Royal Alliance Associates, Inc. is a highly reputable national investment advisory firm headquartered in Jersey City, NJ. With over 90,480 individual clients and an impressive $29,536,150,000 in assets under management, they have established themselves as a leading player in the financial services industry. Operating from 1,010 offices nationwide, Royal Alliance Associates, Inc. offers comprehensive investment advisory services, specializing in managing employer 401Ks and individual portfolios. With extensive experience in this domain, they have developed a solid understanding of the unique needs and challenges faced by both employers and individuals in the investment landscape. A notable aspect of Royal Alliance Associates, Inc.'s approach is their discretionary management of 83% of the assets they oversee, providing clients with a hands-off investment experience while leveraging their expertise to maximize returns. Their compensation structure is designed to accommodate different preferences, encompassing a range of options such as a percentage of assets under management, fixed fees, and hourly charges. Employing a team of 3,704 dedicated professionals, with 2,075 specifically focused on investment advisory services, Royal Alliance Associates, Inc. ensures that each client receives personalized attention and tailored financial solutions. Their investment advisors boast an impressive average of $14,230,000 in assets under management, a testament to their expertise and ability to deliver exceptional results. Notably, Royal Alliance Associates, Inc. takes pride in the long-standing commitment of their advisors, with esteemed professionals like Lauren Pedersen, Janice Gage, and James Marroquin exemplifying the firm's dedication to maintaining experienced and trusted individuals on their team. With a solid track record, comprehensive services, and a client-centric approach, Royal Alliance Associates, Inc. continues to be a trusted partner for individuals and employers seeking expert guidance in achieving their financial goals.

TA Capital Management, LLC is a reputable investment advisory firm based out of Turnersville, NJ. With a team of three dedicated professionals, they offer comprehensive investment advisory services to a diverse clientele. Their advisors boast an impressive average of $18,520,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. As a client-centric firm, TA Capital Management, LLC manages over $250,175,000 in assets for more than 40 individual clients. Catering primarily to high net worth individuals, they understand the unique financial goals and requirements of their esteemed clientele. TA Capital Management, LLC's compensation structure is designed to align their interests with those of their clients. It encompasses various types, including a percentage of assets under management, ensuring a shared focus on achieving optimal returns and long-term growth. The firm distinguishes itself with a discretionary management approach, with 36% of the assets they oversee falling under this category. This discretionary authority allows them to make informed investment decisions on behalf of their clients, leveraging their extensive market knowledge and expertise. Located in Turnersville, NJ, TA Capital Management, LLC operates from a single office, serving as a hub for their diligent team. Edward Levene, one of the firm's longest tenured registered advisors, has been a valuable asset since 2021, contributing to the firm's success and commitment to providing exceptional advisory services. Overall, TA Capital Management, LLC is a trusted partner for individuals seeking expert investment guidance, backed by a track record of success and a client-focused approach.

Quaker Wealth Management LLC, headquartered in Moorestown, NJ, is a reputable investment advisory firm. With 8 dedicated professionals, including experienced advisors such as John Heisler, Jennifer Anderson, and Daniel Roccato, they provide comprehensive investment advisory services to their clients. The firm boasts an average of $74,790,000 in assets under management per investment advisor, in line with industry standards. Known for their expertise in managing employer 401Ks and individual accounts, Quaker Wealth Management LLC handles approximately half of their assets under management from these sources. Their clients trust them to make discretionary decisions regarding 99% of the assets they manage. The firm has a diverse client base, serving over 250 individual clients with an impressive $299,171,000 in assets under management. Quaker Wealth Management LLC offers a flexible compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. This variety ensures that clients can choose the fee structure that best aligns with their needs and goals. With one office location, Quaker Wealth Management LLC maintains a close-knit, personalized approach to client relationships. Their commitment to providing tailored investment strategies, combined with their extensive experience and industry knowledge, positions them as a trusted partner in helping clients achieve their financial objectives. Whether clients seek guidance on retirement planning, asset allocation, or portfolio diversification, Quaker Wealth Management LLC leverages their expertise to deliver effective investment solutions that align with each client's unique circumstances and aspirations.

Shore Point Advisors, LLC, based out of Brielle, NJ, is a highly reputable small investment advisory firm. With over 510 individual clients and assets under management exceeding $162,810,000, they have established themselves as a trusted partner in the financial industry. With a keen focus on employer 401Ks and individual investments, Shore Point Advisors brings extensive expertise and a deep understanding of the intricacies of this specialized field. At Shore Point Advisors, all assets under management, totaling 100%, are managed on a discretionary basis, providing clients with the peace of mind that their investments are in capable hands. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges to align with clients' unique needs. With a team of five dedicated professionals, four of whom specialize in providing expert investment advisory services, Shore Point Advisors ensures personalized attention and tailored solutions for their clients. Each investment advisor manages an impressive average of approximately $40,700,000 in assets, reflecting their commitment to delivering exceptional results. Shore Point Advisors prides itself on its experienced staff, including Thomas Scalabrini, John Scalabrini, and James Fay, who are among the firm's longest-tenured advisors. Their wealth of knowledge and expertise contribute to the firm's outstanding track record and reputation. As a trusted partner for both individuals and employers, Shore Point Advisors continues to grow its client base while delivering superior financial management and guidance in the ever-evolving investment landscape.

