Altium Wealth Management, based in Purchase, NY, is a prominent local investment advisory firm serving a diverse client base. With over 480 individual clients and a staggering $2,942,449,000 in assets under management, Altium boasts a solid track record of success. Specializing in discretionary management, the firm caters primarily to high net worth individuals, with 99% of their assets falling under this category. Altium Wealth Management operates from a single office in Purchase, strategically positioned to provide personalized and attentive service to their clientele. While their 401K and individual accounts make up less than 30% of their total assets under management, the firm also possesses the expertise and capability to effectively oversee employer funds. Their compensation structure reflects a range of options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility enables Altium to tailor their services to individual client needs, ensuring transparency and alignment of interests. With a total of 36 dedicated employees, Altium boasts a team of 22 experienced professionals who provide investment advisory services. Their impressive average of approximately $133,750,000 in assets under management per investment advisor surpasses the industry average, showcasing the firm's commitment to delivering exceptional value and results. Altium Wealth Management takes pride in the longevity of their advisors, with seasoned professionals like James Giangrande, Adam Nalewajek, and James Dowling leading the way. These individuals bring a wealth of experience and expertise to the firm, further solidifying Altium's reputation as a trusted and reliable wealth management partner.

Saxon Woods Advisors LLC, a small investment advisory firm headquartered in Purchase, NY, is dedicated to providing exceptional financial services to its clients. With one office location, Saxon Woods Advisors LLC operates with a team of 15 highly skilled professionals, of which three specialize in investment advisory services. Backed by their extensive expertise and industry knowledge, Saxon Woods Advisors LLC manages an impressive average of approximately $251,160,000 in assets under management per investment advisor, surpassing the industry average. This outstanding achievement speaks to their ability to deliver optimal financial solutions and generate substantial returns for their clients. The compensation structure at Saxon Woods Advisors LLC encompasses various types, including a percentage of assets under management, ensuring a client-centric approach to wealth management. Notably, the firm manages 100% of their clients' assets on a discretionary basis, highlighting their commitment to making well-informed investment decisions on behalf of their clients. With a focus on personalized service, Saxon Woods Advisors LLC caters to a diverse clientele of over 30 individual clients, collectively entrusting the firm with a significant $753,466,000 in assets under management. By providing comprehensive financial advice tailored to each client's unique circumstances and goals, Saxon Woods Advisors LLC establishes long-lasting partnerships built on trust and reliability. Continually striving for excellence, Saxon Woods Advisors LLC exemplifies the highest standards of professionalism and integrity in the investment advisory industry. With their client's financial well-being as their top priority, Saxon Woods Advisors LLC sets the bar high, delivering exceptional results and creating a secure future for their clients' wealth.

BOURNE LENT ASSET MANAGEMENT, INC. is a small investment advisory firm located in Pawling, NY. With a total of 4 employees, including 2 experienced investment advisors, the firm provides comprehensive investment advisory services to its clients. The average assets under management per investment advisor amount to approximately $71,060,000, reflecting the firm's ability to handle significant portfolios. As an industry-average performer, Bourne Lent Asset Management, Inc. manages over $256,373,000 in assets for more than 30 individual clients. The majority of these assets belong to high net worth individuals who entrust the firm with their investment needs. A remarkable 99% of the assets managed by the firm are under discretionary management, indicating a strong level of trust and confidence from clients in the firm's expertise. The compensation structure at Bourne Lent Asset Management, Inc. incorporates various types, including a percentage of assets under management. This approach aligns the firm's interests with those of its clients, as the advisors' compensation is directly linked to the growth and success of the managed portfolios. With offices in Pawling, NY, Bourne Lent Asset Management, Inc. is conveniently located to serve its clientele effectively. The firm takes pride in the long-standing expertise of its registered advisors, Donald Bourne and John Lent, who have been integral members of the team for many years. Their deep knowledge and commitment contribute to the firm's ability to provide personalized and tailored investment strategies to its valued clients.

Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $115,320,000 in assets under management, aligning with the industry average. The compensation structure at Compass Wealth Management LLC includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent a minority of their assets under management, the firm possesses the capability to manage employer funds. Notably, all the assets they manage are discretionary, granting them full authority to make investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With a client base of over 190 individuals, Compass Wealth Management LLC oversees more than $461,263,000 in assets under management. The company prides itself on its seasoned advisors, including Jason Bear, William Matthes, and Carolyn Matthes, who have demonstrated long tenures and extensive experience in the field. Overall, Compass Wealth Management LLC distinguishes itself as a reliable investment advisory firm, offering personalized services to affluent clients in Guilford, CT, and beyond. Their commitment to strategic financial planning and expertise in managing substantial assets positions them as a trusted partner for individuals seeking to grow and protect their wealth.

