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.

Newsholme Financial Group, Inc., a small investment advisory firm based in Yorktown Heights, NY, is dedicated to providing comprehensive investment advisory services. With a team of two skilled professionals, they manage assets totaling approximately $87,880,000 per investment advisor, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees. Boasting a client base of over 60 individuals, Newsholme Financial Group, Inc. oversees more than $60,058,000 in assets. Specializing in managing assets for high net worth individuals, they primarily handle discretionary portfolios, with 401(k) and individual accounts representing less than 30% of their managed assets. However, they possess the capability to effectively manage employer funds as well. Established in 2003, Newsholme Financial Group, Inc. has garnered a strong reputation under the guidance of Donald Newsholme, one of the firm's longest-tenured registered advisors. With their sole office situated in Yorktown Heights, NY, the firm is strategically positioned to serve clients seeking personalized investment advice and tailored financial solutions. Driven by their commitment to excellence and extensive industry experience, Newsholme Financial Group, Inc. leverages their expertise to help clients navigate the complex world of investments, aiming to secure their financial futures. Whether it's optimizing asset allocation, implementing effective risk management strategies, or delivering insightful investment advice, they strive to deliver exceptional service and support to their valued clientele.

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.

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.

Main Street Financial Solutions, LLC, a regional investment advisory firm based out of Newtown, PA, is dedicated to providing comprehensive financial solutions to individuals and businesses. With 41 highly skilled professionals on their team, including 29 investment advisors, they offer expert guidance and personalized strategies tailored to their clients' unique needs. Boasting an impressive average of approximately $196,810,000 in assets under management per investment advisor, Main Street Financial Solutions sets itself apart from industry standards. Their compensation structure is designed to accommodate diverse client preferences, including fixed fees and other types of arrangements. Catering primarily to high net worth individuals, Main Street Financial Solutions manages a substantial portfolio of over $1,575,472,000 in assets, serving more than 1,390 individual clients. Notably, nearly half of their assets under management originate from employer 401Ks and individual sources, showcasing their extensive experience in this domain. With a remarkable 98% of assets under management falling under discretionary management, clients benefit from the firm's expertise in navigating market fluctuations and identifying lucrative investment opportunities. In addition to their investment advisory services, Main Street Financial Solutions also operates as an insurance broker or agent, providing clients with comprehensive coverage options. With 22 offices strategically located across the region, Main Street Financial Solutions ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including notable individuals like Kaywan Ghazizadeh, Amy Leis-Hocking, and Jonathan Brandl, who have demonstrated unwavering commitment and loyalty to the company's mission of delivering exceptional financial solutions to their valued clientele.

Innova Wealth Partners, LLC, headquartered in Newtown, PA, is a local investment advisory firm specializing in providing comprehensive wealth management solutions. With a team of five dedicated professionals, all of whom are experienced investment advisors, they deliver personalized financial guidance to a diverse clientele. With an impressive average of approximately $29,830,000 in assets under management per investment advisor, Innova Wealth Partners takes a client-centric approach in managing their clients' financial portfolios. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm's success is evident in their impressive client base, boasting over 380 individual clients with a cumulative $163,420,000 in assets under management. Notably, nearly half of their managed assets originate from employer 401Ks or individual investors, highlighting their expertise in this sector. Furthermore, an impressive 96% of the assets they manage are under discretionary management, demonstrating the high level of trust clients place in their expertise. Innova Wealth Partners operates from three strategically located offices to serve their clients effectively. The firm is known for its experienced team, which includes esteemed advisors like Stephen Schmidt, William Bromley, and Ian Foster, who have played integral roles in the firm's long-standing success. In summary, Innova Wealth Partners, LLC is a highly regarded investment advisory firm, committed to delivering comprehensive wealth management services to their clients. With their expertise, extensive client base, and a team of seasoned professionals, they strive to provide tailored financial solutions that align with their clients' unique goals and objectives.

