Janney Montgomery Scott LLC, a national investment advisory firm headquartered in Philadelphia, PA, is dedicated to serving the financial needs of its diverse client base. With over 144,890 individual clients and an impressive $73,000,611,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Janney Montgomery Scott LLC operates through a vast network of 119 offices, providing personalized investment solutions across the country. In addition to their investment advisory services, Janney Montgomery Scott LLC offers a range of financial solutions to cater to their clients' comprehensive needs. They serve as an insurance broker or agent, a trust company, and a registered municipal advisor. While they manage employer funds, including 401K and individual accounts representing less than 30% of their assets under management, the firm primarily focuses on discretionary management, handling 62% of the assets they oversee. Janney Montgomery Scott LLC employs a team of 2,242 professionals, with 1,202 dedicated to providing expert investment advisory services. Their compensation structure is diverse and flexible, encompassing various forms such as a percentage of assets under management, fixed fees, and commissions. On average, each investment advisor manages approximately $60,730,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, boasting a number of long-tenured advisors who have demonstrated their commitment to delivering exceptional financial guidance. Notable individuals include Stephen Hyman, Charles Burns, and Richard Avallon. Janney Montgomery Scott LLC continues to prioritize their clients' financial success, leveraging their expertise, extensive resources, and dedication to deliver outstanding results in the ever-evolving world of finance.

Good Life Advisors, LLC, headquartered in Reading, PA, is a well-established regional investment advisory firm. With an extensive presence of 50 offices, they have solidified their position in the financial services industry. The company boasts a total workforce of 129 employees, out of which 89 specialize in providing comprehensive investment advisory services. One notable strength of Good Life Advisors, LLC lies in their impressive average assets under management per investment advisor, amounting to approximately $26,750,000. Their compensation structure is diverse and caters to various client needs, including a percentage of assets under management, hourly charges, and fixed fees. The firm's expertise shines particularly in managing employer 401Ks and individual assets, as these account for around half of their total assets under management. With a wealth of experience in this space, Good Life Advisors, LLC has earned a stellar reputation for their exceptional service. An impressive 91% of the assets they oversee are under discretionary management, reflecting their clients' trust in their expertise. As a testament to their success, the firm boasts a vast client base, serving over 9,640 individual clients, with assets under management surpassing an impressive $2,380,975,000. Good Life Advisors, LLC takes pride in their team of dedicated professionals, with notable advisors such as Brad Schneider, Howard Shear, and Kenneth Calcutt. These individuals have demonstrated their commitment and knowledge, contributing to the firm's long-standing success and client satisfaction. Overall, Good Life Advisors, LLC is a trusted investment advisory firm with a strong regional presence, a diverse range of compensation options, expertise in managing 401Ks and individual assets, and a team of experienced advisors.

Cornerstone Advisory, headquartered in Hunt Valley, MD, is a prominent investment advisory firm renowned for its expertise in managing high net worth individuals' assets. With two offices, the firm boasts a team of 14 professionals, seven of whom specialize in providing top-notch investment advisory services. Cornerstone Advisory maintains an impressive average of $216,570,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. Although 401K and individual accounts make up less than 30% of their assets under management, Cornerstone Advisory possesses the capability to effectively handle employer funds. They exercise complete discretion over the management of 100% of the assets entrusted to them. The firm's client base consists of over 340 individual clients, who collectively entrust Cornerstone Advisory with assets totaling over $1,515,979,000. Cornerstone Advisory takes pride in its team of experienced professionals. Notable long-standing advisors include Michael Lavina, Donald Huber, and Thomas Biddison, who contribute to the firm's strong track record and commitment to providing personalized and effective investment strategies. With their exceptional wealth management expertise, Cornerstone Advisory has positioned itself as a trusted partner for high net worth individuals seeking comprehensive and tailored investment advisory services.

Lountzis Asset Management, LLC is a reputable investment advisory firm headquartered in Wyomissing, PA, with two offices serving a diverse client base. With a team of six dedicated professionals, including two experienced investment advisors, the firm delivers exceptional financial services to high net worth individuals. Demonstrating their expertise, Lountzis Asset Management boasts an impressive average of approximately $207,660,000 in assets under management per investment advisor, surpassing industry standards. Committed to providing personalized investment strategies, Lountzis Asset Management structures its compensation to align with client success. Their compensation model incorporates various types, such as a percentage of assets under management, ensuring a shared interest in achieving favorable outcomes. As a discretionary asset manager, the firm has full authority over managing 100% of their clients' assets, granting them the flexibility to make informed decisions on their behalf. With a robust client portfolio, Lountzis Asset Management caters to over 60 individual clients, expertly managing assets worth an impressive $415,329,000. Apostolos Paul Lountzis and Zachary Lountzis stand as distinguished registered advisors, each boasting extensive tenure with the firm. Their wealth of experience and dedication to client satisfaction contribute to the firm's outstanding reputation and continued success. Lountzis Asset Management, LLC embodies a commitment to excellence, delivering comprehensive investment advisory services to their esteemed clientele. With a strong track record of managing substantial assets, the firm is a trusted partner for individuals seeking exceptional financial guidance and wealth management strategies.

