Bcg Securities, Inc.

Retirement Plan Advisor

Cherry Hill, NJ

About Bcg Securities, Inc.

<p>Founded in 1968, BCG Securities, Inc. pairs broker-dealer services with a Registered Investment Advisor (RIA) platform, using a “big firm resources with boutique-level care” approach. The firm reports $0.7B in assets under management (2026).</p> <p>Headquartered in Cherry Hill in the Philadelphia metro area of South Jersey, BCG works with individuals and families on wealth management and long-term planning, including investment strategy, retirement planning, college planning, insurance, and estate planning.</p> <p>For employers, BCG supports company retirement plans with 3(21) fiduciary services and a focus on 401(k) plan oversight. A key differentiator is the firm’s complimentary benchmarking reports, which help plan fiduciaries compare costs and plan features when reviewing vendors and plan design.</p> <p>The team includes experienced financial consultants across multiple locations, with client work centered on ongoing relationships and practical planning.</p> <ul> <li>Independent broker-dealer and Registered Investment Advisor (RIA)</li> <li>3(21) fiduciary support for employer retirement plans</li> <li>401(k) benchmarking reports for plan cost and feature reviews</li> <li>Wealth management, investments, retirement, college, insurance, and estate planning</li> <li><a href="/plan-advisors">Plan advisor</a> services for individuals and workplace plans</li> </ul>

Website: https://www.bcgsecurities.com/

Founded: 1968

Office Locations

  • Cherry Hill, NJ (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $685.8M

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
LANNETT COMPANY, INC. 401(K) RETIREMENT SAVINGS PLANLANNETT COMPANY, INC., PA$97M520
EANJ 401(K) RETIREMENT ADVANTAGE PLAN 401(K)EMPLOYERS ASSOCIATION OF NEW JERSEY IATION, NJ$63M1,667
TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLANTOCQUEVILLE MANAGEMENT CORP., NY$50M71
DESMARAIS LLP 401(K) PLANDESMARAIS LLP, NY$39M143
ACCUPAC, LLC 401(K) PLANACCUPAC, LLC, PA$31M911
BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLANBAST HATFIELD CONSTRUCTION, LLC, NY$31M122
ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLANENVALIOR ENGINEERING MATERIALS INC., IN$20M190
PRECISION MEDICAL, INC. 401(K) PROFIT SHARING PLANPRECISION MEDICAL, INC., PA$16M106
PHILADELPHIA TRAMRAIL ENTERPRISES, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLANPHILADELPHIA TRAMRAIL ENTERPRISES, INC., PA$15M183
MOTOR CITY 401(K) SAVINGS & INVESTMENT PLANMOTOR CITY SALES & SERVICE, INC., CA$13M292
COMHAR 403(B) RETIREMENT SAVINGS PLANCOMHAR, INC., PA$12M469
MILLENNIUM SYSTEMS INTERNATIONAL, LLC 401(K) PLANMILLENNIUM SYSTEMS INTERNATIONAL LLC, NJ$10M212
MILLENNIUM SYSTEMS INTERNATIONAL, LLC 401(K) PLANMILLENNIUM SYSTEMS INTERNATIONAL LLC, NJ$8M184
WOM SOUTH INVESTORS 401(K) PLANWOM SOUTH INVESTORS, INC., NC$8M101
DEFINED CONTRIBUTION PLAN OF THE NEW 42ND STREET,THE NEW 42ND STREET, INC., NY$7M90
AUSTIN HABITAT FOR HUMANITY, INC. 401(K) PLANAUSTIN HABITAT FOR HUMANITY, INC., TX$4M93
SELF HELP MOVEMENT INC. 401(K) PLANSELF HELP MOVEMENT INC., PA$4M109
THE ALTERNATIVE LIVING GROUP, INC. PROFIT SHARING PLANTHE ALTERNATIVE LIVING GROUP, INC., NY$3M351
DIBRUNO BROTHERS 401K RETIREMENT PLANDIBRUNO BROTHERS, INC, PA$2M195
ROLLING DOUGH 401(K) PLANROLLING DOUGH ENTERPRISES, LLC., TX$2M223

Showing top 20 of 21 plans serviced in 2024.

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