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.

1914 Advisors, headquartered in West Conshohocken, PA, is a leading regional investment advisory firm. With a team of 76 dedicated professionals, including 33 skilled investment advisors, they provide comprehensive financial guidance to a diverse clientele. The firm boasts an impressive average of approximately $15,340,000 in assets under management per investment advisor. At 1914 Advisors, their compensation structure is designed to cater to individual client needs. They offer various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach ensures clients receive personalized and transparent financial services. With over 600 individual clients, 1914 Advisors manages an impressive total of $1,157,622,000 in assets. The firm primarily focuses on high net worth individuals, although they also have the capability to manage employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, they are equipped to handle such portfolios. The firm's expertise extends beyond investment advisory services. They also serve as a registered representative of a broker-dealer, an insurance broker or agent, and a registered municipal advisor. This breadth of services allows 1914 Advisors to address various financial needs and provide comprehensive solutions. With ten offices throughout the region, 1914 Advisors ensures accessibility and convenience for their clients. George Mara, one of the firm's longest-tenured registered advisors, has been with the company since 2019, bringing extensive experience and expertise to the team. As a trusted and respected financial partner, 1914 Advisors is committed to helping clients achieve their financial goals with tailored strategies and personalized guidance.

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.

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.

CHB Investment Group, LLC, a highly respected investment advisory firm, operates out of New Hope, PA, with a dedicated team of three employees, all providing exceptional investment advisory services. With an average of approximately $38,180,000 in assets under management per advisor, the firm demonstrates its ability to effectively manage client portfolios. The compensation structure at CHB Investment Group includes various options, such as a percentage of assets under management, ensuring transparency and alignment with client objectives. Their client base comprises over 90 individuals, with total assets under management exceeding $163,513,000. CHB Investment Group focuses primarily on high-net-worth individuals, managing a significant portion of their assets. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds. With 96% of their assets under management being discretionary, CHB Investment Group has the authority to make investment decisions on behalf of their clients, providing efficient and proactive management. Operating from a single office in New Hope, PA, CHB Investment Group has established a strong presence in the area. The firm benefits from the knowledge and experience of their longest-tenured advisors, including Debra Jones, Christopher Brashier, and Christopher Lindenthal, who bring a wealth of industry expertise to the team. Clients can trust CHB Investment Group to deliver personalized and comprehensive investment advisory services, guiding them towards their financial goals with diligence and professionalism. The firm's commitment to excellence and their ability to deliver tailored solutions make them a trusted partner in wealth management.

O'Hagan Group, Inc. is a local investment advisory firm based out of Bethlehem, PA, dedicated to providing comprehensive financial management services to a wide range of clients. With a team of eight skilled professionals, including Angela Cougle, Gregory Holland, and Fredrick Robinson, some of the firm's longest-tenured advisors, they possess extensive industry knowledge and experience. The firm prides itself on offering personalized investment advisory services to all of its clients. Each of the eight employees at O'Hagan Group, Inc. is dedicated to providing expert financial guidance, ensuring that clients receive the attention and support they deserve. O'Hagan Group, Inc. manages an average of approximately $44,840,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, allowing for flexibility and tailored solutions. With over 560 individual clients who collectively entrust them with more than $559,287,000 in assets, O'Hagan Group, Inc. demonstrates their ability to manage substantial portfolios. The majority of the assets they oversee are held by high net worth individuals, emphasizing their expertise in serving this particular clientele. While 401(k) and individual accounts constitute less than 30% of their assets under management, O'Hagan Group, Inc. possesses the capability to manage employer funds, showcasing their proficiency in handling corporate investment portfolios. Operating from two offices in Bethlehem, PA, O'Hagan Group, Inc. is deeply committed to providing exceptional service and tailored investment strategies to meet the unique needs of their clients. Their discretionary management approach ensures that 100% of the assets they manage are under their full control, enabling them to make informed decisions and optimize portfolio performance.

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.

Alden Investment Group, headquartered in Wayne, PA, is a prominent regional investment advisory firm operating from a single office. With a dedicated team of 27 professionals, Alden Investment Group specializes in providing comprehensive investment advisory services to a diverse client base. Their experienced advisors boast an average of $7,680,000 in assets under management per investment advisor, ensuring personalized attention and tailored strategies for each client. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, guaranteeing transparency and aligning interests with clients' success. Over 80% of Alden Investment Group's impressive assets under management are derived from employer 401K plans and individual investors, underscoring their expertise in managing retirement funds and catering to individual financial goals. Alden Investment Group exclusively manages discretionary assets, reflecting their clients' trust in their expertise and decision-making capabilities. With over 680 individual clients and a staggering $207,297,000 in assets under management, Alden Investment Group has established a reputation for delivering exceptional financial solutions. The firm boasts a team of highly experienced advisors, including notable figures such as William Parkinson, Brian McCafferty, and John Swenson. Their extensive tenure at the company further solidifies Alden Investment Group's commitment to excellence and client satisfaction. Whether it's assisting employers with 401K plans or guiding individuals towards achieving their financial objectives, Alden Investment Group combines their vast industry knowledge, personalized strategies, and a client-centric approach to deliver unparalleled investment advisory services.

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.

Stanley-Laman Group Ltd., based out of Berwyn, PA, is a reputable investment advisory firm providing comprehensive financial services. With a team of 22 employees, including 10 experienced investment advisors, they deliver expert guidance and management to a diverse clientele. The firm boasts an impressive average of approximately $56,490,000 in assets under management per investment advisor, aligning with industry standards. Stanley-Laman Group's compensation structure caters to their clients' needs and includes various models, such as a percentage of assets under management. Their client base consists of over 10 individuals, with a total asset value surpassing $799,800,000. The firm primarily caters to high net worth individuals, showcasing their expertise in managing substantial assets. Notably, Stanley-Laman Group excels in discretionary asset management, with 97% of the assets they handle falling under this category. This approach allows clients to entrust the firm with decision-making authority while benefiting from their extensive market knowledge and strategic insights. In addition to their investment advisory services, Stanley-Laman Group also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their assets and financial well-being. Established in 1994, William Stanley stands out as one of the firm's longest-tenured registered advisors. His extensive experience and tenure within the industry contribute to the firm's solid reputation and the trust they have earned from their clients. With their local presence and commitment to delivering tailored financial solutions, Stanley-Laman Group Ltd. has established themselves as a trusted partner for individuals seeking sophisticated investment advisory services in the Berwyn, PA area.

Beacon Bridge Wealth Partners, LLC, headquartered in Conshohocken, PA, is a local investment advisory firm with a strong presence in the industry. With two offices, the company boasts a dedicated team of nine professionals, five of whom specialize in providing top-notch investment advisory services. On average, each investment advisor at Beacon Bridge Wealth Partners manages approximately $54,160,000 in assets under management, placing them at par with the industry average. The firm offers a flexible compensation structure, which includes various options such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their total assets under management, Beacon Bridge Wealth Partners possesses the expertise to effectively manage employer funds. Notably, all the assets they manage are handled on a discretionary basis, showcasing their clients' trust in their decision-making abilities. Catering primarily to high-net-worth individuals, Beacon Bridge Wealth Partners serves over 280 individual clients, collectively overseeing an impressive $270,811,000 in assets under management. The company takes pride in the expertise and longevity of its advisors, with seasoned professionals like Christopher Chaves, John Jim, and James Schmidt contributing significantly to its success. With their extensive knowledge and commitment to excellence, Beacon Bridge Wealth Partners, LLC continues to provide comprehensive investment advisory services to their discerning clients. Their local presence and dedication to financial well-being make them a trusted partner in wealth management within the Conshohocken community and beyond.