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.

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.

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.

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.

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.

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.

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.

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.

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.

Masso Torrence Wealth Management Inc. is a reputable investment advisory firm headquartered in Marlton, NJ. With a team of 5 dedicated professionals, including 3 experienced investment advisors, the firm is committed to providing exceptional financial services. Each investment advisor at Masso Torrence manages an average of $79,240,000 in assets under management, aligning with industry standards. The firm's compensation structure is comprehensive, offering various options such as a percentage of assets under management and performance-based fees. This ensures flexibility and tailored solutions for their diverse clientele. With over 130 individual clients, Masso Torrence oversees more than $199,070,000 in assets under management, predominantly serving high-net-worth individuals. While the majority of their managed assets are for high-net-worth individuals, Masso Torrence Wealth Management also possesses the capability to handle employer funds, although 401(k) and individual accounts represent less than 30% of their assets under management. Notably, 100% of the assets they manage are under their discretionary authority, signifying the trust their clients place in their investment strategies. As a boutique investment advisory firm, Masso Torrence Wealth Management takes pride in delivering personalized and attentive services to their discerning clients. With their main office located in Marlton, NJ, the firm has established a strong presence in the local financial community. Nicholas Pantle, Christopher Masso, and John Torrence are among the longest-tenured advisors at the firm, contributing their extensive knowledge and expertise to the success of Masso Torrence Wealth Management Inc.

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.