Royal Alliance Associates, Inc. is a highly reputable national investment advisory firm headquartered in Jersey City, NJ. With over 90,480 individual clients and an impressive $29,536,150,000 in assets under management, they have established themselves as a leading player in the financial services industry. Operating from 1,010 offices nationwide, Royal Alliance Associates, Inc. offers comprehensive investment advisory services, specializing in managing employer 401Ks and individual portfolios. With extensive experience in this domain, they have developed a solid understanding of the unique needs and challenges faced by both employers and individuals in the investment landscape. A notable aspect of Royal Alliance Associates, Inc.'s approach is their discretionary management of 83% of the assets they oversee, providing clients with a hands-off investment experience while leveraging their expertise to maximize returns. Their compensation structure is designed to accommodate different preferences, encompassing a range of options such as a percentage of assets under management, fixed fees, and hourly charges. Employing a team of 3,704 dedicated professionals, with 2,075 specifically focused on investment advisory services, Royal Alliance Associates, Inc. ensures that each client receives personalized attention and tailored financial solutions. Their investment advisors boast an impressive average of $14,230,000 in assets under management, a testament to their expertise and ability to deliver exceptional results. Notably, Royal Alliance Associates, Inc. takes pride in the long-standing commitment of their advisors, with esteemed professionals like Lauren Pedersen, Janice Gage, and James Marroquin exemplifying the firm's dedication to maintaining experienced and trusted individuals on their team. With a solid track record, comprehensive services, and a client-centric approach, Royal Alliance Associates, Inc. continues to be a trusted partner for individuals and employers seeking expert guidance in achieving their financial goals.

Wiss Private Client Advisors, LLC is a prominent investment advisory firm headquartered in Florham Park, NJ, with a reputation for delivering exceptional financial services to its clients. With a total of nine dedicated professionals, eight of whom specialize in investment advisory services, the firm possesses a robust team capable of providing comprehensive and tailored solutions to meet their clients' financial goals. Impressively, each investment advisor at Wiss Private Client Advisors manages an average of approximately $136,520,000 in assets under management, surpassing industry averages and reflecting their expertise in wealth management. The firm's compensation structure includes various types, such as performance-based fees, ensuring that client interests align with the firm's success. Wiss Private Client Advisors serves a diverse clientele, boasting over 30 individual clients and managing assets worth more than $246,820,000. A significant portion of these assets comes from high-net-worth individuals seeking personalized financial strategies to preserve and grow their wealth. Notably, 85% of the assets the firm manages are discretionary, indicating a high level of trust and confidence from their clients. With two offices in Florham Park, Wiss Private Client Advisors is deeply rooted in the local community, fostering lasting relationships built on transparency, integrity, and superior service. The firm takes pride in its team of experienced advisors, with notable long-tenured professionals like John Hounsell, Chirag Sharma Ratanpal, and Stephanie Hughes. Their collective expertise, coupled with a commitment to client satisfaction, positions Wiss Private Client Advisors as a trusted partner for individuals seeking exceptional financial guidance and investment strategies.

Private Client Group Asset Management is a respected investment advisory firm located in Bedminster, New Jersey. With two offices, the firm provides comprehensive wealth management services to a diverse clientele. Private Client Group Asset Management consists of a dedicated team of six employees, with two professionals specializing in investment advisory services. Each investment advisor at Private Client Group Asset Management manages an average of approximately $56,920,000 in assets under management, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to meet the unique needs of their clients. While 401K and individual accounts constitute less than 30% of the firm's assets under management, Private Client Group Asset Management possesses the expertise and capability to effectively manage employer funds, offering comprehensive financial solutions to businesses. With 9% of their managed assets falling under discretionary management, Private Client Group Asset Management showcases their ability to make independent investment decisions on behalf of their clients. The majority of the assets they oversee are dedicated to high-net-worth individuals, highlighting their specialization in catering to this client segment. Private Client Group Asset Management serves over 60 individual clients, managing a substantial $113,834,000 in assets. As a small investment advisory firm, they prioritize personalized service and tailored strategies to meet their clients' specific financial goals. Based in Bedminster, New Jersey, Private Client Group Asset Management combines their local presence with their expertise in wealth management to provide trusted guidance and comprehensive solutions to their clients.