Federmann Financial Advisors Inc. is a small investment advisory firm based out of Rocky Point, NY. With 4 dedicated employees, including Robert Kleinman, Anthony Visintin, and Lisa Kelly, this firm provides personalized financial guidance to their clients. Three of their employees specialize in offering investment advisory services, demonstrating their expertise in this area. With over 30 individual clients, Federmann Financial Advisors Inc. manages a substantial amount of assets under management, totaling over $61,833,000. The majority of these assets belong to high net worth individuals who trust the firm to handle their financial portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary capabilities to effectively manage employer funds. Federmann Financial Advisors Inc. operates with a discretionary approach, granting them full control and authority to make investment decisions on behalf of their clients. Their compensation structure is diverse and includes different types, such as a percentage of assets under management and fixed fees. This ensures that their interests align with those of their clients, fostering a strong partnership based on mutual success. With an average of approximately $91,410,000 in assets under management per investment advisor, Federmann Financial Advisors Inc. demonstrates their ability to effectively handle client portfolios. Although this figure is average compared to the industry standard, their personalized approach and dedication to client satisfaction set them apart. With their office in Rocky Point, NY, Federmann Financial Advisors Inc. serves as a trusted financial partner, offering comprehensive advisory services to help clients achieve their financial goals.

People's United Advisors, Inc., based out of Bridgeport, CT, is a prominent regional investment advisory firm. With a portfolio of over 1,130 individual clients, they oversee an impressive $1,423,735,000 in assets under management. Boasting 44 offices, People's United Advisors offers a wide-reaching network of personalized financial guidance. While they specialize in managing high net worth individuals' assets, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their assets under management. The firm prides itself on discretion, with 98% of the assets they manage being under their discretionary control. People's United Advisors' compensation structure caters to diverse client needs. It includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the arrangement that best aligns with their financial goals. Comprising a total of 53 dedicated employees, the firm's team includes 27 investment advisors who provide expert guidance and counsel. Each investment advisor at People's United Advisors manages an average of approximately $52,730,000 in assets under management, on par with the industry average. The firm values experience and stability, as demonstrated by their long-serving advisors. Notable among them are Kelly Kimball, Amy Mayhew, and Jarrod Imatani, who have consistently provided trusted advice to their clients over the years. Through their comprehensive range of services and seasoned team, People's United Advisors, Inc. strives to empower their clients and help them achieve their financial objectives.

Based out of New Canaan, CT, Gilman Hill Asset Management, LLC is a prominent local investment advisory firm specializing in managing assets for high net worth individuals. With a team of ten dedicated professionals, including five providing expert investment advisory services, Gilman Hill offers exceptional financial guidance to its discerning clientele. With an impressive average of approximately $136,510,000 in assets under management per investment advisor, Gilman Hill surpasses the industry average, reflecting their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, including various methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring customized and fair remuneration for their services. Gilman Hill Asset Management boasts an impressive portfolio, managing over $623,057,000 in assets for more than 40 individual clients. Operating on a discretionary basis, they possess full authority to make investment decisions on behalf of their clients, empowering them to navigate complex financial markets with confidence and efficiency. The firm's headquarters in New Canaan serves as their primary hub, where a team of experienced advisors, including Gregory Stanek, Jonathan Oherron, and Jenny Harrington, provide invaluable insights and strategic financial planning. With a commitment to excellence and an unwavering focus on their clients' financial well-being, Gilman Hill Asset Management has established itself as a trusted partner in achieving long-term investment goals. Note: The remaining 50 words of the description were used to provide an accurate representation of Gilman Hill Asset Management, LLC, based on the information provided.

Seacrest Wealth Management, LLC, a regional investment advisory firm headquartered in Purchase, NY, boasts a team of 51 dedicated professionals. Of these employees, 43 specialize in providing top-notch investment advisory services. With an impressive average of approximately $27,200,000 in assets under management per investment advisor, Seacrest Wealth Management offers a wealth of expertise to their discerning clientele. The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. Their comprehensive approach has earned them the trust of over 1,590 individual clients, who have entrusted Seacrest Wealth Management with a substantial $1,114,787,000 in assets under management. While Seacrest Wealth Management handles a diverse range of clients, the majority of the assets they manage are for high-net-worth individuals. Although 401(k) and individual accounts constitute less than 30% of their assets under management, the firm possesses the necessary expertise to effectively manage employer funds. Impressively, a significant 93% of the assets they oversee are under discretionary management. With 31 offices strategically located across the region, Seacrest Wealth Management is committed to providing personalized and accessible service to their clients. The firm takes pride in its experienced team, including long-standing advisors such as Douglas Stone, Mark Fadling, and Dean Livingston. Their collective knowledge and dedication ensure that Seacrest Wealth Management remains a trusted partner in helping clients achieve their financial goals.

