How many financial advisors are in Moorestown, New Jersey?

Falists lists 7 registered investment advisers with a principal office or filing address in Moorestown, New Jersey, based on public SEC IAPD data.

How do financial advisors in Moorestown charge fees?

Fee structures vary by firm. In Moorestown, 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 Moorestown?

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 · 7 advisers

Financial Advisors in Moorestown, New Jersey

Looking for a financial advisor in Moorestown, New Jersey? Falists indexes 7 SEC-registered and state-registered investment advisers in Moorestown — 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 $449.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$449.3M

Financial planning

Filter by specialty

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

All Wealth6 Planning5 Trusts6 Retirement5 Institutional2

Top advisors in Moorestown

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

View all 7 →

QUAKER WEALTH MANAGEMENT LLC

Moorestown, NJ

AUM

$449.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

856-222-0110

Full profile Visit site →

Moorestown, NJ

AUM

$13.7M

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

(856) 242-3330

Full profile Visit site →

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Common questions

How many financial advisors are in Moorestown, New Jersey?: 7 registered investment advisers are listed in our Moorestown directory, sourced from public SEC filings.
What types of advisors are in Moorestown?: 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 Moorestown?: 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.