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.

MJP Wealth Advisors, a prominent local investment advisory firm headquartered in Farmington, CT, boasts an impressive track record in managing clients' financial portfolios. With over 660 individual clients and a staggering $853,430,000 in assets under management, MJP Wealth Advisors has established itself as a trusted partner in wealth management. Operating out of two strategically located offices, MJP Wealth Advisors offers comprehensive investment advisory services tailored to meet the diverse needs of its clientele. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to effectively manage employer funds. Notably, all the assets entrusted to MJP Wealth Advisors are handled on a discretionary basis, ensuring optimal decision-making and flexibility. The firm's compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, providing clients with flexibility in selecting a payment method that aligns with their preferences. With a team of ten highly skilled professionals, each exclusively dedicated to providing investment advisory services, MJP Wealth Advisors ensures personalized attention and expertise across its client base. Average assets under management per investment advisor at MJP Wealth Advisors amount to approximately $85,340,000, placing them on par with industry standards. The firm takes pride in its team of experienced advisors, including notable individuals such as Michele Vendig, Steven Glick, and Morton Potoff, who have demonstrated long-standing commitment to delivering exceptional financial guidance. As MJP Wealth Advisors continues to grow and expand its services, their unwavering dedication to client satisfaction and expertise in wealth management solidify their position as a trusted partner in securing and growing clients' financial futures.

Hart & Patterson Financial Group LLP is a small investment advisory firm based out of Amherst, MA. With a single office, the company employs a total of four professionals, two of whom specialize in providing investment advisory services. With an average of approximately $112,360,000 in assets under management per investment advisor, they align with the industry average. Hart & Patterson Financial Group LLP utilizes a compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Distinguishing themselves in the market, the firm manages a diverse portfolio, with approximately half of their assets under management stemming from employer 401Ks or individual clients. Their extensive experience in this space has allowed them to excel in meeting the unique needs and demands of these clients. Notably, all the assets they manage are discretionary, granting them full authority and responsibility in making investment decisions on behalf of their clients. Boasting a substantial client base, Hart & Patterson Financial Group LLP serves over 140 individual clients, skillfully managing their combined assets, which exceed an impressive $224,722,000. The firm prides itself on its dedicated and experienced team, with registered advisors Vikki Lenhart and Lucia Reed being among the longest-tenured professionals within the company. Hart & Patterson Financial Group LLP remains committed to providing personalized investment advice and delivering optimal results for their valued clientele.

Fagan Associates Inc, based out of Troy, NY, is a reputable small investment advisory firm that serves a diverse client base. With over 1,570 individual clients, they manage an impressive $583,234,000 in assets. Fagan Associates Inc distinguishes itself in the industry by offering comprehensive investment advisory services, with a particular focus on employer 401Ks and individual accounts. The firm's success can be attributed to their experienced team, consisting of five dedicated employees. Among them, two individuals provide expert investment advisory services, boasting an average of $291,620,000 in assets under management per advisor, surpassing the industry average. Aaron Fagan and Dennis Fagan, two highly tenured registered advisors, play a significant role in the firm's operations and client relationships. Fagan Associates Inc operates on a discretionary basis, allowing them to make investment decisions on behalf of their clients. Their compensation structure is flexible, offering different options such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients have access to a range of payment options tailored to their specific needs. With one office in Troy, NY, Fagan Associates Inc maintains a strong presence in the local community while serving clients across the region. Their commitment to providing personalized and comprehensive investment advisory services has earned them a trusted reputation in the industry. As Fagan Associates Inc continues to grow, they remain dedicated to helping their clients achieve their financial goals and secure their financial future.

Hammond Iles Wealth Advisors, based out of Wethersfield, CT, is a highly reputable local investment advisory firm with four well-established offices. With a dedicated team of 11 experienced professionals, the firm specializes in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at Hammond Iles Wealth Advisors manages an average of approximately $7,470,000 in assets under management, reflecting their expertise in delivering customized financial solutions. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet the unique needs of their clients. Hammond Iles Wealth Advisors prides itself on its deep knowledge and extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. With a commitment to excellence, Hammond Iles Wealth Advisors exclusively handles discretionary assets, providing clients with a hands-off approach to their investments. Additionally, the firm offers insurance brokerage and agent services, further enhancing their ability to provide comprehensive financial guidance. Hammond Iles Wealth Advisors boasts an impressive client base, serving over 320 individuals with a combined total of more than $82,143,000 in assets under management. The firm's success can be attributed, in part, to its team of seasoned professionals. Notably, Kevin Iles, Scott Iles, and Robert Hammond are among the longest tenured advisors, bringing a wealth of experience and expertise to the firm's operations. Through their dedication and personalized approach, Hammond Iles Wealth Advisors continues to be a trusted partner in helping clients achieve their financial goals.

Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

Affinity BST Advisors, LLC is a reputable investment advisory firm located in Latham, NY. With over 50 individual clients and a remarkable $75,958,000 in assets under management, they have established themselves as a trusted partner in wealth management. Their team operates from a single office, catering to a diverse range of clients' needs. In addition to their investment advisory services, Affinity BST Advisors, LLC also serves as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial interests. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise to manage employer funds effectively. An impressive 94% of the assets they manage are discretionary, highlighting their commitment to personalized and tailored investment strategies. Affinity BST Advisors, LLC offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with the success of their clients. With a team of seven dedicated employees, six of whom specialize in investment advisory services, Affinity BST Advisors, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $12,660,000 in assets under management, demonstrating their ability to deliver individualized attention to their clients. The firm takes pride in its experienced advisors, such as Nicholas Preddice, Gary Nicoll, and James Currier, who have been with the company for an extended period, fostering enduring relationships with their clients. Affinity BST Advisors, LLC is committed to providing exceptional financial guidance and building long-term wealth for their valued clientele.

