Top 4 financial advisor firms in Medford

4 SEC-registered financial advisor firms are headquartered in Medford, NJ, with $775M in combined regulatory assets under management. The largest by assets are Redwood Wealth Management Group ($317M), Woloshin Investment Management ($180M) and MFG Investments ($146M).

4
Financial advisor firms: $775M
Their combined AUM: $163M
Median firm AUM: 1,400
Clients of the top 4

The 4 largest by assets

1
Redwood Wealth Management Group
RIA
$317M
Up to 1.50% a year
2
Woloshin Investment Management
RIA
$180M
1.37% to 1.97% a year
3
MFG Investments
RIA
$146M
Up to 1.50% a year
4
Family Wealth Partners
RIA
$131M
1.00% to 1.50% a year

Profiles of the top 4

No. 1 · RIA

Redwood Wealth Management Group

Redwood Wealth Management Group is an investment adviser based in Medford, NJ, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $317 million, as filed on 24 March 2026.

Redwood Wealth Management Group charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $317M
Clients: 424
Advisory staff: 3
Fee schedule: Up to 1.50% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 400 Stokes RD, Medford, NJ 08055
Phone: 856-500-2900
Website: redwoodwmg.com

No. 2 · RIA

Woloshin Investment Management

Woloshin Investment Management is an investment adviser based in Medford, NJ, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individuals, high-net-worth individuals and other clients. Its regulatory assets under management total $180 million, as filed on 17 March 2026.

Woloshin Investment Management charges 1.37%–1.97% a year for its WIM Managed Accounts wrap fee.

Regulatory AUM: $180M
Clients: 410
Advisory staff: 3
Fee schedule: 1.37% to 1.97% a year
Custodians: Charles Schwab
Headquarters: 40 North Main Street, Medford, NJ 08055
Phone: 609-654-9700
Website: woloshinllc.com

No. 3 · RIA

MFG Investments

MFG Investments is an investment adviser based in Medford, NJ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $146 million, as filed on 21 April 2026.

MFG Investments charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $146M
Clients: 344
Advisory staff: 5
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 150 Himmelein Road, Ste 9, Medford, NJ 08055
Phone: 609-714-0546
Website: mfginvestments.com

No. 4 · RIA

Family Wealth Partners

Family Wealth Partners is an investment adviser based in Medford, NJ, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $131 million, as filed on 6 July 2026.

Family Wealth Partners charges 1.00%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $131M
Clients: 222
Advisory staff: 2
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 152 Himmelein Road, Suite 700, Medford, NJ 08055
Phone: 609-975-8389
Website: familywealthpartners.com

Questions about financial advisors in Medford

How many financial advisor firms are headquartered in Medford?

4 SEC-registered financial advisor firms report their principal office in Medford, NJ, managing $775M 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 Medford?

Redwood Wealth Management Group, with $317M in regulatory assets under management on its latest Form ADV. The next largest are Woloshin Investment Management ($180M) and MFG Investments ($146M).

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

How large is a typical financial advisor firm in Medford?

The median firm manages $163M in regulatory assets. That is the midpoint of the 4 firms headquartered in Medford.

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

How much do financial advisors in Medford charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 1.97% 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 Medford?

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

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