Alliance Financial, a local investment advisory firm headquartered in Wyomissing, PA, boasts a team of six highly skilled professionals dedicated to providing exceptional financial services. With five of their employees specializing in investment advisory services, Alliance Financial prides itself on their expertise in managing client assets. Each investment advisor maintains an impressive average of approximately $161,920,000 in assets under management, a figure significantly higher than the industry average. The compensation structure at Alliance Financial is designed to align the firm's success with that of their clients. It includes various types of remuneration, such as a percentage of assets under management. With a client base of over 530 individuals and a total of $185,067,000 in assets under management, Alliance Financial has earned the trust of their diverse clientele. Distinguishing themselves in the industry, Alliance Financial possesses extensive experience managing assets from employer 401Ks and individual investors, which collectively represent half of their assets under management. Notably, all of the assets they manage are under their discretionary control, enabling them to make strategic investment decisions on behalf of their clients. With three offices in strategic locations, Alliance Financial ensures accessibility and convenience for their clients. The firm takes pride in their long-standing team, with notable advisors like Eric Mischler, Stephanie Baity, and Jacqueline Powell, who have consistently delivered exceptional financial guidance and service. Combining their in-depth knowledge, personalized approach, and a commitment to exceeding client expectations, Alliance Financial continues to establish themselves as a trusted partner in wealth management and investment advisory services.

SC&H Financial Advisors, Inc., headquartered in Sparks, MD, is a highly regarded investment advisory firm with a team of 31 dedicated professionals. With a focus on providing exceptional financial guidance, SC&H has established itself as a leading player in the industry. Thirteen of their experienced employees specialize in delivering top-notch investment advisory services, ensuring that clients receive expert guidance tailored to their unique needs. The firm boasts an impressive average of approximately $410,190,000 in assets under management per investment advisor, surpassing the industry average and highlighting their ability to handle substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and fair arrangement for clients. SC&H Financial Advisors, Inc. caters to a diverse clientele, serving over 320 individual clients and managing assets worth more than $737,473,000. The firm's expertise lies in managing the wealth of high net worth individuals, although they also possess the capabilities to oversee employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Notably, all the assets managed by SC&H Financial Advisors, Inc. are discretionary, allowing them to make investment decisions on behalf of their clients. In addition to their investment advisory services, SC&H provides insurance brokerage or agency services, as well as accounting solutions through their affiliated accounting firm. With four offices in Sparks, MD, the firm ensures accessibility and convenience for their valued clients. The team comprises seasoned professionals, including notable advisors such as Caitlin Garner, Andrew Thompson, and Robin Patalon, who have been instrumental in the firm's success over the years.

WALSKY INVESTMENT MANAGEMENT INC: Providing Exceptional Investment Advisory Services in Wyomissing, PA Walsky Investment Management Inc, based out of Wyomissing, PA, is a small investment advisory firm dedicated to delivering exceptional financial guidance. With over two decades of experience, they have established themselves as trusted advisors in the industry. Their team consists of two highly skilled professionals who specialize in offering comprehensive investment advisory services to a diverse range of clients. With an impressive average of approximately $6,606,520,000 in assets under management per investment advisor, Walsky Investment Management Inc surpasses the industry average, demonstrating their expertise in managing substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. Catering to over 70 individual clients, Walsky Investment Management Inc manages assets exceeding $110,826,000. While the majority of their assets under management are for high net worth individuals, they also have the capabilities to oversee employer funds. Remarkably, 100% of the assets they handle are managed on a discretionary basis, showcasing their clients' trust in their decision-making abilities. Walsky Investment Management Inc operates from a single office location in Wyomissing, PA. Two of the longest-tenured registered advisors with the firm, Elizabeth Ward and Craig Hafer, bring a wealth of experience to the team. Their commitment to personalized service and strategic investment planning sets them apart in the industry. As Walsky Investment Management Inc continues to grow and provide exceptional financial guidance, they remain dedicated to helping clients achieve their long-term financial objectives. With their proven track record and client-centric approach, they are poised to make a lasting impact in the field of investment management.

