Top Wealth + Best-in-State · rank 2 · Linwood, New Jersey · listed firm: McPeak Wealth Management Group | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — McPeak Wealth Management Group | Wells Fargo Advisors Financial Network (high)
- “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.” — firm_official
- “"firm_name":"WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC","branch_city":"LINWOOD","branch_state":"NJ"” — sec_finra_regulatory
- Parent company — Wells Fargo & Company (high)
- “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.” — firm_official
- Firm type — ibd_rep (high)
- “"firm_name":"WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC","branch_city":"LINWOOD","branch_state":"NJ","branch_zip":"08221","ia_only":"N","firm_bd_sec_number":"28721"” — sec_finra_regulatory
- “In 2025, Neil McPeak Sr., President and Founding Partner, was ranked #58 to Barron's Top 100 Independent Advisors in the country.” — firm_official
- Team name — McPeak Wealth Management Group (high)
- “©2026 McPeak Wealth Management Group. All Rights Reserved.” — firm_official
- Team size — 10 (high)
- “Neil McPeak Sr. - President and Founding Partner” — firm_official
- CRD — 1024286 (high)
- “"ind_source_id":"1024286","ind_firstname":"CORNELIUS","ind_middlename":"PAUL","ind_lastname":"MCPEAK SR.","ind_other_names":["CORNELIUS PAUL MCPEAK","CORNELIUS MCPEAK","NEIL MCPEAK","CORNELIUS MCPEAK SR."]” — sec_finra_regulatory
- Years experience — 45 (high)
- “"ind_industry_cal_date":"1981-01-27"” — sec_finra_regulatory
- “Neil McPeak earned a bachelor’s degree in accounting from Drexel University before joining a predecessor firm of Wells Fargo in 1981.” — firm_official
- Designations — other:CA Insurance License 0H05650 (medium)
- “CA Insurance License Number: 0H05650. Resident State NJ” — firm_official
Book of business
- Team AUM ($M) — 2400 (high)
- “{"rank":213,"year":2026,"uri":"neil-mcpeak","firm":"McPeak Wealth Management Group | Wells Fargo Advisors Financial Network","city":"Linwood","state":"New Jersey","msa":"Atlantic City, NJ","gender":"M","qas":{"Asset Date” — forbes_shook
- “$2.6 billion total assets under management as of September 2025” — firm_official
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “"Typical Net Worth of Relationships":"$3.5-7.5M"” — forbes_shook
- Client niche — multigenerational families building legacies (high)
- “Family Owned. Legacy-Focused.” — firm_official
- “As confidantes, we deliver comprehensive wealth strategies designed to help preserve and grow your family’s financial future.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.” — firm_official
Positioning & marketing
- Website url — https://www.mcpeakwealthmanagementgroup.com/ (high)
- “©2026 McPeak Wealth Management Group. All Rights Reserved.” — firm_official
- Value proposition (verbatim) — Family Owned. Legacy-Focused. Building family legacies with purpose and intention. As confidantes, we deliver comprehensive wealth strategies designed to help preserve and grow your family’s financial future. (high)
- “Family Owned. Legacy-Focused. Building family legacies with purpose and intention.” — firm_official
- “As confidantes, we deliver comprehensive wealth strategies designed to help preserve and grow your family’s financial future.” — firm_official
- Differentiators — Family owned, legacy focused, Multi-generational team building relationships for over 40 years, 100 years of combined industry experience, Each partner acquired their own specialty to deliver a holistic client experience, Advisors act as confidantes, not just money managers (high)
- “Multi-generational team building relationships for over 40 years.” — firm_official
- “As our group has grown, we each acquired our own specialities to deliver a holistic client experience, taking care of their every financial need.” — firm_official
- Content marketing — none (high)
- “Our Approach Our History The Team Client Login Contact Us” — firm_official
- Has podcast — no (medium)
- “Our Approach Our History The Team Client Login Contact Us” — firm_official
- Books published — 0 (medium)
- “Neil McPeak earned a bachelor’s degree in accounting from Drexel University before joining a predecessor firm of Wells Fargo in 1981. He has received local and industry-wide recognition for his capabilities as a financia” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (medium)
- “A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.” — firm_official
- Press awards — Barron's Top 1,200 Financial Advisors — New Jersey, #4 (2025), Barron's Top 100 Independent Advisors — #58 (2025), Barron's Top 100 Independent Advisors (2024), Barron's Top 1,200 State By State Advisors (annually 2011–2024) (high)
- “In 2025, Neil was ranked #4 to Barron’s Top 1,200 Financial Advisors in New Jersey and #58 Barron’s Top 100 Independent Advisors in the country.” — firm_official
- “2024 Barron’s Top 100 Independent Advisors: Awarded September 2024; Data Compiled by Barron’s based on the time period from July 2023 – June 2024 (Source: Barrons.com)” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://www.mcpeakwealthmanagementgroup.com/wp-content/themes/mcpeak/assets/imgs/logo.svg (high)
- Visual brand notes — Restrained lifestyle-editorial style: 219x44 custom serif wordmark in light and white variants, generous whitespace, muted neutral palette, large hero photography plus icon-driven stat blocks. Agency-built (Push10). (high)
- “
- “Finance Web Design by Push10.” — firm_official
