Best Value · Cherry Hill
Affordable Financial Advisors in Cherry Hill, NJ
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As of June 2026, RatingsNearMe ranks 18 financial advisors in Cherry Hill, NJ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Peak Wealth Partners with a 5.0-star rating from 131 Google reviews and an RNM Score of 85/100. Also in the top tier: A6 Financial and Business Optimization and Family Wealth Management. The average rating across all listed financial advisors in Cherry Hill is 5 stars from 29 reviews per business on average.
Financial advisors in Cherry Hill typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Atrium Financial Associates
Atrium Financial Associates stands out as the top-ranked firm in Cherry Hill due to its comprehensive financial planning services and strong local reputation.
Most Reviewed
Haddonfield Financial Planning
A high review count indicates broad client experience and trust, helping you gauge service consistency and satisfaction.
When choosing a financial advisor in Cherry Hill, consider scheduling initial consultations with multiple firms to compare their approach and fees, and verify their credentials and fiduciary status.
How to Choose a Financial Advisor in Cherry Hill
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Cherry Hill area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my financial goals?
- • What is your process for monitoring and adjusting my portfolio over time?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and costs
- ⚠ Unwillingness to provide references or client testimonials
In New Jersey, financial advisors must be registered with the state's Bureau of Securities and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
29
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Cherry Hill financial advisor with a perfect 5.0-star rating from over 130 reviews.
305 Fellowship Rd Suite 105, Mt Laurel Township, NJ 08054, USAConsistently rated 5.0 stars by over a hundred local clients.
1175 Marlkress Rd Unit 2652, Cherry Hill Township, NJ 08034, USACherry Hill financial advisor with a perfect 5.0-star rating from 43 reviews.
601 NJ-73 Suite 206, Marlton, NJ 08053, USAFinancial Advisors Rankings in Cherry Hill, NJ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Peak Wealth Partners305 Fellowship Rd Suite 105, Mt Laurel Township, NJ 08054, USA | 5.0★ | 131 |
| #2 | A6 Financial and Business Optimization1175 Marlkress Rd Unit 2652, Cherry Hill Township, NJ 08034, USA | 5.0★ | 112 |
| #3 | Family Wealth Management601 NJ-73 Suite 206, Marlton, NJ 08053, USA | 5.0★ | 43 |
| #4 | Rohi Batra - Edelman Financial Engines457 Haddonfield Rd #310, Cherry Hill Township, NJ 08002, USA | 5.0★ | 22 |
| #5 | Wrought Financial Planning35 Kings Hwy E Suite 105B, Haddonfield, NJ 08033, USA | 5.0★ | 31 |
| #6 | JML Financial Group, Inc.1864 NJ-70, Cherry Hill Township, NJ 08003, USA | 5.0★ | 10 |
| #7 | Jones Wealth Management535 NJ-38 Suite 350, Cherry Hill Township, NJ 08002, USA | 5.0★ | 35 |
| #8 | BCG Securities Inc51 Haddonfield Rd Suite 210, Cherry Hill Township, NJ 08002, USA | 4.9★ | 18 |
| #9 | Workplace Financial Advisors901 Lincoln Dr W Suite 120, Marlton, NJ 08053, USA | 5.0★ | 16 |
| #10 | Atrium Financial Associates1892 Greentree Rd #1a, Cherry Hill Township, NJ 08003, USA | 4.8★ | 15 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Cherry Hill
Cherry Hill financial advisor with a perfect 5.0-star rating from 22 client reviews.
457 Haddonfield Rd #310, Cherry Hill Township, NJ 08002, USA
Cherry Hill financial advisor with a perfect 5.0-star rating from 31 reviews.
35 Kings Hwy E Suite 105B, Haddonfield, NJ 08033, USA
Rated 5.0 stars from 10 Google reviews, this Cherry Hill financial advisor is highly regarded.
1864 NJ-70, Cherry Hill Township, NJ 08003, USA
Top-rated Cherry Hill financial advisor with a perfect 5.0-star rating from 35 reviews.
535 NJ-38 Suite 350, Cherry Hill Township, NJ 08002, USA
Trusted by clients, this Cherry Hill advisor holds a stellar 4.9-star rating from 18 reviews.
51 Haddonfield Rd Suite 210, Cherry Hill Township, NJ 08002, USA
Cherry Hill financial advisor with a perfect 5.0-star rating from 16 reviews.
901 Lincoln Dr W Suite 120, Marlton, NJ 08053, USA
Consistently rated 4.8 stars from 15 reviews by local clients.
1892 Greentree Rd #1a, Cherry Hill Township, NJ 08003, USA
Cherry Hill financial advisor with a perfect 5.0-star rating from 14 reviews.
205 N Haddon Ave, Haddonfield, NJ 08033, USA
Cherry Hill financial advisor with a perfect 5.0-star rating from 6 reviews.
457 Haddonfield Rd Suite #310, Cherry Hill Township, NJ 08002, USA
Exceptional 5.0-star rating from 2 satisfied Google reviews.
90 Kings Hwy N, Cherry Hill Township, NJ 08034, USA
Cherry Hill financial advisor with a 5.0-star rating from early client reviews.
Two Greentree Centre, 9000 Lincoln Dr E #302, Marlton, NJ 08053, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction in Cherry Hill.
1864 NJ-70 E, Cherry Hill Township, NJ 08003, USA
Cherry Hill financial advisor with no online reviews yet for you to discover.
923 Haddonfield Rd Suite 300, Cherry Hill Township, NJ 08002, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
112 Haddontowne Ct #102, Cherry Hill Township, NJ 08034, USA
Cherry Hill financial advisor with a perfect 5.0-star rating from 28 reviews.
923 Haddonfield Rd, Cherry Hill Township, NJ 08002, USA
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Financial Advisors in Cherry Hill, NJ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Peak Wealth Partners | 85/100 | 5.0 ★ | 131 |
| 2 | A6 Financial and Business Optimization | 84/100 | 5.0 ★ | 112 |
| 3 | Family Wealth Management | 79/100 | 5.0 ★ | 43 |
| 4 | Rohi Batra - Edelman Financial Engines | 75/100 | 5.0 ★ | 22 |
| 5 | Wrought Financial Planning | 77/100 | 5.0 ★ | 31 |
| 6 | JML Financial Group, Inc. | 71/100 | 5.0 ★ | 10 |
| 7 | Jones Wealth Management | 78/100 | 5.0 ★ | 35 |
| 8 | BCG Securities Inc | 73/100 | 4.9 ★ | 18 |
| 9 | Workplace Financial Advisors | 74/100 | 5.0 ★ | 16 |
| 10 | Atrium Financial Associates | 70/100 | 4.8 ★ | 15 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Cherry Hill
What is a fiduciary financial advisor and why does it matter in Cherry Hill?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Cherry Hill, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Cherry Hill?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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