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Cora Capital Advisors

Updated today

Client assets under management

$661,135,482

Clients

752

33% high-net worth

Advisors

8

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

94

High

Average account size

$879,170

About

Cora Capital Advisors works with individuals, high-net-worth clients, trusts, estates, retirement plans and businesses to provide discretionary portfolio management, financial planning, and plan-level retirement advisory services. The firm offers wealth management and standalone planning engagements and implements client strategies through custody relationships with national custodians and, when appropriate, third‑party independent managers.

The firm’s investment process is primarily long‑term and fundamentals‑driven, emphasizing diversified, low‑cost mutual funds and ETFs alongside bonds, select legacy positions, and occasional shorter‑term trades for rebalancing or tax reasons. CCA conducts internal due diligence on investments, may use cash or hedging strategies as needed, and provides ongoing monitoring and annual reviews to align portfolios with client objectives and risk tolerances.

What sets CCA apart from many peers is its close operational link to accounting professionals: multiple advisory personnel are also partners at an affiliated accounting firm (Baratz & Associates, P.A.) and several hold CPA/PFS credentials, which the firm discloses as part of its referral and service model. The firm also maintains related insurance and referral entities and has advisors with broker‑dealer registrations; these affiliations and dual roles are disclosed in the brochure and noted as potential conflicts that the firm manages through policies and client disclosure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees ranging from $1,500 to $7,500 for standalone or certain clients

Percentage

$0 - $500,000: 1.15% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually

Commissions

Certain advisory persons are registered representatives earning commissions on securities and insurance sales, separate from advisory fees

Other

Account minimum: $100,000 Minimum fee: $1,000 minimum fee per household for clients with less than $100,000 in assets, subject to advisor's discretion Fee-only: Financial planning services for clients with less than $2,000,000 AUM or standalone financial planning: fixed project-based fee ranging from $1,500 to $7,500, negotiable based on complexity

Main office location

Cora Capital Advisors

4 Eves Drive, Suite B100

Marlton NJ 08053, United States

Number of offices

3

Most active in

California · Colorado · Delaware · Florida · Illinois · Maryland · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Salvatore C

CFP®, Series 63, Series 65

Marlton, NJ

Cora Capital Advisors

Salvatore Cocivera is a CFP® with 34 years of industry experience, currently serving at Cora Capital Advisors, where he has worked since 2022. His prior experience includes roles at American Portfolios Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory work, he is involved in retail operations as a bookkeeper for a surf shop in Brigantine, NJ. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, alongside financial planning and retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Raymond G

PFS™, Series 63, Series 65

Marlton, NJ

Cora Capital Advisors

Raymond Giunta is a financial advisor at Cora Capital Advisors with 19 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Cora Capital Advisors, he worked at American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Giunta is also a partner in Baratz & Associates, P.A., a CPA firm providing tax and accounting services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a long-term, fundamental analysis process tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Mark W

PFS™, Series 63

Marlton, NJ

Cora Capital Advisors

Mark Wander is a financial advisor at Cora Capital Advisors with 19 years of industry experience. He holds the PFS™ and Series 63 designations and has worked previously at American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Outside of his advisory role, he is an officer and director at Baratz & Associates P.A., a CPA corporation. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using low-cost, diversified mutual funds, ETFs, bonds, and third-party independent managers, alongside financial planning and retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Sean B

CFP®

Marlton, NJ

Cora Capital Advisors

Sean Balliet is a CFP® professional at Cora Capital Advisors with three years of industry experience. He is also a partner at Baratz & Associates, P.A., a certified public accounting firm where he provides tax planning, preparation, and compliance services. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term, fundamental analysis approach tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

James L

CFP®, PFS™, Series 66

Oakbrook Terrace, IL

Cora Capital Advisors

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Justin H

CFP®, Series 66

Marlton, NJ

Cora Capital Advisors

Justin Hewins is a CFP® with 20 years of industry experience, currently serving as an advisor at Cora Capital Advisors. He previously worked at American Portfolios Financial Services Inc. and American Portfolios Advisors, Inc. Hewins is involved in the sale of fixed insurance products and group benefits through affiliated entities. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party managers, as well as financial planning and retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Joshua W

CFP®, Series 63, Series 65

Marlton, NJ

Cora Capital Advisors

Joshua Woodford is a CFP® with 14 years of industry experience, currently serving as an advisor at Cora Capital Advisors. His prior roles include positions at OSAIC, American Portfolios Financial Services Inc., Purshe Kaplan Sterling Investments, and Bridgers Wealth Management. Outside of his advisory work, he is involved with Cora Capital Assurance as an insurance broker. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management and discretionary portfolio management using diversified mutual funds, ETFs, bonds, and third-party independent managers, alongside financial planning and retirement plan advisory services tailored to clients’ goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Michael C

Series 66

Marlton, NJ

Cora Capital Advisors

Michael Corley is a financial advisor at Cora Capital Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Saxony Securities, LLC, OSAIC, and American Portfolios Financial Services, Inc. Corley is also involved with Cora Capital Assurance, a non-investment-related insurance entity affiliated with his firm. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term, fundamental analysis approach tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Charitable giving & philanthropy Founder/Business Owner
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