Janney Montgomery Scott LLC, a national investment advisory firm headquartered in Philadelphia, PA, is dedicated to serving the financial needs of its diverse client base. With over 144,890 individual clients and an impressive $73,000,611,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Janney Montgomery Scott LLC operates through a vast network of 119 offices, providing personalized investment solutions across the country. In addition to their investment advisory services, Janney Montgomery Scott LLC offers a range of financial solutions to cater to their clients' comprehensive needs. They serve as an insurance broker or agent, a trust company, and a registered municipal advisor. While they manage employer funds, including 401K and individual accounts representing less than 30% of their assets under management, the firm primarily focuses on discretionary management, handling 62% of the assets they oversee. Janney Montgomery Scott LLC employs a team of 2,242 professionals, with 1,202 dedicated to providing expert investment advisory services. Their compensation structure is diverse and flexible, encompassing various forms such as a percentage of assets under management, fixed fees, and commissions. On average, each investment advisor manages approximately $60,730,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, boasting a number of long-tenured advisors who have demonstrated their commitment to delivering exceptional financial guidance. Notable individuals include Stephen Hyman, Charles Burns, and Richard Avallon. Janney Montgomery Scott LLC continues to prioritize their clients' financial success, leveraging their expertise, extensive resources, and dedication to deliver outstanding results in the ever-evolving world of finance.

1914 Advisors, headquartered in West Conshohocken, PA, is a leading regional investment advisory firm. With a team of 76 dedicated professionals, including 33 skilled investment advisors, they provide comprehensive financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $15,340,000 in assets under management per investment advisor. At 1914 Advisors, their compensation structure is designed to cater to individual client needs. They offer various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach ensures clients receive personalized and transparent financial services. With over 600 individual clients, 1914 Advisors manages an impressive total of $1,157,622,000 in assets. The firm primarily focuses on high net worth individuals, although they also have the capability to manage employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, they are equipped to handle such portfolios. The firm's expertise extends beyond investment advisory services. They also serve as a registered representative of a broker-dealer, an insurance broker or agent, and a registered municipal advisor. This breadth of services allows 1914 Advisors to address various financial needs and provide comprehensive solutions. With ten offices throughout the region, 1914 Advisors ensures accessibility and convenience for their clients. George Mara, one of the firm's longest-tenured registered advisors, has been with the company since 2019, bringing extensive experience and expertise to the team. As a trusted and respected financial partner, 1914 Advisors is committed to helping clients achieve their financial goals with tailored strategies and personalized guidance.

Alden Investment Group, headquartered in Wayne, PA, is a prominent regional investment advisory firm operating from a single office. With a dedicated team of 27 professionals, Alden Investment Group specializes in providing comprehensive investment advisory services to a diverse client base. Their experienced advisors boast an average of $7,680,000 in assets under management per investment advisor, ensuring personalized attention and tailored strategies for each client. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, guaranteeing transparency and aligning interests with clients' success. Over 80% of Alden Investment Group's impressive assets under management are derived from employer 401K plans and individual investors, underscoring their expertise in managing retirement funds and catering to individual financial goals. Alden Investment Group exclusively manages discretionary assets, reflecting their clients' trust in their expertise and decision-making capabilities. With over 680 individual clients and a staggering $207,297,000 in assets under management, Alden Investment Group has established a reputation for delivering exceptional financial solutions. The firm boasts a team of highly experienced advisors, including notable figures such as William Parkinson, Brian McCafferty, and John Swenson. Their extensive tenure at the company further solidifies Alden Investment Group's commitment to excellence and client satisfaction. Whether it's assisting employers with 401K plans or guiding individuals towards achieving their financial objectives, Alden Investment Group combines their vast industry knowledge, personalized strategies, and a client-centric approach to deliver unparalleled investment advisory services.

