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.

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.

Tsai Capital Corporation, headquartered in New York, NY, is a distinguished investment advisory firm serving a diverse clientele. With over 0 individual clients and $71,913,000 in assets under management, they provide personalized financial solutions and expert guidance. Specializing in discretionary asset management, Tsai Capital Corporation caters predominantly to high net worth individuals, ensuring their financial goals are met with precision. Committed to delivering exceptional service, Tsai Capital Corporation boasts a team of 1 experienced professionals who exclusively focus on providing investment advisory services. Their comprehensive compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their interests with their clients' success. Operating from a single office, Tsai Capital Corporation leverages their expertise in the dynamic financial landscape of New York City. Their exceptional track record, combined with a deep understanding of market trends and opportunities, enables them to achieve optimal results for their discerning clients. With an average of approximately $71,910,000 in assets under management per investment advisor, Tsai Capital Corporation maintains a competitive position within the industry. Their dedication to delivering tailored investment strategies, meticulous risk management, and superior client service sets them apart as a trusted partner for achieving long-term financial prosperity. As Tsai Capital Corporation continues to grow and adapt to the ever-evolving financial landscape, they remain committed to providing innovative solutions and personalized attention that helps their clients thrive in a complex market environment.

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.

Joel Isaacson & Co., LLC, a prominent local investment advisory firm based out of New York, NY, boasts an impressive track record in managing assets for high net worth individuals. With 49 dedicated employees, including a team of 20 investment advisors, the firm provides comprehensive investment advisory services to a diverse clientele. Known for their expertise and personalized approach, Joel Isaacson & Co., LLC maintains an average of approximately $237,490,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a mutually beneficial arrangement with their valued clients. With over $5,911,337,000 in assets under management, the firm serves more than 150 individual clients, primarily catering to the financial needs of high net worth individuals. An impressive 60% of the assets they manage are discretionary, reflecting the firm's ability to make independent investment decisions on behalf of their clients. Operating from their headquarters in New York City, Joel Isaacson & Co., LLC maintains a strong presence in the financial landscape. The firm's success can be attributed to their long-tenured advisors, including the highly experienced Hannah Woolley, Brian Cummins, and Michael Buccino, who have played instrumental roles in shaping the firm's reputation and client relationships. With a steadfast commitment to excellence and a focus on delivering tailored investment solutions, Joel Isaacson & Co., LLC continues to be a trusted partner for individuals seeking sophisticated financial guidance and robust wealth management strategies.

Lexion Capital Management LP is a small investment advisory firm headquartered in New York, NY. With a dedicated team of four employees, including one investment advisor, Lexion Capital Management offers comprehensive financial services to a select group of clients. The firm prides itself on its personalized approach, catering primarily to high net worth individuals. With an average of $98,000,000 in assets under management per investment advisor, Lexion Capital Management maintains a competitive standing within the industry. The firm manages a diverse portfolio, overseeing more than $68,956,000 in assets for over 10 individual clients. All of the assets under management are handled on a discretionary basis, ensuring that Lexion Capital Management has the flexibility to make investment decisions in the best interest of its clients. Lexion Capital Management's compensation structure encompasses various types, including a percentage of assets under management. This aligns the firm's success with the success of its clients, fostering a mutually beneficial relationship. Despite its size, Lexion Capital Management maintains a strong presence in the financial services sector. With a single office in the bustling metropolis of New York, NY, the firm leverages its expertise, experience, and local market knowledge to provide exceptional advisory services. Through its commitment to delivering tailored investment strategies and personalized attention, Lexion Capital Management has established itself as a trusted partner in helping clients achieve their financial goals.

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.

A & I Wealth Management, a local investment advisory firm based out of Lone Tree, CO, is dedicated to providing top-notch financial services to its clients. With over 430 individual clients and an impressive $367,538,000 in assets under management, A & I Wealth Management has established itself as a trusted partner in wealth management. The firm operates from a single office in Lone Tree, strategically positioned to cater to the needs of its diverse clientele. A & I Wealth Management offers a wide range of services, including being a registered representative of a broker-dealer and an insurance broker or agent. They specialize in managing employer 401Ks and individual portfolios, boasting extensive experience and expertise in this field. With 88% of their assets under management being discretionary, A & I Wealth Management demonstrates their ability to make informed investment decisions on behalf of their clients. Their compensation structure is flexible and offers various options, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. Comprising a team of ten dedicated professionals, all providing investment advisory services, A & I Wealth Management maintains a favorable client-to-advisor ratio. The firm's investment advisors average an impressive $36,750,000 in assets under management, showcasing their ability to handle substantial portfolios effectively. A & I Wealth Management takes pride in its long-tenured advisors, including Judson Cass, Stacey Frank, and Julie Morgan, who bring a wealth of knowledge and experience to the firm. These seasoned professionals contribute to the firm's reputation for delivering personalized and comprehensive financial solutions to their valued clients.

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.