Park Avenue Securities LLC is a leading national investment advisory firm headquartered in New York, NY. With a team of 1825 dedicated professionals, the majority of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to a diverse client base. Boasting an impressive average of approximately $1,020,000 in assets under management per investment advisor, Park Avenue Securities LLC has established a reputation for delivering personalized and effective wealth management strategies. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With over 45,580 individual clients and a remarkable $9,912,742,000 in assets under management, Park Avenue Securities LLC has successfully catered to a wide range of financial goals and investment objectives. Notably, they have garnered considerable expertise in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Impressively, 83% of the assets they manage are discretionary, a testament to their trusted advisory services and strong track record. Operating from 386 offices across the country, Park Avenue Securities LLC combines a national presence with local expertise, ensuring their clients receive personalized attention and tailored solutions. The firm takes pride in its team of experienced advisors, and some of the longest-tenured professionals include Charles Woodbury, Brian Leen, and Michael Koehn. Their depth of knowledge and commitment to client success are emblematic of Park Avenue Securities LLC's unwavering dedication to delivering top-tier financial guidance and investment management services.

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.

IAM Advisory LLC is a reputable local investment advisory firm headquartered in Easton, PA. With four well-established offices, they serve a diverse client base across the region. Comprised of 15 dedicated professionals, IAM Advisory LLC boasts a team of eight experienced investment advisors who provide top-notch services to their clients. The firm manages an average of $60,920,000 in assets per investment advisor, aligning with the industry average. IAM Advisory LLC adopts a comprehensive compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, highlighting their expertise in this particular area. An impressive 99% of the assets they handle are discretionary, demonstrating their clients' trust in IAM Advisory LLC's judgment and decision-making abilities. With a strong client base, IAM Advisory LLC caters to over 1,330 individual clients, managing a substantial $487,343,000 in assets. The firm takes pride in the expertise and dedication of its team, including highly tenured advisors such as Jesse Pellegrino, Richard Rodman, and Joseph Parsons. These individuals bring a wealth of experience and knowledge to the table, ensuring that clients receive the best possible investment advice and strategies tailored to their unique financial goals. IAM Advisory LLC remains committed to providing exceptional service, utilizing their extensive industry knowledge and personalized approach to help clients navigate the complexities of investment management successfully.

Cornerstone Advisors Asset Management, LLC is a well-established investment advisory firm headquartered in Bethlehem, PA. With a single office, the company boasts a team of 32 dedicated professionals, 24 of whom specialize in providing top-notch investment advisory services. Their impressive track record is reflected in their management of approximately $276,570,000 in assets per investment advisor, a figure that surpasses the industry average. Cornerstone Advisors Asset Management, LLC offers a diverse compensation structure that includes various types such as a percentage of assets under management and fixed fees. Notably, 50% of the assets they manage are under discretionary management, indicating a high level of trust and confidence from their clients. With over 270 individual clients, Cornerstone Advisors Asset Management, LLC effectively oversees a substantial portfolio of assets totaling over $6,637,583,000. The firm's success can be attributed to the expertise and experience of their team, including esteemed advisors like Rita Miller, Christopher Lakatosh, and Malcolm Cowen, who have demonstrated their dedication and commitment over many years. Driven by their client-centric approach, Cornerstone Advisors Asset Management, LLC focuses on providing tailored investment solutions that align with their clients' financial goals and objectives. Their comprehensive services encompass portfolio management, risk assessment, and financial planning, all delivered with the utmost professionalism and integrity. As a local investment advisory firm, Cornerstone Advisors Asset Management, LLC is deeply ingrained in the Bethlehem community, maintaining strong relationships with both individual and institutional clients. With their exceptional track record and a team of seasoned professionals, the firm continues to excel in providing exceptional investment advisory services to a wide range of clients.