Valley Financial Group, a respected investment advisory firm headquartered in Flourtown, PA, specializes in providing comprehensive financial services to a diverse client base. With a team of six employees, five of whom are dedicated to investment advisory services, Valley Financial Group is well-equipped to meet the unique needs of their clientele. The firm's investment advisors have an impressive average of approximately $4,520,000 in assets under management per advisor, demonstrating their expertise in handling substantial portfolios. Valley Financial Group offers a flexible compensation structure, which includes options such as a percentage of assets under management and performance-based fees. This ensures that clients receive customized and performance-driven solutions aligned with their financial goals. Valley Financial Group serves over 390 individual clients, effectively managing a remarkable $162,441,000 in assets. Their specialization lies in managing employer 401(k) plans and individual portfolios, which account for over 80% of their assets under management. This showcases their qualifications in providing tailored retirement planning solutions for both employers and employees. The firm takes pride in managing 100% of their assets on a discretionary basis, allowing them to exercise their expertise and make informed investment decisions on behalf of their clients. With a localized presence in Flourtown, PA, Valley Financial Group provides personalized service and accessibility to their clients. Valley Financial Group boasts a team of experienced advisors, including James Donnelly, Morris Licciardello, and Edward Woehlcke, who have demonstrated long-term commitment and dedication to the firm. Clients can trust Valley Financial Group to navigate the complexities of the financial landscape and provide strategic guidance for their financial success.

Wealth Management Group, based out of Dover, DE, is a local investment advisory firm with a team of six highly skilled professionals dedicated to providing exceptional wealth management services. With an average of $55,500,000 in assets under management per investment advisor, they offer industry-standard investment advisory services to their diverse clientele. With over 220 individual clients, Wealth Management Group manages an impressive $312,609,000 in assets. Their expertise lies in catering to high-net-worth individuals, as the majority of their managed assets are for this affluent segment. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Wealth Management Group's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and preferences. As a fully discretionary firm, they have complete authority to make investment decisions on behalf of their clients, allowing for proactive and strategic portfolio management. Operating from three conveniently located offices, Wealth Management Group boasts a strong team of advisors, including long-tenured professionals like Raymond Book, Scott Brown, and Christine Lawrence. Their collective expertise and dedication to serving clients' financial goals make them a trusted partner in wealth management. With a commitment to personalized service, expert advice, and a track record of success, Wealth Management Group stands as a reliable choice for individuals seeking comprehensive wealth management solutions in Dover, DE, and beyond.

While the majority of their managed assets cater to high net worth individuals, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Remarkably, 90% of the assets they manage are under their discretion, showcasing their clients' trust in their investment strategies.

BCG Securities, Inc. is a highly reputable regional investment advisory firm based out of Cherry Hill, NJ, with a strong presence in the financial industry. With over 1,420 individual clients and an impressive $516,270,000 in assets under management, they have established themselves as a trusted partner for individuals and employer 401Ks alike. BCG Securities, Inc. operates nine offices strategically located to serve their diverse client base effectively. As a registered representative of a broker-dealer, insurance broker, and agent, BCG Securities, Inc. offers a comprehensive range of services to meet their clients' financial needs. Their expertise in managing employer 401Ks and individual investments has earned them a solid reputation in the market. The firm's compensation structure is designed to align with their clients' goals, offering various options such as a percentage of assets under management, fixed fees, and commissions. With a team of 60 dedicated professionals, including 30 experienced investment advisors, BCG Securities, Inc. ensures personalized and tailored advice to each client. Key members of the BCG Securities, Inc. team include Richard Craft, Michael Bass, and Gregory Stosuy, who boast impressive tenures with the firm. Their deep knowledge and extensive experience contribute to the firm's success and commitment to delivering exceptional service. BCG Securities, Inc. consistently strives to foster long-term relationships with their clients, helping them navigate the complexities of the financial markets and achieve their financial objectives. With their strong track record and commitment to excellence, BCG Securities, Inc. is a trusted partner for individuals and businesses seeking expert investment advisory services in the Cherry Hill, NJ area and beyond.

Cora Capital Advisors, based out of Marlton, NJ, is a reputable local investment advisory firm that caters to a diverse clientele. With over 570 individual clients and an impressive $463,445,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management. Committed to delivering exceptional service, Cora Capital Advisors operates from two offices, providing convenient access and personalized attention to their clients. While they excel in managing discretionary assets, which account for a significant 93% of their portfolio, they also possess the expertise to handle employer funds, ensuring comprehensive investment solutions. The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, tailored to meet the specific needs of their clients. With a dedicated team of 10 employees, including seven seasoned investment advisors, they boast an average of $66,210,000 in assets under management per advisor, aligning with industry standards. Cora Capital Advisors takes pride in its experienced team, with some of the longest-tenured advisors including Raymond Giunta, Joshua Woodford, and Michael Corley. These professionals bring a wealth of knowledge and expertise to their clients' financial journeys, fostering long-term relationships built on trust and exceptional guidance. As a leading investment advisory firm in Marlton, NJ, Cora Capital Advisors continues to serve as a reliable partner, helping individuals and organizations achieve their financial goals with comprehensive wealth management strategies and a client-centric approach.

