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.

Key Wealth Advisors LLC is a small investment advisory firm based out of New York, NY. With three offices, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts a total of four dedicated employees, each equipped with the knowledge and expertise to provide personalized investment strategies. Key Wealth Advisors LLC manages an impressive average of approximately $10,750,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, the firm has the capability to efficiently manage employer funds. Operating under a discretionary model, Key Wealth Advisors LLC handles 100% of the assets they manage, granting clients the freedom to focus on other aspects of their financial lives. Specializing in serving high net worth individuals, the firm caters to over 20 individual clients, effectively overseeing assets valued at more than $43,000,000. Key Wealth Advisors LLC prides itself on the expertise and experience of its team. The firm boasts several long-tenured advisors, including Yehia-Hubbard Ross, Eva Drew, and David Elfenbein, who have played a pivotal role in shaping the firm's success and reputation. With a commitment to providing personalized investment advisory services and a proven track record of managing substantial assets, Key Wealth Advisors LLC is a trusted partner for clients seeking expert financial guidance.

Shufro, Rose & Co., LLC, headquartered in New York, NY, is a respected local investment advisory firm. With one office, the firm comprises a team of 26 professionals, nine of whom specialize in investment advisory services. Renowned for their expertise, they consistently manage an impressive average of approximately $200,650,000 in assets per investment advisor, surpassing industry standards. Shufro, Rose & Co., LLC adopts a diversified compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. While their portfolio consists of less than 30% 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, 96% of the assets under their management are discretionary, showcasing their ability to make independent investment decisions. The firm primarily caters to high net worth individuals, who entrust Shufro, Rose & Co., LLC with the majority of their assets. Serving as registered representatives of a broker-dealer, they offer a comprehensive range of financial services to their esteemed clientele. Currently, the firm boasts an impressive roster of over 880 individual clients, with a combined total of more than $1,805,823,000 in assets under management. Shufro, Rose & Co., LLC takes pride in its long-standing advisors, such as Gerson Ossers, Gregory Shufro, and Barbara Silverman, who have played integral roles in the firm's success. Their commitment to providing personalized, high-quality investment advisory services has earned them a reputation as a trusted partner in navigating the complexities of the financial markets.

Headquartered in Harrison, New York, LIGHTEDWAY ADVISORY SERVICES, INC. is a small yet reputable investment advisory firm. With a team of dedicated professionals, they specialize in providing investment advisory services to a diverse client base. The firm's average assets under management per investment advisor amount to approximately $119,100,000, aligning with the industry average. LIGHTEDWAY ADVISORY SERVICES, INC. offers a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a payment method that suits their needs and preferences. Catering to over 40 individual clients, LIGHTEDWAY ADVISORY SERVICES, INC. manages a substantial $70,000,000 in assets. Their expertise extends to employer 401K plans and individual investments, with approximately half of their assets under management originating from these sources. Their experience in this space positions them well to provide tailored advice and solutions. The firm operates from a single office in Harrison, New York, serving clients locally and beyond. Jonathan Russo, one of the longest-tenured registered advisors, has been with LIGHTEDWAY ADVISORY SERVICES, INC. since 2021. His experience and expertise contribute to the firm's commitment to delivering high-quality investment advisory services. LIGHTEDWAY ADVISORY SERVICES, INC. prides itself on its discretionary asset management approach, assuming full responsibility for 100% of the assets entrusted to their care. With a client-centric focus and a commitment to personalized service, the firm aims to guide clients towards achieving their financial goals and building a secure financial future.

The Genwealth Group, Inc., a small investment advisory firm based out of Maplewood, NJ, boasts an impressive track record in managing assets for high net worth individuals. With a team of seven dedicated employees, three of whom specialize in providing investment advisory services, they have established themselves as a trusted partner in wealth management. The firm prides itself on its exceptional average of approximately $150,980,000 in assets under management per investment advisor, surpassing the industry average. This success can be attributed to their comprehensive compensation structure, which includes various types such as a percentage of assets under management and fixed fees. The Genwealth Group, Inc. currently manages assets worth over $355,168,000 for more than 130 individual clients. While the majority of the assets they oversee are for high net worth individuals, they also possess the capability to manage employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. In addition to their investment advisory services, The Genwealth Group, Inc. offers insurance brokerage services, providing comprehensive financial solutions to their clients. With their expertise and commitment to client satisfaction, they have gained a reputation for delivering exceptional results. The firm operates from a single office in Maplewood, NJ, and boasts a team of experienced advisors, including Kevin Worley, Braden Schipke, and Michael Leanza, who have been with the company for a considerable tenure. Their combined knowledge and expertise contribute to the firm's ability to offer personalized and effective financial strategies to their valued clientele.

Safran Wealth Advisors, LLC, a small investment advisory firm based out of New York, NY, provides comprehensive financial services to its clientele. With over 50 individual clients, the firm manages a substantial amount of assets under management, totaling over $100,983,000. The majority of these assets are for high net worth individuals, highlighting Safran Wealth Advisors' expertise in serving affluent clients. Operating with a team of two employees, one of whom specializes in investment advisory services, Safran Wealth Advisors demonstrates a commitment to personalized attention and tailored solutions. The firm's average assets under management per investment advisor amount to approximately $64,600,000, aligning with the industry average. Safran Wealth Advisors' compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach enables the firm to accommodate the unique needs and preferences of its clients. While the firm primarily manages discretionary assets, totaling 98% of the assets under management, they also possess the capability to oversee employer funds. Although 401K and individual accounts make up less than 30% of their assets under management, Safran Wealth Advisors maintains the expertise and resources necessary to effectively manage these types of accounts. Founded in 2021, Safran Wealth Advisors benefits from the extensive experience of Erika Safran, one of the longest-tenured registered advisors at the firm. With a deep understanding of the industry and a commitment to providing exceptional financial guidance, Safran Wealth Advisors is well-positioned to support its clients in achieving their investment goals.