Greenspring Advisors, LLC is a prominent investment advisory firm located in Towson, Maryland. With three offices in the region, Greenspring Advisors has established itself as a trusted local financial partner. Boasting a team of 39 dedicated professionals, 24 of whom specialize in investment advisory services, they deliver expert guidance to a diverse range of clients. Renowned for their exceptional track record, Greenspring Advisors manages an impressive average of approximately $250,000,000 in assets per investment advisor, surpassing industry standards. Their compensation structure caters to individual client needs, offering options such as a percentage of assets under management and fixed fees. Notably, 39% of the assets under Greenspring Advisors' management are discretionary, highlighting their expertise in strategic decision-making and risk management. Serving over 460 individual clients, the firm currently oversees an astounding $6,000,116,000 in assets under management. Greenspring Advisors prides itself on its team of experienced professionals. Among the firm's longest-tenured advisors are Kristina Groff, Zachary Hubbard, and Gregory Plechner, who bring a wealth of knowledge and expertise to the table. With a commitment to delivering personalized financial solutions and a proven track record of success, Greenspring Advisors, LLC continues to be a leader in the investment advisory industry. As they forge ahead, the firm remains dedicated to helping clients achieve their financial goals through thoughtful and strategic guidance.

Red Oak Financial Group is a local investment advisory firm based out of Towson, MD. With 20 total employees, including seven dedicated to investment advisory services, the firm offers comprehensive financial guidance to a diverse clientele. With an average of $84,280,000 in assets under management per investment advisor, Red Oak Financial Group aligns with industry averages in terms of assets managed. Their compensation structure incorporates various types, such as a percentage of assets under management, hourly charges, and fixed fees. While Red Oak Financial Group primarily focuses on managing individual accounts and 401Ks, which represent less than 30% of their assets under management, they possess the capacity to oversee employer funds. An impressive 54% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Red Oak Financial Group boasts a substantial client base, serving over 580 individuals with a remarkable $589,989,000 in assets under management. The firm's long-standing success can be attributed, in part, to the expertise of their experienced advisors. Notable members of the team include Robert Compton, Carli Stryker, and Christopher Compton, who have demonstrated their commitment and proficiency over many years. Committed to providing personalized financial advice and helping clients achieve their goals, Red Oak Financial Group remains a trusted partner for individuals seeking expert guidance in the realm of investment management.

Financial Council Asset Management Inc is a small investment advisory firm based out of Towson, MD, with one office. With three dedicated employees, they specialize in providing investment advisory services to their clients. Each investment advisor at the firm manages an average of approximately $113,210,000 in assets under management, which falls within the industry average. Financial Council Asset Management Inc employs a diverse compensation structure, including a percentage of assets under management and fixed fees, among other types. Their client base consists of over 640 individual clients, with a total of more than $809,254,000 in assets under management. The firm primarily manages assets for high net worth individuals, although they also handle a smaller portion of 401K and individual accounts, which account for less than 30% of their overall assets. An important characteristic of Financial Council Asset Management Inc is their ability to manage employer funds, offering comprehensive services to meet the needs of different types of clients. They have discretionary authority over 100% of the assets they manage, ensuring flexibility and efficiency in their decision-making process. Despite being a small firm, Financial Council Asset Management Inc has established a strong presence in the investment advisory industry. Their expertise, combined with a personalized approach to client service, allows them to effectively navigate the complexities of the financial market and assist their clients in achieving their investment goals.

Lindenwold Advisors Inc., a small investment advisory firm located in Reading, PA, is dedicated to providing comprehensive financial guidance and investment services. With a team of three experienced professionals, they specialize in offering personalized solutions tailored to their clients' specific needs and goals. Boasting an impressive track record, Lindenwold Advisors manages over $102,570,000 in assets per investment advisor, an average that aligns with industry standards. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with those of their clients. Serving a diverse clientele, Lindenwold Advisors caters primarily to high net worth individuals, overseeing more than $214,151,000 in assets across their portfolio. Impressively, 98% of the assets they manage are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. Lindenwold Advisors takes pride in their team of seasoned advisors, some of whom have been with the firm for many years. Notable names among their long-tenured professionals include Terry Morris, James King, and Leon Pace, each bringing extensive expertise to the table. With a strong commitment to delivering personalized financial strategies and achieving optimal results, Lindenwold Advisors Inc. continues to be a trusted partner for their clients, helping them navigate the complexities of the investment landscape and secure their financial futures.