advisor firms are headquartered in Marlton, NJ, with $4.99B in combined regulatory assets under management. The largest by assets are Pine Valley Investments Limited Liability ($2.67B), Laurel Oak Wealth Management ($1.4B) and Cora Capital Advisors ($723M).

4
Financial advisor firms: $4.99B
Their combined AUM: $1.06B
Median firm AUM: 7,757
Clients of the top 4

The 4 largest by assets

1
Pine Valley Investments Limited Liability
RIA
$2.67B
1.00% to 1.80% a year
2
Laurel Oak Wealth Management
RIA
$1.4B
Up to 2.00% a year
3
Cora Capital Advisors
RIA
$723M
0.50% to 1.15% a year
4
Friedenthal Financial
RIA
$196M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Pine Valley Investments Limited Liability

Pine Valley Investments Limited Liability is an investment adviser based in Marlton, NJ, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $2.67 billion, as filed on 30 March 2026.

Pine Valley Investments Limited Liability charges 1.00%–1.80% a year for its Portfolio management (PVI-direct clients).

Regulatory AUM: $2.67B
Clients: 2,113
Advisory staff: 31
Founded: 2014
Fee schedule: 1.00% to 1.80% a year
Custodians: Charles Schwab
Headquarters: 10 E. Stow RD., Suite 200, Marlton, NJ 08053
Phone: 856-334-8260
Website: pinevalleyinvestments.com

No. 2 · RIA

Laurel Oak Wealth Management

Laurel Oak Wealth Management is an investment adviser based in Marlton, NJ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.4 billion, as filed on 8 September 2026.

Laurel Oak Wealth Management charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $1.4B
Clients: 4,662
Advisory staff: 10
Fee schedule: Up to 2.00% a year
Custodians: Folio Investments
Headquarters: 525 NJ-73, Suite 200, Marlton, NJ 08053
Phone: 856-519-0200
Website: laureloakwealth.com

No. 3 · RIA

Cora Capital Advisors

Cora Capital Advisors is an investment adviser based in Marlton, NJ, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $723 million, as filed on 23 March 2026.

Cora Capital Advisors charges 0.50%–1.15% a year for its Wealth Management Services.

Regulatory AUM: $723M
Clients: 786
Advisory staff: 8
Founded: 2014
Fee schedule: 0.50% to 1.15% a year
Custodians: Pershing
Headquarters: 4 Eves Drive, Suite B100, Marlton, NJ 08053
Phone: 856-513-8600
Website: coracap.com

No. 4 · RIA

Friedenthal Financial

Friedenthal Financial is an investment adviser based in Marlton, NJ, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $196 million, as filed on 12 August 2026.

Regulatory AUM: $196M
Clients: 196
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 5000 Sagemore Drive, Suite 102, Marlton, NJ 08053
Phone: 856-210-6494

Questions about financial advisors in Marlton

How many financial advisor firms are headquartered in Marlton?

4 SEC-registered financial advisor firms report their principal office in Marlton, NJ, managing $4.99B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Marlton?

Pine Valley Investments Limited Liability, with $2.67B in regulatory assets under management on its latest Form ADV. The next largest are Laurel Oak Wealth Management ($1.4B) and Cora Capital Advisors ($723M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Marlton?

The median firm manages $1.06B in regulatory assets. That is the midpoint of the 4 firms headquartered in Marlton.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Marlton charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.15% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Marlton?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Marlton has 4 financial advisor firms; see every adviser in the city →