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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| LANNETT COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN | LANNETT COMPANY, INC., PA | $97M | 520 |
| EANJ 401(K) RETIREMENT ADVANTAGE PLAN 401(K) | EMPLOYERS ASSOCIATION OF NEW JERSEY IATION, NJ | $63M | 1,667 |
| TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN | TOCQUEVILLE MANAGEMENT CORP., NY | $50M | 71 |
| DESMARAIS LLP 401(K) PLAN | DESMARAIS LLP, NY | $39M | 143 |
| ACCUPAC, LLC 401(K) PLAN | ACCUPAC, LLC, PA | $31M | 911 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $31M | 122 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IN | $20M | 190 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $16M | 106 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $15M | 183 |
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