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.

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.

Roundangle Advisors LLC, based in Red Bank, NJ, is a small investment advisory firm with a strong focus on personalized service. With four dedicated employees, including three experienced investment advisors, Roundangle Advisors brings a wealth of expertise to its clients. On average, each investment advisor manages approximately $117,850,000 in assets, aligning with industry standards. Roundangle Advisors LLC employs a flexible compensation structure that includes a percentage of assets under management as well as hourly charges. This approach ensures that clients receive fair and transparent fees tailored to their specific needs. The firm serves over 140 individual clients, who collectively entrust Roundangle Advisors with assets totaling more than $120,383,000. While the majority of their managed assets are discretionary, Roundangle Advisors LLC also offers its expertise in managing employer funds, expanding their service capabilities beyond individual accounts. This comprehensive approach ensures that clients receive comprehensive investment solutions tailored to their financial goals. In addition to their investment advisory services, Roundangle Advisors LLC serves as an insurance broker or agent, providing clients with additional avenues to protect their assets and mitigate risk. With offices in Red Bank, NJ, Roundangle Advisors LLC is conveniently accessible to clients in the area. The firm boasts a team of experienced advisors, including Carlos Defreitas, Deirdre Derosa, and Jonathan Bernstein, who have contributed significantly to the firm's success. Their combined expertise and commitment to excellence enable Roundangle Advisors LLC to provide exceptional financial guidance and investment strategies to their valued clients.

The Genwealth Group, Inc., a small investment advisory firm based out of Maplewood, NJ, boasts an impressive track record in managing assets for high net worth individuals. With a team of seven dedicated employees, three of whom specialize in providing investment advisory services, they have established themselves as a trusted partner in wealth management. The firm prides itself on its exceptional average of approximately $150,980,000 in assets under management per investment advisor, surpassing the industry average. This success can be attributed to their comprehensive compensation structure, which includes various types such as a percentage of assets under management and fixed fees. The Genwealth Group, Inc. currently manages assets worth over $355,168,000 for more than 130 individual clients. While the majority of the assets they oversee are for high net worth individuals, they also possess the capability to manage employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. In addition to their investment advisory services, The Genwealth Group, Inc. offers insurance brokerage services, providing comprehensive financial solutions to their clients. With their expertise and commitment to client satisfaction, they have gained a reputation for delivering exceptional results. The firm operates from a single office in Maplewood, NJ, and boasts a team of experienced advisors, including Kevin Worley, Braden Schipke, and Michael Leanza, who have been with the company for a considerable tenure. Their combined knowledge and expertise contribute to the firm's ability to offer personalized and effective financial strategies to their valued clientele.

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.

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.

Talisman Wealth Advisors, LLC, based out of Mountainside, NJ, is a respected investment advisory firm catering to high net worth individuals. With over 110 individual clients and $139,676,000 in assets under management, Talisman Wealth Advisors offers personalized financial solutions to meet their clients' unique needs. While 401K and individual accounts make up less than 30% of their assets under management, Talisman Wealth Advisors also possesses the expertise to manage employer funds. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients. With a compensation structure that includes a percentage of assets under management and fixed fees, Talisman Wealth Advisors ensures alignment with their clients' interests. The firm has a total of three employees, two of whom are dedicated investment advisors. On average, each investment advisor manages approximately $69,840,000 in assets, which is in line with the industry average. Talisman Wealth Advisors takes pride in their experienced team, with Francis Granizo and Jennifer Kirby being two of the firm's longest-tenured registered advisors. Their commitment to providing excellent service and tailored financial strategies sets them apart in the industry. Clients can trust Talisman Wealth Advisors to navigate the complexities of wealth management and guide them towards achieving their financial goals.

RMR Wealth Builders, Inc. is a leading regional investment advisory firm headquartered in Montclair, NJ. With an extensive network of 25 offices, RMR Wealth Builders, Inc. is well-positioned to serve a diverse client base across the region. Committed to providing top-notch investment advisory services, the firm boasts a team of 42 highly skilled professionals, with the majority exclusively focused on delivering comprehensive investment strategies. With an impressive average of approximately $27,070,000 in assets under management per investment advisor, RMR Wealth Builders, Inc. demonstrates its ability to handle substantial portfolios. The firm offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. While employer funds make up a significant portion of their managed assets, RMR Wealth Builders, Inc. also caters to individual clients and 401K accounts. Notably, 84% of the assets they manage are discretionary, reflecting the firm's expertise in customizing investment strategies tailored to each client's unique goals and risk tolerance. In addition to their investment advisory services, RMR Wealth Builders, Inc. serves as an insurance broker or agent, providing clients with comprehensive coverage options to protect their financial well-being. The firm has garnered a loyal client base, currently serving over 1,010 individual clients with impressive assets under management totaling more than $1,109,904,000. RMR Wealth Builders, Inc. prides itself on its experienced team of advisors, including seasoned professionals such as Joseph Russo, Ryan Degrau, and Douglas Roth, who have established long-standing relationships with their clients and exemplify the firm's commitment to delivering exceptional financial guidance.

