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BC Advisors, LLC

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Client assets under management

$4,599,444,680

Clients

100

100% high-net-worth

Advisors

5

of 7 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

20

Very Low

Average account size

$45,994,447

About

BC Advisors provides ongoing investment advisory and portfolio management services, including consolidated performance reporting and security‑level analysis, to high‑net‑worth individuals, family trusts, pension and profit‑sharing plans, and other institutional clients. The firm’s client base is concentrated among high‑net‑worth clients and does not focus on non‑HNW retail individuals.

The firm predominantly operates on a non‑discretionary basis, making recommendations after fundamental analysis supplemented by charting and cyclical review, and employing long‑term, short‑term, trading, options and alternative strategies as appropriate. BC Advisors may recommend third‑party money managers for implementation and performs ongoing due diligence and monitoring of those managers while taking clients’ tax considerations, time horizons and risk tolerances into account.

Noteworthy aspects relative to peers include the unusually large share of assets managed on a non‑discretionary basis and the absence of standalone financial planning services, with the firm instead concentrating on investment selection and reporting. The firm is affiliated with a broker‑dealer and its personnel hold broker‑dealer and insurance registrations, which can give rise to commissionable product recommendations that the firm addresses through disclosure, potential fee offsets, and allowing clients to direct brokerage.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management

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Fee options

Percentage

$0 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.40% $100,000,001+: Negotiable

Commissions

Commissions may be charged for certain products sold by some Firm personnel; these commissions are in addition to advisory fees and may be offset by advisory fees depending on the arrangement

Other

Minimum fee: $50,000 minimum annual fee per account Fee-only: Investment advisory fees based on assets under management, paid quarterly in arrears

Main office location

BC Advisors, LLC

102 Gaither Drive, Suite 5

Mt. Laurel NJ 08054, United States

Number of offices

3

Most active in

Delaware · Florida · Illinois · Massachusetts · New Jersey · New York · Pennsylvania · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.

Active portfolio management
user avatar

Christopher B

Series 66

Mt. Laurel, NJ

BC Advisors, LLC

Christopher Beringer is a financial advisor at BC Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been associated with MAFG RIA Services, Inc. since 2002. He serves as a co-trustee for several irrevocable trusts established by William M. Cafaro. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm primarily uses fundamental analysis supplemented by charting and cyclical analysis, offering a range of strategies including equities, fixed income, options, and alternative investments, with a focus on non-discretionary client arrangements.

Active portfolio management
user avatar

Bradley W

Series 63, Series 65

Radnor, PA

BC Advisors, LLC

Bradley Williams is a financial advisor with BC Advisors, LLC in Radnor, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with MAFG RIA Services, Inc. since 2016. Outside of his advisory role, Williams serves as president of the Old Grad Award Foundation, a scholarship organization, and volunteers as a board member for Business Leadership Organized for Catholic Schools, supporting educational access through fundraising and strategic guidance. BC Advisors, LLC provides investment advisory services and portfolio analysis to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities, managing approximately $4.56 billion in assets. The firm uses fundamental, charting, and cyclical analysis to recommend diverse strategies and conducts ongoing due diligence and account reviews tailored to clients’ investment objectives and tax considerations.

Active portfolio management
user avatar

Delaney G

Series 66

Mt. Laurel, NJ

BC Advisors, LLC

Delaney George is a financial advisor at BC Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked in education at the middle school, high school, and college levels for nine years. BC Advisors, LLC is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm uses fundamental analysis along with charting and cyclical analysis to recommend a broad range of investment strategies, managing approximately $4.56 billion in assets across about 102 clients.

Active portfolio management
user avatar

Mark W

Series 66

Mt. Laurel, NJ

BC Advisors, LLC

Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.

Active portfolio management
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