Presilium Private Wealth, LLC is a distinguished investment advisory firm headquartered in Radnor, PA, boasting a robust presence with offices in the area. With a team of four dedicated professionals, including two skilled investment advisors, Presilium Private Wealth, LLC offers top-notch financial guidance and management services. The firm's exceptional reputation is underscored by their impressive average assets under management per investment advisor, standing at approximately $173,980,000, surpassing industry standards. Presilium Private Wealth, LLC's compensation structure is designed to align their success with their clients'. They employ a variety of remuneration models, including a percentage-based approach tied to the assets under management. Demonstrating their commitment to personalized and tailored solutions, the firm manages 100% of the assets under their care on a discretionary basis, ensuring comprehensive oversight and adaptability. Catering primarily to high net worth individuals, Presilium Private Wealth, LLC proudly serves over 120 individual clients, managing an impressive portfolio worth more than $347,965,000. Brook Hart and Jerry Davidse, two of the longest tenured registered advisors at the firm, bring their wealth of experience and expertise to deliver exceptional service to their discerning clientele. Presilium Private Wealth, LLC stands as a trusted partner for those seeking astute financial guidance and exemplary wealth management services. With their extensive industry knowledge, personalized strategies, and unwavering dedication to client satisfaction, they continue to excel in the competitive landscape of investment advisory firms.

PWA Financial, headquartered in Newtown, PA, is a distinguished investment advisory firm serving clients with its expertise and personalized approach. With a team of five skilled professionals, including three dedicated investment advisors, PWA Financial delivers comprehensive financial solutions to its clients. They manage an average of $68,570,000 in assets under management per investment advisor, which aligns with the industry average. PWA Financial's compensation structure encompasses various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' success. Notably, PWA Financial specializes in managing employer 401Ks and individual investments, which constitutes approximately half of their assets under management. Their strong experience in this field enables them to navigate complexities and deliver exceptional results. Moreover, PWA Financial exercises complete discretion over 100% of the assets they manage, ensuring agile decision-making and tailored investment strategies. With over 410 individual clients and an impressive $205,701,000 in assets under management, PWA Financial has earned a reputation for providing reliable and effective financial guidance. The firm takes pride in the expertise of its longest tenured advisors, including Christopher Mcnesby, Michael Carlucci, and Kenneth Coniglio, who bring a wealth of knowledge and insight to their clients' portfolios. PWA Financial's commitment to understanding clients' unique financial goals and their comprehensive range of services positions them as a trusted partner in wealth management. Whether clients seek retirement planning, investment strategies, or holistic financial advice, PWA Financial stands ready to deliver exceptional results with their personalized approach and extensive industry experience.

Beacon Bridge Wealth Partners, LLC, headquartered in Conshohocken, PA, is a local investment advisory firm with a strong presence in the industry. With two offices, the company boasts a dedicated team of nine professionals, five of whom specialize in providing top-notch investment advisory services. On average, each investment advisor at Beacon Bridge Wealth Partners manages approximately $54,160,000 in assets under management, placing them at par with the industry average. The firm offers a flexible compensation structure, which includes various options such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their total assets under management, Beacon Bridge Wealth Partners possesses the expertise to effectively manage employer funds. Notably, all the assets they manage are handled on a discretionary basis, showcasing their clients' trust in their decision-making abilities. Catering primarily to high-net-worth individuals, Beacon Bridge Wealth Partners serves over 280 individual clients, collectively overseeing an impressive $270,811,000 in assets under management. The company takes pride in the expertise and longevity of its advisors, with seasoned professionals like Christopher Chaves, John Jim, and James Schmidt contributing significantly to its success. With their extensive knowledge and commitment to excellence, Beacon Bridge Wealth Partners, LLC continues to provide comprehensive investment advisory services to their discerning clients. Their local presence and dedication to financial well-being make them a trusted partner in wealth management within the Conshohocken community and beyond.