O'Hagan Group, Inc. is a local investment advisory firm based out of Bethlehem, PA, dedicated to providing comprehensive financial management services to a wide range of clients. With a team of eight skilled professionals, including Angela Cougle, Gregory Holland, and Fredrick Robinson, some of the firm's longest-tenured advisors, they possess extensive industry knowledge and experience. The firm prides itself on offering personalized investment advisory services to all of its clients. Each of the eight employees at O'Hagan Group, Inc. is dedicated to providing expert financial guidance, ensuring that clients receive the attention and support they deserve. O'Hagan Group, Inc. manages an average of approximately $44,840,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, allowing for flexibility and tailored solutions. With over 560 individual clients who collectively entrust them with more than $559,287,000 in assets, O'Hagan Group, Inc. demonstrates their ability to manage substantial portfolios. The majority of the assets they oversee are held by high net worth individuals, emphasizing their expertise in serving this particular clientele. While 401(k) and individual accounts constitute less than 30% of their assets under management, O'Hagan Group, Inc. possesses the capability to manage employer funds, showcasing their proficiency in handling corporate investment portfolios. Operating from two offices in Bethlehem, PA, O'Hagan Group, Inc. is deeply committed to providing exceptional service and tailored investment strategies to meet the unique needs of their clients. Their discretionary management approach ensures that 100% of the assets they manage are under their full control, enabling them to make informed decisions and optimize portfolio performance.

Valley National Advisers Inc is a highly reputable investment advisory firm based out of Bethlehem, PA. With a team of 15 dedicated employees, the company specializes in providing top-notch investment advisory services to a diverse clientele. Their impressive track record is evident through their average assets under management per investment advisor, which stands at an outstanding $1,109,720,000 – well above the industry average. Valley National Advisers Inc boasts a robust compensation structure, offering various types of fees, including a percentage of assets under management and performance-based fees. With over 1,660 individual clients and assets under management totaling over $1,129,286,000, the firm has earned the trust and confidence of its clients. Notably, Valley National Advisers Inc has developed considerable expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. This valuable experience in the retirement planning space sets them apart from their competitors. With three offices strategically located in Bethlehem, Valley National Advisers Inc is well-positioned to cater to the investment needs of clients throughout the region. The firm takes pride in its team of experienced advisors, several of whom have established themselves as key pillars of the company. Prominent among these advisors are Timothy Roof, Laurie Siebert, and Thomas Riddle, whose long tenures signify their commitment to providing exceptional service and guidance to their clients. Valley National Advisers Inc offers comprehensive, tailored investment solutions, ensuring that their clients' assets are managed with the utmost care and professionalism. With 100% of their managed assets falling under the discretionary category, clients can trust the firm to make informed investment decisions on their behalf.

MB, Levis & Associates, LLC is a small investment advisory firm headquartered in Center Valley, PA, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, the firm delivers personalized financial guidance to its clients. They manage an average of approximately $102,640,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure is diversified and includes various types such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, they possess the expertise to handle employer funds. The firm exercises full discretion over 100% of the assets they manage. Specializing in catering to high-net-worth individuals, MB, Levis & Associates, LLC currently oversees a substantial client base of over 110 individuals, managing more than $307,933,000 in assets. Among the firm's seasoned registered advisors, Jason Henninger and John Levis stand as the longest-tenured professionals, contributing their extensive experience and expertise to the team. With a commitment to delivering exceptional financial services and personalized attention, MB, Levis & Associates, LLC serves as a trusted partner for their clients' investment needs. Through their comprehensive approach and dedication to their clients' financial success, the firm has built a strong reputation in the industry.

MTM Financial Group, LLC, based out of Bethlehem, PA, is a well-established local investment advisory firm. With a team of 10 dedicated professionals, including 8 experienced investment advisors, they offer comprehensive financial services to a diverse client base. Known for their expertise in managing assets, MTM Financial Group boasts an impressive average of $350,000,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive personalized and transparent services tailored to their unique financial goals. MTM Financial Group, LLC serves over 740 individual clients, overseeing a total of $377,800,000 in assets under management. Their extensive experience in managing employer 401Ks and individual accounts is evident, as these sources account for approximately half of their assets under management. Moreover, all the assets entrusted to MTM Financial Group are managed with full discretion, providing clients with peace of mind and a high level of trust. With a single office in Bethlehem, PA, MTM Financial Group has become a trusted name in the local community. The firm takes pride in its team of accomplished advisors, including the long-tenured professionals Mark Belcak, Gregory Grillo, and Gene Dickison. Their commitment to delivering exceptional financial guidance and building lasting relationships has been a key factor in their continued success.