Adirondack Research & Management Inc., a small investment advisory firm based out of Guilderland, NY, is dedicated to providing personalized financial solutions to its clients. With over 60 individual clients and a remarkable $94,010,000 in assets under management, they have established a strong presence in the investment industry. Adirondack Research & Management Inc. prides itself on its expertise in managing employer 401Ks and individual portfolios, which collectively make up half of their assets under management. With a keen understanding of the intricacies of this space, they offer tailored investment strategies to help clients achieve their financial goals. As a discretionary asset manager, Adirondack Research & Management Inc. takes full responsibility for making investment decisions on behalf of their clients. This approach allows them to exercise their expertise and actively manage portfolios to maximize returns. Their compensation structure includes various types, including a percentage of assets under management, ensuring that their interests align with those of their clients. With a team of four dedicated professionals, three of whom provide investment advisory services, they offer a high level of personalized attention and support to each client. On average, each investment advisor oversees approximately $31,340,000 in assets under management, further exemplifying their commitment to individualized service. Adirondack Research & Management Inc. is driven by a passion for helping clients navigate the complex financial landscape and achieve long-term financial success. With a proven track record and a client-centric approach, they are a trusted partner for individuals and employers seeking expert investment guidance.

Goldman Sachs Ayco Personal Financial Management is a renowned regional investment advisory firm headquartered in Cohoes, NY. With a network of 24 offices, the company offers comprehensive financial planning and investment management services to a diverse clientele. Led by a team of highly skilled professionals, Goldman Sachs Ayco Personal Financial Management boasts a total workforce of 1,774 employees, with 875 dedicated to providing expert investment advisory services. With an impressive average of approximately $32,710,000 in assets under management per investment advisor, the firm's advisors are well-equipped to guide clients towards their financial goals. Goldman Sachs Ayco Personal Financial Management adopts a versatile compensation structure that includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring clients can choose the most suitable arrangement for their needs. While 401K and individual accounts constitute less than 30% of the assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all of the assets managed by Goldman Sachs Ayco Personal Financial Management are discretionary, providing clients with a seamless and hands-off investment experience. The firm serves an extensive client base, with over 133,600 individual clients and an impressive $28,618,922,000 in assets under management. Goldman Sachs Ayco Personal Financial Management takes pride in its long-standing advisors, including seasoned professionals like Jeffrey Demaio, David Kruebbe, and Kevin King, who contribute their expertise and experience to the firm's success. With its commitment to providing personalized financial guidance, robust investment management, and a track record of delivering exceptional results, Goldman Sachs Ayco Personal Financial Management stands as a trusted partner for individuals and employers seeking comprehensive financial planning solutions.

FCI Advisors, headquartered in Overland Park, KS, is a reputable regional investment advisory firm serving a diverse clientele. With over 3,420 individual clients, FCI Advisors manages an impressive $12,844,218,000 in assets under management. The firm boasts seven offices strategically located to provide comprehensive financial solutions to their clients. While 401K and individual accounts constitute less than 30% of their assets under management, FCI Advisors possesses the expertise and resources to effectively manage employer funds. Their robust compensation structure includes multiple options, such as a percentage of assets under management, subscription fees, and fixed fees, ensuring a flexible and tailored approach to meet clients' unique needs. With a dedicated team of 67 employees, 41 of whom are investment advisory professionals, FCI Advisors has built a solid foundation for success. Each investment advisor manages an impressive average of approximately $313,270,000 in assets, surpassing the industry average and reflecting their commitment to delivering exceptional service. Notably, FCI Advisors takes pride in the longevity and expertise of their team. Key figures such as Brian Perott, William Courtney, and Peter Greig have been with the firm for a significant duration, contributing valuable insights and a wealth of experience to the organization. As a regional investment advisory firm, FCI Advisors is renowned for their comprehensive financial solutions, exceptional client service, and impressive track record. With a strong presence and an unwavering commitment to their clients' financial success, FCI Advisors continues to be a trusted partner for individuals, employers, and organizations alike.

Arista Advisory Group, LLC is a reputable investment advisory firm headquartered in Albany, NY. With a strong presence in the financial industry, they cater to a diverse clientele of over 260 individual clients, managing a substantial portfolio valued at more than $168,863,000. The firm operates from three strategically located offices, allowing them to efficiently serve their client base. Known for their expertise in employer 401K plans and individual investments, Arista Advisory Group possesses valuable experience in this specialized sector. A notable aspect of their business is that a significant portion, approximately 97%, of the assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. Arista Advisory Group employs a range of compensation structures, offering flexibility to their clients. They utilize methods such as a percentage of assets under management, hourly charges, and fixed fees, tailoring their approach to meet the unique needs of each client. With a dedicated team of three employees, Arista Advisory Group ensures that all their clients receive personalized investment advisory services. On average, each investment advisor manages approximately $56,290,000 in assets, aligning with the industry standards. The firm takes pride in their experienced team, with Bernard Murphy and Gerald Schwartz serving as two of the longest-tenured registered advisors. As Arista Advisory Group, LLC continues to grow and thrive in the financial sector, they remain committed to delivering exceptional investment advisory services, helping their clients achieve their financial goals with confidence and expertise.