# Financial advisors in Marlton, NJ > AdvisorCensus lists 14 investment advisory firms with a principal office in Marlton, New Jersey (part of the Philadelphia metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Philadelphia metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/marlton ## At a glance - Investment advisory firms: 14 - Registration: SEC-registered investment adviser: 4, State-registered investment adviser: 10 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 4 (29%); Percentage of assets 11 (79%); Hourly charges 10 (71%); Subscription fees (newsletter or periodical) 1 (7%); Fixed fees 10 (71%); Commissions 1 (7%); Performance-based fees 1 (7%); Other 2 (14%) - Regulatory assets under management (Item 5.F): Under $25 million 5 (36%); $25 million to $100 million 3 (21%); $100 million to $500 million 1 (7%); $500 million to $1 billion 1 (7%); $1 billion to $5 billion 2 (14%); Not reported 2 (14%) - Years registered: Under 5 years 5 (36%); 5 to 9 years 1 (7%); 10 to 19 years 4 (29%); 20 years or more 4 (29%) ## Firms (page 1 of 1, 1 to 14 of 14, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Blueprint Capital Management, LLC](https://advisorcensus.com/firm/blueprint-capital-management-llc-marlton-nj-165080) ([md](https://advisorcensus.com/firm/blueprint-capital-management-llc-marlton-nj-165080.md)) | 165080 | Marlton, NJ | State-registered investment adviser | Under $25 million | 14 | % of assets, Performance fee | | [Capital Planning Associates, Incorporated](https://advisorcensus.com/firm/capital-planning-associates-incorporated-marlton-nj-128863) ([md](https://advisorcensus.com/firm/capital-planning-associates-incorporated-marlton-nj-128863.md)) | 128863 | Marlton, NJ | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly, Fixed fee | | [Cooney Financial Advisors Inc](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075) ([md](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075.md)) | 123075 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 39 | % of assets, Hourly, Fixed fee | | [Cora Capital Advisors](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134) ([md](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134.md)) | 318134 | Marlton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee | | [De Cesare Retirement Specialists](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458) ([md](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458.md)) | 121458 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee | | [Financial Life Planning, LLC](https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011) ([md](https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011.md)) | 147011 | Marlton, NJ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions | | [Friedenthal Financial, LLC](https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457) ([md](https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457.md)) | 150457 | Marlton, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly | | [Laurel Oak Wealth Management, LLC](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824) ([md](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824.md)) | 336824 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee | | [M Financial Planning Services, Inc](https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207) ([md](https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207.md)) | 121207 | Marlton, NJ | State-registered investment adviser | Not reported | 33 | Hourly, Fixed fee, Other | | [Pine Valley Investments](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995) ([md](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995.md)) | 173995 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets | | [Pine Valley Private Wealth](https://advisorcensus.com/firm/pine-valley-private-wealth-marlton-nj-289533) ([md](https://advisorcensus.com/firm/pine-valley-private-wealth-marlton-nj-289533.md)) | 289533 | Marlton, NJ | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee, Other | | [Sound Wealth LLC](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237) ([md](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237.md)) | 329237 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee | | [Truestar Financial Partners](https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223) ([md](https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223.md)) | 336223 | Marlton, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [Zuanic & Associates](https://advisorcensus.com/firm/zuanic-and-associates-marlton-nj-327433) ([md](https://advisorcensus.com/firm/zuanic-and-associates-marlton-nj-327433.md)) | 327433 | Marlton, NJ | State-registered investment adviser | Under $25 million | 2 | Subscription | ## Questions people ask **How many financial advisory firms are there in Marlton, NJ?