George McKelvey Co., LLC, a local investment advisory firm based in Manasquan, NJ, is renowned for its exceptional financial services. With over 480 individual clients and an impressive $951,552,000 in assets under management, the company has established itself as a trusted partner in wealth management. Committed to delivering superior results, George McKelvey Co., LLC effectively navigates the complex financial landscape to help clients achieve their goals. Catering to a diverse range of clients, George McKelvey Co., LLC excels in managing discretionary assets, with 95% of the assets they oversee falling under this category. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds. Its client base primarily consists of high-net-worth individuals seeking comprehensive financial solutions. George McKelvey Co., LLC boasts a team of 20 dedicated professionals, with nine of them specializing in investment advisory services. With an average of approximately $105,730,000 in assets under management per investment advisor, the company's advisors deliver personalized attention and guidance to their clients. Notably, the firm prides itself on the expertise and experience of its longest-tenured advisors, including Sharon Cooney Jones, Michael Messinger, and Kimberly Caldwell. In terms of compensation, George McKelvey Co., LLC offers flexible options to suit their clients' needs. Their compensation structure includes a percentage of assets under management, hourly charges, and fixed fees. By aligning their incentives with their clients' success, the firm ensures a mutually beneficial relationship built on trust and transparency. With a commitment to excellence and a track record of success, George McKelvey Co., LLC stands as a premier investment advisory firm, dedicated to helping clients navigate the complexities of the financial markets and achieve long-term financial prosperity.

Lane Hipple - Wealth Management Group, based out of Moorestown, NJ, is a highly esteemed investment advisory firm that specializes in providing top-tier wealth management services. With a team of 7 dedicated professionals, including 4 investment advisors, they possess the expertise and knowledge necessary to assist their clients in achieving their financial goals. The firm boasts an impressive average of approximately $1,322,090,000 in assets under management per investment advisor, well above the industry standard. This remarkable figure is a testament to their ability to effectively grow and protect their clients' wealth. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a strong alignment of interests with their clients. Lane Hipple - Wealth Management Group serves a diverse clientele of over 280 individuals, managing assets totaling over $256,399,000. Their exceptional track record in handling employer 401Ks and individual accounts demonstrates their extensive experience in this sector. A remarkable 89% of the assets they manage are discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. Operating from their Moorestown office, Lane Hipple - Wealth Management Group is known for their personalized approach, tailoring their services to meet the unique needs of each client. The firm takes pride in its team of long-tenured advisors, including Thomas Lane, Gregory Reading, and Andrew Hipple, who bring a wealth of experience and industry knowledge to the table. Overall, Lane Hipple - Wealth Management Group distinguishes itself through its exceptional asset management, client-focused approach, and seasoned team of advisors. With a commitment to delivering superior financial outcomes, they continue to solidify their position as a leading wealth management firm in the industry.

Wealth Quarterback LLC, based out of Toms River, NJ, is a reputable investment advisory firm that boasts an extensive client base of over 910 individuals. With a remarkable $237,320,000 in assets under management, they have garnered a solid reputation for their expertise in handling employer 401Ks and individual accounts. The firm operates from 18 conveniently located offices, ensuring accessibility and personalized service for their diverse clientele. Wealth Quarterback LLC prides itself on managing approximately 98% of their assets on a discretionary basis, allowing clients to entrust their investments with confidence. Committed to providing tailored financial solutions, Wealth Quarterback LLC offers a flexible compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees. This variety ensures that clients can choose a payment method that best aligns with their needs and preferences. With a team of 10 dedicated professionals, including five experienced investment advisors, Wealth Quarterback LLC delivers comprehensive and strategic guidance to optimize client portfolios. The firm's investment advisors collectively manage an average of $47,460,000 in assets, showcasing their industry-standard performance. Notably, Wealth Quarterback LLC boasts a cadre of seasoned advisors, including Paul Murphy, Josh Jalinski, and Christopher Meyer, who have demonstrated their commitment to client success through their long-standing tenure with the firm. Wealth Quarterback LLC's unwavering dedication to providing exceptional service and their wealth of experience make them a trusted partner for individuals seeking reliable investment advisory services in the Toms River area.

