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.

Wealth CMT, a local investment advisory firm based out of Cherry Hill, NJ, is known for its exceptional services and high-quality expertise in wealth management. With a team of six dedicated professionals, Wealth CMT offers comprehensive investment advisory services to its esteemed clients. Five of their employees specialize in providing expert guidance and advice on investments. The firm boasts an impressive average of approximately $190,140,000 in assets under management per investment advisor, surpassing the industry average. Wealth CMT's compensation structure is designed to align with their clients' needs and preferences. They offer various types of compensation, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Wealth CMT takes pride in managing assets for over 140 individual clients, with a combined total of more than $264,094,000 in assets under management. While the majority of their assets are dedicated to high-net-worth individuals, they also have the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. It's worth noting that all the assets they manage are discretionary. In addition to investment advisory services, Wealth CMT also offers insurance brokerage and agent services, ensuring comprehensive financial planning for their clients. With their main office located in Cherry Hill, NJ, the firm is deeply rooted in the local community. Wealth CMT takes pride in their long-tenured advisors, including Andrew Johnston, Eric Feder, and Andrew Barnett, who bring a wealth of experience and expertise to the firm.

Masters Legacy Planning, a small investment advisory firm based out of Linwood, NJ, is dedicated to providing comprehensive and personalized financial solutions to its clients. With over 110 individual clients and $191,081,000 in assets under management, they have established themselves as a trusted partner in wealth management. While Masters Legacy Planning primarily caters to high net worth individuals, they also have the capability to manage employer funds. With 100% of the assets they manage being discretionary, clients can rely on their expertise to make informed investment decisions. The firm's compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients receive the most suitable and transparent fee arrangement for their specific requirements. Masters Legacy Planning boasts a team of five dedicated professionals, three of whom specialize in providing investment advisory services. Each investment advisor manages an average of approximately $63,690,000 in assets, comparable to the industry average. The firm takes pride in the experience and expertise of its registered advisors. Jacob Mack and Todd Chamberlain, two of the longest-tenured advisors at Masters Legacy Planning, have proven their commitment to delivering exceptional financial guidance to their clients. With their client-focused approach and wealth management proficiency, Masters Legacy Planning is well-positioned to help individuals and businesses navigate the complexities of financial planning and secure their lasting legacies.

Macquarie Investment Management Business Trust, headquartered in Philadelphia, PA, is a highly regarded regional investment advisory firm. With over 10 individual clients and an impressive $236,026,994,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates through five offices and offers a wide range of services, including commodity pool operation and commodity trading advisory, whether registered or exempt from registration. As a discretionary asset manager, Macquarie Investment Management Business Trust ensures that 100% of the assets they oversee are managed according to their clients' objectives. Their compensation structure includes various types, such as a percentage of assets under management, fixed fees, and performance-based fees. This approach aligns their interests with the success of their clients, fostering a strong sense of partnership. With a dedicated team of 628 employees, including 150 professionals providing investment advisory services, Macquarie Investment Management Business Trust demonstrates its commitment to delivering personalized and expert guidance. Their investment advisors boast an impressive average of approximately $1,573,510,000 in assets under management per advisor, significantly surpassing industry standards. The firm's success can be attributed in part to the tenure and expertise of its advisors. Notable among them are John Logan, Zachary Per, and John Digirolamo, who have been with the firm for an extended period. Their collective experience, combined with the firm's comprehensive resources and commitment to excellence, positions Macquarie Investment Management Business Trust as a leader in the investment advisory space.

RTD Financial Advisors Inc is a well-established investment advisory firm headquartered in Philadelphia, PA, serving a diverse range of clients. With five offices strategically located throughout the region, RTD Financial Advisors Inc has positioned itself as a trusted local partner in wealth management. Led by a team of experienced professionals, RTD Financial Advisors Inc boasts a total of 38 dedicated employees, 17 of whom specialize in providing comprehensive investment advisory services. These knowledgeable advisors strive to deliver personalized financial strategies tailored to each client's unique goals and objectives. With an impressive average of approximately $113,210,000 in assets under management per investment advisor, RTD Financial Advisors Inc demonstrates their commitment to effectively managing their clients' wealth. Their compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees, ensuring a transparent and mutually beneficial relationship. RTD Financial Advisors Inc prides itself on their discretionary management approach, as 98% of the assets they oversee are handled with expert decision-making authority. This level of trust is further reinforced by their extensive client base, consisting of over 160 individuals who collectively entrust the firm with more than $1,924,539,000 in assets under management. The firm's longevity and success can be attributed, in part, to the tenure of several key advisors. Richard Durso, Marc Labadie, and Jeffrey Weiand are among the firm's most experienced professionals, whose deep industry knowledge and unwavering dedication have contributed to the firm's stellar reputation. Overall, RTD Financial Advisors Inc stands as a leading financial advisory firm in Philadelphia, committed to delivering exceptional service and helping clients achieve their long-term financial objectives.

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.

