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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marlton, NJ

Every SEC-registered investment adviser representative at a firm office in Marlton, with the firms that employ the most of them.

401 registered advisors work in Marlton; the most are at Wells Fargo Clearing Services, LLC (47). 0 list the CFP designation and 322 are also registered broker representatives.

Firms with the most advisors in Marlton

FirmAdvisors in Marlton
Wells Fargo Clearing Services, LLC news47
Lincoln Investment40
Td Private Client Wealth LLC31
Capital Analysts30
Pine Valley Investments27
Morgan Stanley news25
Ameriprise Financial Services, LLC news23
LPL Financial LLC news22
Strategic Advisers LLC21
MML Investors Services, LLC16
Janney Montgomery Scott LLC news14
Laurel Oak Wealth Management, LLC14
Charles Schwab & Co., Inc. news13
Hightower Advisors, LLC news12
Osaic Wealth, Inc. news8
Cora Capital Advisors7
Principal Securities, Inc.5
Cambridge Investment Research Advisors, Inc. news4
Friedenthal Financial, LLC4
LPL Enterprise, LLC news4
Tiaa-Cref Individual & Institutional Services, LLC4
Cetera Investment Advisers LLC news3
Farther news3
Mutual Of Omaha Investor Services, Inc.3
Raymond James Financial Services Advisors, Inc. news3

Advisors in Marlton, A to Z (first 300 of 401)

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Other cities in New Jersey

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Morristown 1,174Princeton 891Paramus 772Red Bank 742Weehawken 631Florham Park 612Pennington 596Summit 488Jersey City 480Parsippany 337Short Hills 296Mount Laurel 283Warren 187Bedminster 176Fairfield 159Cherry Hill 156Wall 156Bridgewater 145Iselin 142Shrewsbury 136Holmdel 131Toms River 125Wayne 122Manasquan 117

Questions

How many financial advisors are in Marlton, NJ?

401 investment adviser representatives are registered at firm offices in Marlton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 322 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Marlton?

Wells Fargo Clearing Services, LLC, with 47 registered advisors in Marlton, followed by Lincoln Investment with 40.

How do I check a financial advisor in Marlton?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.