PWA Financial, headquartered in Newtown, PA, is a distinguished investment advisory firm serving clients with its expertise and personalized approach. With a team of five skilled professionals, including three dedicated investment advisors, PWA Financial delivers comprehensive financial solutions to its clients. They manage an average of $68,570,000 in assets under management per investment advisor, which aligns with the industry average. PWA Financial's compensation structure encompasses various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' success. Notably, PWA Financial specializes in managing employer 401Ks and individual investments, which constitutes approximately half of their assets under management. Their strong experience in this field enables them to navigate complexities and deliver exceptional results. Moreover, PWA Financial exercises complete discretion over 100% of the assets they manage, ensuring agile decision-making and tailored investment strategies. With over 410 individual clients and an impressive $205,701,000 in assets under management, PWA Financial has earned a reputation for providing reliable and effective financial guidance. The firm takes pride in the expertise of its longest tenured advisors, including Christopher Mcnesby, Michael Carlucci, and Kenneth Coniglio, who bring a wealth of knowledge and insight to their clients' portfolios. PWA Financial's commitment to understanding clients' unique financial goals and their comprehensive range of services positions them as a trusted partner in wealth management. Whether clients seek retirement planning, investment strategies, or holistic financial advice, PWA Financial stands ready to deliver exceptional results with their personalized approach and extensive industry experience.

Crossgate Wealth Advisors, LLC, a small investment advisory firm based in Yardley, PA, is dedicated to providing comprehensive wealth management services. With one office, the firm boasts a team of six talented professionals, three of whom specialize in investment advisory services. Crossgate Wealth Advisors manages an average of $62,020,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, encompassing a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management are comprised of 401K and individual accounts, Crossgate Wealth Advisors possesses the expertise to effectively manage employer funds. Remarkably, 99% of the assets they manage are under discretionary authority, showcasing their clients' trust in their financial expertise. Crossgate Wealth Advisors predominantly serves high-net-worth individuals, and their client base consists of over 120 individual clients with a combined total of $186,059,000 in assets under management. The firm prides itself on its seasoned advisors, including Jonathan Cahill, Nickolaus Von Dohlen, and John Rea, who have played integral roles in the firm's success over the years. With a commitment to providing tailored and strategic financial solutions, Crossgate Wealth Advisors, LLC remains dedicated to helping their clients achieve their long-term financial goals. Through their personalized approach and extensive industry knowledge, they have established themselves as a trusted partner in wealth management.

Prometheus Capital Management Corp. is a reputable investment advisory firm based out of Yardley, PA. With a team of 5 dedicated professionals, including 3 experienced investment advisors, they provide comprehensive financial guidance to their clients. Drawing on their extensive expertise, they manage an impressive average of approximately $37,510,000 in assets per investment advisor. The firm's compensation structure is diverse, offering various types including a percentage of assets under management, ensuring alignment with their clients' financial goals. With a robust client base of over 60 individuals, Prometheus Capital Management Corp. oversees a substantial $163,691,000 in assets under management. Catering primarily to high net worth individuals, Prometheus Capital Management Corp. offers tailored investment solutions to meet their clients' unique needs and aspirations. In addition to their investment advisory services, they also serve as registered representatives of a broker-dealer, as well as insurance brokers or agents, providing a comprehensive suite of financial services. Prometheus Capital Management Corp. prides itself on its strong local presence, operating from their well-established office in Yardley, PA. The firm boasts a team of dedicated professionals, including industry veterans such as Nick Wetzel, Thomas Schneberger, and Stephen Wetzel, who have contributed to the firm's success over the years. With a commitment to delivering personalized financial strategies and a track record of exceptional client service, Prometheus Capital Management Corp. continues to be a trusted partner in helping individuals navigate the complexities of the investment landscape and achieve their financial objectives.

Myles Wealth Management, LLC, headquartered in Florida, NY, is a prominent investment advisory firm with a strong focus on delivering exceptional financial services to its clients. With a team of 5 highly skilled professionals, Myles Wealth Management provides comprehensive investment advisory services, catering to a diverse clientele. With an average of $112,640,000 in assets under management per investment advisor, Myles Wealth Management aligns well with the industry average, ensuring that their clients' financial portfolios receive the attention they deserve. Their compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose what suits them best. Boasting over 550 individual clients and managing assets totaling more than $107,787,000, Myles Wealth Management demonstrates its ability to effectively navigate the complexities of investment management. Their expertise shines through particularly in managing employer 401Ks and individual assets, comprising approximately half of their assets under management. Myles Wealth Management operates with a discretionary approach, managing 100% of the assets they oversee. As a local firm, they understand the unique needs of their clients and have built a strong reputation for their personalized approach and commitment to delivering outstanding results. With their primary office located in Florida, NY, Myles Wealth Management has established a solid presence in the community. The firm benefits from the expertise and experience of its longest tenured advisors, including Luis Neely, Myles Mezzetti, and Linda Tamberino, who bring a wealth of knowledge to the table, ensuring that clients receive top-notch financial guidance and support.