Neil McPeak Sr.
President and Founding Partner
CONTACT
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 financial advisor. 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. His work ranges from investment planning to portfolio management services. To implement his strategies, Neil draws upon a broad range of investment alternatives to help achieve the optimum fit for each client’s specific goals and objectives.
DISCLOSURES
CA Insurance License Number: 0H05650. Resident State NJ
- 2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024. (Source: Barrons.com).
- 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. (Source: Forbes.com).
- 2025 Forbes Top 250 Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com).
- 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)
- 2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron’s based on the time period from Oct. 2022 – Sept. 2023 (Source: Barron’s.com).
- 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 – Sept. 2022.
- 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020 – Sept 2021.
- 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2019 – Sept 2020.
- 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron’s based on the time period from Oct. 2018 – Sept 2019.
- 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 – Sept 2018.
- 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron’s based on the time period from Oct. 2016 – Sept 2017.
- 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron’s based on the time period from Oct. 2015 – Sept 2016.
- 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron’s based on the time period from Oct. 2014 – Sept 2015.
- 2015 Barron’s Top 1,200 State By State Advisors: Awarded March 2015; Data Compiled by Barron’s based on the time period from Oct. 2013 – Sept 2014.
- 2014 Barron’s Top 1,200 State By State Advisors: Awarded March 2014; Data Compiled by Barron’s based on the time period from Oct. 2012 – Sept 2013.
- 2013 Barron’s Top 1,200 State By State Advisors: Awarded March 2013; Data Compiled by Barron’s based on the time period from Oct. 2011 – Sept 2012.
- 2012 Barron’s Top 1,200 State By State Advisors: Awarded March 2012; Data Compiled by Barron’s based on the time period from Oct. 2010 – Sept 2011.
- 2011 Barron’s Top 1,200 State By State Advisors: Awarded March 2011; Data Compiled by Barron’s based on the time period from Oct. 2009 – Sept 2010.
Fee paid for use of marketing materials. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