Copper Beech Financial Group, LLC, a reputable investment advisory firm, is headquartered in Moorestown, NJ. With two offices, they cater to a diverse clientele seeking comprehensive financial services. Four out of their seven employees specialize in providing investment advisory services, ensuring a dedicated and knowledgeable team. Copper Beech Financial Group manages assets for over 30 individual clients, with a total of more than $92,452,000 under their careful stewardship. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds when required. Operating under a discretionary management approach, Copper Beech Financial Group actively monitors and adjusts 100% of the assets they oversee. This proactive decision-making ensures a personalized approach and timely adjustments to optimize client outcomes. Their compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to align their interests with those of their clients, fostering a mutually beneficial partnership. With an average of approximately $23,110,000 in assets under management per investment advisor, Copper Beech Financial Group demonstrates a competitive standing in the industry. Christian Hyldahl and Christopher Ruffino, two of the longest-tenured registered advisors at the firm, bring extensive experience and expertise to their roles, contributing to the firm's success. Copper Beech Financial Group's commitment to providing tailored financial solutions, combined with their team of seasoned professionals, positions them as a trusted partner for individuals seeking comprehensive investment advisory services in Moorestown and beyond.

Main Street Financial Life Advisors, LLC is a highly reputable investment advisory firm headquartered in Moorestown, NJ. With a dedicated team of six skilled professionals, including three experienced investment advisors, the firm offers comprehensive financial guidance and management services. Leveraging their expertise, Main Street Financial Life Advisors manages an impressive average of approximately $37,740,000 in assets under management per investment advisor. The firm's compensation structure is flexible and tailored to meet clients' specific needs, incorporating various fee types such as a percentage of assets under management, hourly charges, and fixed fees. Serving over 40 individual clients, Main Street Financial Life Advisors oversees an impressive portfolio totaling more than $63,394,000 in assets under management. Their client base primarily comprises high net worth individuals, while also extending services to 401K and individual accounts, accounting for less than 30% of their managed assets. As a discretionary asset management firm, Main Street Financial Life Advisors holds full authority over the assets they manage. Their expertise extends beyond individual clients to include the capability of managing employer funds. With their client-centric approach, Main Street Financial Life Advisors provides personalized investment strategies and financial advice to help clients achieve their unique financial goals. Main Street Financial Life Advisors, LLC has established a strong presence in the investment advisory industry, backed by its long-standing reputation for excellence. With a single office located in Moorestown, NJ, the firm's notable registered advisors, Joel Davis and Matthew Kulpa, contribute to its success with their extensive tenure and expertise.

Woloshin Investment Management, LLC is a highly reputable investment advisory firm located in Medford, NJ. With a dedicated team of three experienced professionals, they offer comprehensive investment advisory services to their diverse clientele. The firm manages an impressive average of approximately $36,460,000 in assets under management per investment advisor. With a focus on providing tailored solutions, Woloshin Investment Management, LLC offers a variety of compensation structures to meet the unique needs of their clients. These structures include a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. Woloshin Investment Management, LLC stands out for its expertise in managing employer 401K plans, with over 80% of their assets under management attributed to these plans and individual clients. Their team possesses the necessary qualifications and knowledge to effectively navigate the complexities of managing both employer and employee 401K plans. In addition to their investment advisory services, Woloshin Investment Management, LLC also serves as an insurance broker or agent, providing further value and convenience to their clients. Boasting an extensive client base of over 340 individuals, the firm manages a substantial $109,388,000 in assets. Notably, Woloshin Investment Management, LLC takes pride in the longevity of their advisors, with key members such as Katie Corsetto, Susan Egan, and Michael Woloshin contributing to the firm's success. With a commitment to discretion and a steadfast dedication to their clients' financial goals, Woloshin Investment Management, LLC continues to be a trusted partner in wealth management and investment advisory services.

HFM Investment Advisors, LLC, headquartered in Glassboro, NJ, is a well-established local investment advisory firm. With over 470 individual clients and an impressive $183,559,000 in assets under management, they have built a strong reputation in the industry. HFM Investment Advisors focuses on providing comprehensive investment advisory services, specializing in employer 401Ks and individual portfolios. Boasting extensive experience in this space, they have gained the trust of their clients by delivering sound financial guidance. With one office location, HFM Investment Advisors is dedicated to offering personalized services tailored to meet each client's unique investment goals. Their team of five skilled professionals is fully committed to providing exceptional investment advisory services to their valued clientele. Each advisor manages an average of $36,710,000 in assets, demonstrating their expertise and ability to handle substantial portfolios. HFM Investment Advisors operates under a flexible compensation structure, including various types such as a percentage of assets under management and fixed fees. This ensures that their clients receive transparent and fair pricing for their investment services. Notably, the firm takes pride in its longstanding advisors, including Catherine Allen-Carlozo, Michael Pallozzi, and Jason Gabrieli, who bring years of experience and expertise to the team. Their dedication and commitment to delivering superior financial advice have contributed to the firm's success and client satisfaction. Overall, HFM Investment Advisors, LLC stands out as a trusted and experienced investment advisory firm, providing comprehensive services to a diverse client base while maintaining a commitment to excellence and integrity.