** AdvisorCensus lists 14 investment advisory firms with a principal office in Marlton, New Jersey (part of the Philadelphia metro area), from Form ADV filings as of October 2026: 4 SEC-registered, 10 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Marlton, NJ?** 4 of the 14 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Marlton, NJ offer financial planning?** 12 of the 14 firms in Marlton, NJ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Marlton, NJ fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 4 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality. ## Related pages - [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md) - [Financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia) (https://advisorcensus.com/advisors/pa/philadelphia.md) - [Fee-only financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/fee-only) (https://advisorcensus.com/advisors/pa/philadelphia/fee-only.md) - [Flat-fee financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/flat-fee) (https://advisorcensus.com/advisors/pa/philadelphia/flat-fee.md) - [Hourly financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/hourly) (https://advisorcensus.com/advisors/pa/philadelphia/hourly.md) - [Financial advisors for educators in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/educators) (https://advisorcensus.com/advisors/pa/philadelphia/educators.md) - [Financial advisors for pre-retirees in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/pre-retirees) (https://advisorcensus.com/advisors/pa/philadelphia/pre-retirees.md) - [Financial advisors in Wilmington, DE](https://advisorcensus.com/advisors/pa/philadelphia/wilmington) (https://advisorcensus.com/advisors/pa/philadelphia/wilmington.md) - [Financial advisors in Wayne, PA](https://advisorcensus.com/advisors/pa/philadelphia/wayne) (https://advisorcensus.com/advisors/pa/philadelphia/wayne.md) - [Financial advisors in Radnor, PA](https://advisorcensus.com/advisors/pa/philadelphia/radnor) (https://advisorcensus.com/advisors/pa/philadelphia/radnor.md) - [Financial advisors in Conshohocken, PA](https://advisorcensus.com/advisors/pa/philadelphia/conshohocken) (https://advisorcensus.com/advisors/pa/philadelphia/conshohocken.md) - [Financial advisors in Malvern, PA](https://advisorcensus.com/advisors/pa/philadelphia/malvern) (https://advisorcensus.com/advisors/pa/philadelphia/malvern.md) - [Financial advisors in Newtown, PA](https://advisorcensus.com/advisors/pa/philadelphia/newtown) (https://advisorcensus.com/advisors/pa/philadelphia/newtown.md) - [Financial advisors in West Conshohocken, PA](https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken) (https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken.md) - [Financial advisors in Berwyn, PA](https://advisorcensus.com/advisors/pa/philadelphia/berwyn) (https://advisorcensus.com/advisors/pa/philadelphia/berwyn.md) - [Financial advisors in West Chester, PA](https://advisorcensus.com/advisors/pa/philadelphia/west-chester) (https://advisorcensus.com/advisors/pa/philadelphia/west-chester.md) - [Financial advisors in King of Prussia, PA](https://advisorcensus.com/advisors/pa/philadelphia/king-of-prussia) (https://advisorcensus.com/advisors/pa/philadelphia/king-of-prussia.md) - [Financial advisors in Doylestown, PA](https://advisorcensus.com/advisors/pa/philadelphia/doylestown) (https://advisorcensus.com/advisors/pa/philadelphia/doylestown.md) - [Financial advisors in Blue Bell, PA](https://advisorcensus.com/advisors/pa/philadelphia/blue-bell) (https://advisorcensus.com/advisors/pa/philadelphia/blue-bell.md) - [Financial advisors in Pittsburgh](https://advisorcensus.com/advisors/pa/pittsburgh) (https://advisorcensus.com/advisors/pa/pittsburgh.md) - [Financial advisors in Lancaster](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md) - [Financial advisors in Allentown](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md) - [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md) - [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md) - [Financial advisors in Reading](https://advisorcensus.com/advisors/pa/reading) (https://advisorcensus.com/advisors/pa/reading.md) - [Financial advisors in Erie](https://advisorcensus.com/advisors/pa/erie) (https://advisorcensus.com/advisors/pa/erie.md) - [Financial advisors in York](https://advisorcensus.com/advisors/pa/york) (https://advisorcensus.com/advisors/pa/york.md) Cite as: AdvisorCensus. Financial advisors in Marlton, NJ: 14 firms from Form ADV filings as of October 2026.