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.

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.

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.

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.

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.

Kennedy Investment Group, a reputable investment advisory firm based out of West Deptford, NJ, has been serving clients since its establishment. With a diverse portfolio of over 720 individual clients, they effectively manage assets totaling an impressive $397,445,000. The firm operates from two offices, strategically located to cater to their growing clientele. Renowned for their expertise in employer 401Ks and individual investments, Kennedy Investment Group has cultivated extensive experience in this specialized sector. Notably, they manage all of their assets on a discretionary basis, showcasing their commitment to making informed investment decisions on behalf of their clients. With a comprehensive compensation structure, Kennedy Investment Group offers various types of fees, including a percentage based on the assets under management. This approach ensures alignment of interests between the firm and its valued clients, fostering a strong partnership. Employing a skilled team of 14 professionals, including four dedicated investment advisors, Kennedy Investment Group prides itself on providing personalized and expert financial guidance. Each investment advisor handles an average of approximately $99,360,000 in assets under management, aligning with industry standards. Among the firm's standout features are its long-standing advisors, including Alexa Comey, John Kennedy, and Henry Schroeder. These seasoned professionals bring extensive knowledge and experience to the table, further bolstering Kennedy Investment Group's reputation in the investment advisory realm. Kennedy Investment Group remains dedicated to delivering exceptional financial services, nurturing client relationships, and helping individuals and organizations achieve their investment goals with confidence.

Penn Capital Management Company, LLC, based out of Philadelphia, PA, is a leading investment advisory firm with a strong presence in the financial industry. With a total of 23 employees, they have a dedicated team of 15 professionals who provide top-notch investment advisory services to their clients. Their impressive average of approximately $136,280,000 in assets under management per investment advisor surpasses the industry average, highlighting their ability to effectively manage substantial portfolios. Their compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and customization to meet clients' needs. Penn Capital Management Company, LLC boasts an extensive client base, with over 180 individual clients entrusting them with their financial assets. Their impressive assets under management amount to over $1,771,616,000, reflecting the confidence and trust clients place in their expertise. While 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the capability to manage employer funds, expanding their reach and service offerings. With 88% of the assets they manage being discretionary, Penn Capital Management Company, LLC has the freedom to make independent investment decisions based on their deep understanding of the market and their clients' goals. As a local investment advisory firm, they have established a strong foothold in Philadelphia, PA, operating from two offices strategically located for client accessibility and convenience. Richard Hocker stands as one of the firm's longest-tenured registered advisors, having been with the company since 2003. His extensive experience and expertise contribute to Penn Capital Management Company, LLC's reputation as a reliable and trusted partner in managing clients' financial affairs.

Cypress Financial Planning, headquartered in Haddon Heights, NJ, is a reputable investment advisory firm with a strong presence in the financial planning industry. With two offices strategically located, they offer personalized financial advice and guidance to a diverse range of clients. Comprised of a dedicated team of six professionals, four of whom specialize in investment advisory services, Cypress Financial Planning boasts expertise and knowledge in assisting individuals and employer 401Ks. Their collective efforts have helped them build a remarkable portfolio, managing an impressive average of $58,500,000 in assets per investment advisor, aligning with the industry standard. The firm's compensation structure includes various methods, such as a percentage of assets under management and fixed fees, ensuring flexibility and catering to clients' unique needs. Cypress Financial Planning has earned a solid reputation in the industry due to their extensive experience in managing employer 401Ks and individual assets, with nearly half of their assets under management originating from these sources. Moreover, Cypress Financial Planning demonstrates expertise in discretionary management, handling around 60% of the assets they manage with a meticulous and proactive approach. They have successfully built a loyal client base, serving over 280 individuals who entrust them with more than $233,989,000 in assets under management. The firm's success can be attributed, in part, to the expertise of their longest-tenured advisors, including David Armbruster, Evan Powers, and Jeffrey Jones. These seasoned professionals bring a wealth of knowledge and a proven track record, ensuring that clients receive top-notch financial planning and investment advice tailored to their unique circumstances. Cypress Financial Planning is committed to providing reliable financial guidance and maintaining a strong presence in the Haddon Heights community, empowering individuals and organizations to achieve their long-term 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.

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.

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.