Retirement Plan Advisors in Cape May County, NJ
The top-ranked retirement plan advisors serving Cape May County, NJ are Sindia Capital Advisers, LLC, Vestgen Investment Management and Northstar Advisory Group, LLC. We list 7 retirement plan advisors serving Cape May County, NJ. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Cape May County, NJ. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Cape May County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Sindia Capital Advisers, LLC | SEC-registered investment adviser (CRD)#333325 | Somers Point, NJ (21 mi) | (484) 908-9118 |
| 2 | Vestgen Investment Management | SEC-registered investment adviser (CRD)#118851 | Bargaintown, NJ (24 mi) | (609) 601-1200 |
| 3 | Northstar Advisory Group, LLC | SEC-registered investment adviser (CRD)#306850 | Northfield, NJ (25 mi) | (833) 226-0400 |
| 4 | Cra Financial Services, L.L.C. | SEC-registered investment adviser (CRD)#124004 | Northfield, NJ (26 mi) | (609) 380-3500 |
| 5 | Align Advisor Group, LLC | SEC-registered investment adviser (CRD)#336638 | Vineland, NJ (28 mi) | (856) 692-0555 |
| 6 | Blue Rock Financial Group | SEC-registered investment adviser (CRD)#298558 | DE | (302) 752-6637 |
| 7 | Big Investment Services | SEC-registered investment adviser (CRD)#291437 | Dover, DE (37 mi) | (302) 734-7526 |
- SINDIA CAPITAL ADVISERS, LLCServes this area from Somers Point, NJ (21 mi)
#2Vestgen Investment Management
VESTGEN INVESTMENT MANAGEMENT, LLCServes this area from Bargaintown, NJ (24 mi)#3Northstar Advisory Group, LLC
NORTHSTAR ADVISORY GROUP, LLCServes this area from Northfield, NJ (25 mi)#4Cra Financial Services, L.L.C.
CRA FINANCIAL SERVICES, L.L.C.Serves this area from Northfield, NJ (26 mi)#5Align Advisor Group, LLC
ALIGN ADVISOR GROUP, LLCServes this area from Vineland, NJ (28 mi)#6Blue Rock Financial Group
DRAVO BAY LLCServes this area from DE#7Big Investment Services
BOOTHE INVESTMENT GROUP, INC.Serves this area from Dover, DE (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Cape May County?
We list 7 retirement plan advisors serving Cape May County, NJ: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cape May County?
The top-ranked retirement plan advisors serving Cape May County, NJ are Sindia Capital Advisers, LLC, Vestgen Investment Management, Northstar Advisory Group, LLC, Cra Financial Services, L.L.C. and Align Advisor Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cape May County are verified against official records?
7 of the top 7 match an active official record: Sindia Capital Advisers, LLC (U.S. Securities and Exchange Commission), Vestgen Investment Management (U.S. Securities and Exchange Commission), Northstar Advisory Group, LLC (U.S. Securities and Exchange Commission), Cra Financial Services, L.L.C. (U.S. Securities and Exchange Commission) and Align Advisor Group, LLC (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Ocean City, Villas, Cape May Court House, Wildwood, North Cape May, Rio Grande, North Wildwood, Palermo, Wildwood Crest, Cape May, Seaville, Marmora, Whitesboro, Woodbine, Sea Isle City, Erma, South Dennis, Avalon, West Cape May, Dennisville, Beesleys Point, Stone Harbor, Burleigh, South Seaville, Ocean View, Belleplain, West Wildwood, Goshen, Marshallville, Tuckahoe, Cape May Point, Diamond Beach, Strathmere