Park Avenue Securities LLC is a leading national investment advisory firm headquartered in New York, NY. With a team of 1825 dedicated professionals, the majority of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to a diverse client base. Boasting an impressive average of approximately $1,020,000 in assets under management per investment advisor, Park Avenue Securities LLC has established a reputation for delivering personalized and effective wealth management strategies. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With over 45,580 individual clients and a remarkable $9,912,742,000 in assets under management, Park Avenue Securities LLC has successfully catered to a wide range of financial goals and investment objectives. Notably, they have garnered considerable expertise in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Impressively, 83% of the assets they manage are discretionary, a testament to their trusted advisory services and strong track record. Operating from 386 offices across the country, Park Avenue Securities LLC combines a national presence with local expertise, ensuring their clients receive personalized attention and tailored solutions. The firm takes pride in its team of experienced advisors, and some of the longest-tenured professionals include Charles Woodbury, Brian Leen, and Michael Koehn. Their depth of knowledge and commitment to client success are emblematic of Park Avenue Securities LLC's unwavering dedication to delivering top-tier financial guidance and investment management services.

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.

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.

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.

Bluefin Financial is a small investment advisory firm based out of Moorestown, NJ, with one office. With a team of four dedicated professionals, Bluefin Financial offers comprehensive investment advisory services. Their average assets under management per investment advisor stand at approximately $51,890,000, aligning well with the industry average. Bluefin Financial boasts a diverse compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees. Their expertise in managing employer 401Ks and individual accounts is evident as these sources contribute to nearly half of their assets under management. Impressively, 92% of the assets they handle are under discretionary management, allowing for flexibility and tailored strategies. With over 250 individual clients, Bluefin Financial has cultivated relationships and earned trust from a broad client base. Currently, they manage a staggering $207,579,000 in assets. The firm takes pride in their experienced team, featuring some of the longest-tenured advisors in the industry. Notable professionals include Joseph Zielinski, Theodore Suleski, and Michael Zielinski, who collectively bring a wealth of knowledge and expertise to their clients. Bluefin Financial's commitment to delivering personalized investment solutions and their extensive experience in managing a diverse range of assets make them a trusted partner for individuals and employers alike. By leveraging their expertise and upholding a client-centric approach, Bluefin Financial continues to help their clients navigate the complex world of investments and secure their financial future.

Breton Co is a small investment advisory firm based out of Medford, NJ, with a team of four dedicated professionals. Two of their team members specialize in providing comprehensive investment advisory services to their clients. With an impressive average of approximately $428,780,000 in assets under management per investment advisor, Breton Co surpasses the industry average, showcasing their expertise and success in managing substantial portfolios. The firm's compensation structure is diverse and tailored to meet the needs of their clients. It includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive personalized and cost-effective investment advice. With a portfolio of over 10 individual clients, Breton Co oversees assets totaling more than $139,950,000. Their focus primarily lies in managing assets for high net worth individuals, although they also have the capability to handle employer funds. While 401(k) and individual accounts account for less than 30% of their assets under management, their expertise extends to these areas as well. Breton Co operates from a single office, providing a centralized location for their clients in Medford, NJ. Through their dedicated team and tailored approach to investment advisory services, Breton Co has established itself as a trusted partner for individuals seeking expert guidance and effective management of their financial assets.

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.

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.