City
Wealth management firms in Mount Laurel, New Jersey
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Mount Laurel, New Jersey reported $5.8 billion in regulatory assets under management; the largest by assets was BC Advisors, LLC, with $4.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $5.8 billion
- Average per firm
- $728.6 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | BC Advisors, LLC | SEC | $4.7 billion | 102 |
| 2 | GSG Advisors LLC | SEC | $862.3 million | 607 |
| 3 | PTS Brokerage, LLC 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 | $131.7 million | 700 |
| 4 | Full Court Strategic Wealth, LLC | State | $48.4 million | 46 |
| 5 | Vassos Investments, LLC | State | $23.1 million | 62 |
| 6 | Maisch Financial Partners, LLC | State | $16.8 million | 72 |
| 7 | Genrise Wealth Advisors LLC | State | $12.0 million | 89 |
| 8 | Strategic Financial | 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.