How many financial advisors are in Cherry Hill, New Jersey?

Falists lists 8 registered investment advisers with a principal office or filing address in Cherry Hill, New Jersey, based on public SEC IAPD data.

How do financial advisors in Cherry Hill charge fees?

Fee structures vary by firm. In Cherry Hill, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Cherry Hill?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New Jersey · 8 advisers

Financial Advisors in Cherry Hill, New Jersey

Looking for a financial advisor in Cherry Hill, New Jersey? Falists indexes 8 SEC-registered and state-registered investment advisers in Cherry Hill — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $894.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$894.2M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning8 Trusts5 Retirement4 Institutional4

Top advisors in Cherry Hill

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

BCG SECURITIES, INC.

Cherry Hill, NJ

AUM

$894.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

33 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

856-393-1950

Full profile Visit site →

Princeton (55)Red Bank (38)Jersey City (32)Summit (32)Morristown (20)Newark (18)Short Hills (17)Fairfield (13)Marlton (13)Parsippany (13)Englewood Cliffs (12)Cranford (11)

Common questions

How many financial advisors are in Cherry Hill, New Jersey?: 8 registered investment advisers are listed in our Cherry Hill directory, sourced from public SEC filings.
What types of advisors are in Cherry Hill?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Cherry Hill?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.