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.

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.

Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107,375,000 in assets. The majority of these assets are held by high-net-worth individuals who entrust Legacy Solutions, LLC with their financial future. While 401K and individual accounts make up less than 30% of their total assets under management, Legacy Solutions, LLC possesses the expertise and capability to manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Legacy Solutions, LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' assets and financial well-being. With three offices, Legacy Solutions, LLC is strategically positioned to cater to clients in Kennett Square, PA, and surrounding areas. The firm's commitment to delivering personalized financial solutions has earned them a reputation as a trusted advisor in the region.

Hoey Investments, Inc., a small investment advisory firm based out of Coatesville, PA, is dedicated to providing personalized financial solutions to its clients. With over 460 individual clients and more than $288,620,000 in assets under management, they possess a strong track record of success. While employer funds management is a core competency, 401K and individual accounts account for less than 30% of their assets under management. As a discretionary investment advisor, Hoey Investments handles 100% of the assets they manage, catering primarily to high net worth individuals. Their team of four experienced professionals exclusively focuses on investment advisory services, each averaging approximately $72,160,000 in assets under management. This figure aligns with the industry average, illustrating their proficiency in managing substantial portfolios. Hoey Investments' compensation structure encompasses various models, including a percentage of assets under management, ensuring their interests are aligned with those of their clients. Francis Hoey, one of the firm's registered advisors, has been an integral part of the team since 2012, showcasing a deep commitment to serving their clients' long-term financial goals. Driven by a client-centric approach, Hoey Investments, Inc. leverages their expertise, industry knowledge, and personalized strategies to help clients navigate the complex financial landscape. Their dedication to exceptional service and prudent investment management sets them apart as a trusted partner for individuals seeking comprehensive wealth management solutions.

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.