Youngs Advisory Group, Inc. is a reputable local investment advisory firm based out of Bethlehem, PA. With over 140 individual clients and a staggering $524,740,000 in assets under management, they are trusted advisors to a diverse range of investors. Having two well-established offices, Youngs Advisory Group, Inc. has established itself as a prominent player in the financial services industry. In addition to their investment advisory services, Youngs Advisory Group, Inc. also serves as an insurance broker or agent, catering to the comprehensive financial needs of their clients. While managing employer funds is within their capabilities, 401K and individual accounts represent less than 30% of their extensive assets under management. Remarkably, all the assets they manage are under discretionary authority, reflecting their clients' confidence in their expertise. Catering primarily to high-net-worth individuals, Youngs Advisory Group, Inc. handles a substantial amount of wealth management for affluent clients. Their compensation structure is designed to align their interests with their clients, incorporating various types such as a percentage of assets under management and fixed fees. With a dedicated team of 11 employees, including 6 experienced investment advisors, Youngs Advisory Group, Inc. ensures personalized attention and tailored solutions for each client. The average assets under management per investment advisor amount to approximately $87,460,000, which is in line with industry standards. Notably, Linda Yeager, James Beenders, and John Youngs are among the firm's longest-tenured advisors, contributing their extensive knowledge and expertise to the success of Youngs Advisory Group, Inc.

IVC Wealth Advisors LLC is a reputable local investment advisory firm headquartered in Silverdale, PA. With a single office location, IVC Wealth Advisors has established a strong presence in the area. The firm boasts a team of eight skilled professionals, with seven dedicated to providing expert investment advisory services to their clients. The average assets under management per investment advisor at IVC Wealth Advisors amount to approximately $45,470,000, placing them on par with industry standards. IVC Wealth Advisors follows a comprehensive compensation structure, including various types such as a percentage of assets under management and fixed fees. Notably, half of their assets under management are derived from employer 401Ks and individuals, showcasing their expertise in this particular area. The firm manages 100% of the assets under their care on a discretionary basis, ensuring a high level of trust and confidence from their clients. In addition to their investment advisory services, IVC Wealth Advisors also serves as an insurance broker or agent, further expanding their range of offerings. With an extensive client base consisting of over 410 individual clients, the firm oversees an impressive $318,288,000 in assets under management. The longevity and experience of key advisors, such as David Gotwals, Paul Mccolgan, and Eric Landes, have contributed significantly to the firm's success and earned the trust of their clients over the years.

Quadrant Private Wealth Management, LLC is a distinguished investment advisory firm located in Bethlehem, PA. With deep-rooted expertise in managing assets, the company serves over 580 individual clients, overseeing an impressive $1,449,060,000 in assets under management. Operating from a single office, Quadrant offers a comprehensive range of financial services tailored to the unique needs of their esteemed clientele. While 401K and individual accounts account for less than 30% of their managed assets, Quadrant Private Wealth Management, LLC possesses the proficiency to handle employer funds as well. The firm maintains complete discretionary control over the entirety of the assets they manage, ensuring maximum flexibility in pursuing investment opportunities. Primarily catering to high net worth individuals, Quadrant Private Wealth Management, LLC is renowned for its dedication to delivering personalized financial solutions. Their 16-strong team comprises 11 investment advisory experts who provide strategic guidance and advice to their clients. Notably, each investment advisor boasts an exceptional track record, managing an average of approximately $131,730,000 in assets, a figure that surpasses industry norms. Quadrant's compensation structure offers clients various options, including a percentage of assets under management and fixed fees, demonstrating their commitment to transparency and aligning their interests with their clients'. The company takes pride in the longevity of its advisory team, with seasoned professionals such as Herman Rij, Brian Cort, and Jason Cort, who have played pivotal roles in the firm's success. With their unwavering commitment to excellence, Quadrant Private Wealth Management, LLC has established itself as a trusted partner for individuals seeking expert guidance and robust financial management services.