Prestige Wealth Management Group, LLC is a highly reputable investment advisory firm based out of Flemington, NJ. With a team of eight dedicated professionals, including five experienced investment advisors, they provide comprehensive financial guidance and investment strategies to their clients. The firm boasts an impressive average of approximately $219,920,000 in assets under management per investment advisor, surpassing industry standards. Prestige Wealth Management Group, LLC caters primarily to high net worth individuals, managing over $463,286,000 in assets for more than 230 individual clients. While the majority of their assets are discretionary, they also possess the expertise to effectively manage employer funds. Notably, less than 30% of their assets under management are attributed to 401K and individual accounts. With three conveniently located offices, Prestige Wealth Management Group, LLC serves the local community of Flemington and its surrounding areas. The firm takes pride in its longstanding history, boasting a team of seasoned advisors. Among them are Michael Williams, Alyssa McMahon, and John Deangelo, who have contributed significantly to the firm's success over the years. Prestige Wealth Management Group, LLC employs a comprehensive compensation structure that includes various types, such as a percentage of assets under management. This approach ensures that their clients' best interests are aligned with the firm's performance, fostering a strong partnership built on trust and expertise. With a commitment to delivering exceptional financial solutions, Prestige Wealth Management Group, LLC continues to establish itself as a trusted advisor in the industry.

Mezzasalma Advisors is a small investment advisory firm based out of Tinton Falls, NJ, offering personalized financial services to over 180 individual clients. With over $161,009,000 in assets under management, they have established themselves as a trusted partner in wealth management. As a multi-faceted firm, Mezzasalma Advisors not only provides investment advisory services, but also operates as an insurance broker or agent, offering comprehensive coverage solutions. Additionally, they have a team of skilled accountants who assist clients with their financial needs. While Mezzasalma Advisors predominantly manages assets for high net worth individuals, they also possess the expertise to oversee employer funds. All of the assets they manage are handled on a discretionary basis, ensuring a tailored approach to each client's investment objectives. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to choose the most suitable arrangement for their specific requirements. Mezzasalma Advisors prides itself on its experienced team of professionals. With three dedicated employees, including investment advisory specialist Joseph Doerrer, as well as Anthony Mezzasalma and John Mezzasalma, the firm combines expertise and personalized attention to deliver exceptional financial guidance. With an impressive average of approximately $161,010,000 in assets under management per investment advisor, Mezzasalma Advisors surpasses the industry average, underscoring their commitment to providing top-tier service to their clients.

CRA Financial Services, L.L.C., a local investment advisory firm based out of Northfield, NJ, is dedicated to providing comprehensive financial solutions to its clients. With a team of 13 talented professionals, including 7 experienced investment advisors, they offer expert guidance and personalized strategies to help individuals and businesses achieve their financial goals. The firm's advisors collectively manage an impressive $966,092,000 in assets, serving over 820 individual clients. While employer funds constitute a significant portion of their assets under management, CRA Financial Services also caters to 401K and individual accounts. Their extensive expertise enables them to effectively oversee 77% of the assets under management on a discretionary basis, ensuring optimal investment decisions aligned with clients' objectives. With an average of $52,140,000 in assets under management per investment advisor, CRA Financial Services remains on par with industry standards. The firm employs a diverse compensation structure that includes fixed fees and other customized arrangements, ensuring transparency and aligning their interests with those of their clients. CRA Financial Services, L.L.C. takes pride in its longstanding presence in the financial industry. Notably, Jennifer Colon, Thomas Reynolds, and Matthew Reynolds are among the firm's most seasoned advisors, contributing their extensive knowledge and experience to deliver exceptional service. Situated in Northfield, NJ, CRA Financial Services operates from a single office, providing a localized approach that fosters strong client relationships. Committed to excellence, the firm continues to uphold its reputation as a trusted and reliable partner in navigating the complexities of the financial landscape.

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.