Company lists · Data refreshed September 2026

Top 13 Senior financial planning firms based in Marlton, United States

Name: Senior financial planning firms based in Marlton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 25 companies tracked

RevenueBase identified 25 company matches for senior financial planning firms associated with Marlton, United States as of September 2026 and tracks 193 professional contacts across them, including 83 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Marlton has 25.

This list covers company matches for senior financial planning firms associated with Marlton, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

25Companies

193Contacts tracked

83Verified emails

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The 13 largest senior financial planning firms based in Marlton, United States

Ranked by team size

Top 13 of 25 company matches for senior financial planning firms based in Marlton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pine Valley Investments, LLC	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	11-50	37 contacts →
	Exact match “We are a registered investment advisory (RIA) firm dedicated to providing comprehensive wealth management solutions tailored to your unique financial goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Meyer Capital Group	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	11-50	19 contacts →
	Exact match “Meyer Capital Group is a fee-only investment management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Workplace Financial Advisors	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	11-50	19 contacts →
	Exact match “At Workplace Financial Advisors, we understand how vitally important it is to make smart decisions regarding ALL of your assets, especially those held within your 401(k).” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Clarity Point Financial Partners, A Hightower Company	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Clarity Point Financial Partners at HighTower was founded on the principle of serving clients based on the fiduciary standard of care.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	BJL Wealth Management, LLC	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “BJL Wealth Management is a comprehensive finacial firm with professionals specializing in providing clients a comprehensive financial strategy to fit their individual needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Cadence Financial Management, LLC	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “At Cadence Financial Management, we redefine advisory services with our boutique approach, offering a personalized and exclusive experience tailored to optimize the financial…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	MASSO	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Masso - Torrence Wealth Management \| 401K Plan Consulting is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Brian Greenberg & Associates, LLC	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “With 30 years of experience as an accountant, Brian has developed a well diversified background to service your needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Cora Capital Advisors	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Whether your priorities include accumulating, preserving or transitioning your wealth, we can act as your personal financial advisor to help you achieve your specific financial…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Heritage Advisory Group	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We are a team of professionals united by our common objective of providing assistance to help our clients achieve the financial future they desire.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Schwartz Financial Associates Of Firstrust Financial Resources	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Why Choose Schwartz Financial as your Financial Planning Partner?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Sound Wealth	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “We are a Christian fiduciary firm who believes in personal, professional and pro-active financial planning, investment management and asset protection.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Genesis Wealth Advisor Group, LLC	Exact match	Marlton, NJ, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Comprehensive Wealth & Retirement Planning Services in Marlton, NJ.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 25 senior financial planning firms based in Marlton, United States

See the full list, filter by size, metro and specialty, and access 83 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Marlton, United States at a glance

As of Sep 22, 2026

43.0%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Marlton, so it is reported there. Company counts and contact totals on this page are exact for Marlton, over 25 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Marlton, United States whose business descriptions match “senior financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 83 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Senior financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Marlton, United States?

RevenueBase identified 25 company matches for senior financial planning firms associated with Marlton, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Pine Valley Investments, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Marlton has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 83 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.