Cornerstone Planning Group, headquartered in Fairfield, NJ, is a local investment advisory firm with a strong presence in the financial industry. With five offices strategically located throughout the region, Cornerstone Planning Group has established itself as a trusted partner for individuals and businesses seeking comprehensive investment solutions. Comprising a dedicated team of 14 professionals, Cornerstone Planning Group offers a range of specialized services, with eight advisors focused specifically on investment advisory. Leveraging their expertise and experience, these advisors provide personalized guidance to clients, helping them navigate the complexities of wealth management and achieve their financial goals. With an average of approximately $52,360,000 in assets under management per investment advisor, Cornerstone Planning Group maintains an industry-standard performance. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have suitable options to fit their preferences. Cornerstone Planning Group excels in managing employer 401Ks and individual accounts, accounting for half of their impressive $418,848,000 in assets under management. Notably, a substantial 81% of the assets they oversee are discretionary, reflecting clients' trust in the firm's expertise and decision-making capabilities. Boasting a robust client base, Cornerstone Planning Group serves over 730 individuals, delivering tailored financial solutions and managing their wealth effectively. Carmine Corino, Mitchell Owen, and Anthony Depersio stand out as some of the firm's longest tenured advisors, embodying the continuity and commitment that clients value. Cornerstone Planning Group's reputation for excellence, extensive industry experience, and dedication to client success position them as a leading investment advisory firm in the Fairfield, NJ area.

BPP Wealth Solutions, LLC, headquartered in Basking Ridge, NJ, is a prominent investment advisory firm specializing in comprehensive wealth management solutions. With a team of 5 dedicated professionals, including 3 highly experienced investment advisors, BPP Wealth Solutions provides personalized financial guidance and strategic investment planning to a diverse clientele. The firm boasts an impressive average of approximately $38,390,000 in assets under management per investment advisor, demonstrating their commitment to delivering exceptional service while optimizing their clients' financial portfolios. BPP Wealth Solutions' compensation structure encompasses various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives. With a client base of over 30 individuals, BPP Wealth Solutions manages assets totaling more than $151,519,000. Their expertise primarily caters to high-net-worth individuals, and their comprehensive investment strategies prioritize meeting and exceeding client goals. BPP Wealth Solutions exclusively manages discretionary assets, offering clients a comprehensive suite of services designed to enhance their financial well-being. With two office locations, the firm provides convenient access to its services for clients in the Basking Ridge area. BPP Wealth Solutions prides itself on the expertise and longevity of its advisory team. Notably, the firm's longest tenured advisors, Kelly Pearce, Lisa Crosta, and Debra Schatzki, bring a wealth of experience to the table, instilling confidence and trust in their clients. Overall, BPP Wealth Solutions, LLC stands as a reputable and client-centric investment advisory firm, providing top-notch financial strategies and personalized service to help clients achieve their wealth management goals.

Makrod Investment Associates Inc is a small investment advisory firm based out of Verona, NJ, with one office. With a team of five employees, including three dedicated investment advisors, they offer expert financial guidance to their clients. Leveraging their extensive knowledge and experience, Makrod Investment Associates Inc manages an impressive average of $234,490,000 in assets per investment advisor, surpassing industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management. While a significant portion of their assets under management comes from high net worth individuals, 401K and individual accounts constitute less than 30% of their total. However, they possess the capability to efficiently handle employer funds. Makrod Investment Associates Inc takes pride in their extensive client base, serving over 210 individual clients with a combined $703,476,000 in assets under management. With a focus on building long-term relationships, they strive to provide personalized financial strategies tailored to their clients' unique needs and goals. The firm boasts a team of highly tenured advisors, including Kathryn O'Donnell, Benedict Schlatter, and John O'Donnell, who bring a wealth of experience and expertise to their advisory services. As a trusted partner in financial planning and investment management, Makrod Investment Associates Inc is committed to helping their clients achieve their financial objectives and secure their financial future.

Cherrydale Wealth Management, LLC is a small investment advisory firm based out of Hoboken, NJ, specializing in providing personalized financial solutions to high net worth individuals. With a single office, the firm is committed to delivering exceptional service and guidance to its esteemed clientele. Cherrydale Wealth Management, LLC boasts a team of two dedicated professionals, one of whom is an experienced investment advisor, offering expert advice tailored to each client's unique financial goals. Cherrydale Wealth Management, LLC stands out in the industry with an impressive average of approximately $232,430,000 in assets under management per investment advisor, surpassing the industry standard. This exceptional track record showcases their ability to grow and protect their clients' wealth effectively. As a discretionary investment manager, Cherrydale Wealth Management, LLC has full authority to make investment decisions on behalf of their clients. Their compensation structure is varied, encompassing a percentage of assets under management, ensuring their interests are aligned with their clients' success. With an extensive client base of over 50 individuals, Cherrydale Wealth Management, LLC manages an impressive $232,428,000 in assets. One of their notable team members, Jordan Szekely, has been with the firm since 2015, providing a wealth of experience and knowledge to guide clients towards their financial aspirations. Cherrydale Wealth Management, LLC is driven by a commitment to integrity, excellence, and personalized attention, cementing their position as a trusted partner in helping clients navigate the complexities of the financial landscape.

