Top 3 financial advisor firms in Moorestown

3 SEC-registered financial advisor firms are headquartered in Moorestown, NJ, with $936M in combined regulatory assets under management. The largest by assets are Quaker Wealth Management ($449M), Money Management Financial Services ($290M) and Copper Beech Financial Group ($197M).

3
Financial advisor firms: $936M
Their combined AUM: $290M
Median firm AUM: 987
Clients of the top 3

The 3 largest by assets

1
Quaker Wealth Management
RIA
$449M
0.65% to 1.00% a year
2
Money Management Financial Services
RIA
$290M
0.10% to 1.25% a year
3
Copper Beech Financial Group
RIA
$197M
Regulatory AUM

Profiles of the top 3

No. 1 · RIA

Quaker Wealth Management

Quaker Wealth Management is an investment adviser based in Moorestown, NJ, registered with the SEC since 2016. 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 $449 million, as filed on 10 March 2026.

Quaker Wealth Management charges 0.65%–1.00% a year for its Asset Management.

Regulatory AUM: $449M
Clients: 455
Advisory staff: 4
Founded: 2006
Fee schedule: 0.65% to 1.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 70 East Main Street, Moorestown, NJ 08057
Phone: 856-222-0110
Website: quakerwm.com

No. 2 · RIA

Money Management Financial Services

Money Management Financial Services is an investment adviser based in Moorestown, NJ, registered with the SEC since 2018. 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 $290 million, as filed on 24 April 2026.

Money Management Financial Services charges 0.10%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $290M
Clients: 331
Advisory staff: 3
Founded: 2017
Fee schedule: 0.10% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 212 West Route 38, Suite 106, Moorestown, NJ 08057
Phone: 856-795-9998

No. 3 · RIA

Copper Beech Financial Group

Copper Beech Financial Group is an investment adviser based in Moorestown, NJ, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, insurance companies, and corporations and other businesses. Its regulatory assets under management total $197 million, as filed on 12 March 2026.

Regulatory AUM: $197M
Clients: 201
Advisory staff: 4
Custodians: SEI Investments Distribution
Headquarters: 1223 N. Church Street, Moorestown, NJ 08057
Phone: 856-988-8300
Website: copperbeechfg.com

Questions about financial advisors in Moorestown

How many financial advisor firms are headquartered in Moorestown?

3 SEC-registered financial advisor firms report their principal office in Moorestown, NJ, managing $936M 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 Moorestown?

Quaker Wealth Management, with $449M in regulatory assets under management on its latest Form ADV. The next largest are Money Management Financial Services ($290M) and Copper Beech Financial Group ($197M).

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

How large is a typical financial advisor firm in Moorestown?

The median firm manages $290M in regulatory assets. That is the midpoint of the 3 firms headquartered in Moorestown.

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

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

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

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