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.

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.

Lansing Street Advisors, headquartered in Ambler, PA, is a small investment advisory firm with a strong track record and a client-centric approach. With two experienced and dedicated employees, Lansing Street Advisors specializes in providing top-notch investment advisory services to a diverse clientele. The firm prides itself on its impressive average assets under management per investment advisor, which stands at approximately $311,530,000. This figure significantly surpasses the industry average, reflecting the firm's ability to attract and retain substantial assets from their satisfied clients. Lansing Street Advisors employs a comprehensive compensation structure that aligns their interests with those of their clients. This structure includes a percentage of assets under management, as well as performance-based fees. By tying their compensation to client outcomes, Lansing Street Advisors ensures a strong focus on delivering favorable investment results. Catering primarily to high net worth individuals, Lansing Street Advisors manages over $302,515,000 in assets for more than 20 individual clients. Impressively, 92% of the assets under their management are discretionary, indicating a high level of trust and autonomy bestowed upon the firm by their clients. Led by Matthew Topley and Michael Topley, two of the firm's longest-tenured registered advisors, Lansing Street Advisors has established a reputation for personalized service and sound financial advice. Their commitment to client satisfaction and their comprehensive range of investment services make them a trusted partner in achieving financial goals. With one office located in Ambler, PA, Lansing Street Advisors combines the advantages of a small, boutique firm with the expertise and resources necessary to deliver exceptional investment advisory services to their discerning clients.

Valley Financial Group, a respected investment advisory firm headquartered in Flourtown, PA, specializes in providing comprehensive financial services to a diverse client base. With a team of six employees, five of whom are dedicated to investment advisory services, Valley Financial Group is well-equipped to meet the unique needs of their clientele. The firm's investment advisors have an impressive average of approximately $4,520,000 in assets under management per advisor, demonstrating their expertise in handling substantial portfolios. Valley Financial Group offers a flexible compensation structure, which includes options such as a percentage of assets under management and performance-based fees. This ensures that clients receive customized and performance-driven solutions aligned with their financial goals. Valley Financial Group serves over 390 individual clients, effectively managing a remarkable $162,441,000 in assets. Their specialization lies in managing employer 401(k) plans and individual portfolios, which account for over 80% of their assets under management. This showcases their qualifications in providing tailored retirement planning solutions for both employers and employees. The firm takes pride in managing 100% of their assets on a discretionary basis, allowing them to exercise their expertise and make informed investment decisions on behalf of their clients. With a localized presence in Flourtown, PA, Valley Financial Group provides personalized service and accessibility to their clients. Valley Financial Group boasts a team of experienced advisors, including James Donnelly, Morris Licciardello, and Edward Woehlcke, who have demonstrated long-term commitment and dedication to the firm. Clients can trust Valley Financial Group to navigate the complexities of the financial landscape and provide strategic guidance for their financial success.

Wealth Quarterback LLC, based out of Toms River, NJ, is a reputable investment advisory firm that boasts an extensive client base of over 910 individuals. With a remarkable $237,320,000 in assets under management, they have garnered a solid reputation for their expertise in handling employer 401Ks and individual accounts. The firm operates from 18 conveniently located offices, ensuring accessibility and personalized service for their diverse clientele. Wealth Quarterback LLC prides itself on managing approximately 98% of their assets on a discretionary basis, allowing clients to entrust their investments with confidence. Committed to providing tailored financial solutions, Wealth Quarterback LLC offers a flexible compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees. This variety ensures that clients can choose a payment method that best aligns with their needs and preferences. With a team of 10 dedicated professionals, including five experienced investment advisors, Wealth Quarterback LLC delivers comprehensive and strategic guidance to optimize client portfolios. The firm's investment advisors collectively manage an average of $47,460,000 in assets, showcasing their industry-standard performance. Notably, Wealth Quarterback LLC boasts a cadre of seasoned advisors, including Paul Murphy, Josh Jalinski, and Christopher Meyer, who have demonstrated their commitment to client success through their long-standing tenure with the firm. Wealth Quarterback LLC's unwavering dedication to providing exceptional service and their wealth of experience make them a trusted partner for individuals seeking reliable investment advisory services in the Toms River area.

Meridian Wealth Partners, LLC is a premier investment advisory firm based in Blue Bell, PA. With a team of 11 dedicated professionals, they offer exceptional financial guidance to a diverse clientele. Nine of their skilled advisors specialize in providing expert investment advice, boasting an impressive average of $221,510,000 in assets under management per advisor, significantly surpassing industry standards. Meridian Wealth Partners' compensation structure reflects their commitment to client success. They offer a variety of fee options, including a percentage of assets under management, fixed fees, and performance-based fees. With over 420 individual clients and a remarkable $905,574,000 in assets under management, they have established a strong reputation for their exceptional portfolio management. While 401(k) and individual accounts account for less than 30% of their assets under management, Meridian Wealth Partners possesses the capability to effectively manage employer funds. An impressive 95% of the assets they oversee are discretionary, ensuring that clients benefit from their extensive expertise and trusted judgment. Being a local investment advisory firm, Meridian Wealth Partners is deeply rooted in the Blue Bell community. They operate from a single office, where clients receive personalized attention and tailored solutions to achieve their financial goals. Notably, the firm boasts a team of experienced advisors, including Kenneth Ambrogi, Brian Kohute, and Jay Heller, who have been with the company for many years, further enhancing their industry expertise and client relationships. Meridian Wealth Partners, LLC is dedicated to providing superior investment advisory services, exceeding industry standards, and ensuring the financial success of their valued clients.

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.

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.

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.

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.