Reaves Asset Management is a local investment advisory firm based in Jersey City, NJ, with a single office. With a team of 21 dedicated professionals, 8 of whom provide investment advisory services, Reaves Asset Management offers a personalized and comprehensive approach to managing assets. Known for their expertise and commitment, they excel in providing exceptional service to their clients. With an impressive average of approximately $389,240,000 in assets under management per investment advisor, Reaves Asset Management surpasses the industry average, demonstrating their ability to effectively grow and protect their clients' wealth. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' financial goals. While 401K and individual accounts make up less than 30% of their assets under management, Reaves Asset Management also possesses the capability to manage employer funds, making them a versatile and trusted partner for organizations seeking reliable investment management. Reaves Asset Management takes a discretionary approach to asset management, managing 100% of the assets entrusted to their care. This discretionary authority allows them to react swiftly to market conditions and tailor investment strategies that align with their clients' risk tolerance and long-term objectives. With over 600 individual clients, Reaves Asset Management manages a substantial total of over $3,113,917,000 in assets. Ronald Sorenson, one of their most experienced registered advisors, has been with the firm since 2003, contributing to the longevity and stability of the company. Reaves Asset Management's unwavering commitment to their clients, combined with their extensive experience and impressive track record, solidify their position as a leading investment advisory firm in the industry.

Breton Co is a small investment advisory firm based out of Medford, NJ, with a team of four dedicated professionals. Two of their team members specialize in providing comprehensive investment advisory services to their clients. With an impressive average of approximately $428,780,000 in assets under management per investment advisor, Breton Co surpasses the industry average, showcasing their expertise and success in managing substantial portfolios. The firm's compensation structure is diverse and tailored to meet the needs of their clients. It includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive personalized and cost-effective investment advice. With a portfolio of over 10 individual clients, Breton Co oversees assets totaling more than $139,950,000. Their focus primarily lies in managing assets for high net worth individuals, although they also have the capability to handle employer funds. While 401(k) and individual accounts account for less than 30% of their assets under management, their expertise extends to these areas as well. Breton Co operates from a single office, providing a centralized location for their clients in Medford, NJ. Through their dedicated team and tailored approach to investment advisory services, Breton Co has established itself as a trusted partner for individuals seeking expert guidance and effective management of their financial assets.

Palisade Capital Management, LP, headquartered in Fort Lee, NJ, is a reputable investment advisory firm specializing in wealth management services. With a team of 42 dedicated professionals, including 17 experienced investment advisors, Palisade offers comprehensive financial guidance to a diverse clientele. The firm manages an impressive $4,206,862,000 in assets under management, serving over 1,290 individual clients. Palisade Capital Management, LP follows a balanced compensation structure that includes various methods such as a percentage of assets under management and fixed fees. Their average assets under management per investment advisor amount to approximately $90,630,000, which is consistent with industry standards. While the majority of the assets managed by Palisade are discretionary, encompassing 99% of their portfolio, the firm also possesses the capability to oversee employer funds, although 401K and individual accounts represent less than 30% of their assets under management. In addition to their wealth management services, Palisade Capital Management, LP extends its expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This comprehensive approach allows them to cater to the diverse investment needs of their clients. With a strong presence in the financial industry, Palisade Capital Management, LP has established itself as a trusted local advisory firm. The company operates from its main office in Fort Lee, NJ, and boasts a team of seasoned advisors, including Wailam Lee, Steven Berman, and Jack Feiler, who have demonstrated long-standing commitment and expertise in delivering exceptional financial solutions to their clients.

HENNION & WALSH ASSET MANAGEMENT, INC. Hennion & Walsh Asset Management, Inc., headquartered in Parsippany, NJ, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total workforce of 70 dedicated professionals, a small percentage of whom specialize in investment advisory services, the company excels in providing comprehensive financial solutions to its esteemed clientele. As an experienced asset management firm, Hennion & Walsh manages an impressive average of approximately $95,670,000 in assets under management per investment advisor. This figure aligns with the industry average, showcasing their proficiency and reliability in handling client portfolios. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and flexibility for their clients. Hennion & Walsh Asset Management serves over 670 individual clients, who collectively entrust them with over $379,709,000 in assets under management. Notably, nearly half of these assets originate from employer 401Ks and individual investments, reflecting the company's extensive expertise in this area. Impressively, 96% of the assets they manage are handled on a discretionary basis, enabling clients to benefit from their seasoned judgment and strategic decision-making. In addition to their core investment advisory services, Hennion & Walsh also operates as an insurance broker or agent, further enhancing their ability to provide holistic financial guidance. With two offices, they serve their clients efficiently and maintain a local presence that fosters strong relationships within the community. The firm takes pride in its team of seasoned advisors, including Joseph Rodriguez, John Wallace, and Kevin Mahn, who boast some of the longest tenures at the company. Their collective experience and expertise contribute to Hennion & Walsh's strong reputation and ability to deliver exceptional financial solutions tailored to their clients' needs.