Shore Point Advisors, LLC, based out of Brielle, NJ, is a highly reputable small investment advisory firm. With over 510 individual clients and assets under management exceeding $162,810,000, they have established themselves as a trusted partner in the financial industry. With a keen focus on employer 401Ks and individual investments, Shore Point Advisors brings extensive expertise and a deep understanding of the intricacies of this specialized field. At Shore Point Advisors, all assets under management, totaling 100%, are managed on a discretionary basis, providing clients with the peace of mind that their investments are in capable hands. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges to align with clients' unique needs. With a team of five dedicated professionals, four of whom specialize in providing expert investment advisory services, Shore Point Advisors ensures personalized attention and tailored solutions for their clients. Each investment advisor manages an impressive average of approximately $40,700,000 in assets, reflecting their commitment to delivering exceptional results. Shore Point Advisors prides itself on its experienced staff, including Thomas Scalabrini, John Scalabrini, and James Fay, who are among the firm's longest-tenured advisors. Their wealth of knowledge and expertise contribute to the firm's outstanding track record and reputation. As a trusted partner for both individuals and employers, Shore Point Advisors continues to grow its client base while delivering superior financial management and guidance in the ever-evolving investment landscape.

RMR Wealth Builders, Inc. is a leading regional investment advisory firm headquartered in Montclair, NJ. With an extensive network of 25 offices, RMR Wealth Builders, Inc. is well-positioned to serve a diverse client base across the region. Committed to providing top-notch investment advisory services, the firm boasts a team of 42 highly skilled professionals, with the majority exclusively focused on delivering comprehensive investment strategies. With an impressive average of approximately $27,070,000 in assets under management per investment advisor, RMR Wealth Builders, Inc. demonstrates its ability to handle substantial portfolios. The firm offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. While employer funds make up a significant portion of their managed assets, RMR Wealth Builders, Inc. also caters to individual clients and 401K accounts. Notably, 84% of the assets they manage are discretionary, reflecting the firm's expertise in customizing investment strategies tailored to each client's unique goals and risk tolerance. In addition to their investment advisory services, RMR Wealth Builders, Inc. serves as an insurance broker or agent, providing clients with comprehensive coverage options to protect their financial well-being. The firm has garnered a loyal client base, currently serving over 1,010 individual clients with impressive assets under management totaling more than $1,109,904,000. RMR Wealth Builders, Inc. prides itself on its experienced team of advisors, including seasoned professionals such as Joseph Russo, Ryan Degrau, and Douglas Roth, who have established long-standing relationships with their clients and exemplify the firm's commitment to delivering exceptional financial guidance.

Mezzasalma Advisors is a small investment advisory firm based out of Tinton Falls, NJ, offering personalized financial services to over 180 individual clients. With over $161,009,000 in assets under management, they have established themselves as a trusted partner in wealth management. As a multi-faceted firm, Mezzasalma Advisors not only provides investment advisory services, but also operates as an insurance broker or agent, offering comprehensive coverage solutions. Additionally, they have a team of skilled accountants who assist clients with their financial needs. While Mezzasalma Advisors predominantly manages assets for high net worth individuals, they also possess the expertise to oversee employer funds. All of the assets they manage are handled on a discretionary basis, ensuring a tailored approach to each client's investment objectives. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to choose the most suitable arrangement for their specific requirements. Mezzasalma Advisors prides itself on its experienced team of professionals. With three dedicated employees, including investment advisory specialist Joseph Doerrer, as well as Anthony Mezzasalma and John Mezzasalma, the firm combines expertise and personalized attention to deliver exceptional financial guidance. With an impressive average of approximately $161,010,000 in assets under management per investment advisor, Mezzasalma Advisors surpasses the industry average, underscoring their commitment to providing top-tier service to their clients.

George McKelvey Co., LLC, a local investment advisory firm based in Manasquan, NJ, is renowned for its exceptional financial services. With over 480 individual clients and an impressive $951,552,000 in assets under management, the company has established itself as a trusted partner in wealth management. Committed to delivering superior results, George McKelvey Co., LLC effectively navigates the complex financial landscape to help clients achieve their goals. Catering to a diverse range of clients, George McKelvey Co., LLC excels in managing discretionary assets, with 95% of the assets they oversee falling under this category. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds. Its client base primarily consists of high-net-worth individuals seeking comprehensive financial solutions. George McKelvey Co., LLC boasts a team of 20 dedicated professionals, with nine of them specializing in investment advisory services. With an average of approximately $105,730,000 in assets under management per investment advisor, the company's advisors deliver personalized attention and guidance to their clients. Notably, the firm prides itself on the expertise and experience of its longest-tenured advisors, including Sharon Cooney Jones, Michael Messinger, and Kimberly Caldwell. In terms of compensation, George McKelvey Co., LLC offers flexible options to suit their clients' needs. Their compensation structure includes a percentage of assets under management, hourly charges, and fixed fees. By aligning their incentives with their clients' success, the firm ensures a mutually beneficial relationship built on trust and transparency. With a commitment to excellence and a track record of success, George McKelvey Co., LLC stands as a premier investment advisory firm, dedicated to helping clients navigate the complexities of the financial markets and achieve long-term financial prosperity.