Victory Fiduciary Consulting, based out of Mullica Hill, NJ, is a reputable and trusted investment advisory firm with a strong foothold in the financial industry. With over 370 individual clients and an impressive $122,307,000 in assets under management, Victory Fiduciary Consulting has established itself as a leader in providing comprehensive financial solutions. The firm's expertise lies in managing employer 401Ks and individual investments, with approximately half of their assets under management stemming from these sources. This specialization has allowed Victory Fiduciary Consulting to develop an in-depth understanding of the intricacies and nuances of this space, ensuring their clients receive top-notch guidance. Committed to providing personalized services, Victory Fiduciary Consulting boasts a team of six highly skilled professionals, three of whom are dedicated investment advisors. Their combined knowledge and expertise enable them to deliver tailored investment strategies that align with their clients' unique financial goals and risk tolerances. Victory Fiduciary Consulting's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients can choose the payment method that best suits their needs and preferences. With an impressive average of $40,770,000 in assets under management per investment advisor, Victory Fiduciary Consulting demonstrates their commitment to maintaining a high level of attention and care for each client's portfolio. The firm's long-standing success can be attributed, in part, to the dedication and expertise of advisors like Howard Verfaillie, Jacob Riloff, and Ashley Rosser, who have been instrumental in guiding clients towards financial victory. In summary, Victory Fiduciary Consulting is a respected investment advisory firm that excels in managing assets, offering personalized services, and delivering exceptional financial guidance to their diverse clientele.

MCADAM LLC, a regional investment advisory firm based in Philadelphia, PA, stands out with its impressive track record and extensive client base. With over 4,100 individual clients and assets under management surpassing $1,255,471,000, MCADAM LLC has established itself as a trusted partner in wealth management. Serving both employer 401Ks and individuals, the firm brings a wealth of experience to the table, leveraging their expertise to deliver exceptional results. Boasting 60 offices, MCADAM LLC operates across the region, providing comprehensive investment advisory services to a diverse range of clients. The firm's dedication to discretion is evident in their commitment to managing 100% of their clients' assets on a discretionary basis, ensuring the utmost care and attention to each investment. MCADAM LLC's compensation structure caters to various client needs, including a percentage of assets under management and fixed fees, offering flexibility and alignment of interests. The firm takes pride in its team of 240 highly skilled employees, with 188 dedicated to delivering top-notch investment advisory services. On average, each investment advisor manages approximately $6,680,000 in assets under management, reflecting their commitment to personalized attention and tailored strategies. At the heart of MCADAM LLC's success are its seasoned advisors, such as Michael Dias, Victoria Pazzalia, and Michael Blahusch, who have remained steadfast in their commitment to client satisfaction over the years. Their deep knowledge and expertise, combined with the firm's comprehensive suite of services, position MCADAM LLC as a leader in the investment advisory space, providing clients with a reliable partner for their financial goals.

Hanlon Investment Management, Inc., headquartered in Egg Harbor Twp., NJ, is a reputable investment advisory firm with a strong presence in the financial industry. With over 1,820 individual clients and assets under management totaling more than $359,207,000, they have established themselves as a trusted partner for investors seeking professional guidance. Operating from a single office, Hanlon Investment Management, Inc. offers a comprehensive range of services, including acting as a registered representative of a broker-dealer and providing insurance brokerage services. Notably, a significant portion of their assets under management is derived from employer 401K plans and individual investors, reflecting their expertise in this area. With a high degree of discretion, Hanlon Investment Management, Inc. manages approximately 94% of the assets under their care. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management and hourly charges, ensuring alignment with their clients' needs. The firm boasts a dedicated team of 27 employees, of which 20 specialize in providing investment advisory services. On average, each investment advisor at Hanlon manages around $17,960,000 in assets. Notably, John Hanlon and Kevin Looser stand as the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to their clients. Hanlon Investment Management, Inc. has built a strong reputation in the financial industry, delivering personalized and effective investment strategies to their diverse client base. With their commitment to excellence, comprehensive services, and experienced team, Hanlon Investment Management, Inc. continues to be a preferred choice for individuals and employers seeking professional investment advice.

Vestbridge Advisors, Inc is a reputable local investment advisory firm headquartered in Egg Harbor Township, NJ. With one office location, the company is dedicated to providing exceptional investment advisory services. Boasting a team of five highly skilled professionals, Vestbridge Advisors ensures that each client receives personalized attention and expert guidance. With an average of $45,050,000 in assets under management per investment advisor, Vestbridge Advisors maintains a solid position within the industry, aligning with the industry average. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management and hourly charges. While their portfolio includes a variety of investment accounts, including 401K and individual accounts, these represent less than 30% of the firm's total assets under management. However, Vestbridge Advisors possesses the expertise and capability to effectively manage employer funds, catering to the specific needs of organizations. Impressively, 98% of the assets managed by Vestbridge Advisors are under their discretionary control, highlighting their ability to make informed investment decisions on behalf of their clients. The firm predominantly serves high net worth individuals, managing a majority of assets for this esteemed clientele. Additionally, Vestbridge Advisors offers a range of related services, including acting as a registered representative of a broker-dealer and serving as an insurance broker or agent. These comprehensive solutions further enhance their ability to meet the diverse financial needs of their clients. With a client base of over 30 individuals and a remarkable $225,271,000 in assets under management, Vestbridge Advisors, Inc has established a strong reputation for delivering exceptional investment advisory services to their discerning clientele.

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.