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.

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.

While the majority of their managed assets cater to high net worth individuals, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Remarkably, 90% of the assets they manage are under their discretion, showcasing their clients' trust in their investment strategies.

Presilium Private Wealth, LLC is a distinguished investment advisory firm headquartered in Radnor, PA, boasting a robust presence with offices in the area. With a team of four dedicated professionals, including two skilled investment advisors, Presilium Private Wealth, LLC offers top-notch financial guidance and management services. The firm's exceptional reputation is underscored by their impressive average assets under management per investment advisor, standing at approximately $173,980,000, surpassing industry standards. Presilium Private Wealth, LLC's compensation structure is designed to align their success with their clients'. They employ a variety of remuneration models, including a percentage-based approach tied to the assets under management. Demonstrating their commitment to personalized and tailored solutions, the firm manages 100% of the assets under their care on a discretionary basis, ensuring comprehensive oversight and adaptability. Catering primarily to high net worth individuals, Presilium Private Wealth, LLC proudly serves over 120 individual clients, managing an impressive portfolio worth more than $347,965,000. Brook Hart and Jerry Davidse, two of the longest tenured registered advisors at the firm, bring their wealth of experience and expertise to deliver exceptional service to their discerning clientele. Presilium Private Wealth, LLC stands as a trusted partner for those seeking astute financial guidance and exemplary wealth management services. With their extensive industry knowledge, personalized strategies, and unwavering dedication to client satisfaction, they continue to excel in the competitive landscape of investment advisory firms.

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.

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.

Riversedge Advisors, based in Wilmington, DE, is a reputable investment advisory firm with a local presence and a dedicated team of professionals. With 16 employees in total, 11 of whom specialize in providing comprehensive investment advisory services, Riversedge Advisors boasts a wealth of expertise and experience in managing client assets. The firm maintains an impressive average of approximately $26,360,000 in assets under management per investment advisor, reflecting their ability to handle substantial portfolios. Their compensation structure is diverse and includes various types, such as a percentage of assets under management, ensuring a mutually beneficial arrangement for both the firm and its clients. Riversedge Advisors has built a strong client base, serving over 220 individual clients who entrust the firm with more than $452,704,000 in assets under management. Predominantly catering to high net worth individuals, the firm's expertise lies in managing sizable investments. Although 401K and individual accounts account for less than 30% of their assets under management, Riversedge Advisors possesses the capability to effectively manage employer funds. Operating with full discretion, Riversedge Advisors demonstrates a commitment to maintaining clients' trust and confidentiality. With their sole office located in Wilmington, DE, the firm embraces its local roots while delivering top-notch investment advisory services. Notably, Riversedge Advisors takes pride in its team of highly tenured advisors, including Michael Levy, Erin Eliason, and Brian Carney, who contribute their extensive knowledge and experience to the firm's continued success.

Amplius Wealth Advisors, based out of Blue Bell, PA, is a reputable investment advisory firm serving the local community. With one office location, the firm boasts a team of 11 dedicated professionals, 8 of whom specialize in providing comprehensive investment advisory services. The average assets under management per investment advisor at Amplius Wealth Advisors amount to approximately $126,690,000, which aligns with industry norms. The compensation structure at Amplius Wealth Advisors is designed to accommodate various client needs. They offer a range of options, including a percentage-based fee tied to assets under management, hourly charges, and fixed fees. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Remarkably, 99% of the assets they oversee are discretionary, emphasizing the high level of trust their clients place in their expertise. Catering primarily to high-net-worth individuals, Amplius Wealth Advisors diligently manages the financial portfolios of over 330 individual clients, amounting to an impressive $1,013,510,000 in assets under management. The firm prides itself on the expertise and dedication of its advisory team. Notably, the organization boasts several long-serving advisors, including Aaron Marks, Jonathan Bass, and Matthew Liebman, who bring a wealth of experience and insight to the table. Amplius Wealth Advisors stands as a reliable partner in guiding clients towards their financial goals. Through their personalized approach and commitment to excellence, the firm has earned the trust of their clientele, establishing themselves as a prominent presence in the investment advisory industry.

Girard Advisory Services, LLC, a regional investment advisory firm headquartered in King of Prussia, PA, boasts a team of 50 dedicated professionals. Among them, 37 offer comprehensive investment advisory services to a diverse client base. The firm's investment advisors have an average of $47,190,000 in assets under management, aligning closely with the industry average. Girard Advisory Services manages a substantial portfolio, with over $2,079,899,000 in assets under management and more than 1,650 individual clients. Although 401K and individual accounts constitute less than 30% of their assets, the firm possesses the expertise to effectively oversee employer funds. An impressive 77% of the assets under their management are discretionary, highlighting their competence in making informed investment decisions on behalf of their clients. With seven offices throughout the region, Girard Advisory Services has established a strong presence and is well-positioned to serve their clientele. The firm's longevity and success are reinforced by the experience and dedication of their advisors, including notable individuals like Ryan Roy, Lisa Colon, and David Geibel, who have contributed significantly to the firm's achievements. Girard Advisory Services employs a versatile compensation structure that incorporates various models, such as a percentage of assets under management and fixed fees. This approach ensures that their advisors are motivated to deliver exceptional results while aligning their interests with those of their clients. In summary, Girard Advisory Services, LLC is a well-respected regional investment advisory firm with a diverse client base, a dedicated team of professionals, and an impressive track record in managing assets. Their commitment to providing exceptional service and their ability to make prudent investment decisions position them as a reliable partner for individuals and institutions seeking sound financial advice.

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.

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.