City
Wealth management firms in Cherry Hill, New Jersey
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Cherry Hill, New Jersey reported $1.7 billion in regulatory assets under management; the largest by assets was BCG Securities, Inc., with $894.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $218.0 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | BCG Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $894.2 million | 2,100 |
| 2 | Wealth Management Associates, Inc. | SEC | $717.4 million | 1,791 |
| 3 | MK3 Wealth LLC | SEC | $113.1 million | 223 |
| 4 | S & A Financial Strategies & Services, LLC | State | $16.2 million | 39 |
| 5 | Co-Missions Financial Planning | State | $2.3 million | 17 |
| 6 | Guardian Solutions | State | $1.2 million | 17 |
| 7 | Bonfrisco Wealth Management LLC | State | $0 | 0 |
| 8 | Dolcini Capital Management | State | $0 | 0 |
Wealth management firms in New Jersey, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.