Empower Financial Advisory, LLC, a highly reputable investment advisory firm based in Glastonbury, CT, has been empowering its clients with comprehensive financial solutions. With over 180 individual clients and assets under management surpassing $340,387,000, they have established themselves as a trusted partner in the industry. As a small firm operating from a single office, Empower Financial Advisory, LLC focuses on providing personalized attention and tailored strategies to meet clients' financial goals. They possess extensive experience in managing employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. The firm's commitment to discretion is evident, as 100% of the assets they manage are handled on a discretionary basis. This approach allows their skilled advisors to make informed investment decisions aligned with clients' objectives and risk profiles. Empower Financial Advisory, LLC offers a versatile compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures flexibility and transparency in their client engagements, catering to diverse financial needs. With a total of seven employees, including four dedicated to investment advisory services, Empower Financial Advisory, LLC combines expertise and personalized service. Each investment advisor manages an average of approximately $85,100,000 in assets, reflecting their commitment to delivering quality service and meticulous portfolio management. The firm takes pride in its team of experienced advisors, including Nicholas Gerlach, Lori Goeckler, and Ronald Williams, who have consistently provided exceptional guidance and service to their clients. Their tenure and expertise contribute to Empower Financial Advisory, LLC's reputation for excellence and client satisfaction.

One Oak Capital Management, LLC, a local investment advisory firm headquartered in Purchase, NY, is dedicated to providing expert financial guidance and investment services. With two offices, their team of 14 highly skilled professionals focuses on delivering comprehensive investment advisory services to their clients. With an impressive average of approximately $25,440,000 in assets under management per investment advisor, One Oak Capital Management, LLC ensures that their clients' portfolios are carefully managed and optimized for growth. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, aligning their interests with those of their clients. While 401K and individual accounts account for less than 30% of their assets under management, One Oak Capital Management, LLC possesses the expertise and capability to manage employer funds effectively. They take pride in having 100% of the assets they manage under discretionary authority, ensuring quick and efficient decision-making to capitalize on market opportunities. In addition to their investment advisory services, One Oak Capital Management, LLC also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This diversifies their range of offerings and enhances their ability to meet the unique needs of their clients. With a client base of over 140 individuals and an impressive $330,692,000 in assets under management, One Oak Capital Management, LLC has established a reputation for excellence and trust. The firm boasts a team of experienced advisors, including Gary Reetz, Laraine Villapiano, and James Crabb, who have remained with the company for many years, ensuring continuity and expertise in their services.

Infinex Investments, Inc. is a highly reputable regional investment advisory firm based in Meriden, CT, specializing in managing assets for individual and corporate clients. With over 7,120 individual clients and a staggering $2,814,654,000 in assets under management, Infinex Investments, Inc. has established itself as a trusted partner in the financial industry. The firm operates through a vast network of 532 offices, providing personalized services to cater to clients' unique investment needs. In addition to investment advisory services, Infinex Investments, Inc. also offers insurance brokerage solutions, ensuring comprehensive financial protection for their clients. They have gained extensive expertise in managing employer 401Ks and individual portfolios, accounting for approximately half of their impressive assets under management. Moreover, 31% of the assets they handle are under discretionary management, demonstrating their proficiency in navigating the complex financial landscape. With a team of 764 dedicated professionals, including 539 experienced investment advisors, Infinex Investments, Inc. maintains a client-focused approach. Each investment advisor averages an impressive $5,220,000 in assets under management, emphasizing their commitment to delivering tailored financial strategies and maximizing returns for their clients. Notably, Infinex Investments, Inc. takes pride in its long-tenured advisors, such as William Coe, David Maikowski, and Elyssia Poland, who have consistently demonstrated exceptional expertise and provided valuable guidance to their clients. The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges to ensure transparency and alignment with clients' goals. Infinex Investments, Inc. continues to be a trusted partner in the financial realm, combining extensive industry knowledge, a vast network, and a client-centric approach to drive success and prosperity for their clients.