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.

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.

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.

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.

Hudson Park Management, LLC, a reputable investment advisory firm headquartered in New York, NY, specializes in providing personalized financial solutions to its valued clients. With two strategically located offices, they are well-positioned to serve individuals and businesses throughout the area. With a client base comprising over 70 individuals, Hudson Park Management expertly manages assets totaling more than $115,567,000. Notably, their expertise extends to handling employer 401(k) accounts and individual portfolios, which collectively make up around half of their assets under management. The firm's discretionary management approach ensures that all assets, totaling 100%, are carefully and professionally overseen, allowing their clients to benefit from expert investment decisions made on their behalf. Hudson Park Management's compensation structure offers flexibility and includes options such as a percentage of assets under management and performance-based fees. This incentivizes the firm to deliver outstanding results and ensures that clients have aligned interests. With a team of five employees, including three dedicated investment advisors, Hudson Park Management combines industry expertise and personalized service to meet their clients' unique financial needs. The advisors at the firm boast an average of approximately $38,520,000 in assets under management per advisor, showcasing their ability to effectively manage portfolios and provide tailored financial guidance. Hudson Park Management, LLC is committed to building long-term relationships with their clients, providing them with comprehensive investment strategies and exceptional service. Their experienced team works diligently to help clients achieve their financial goals and navigate the ever-changing financial landscape with confidence.

Bridgewater Advisors Inc. is a reputable local investment advisory firm headquartered in New York, NY. With a single office, the firm boasts a dedicated team of 20 professionals, out of which 15 specialize in providing top-notch investment advisory services. They have earned a solid reputation in the industry, managing an impressive average of approximately $128,410,000 in assets under management per investment advisor, which aligns with the industry average. At Bridgewater Advisors Inc., their compensation structure is diversified and includes various types, one of which is a percentage of the assets under management. The firm exclusively manages discretionary assets, meaning they have full authority to make investment decisions on behalf of their clients. The bulk of their portfolio comprises assets from high net worth individuals, demonstrating their expertise in handling substantial wealth. With a client base of over 190 individuals, Bridgewater Advisors Inc. manages a staggering total of $1,926,165,000 in assets. The firm takes pride in its team of experienced advisors, with Barbara Leclerc, Josefine Cays, and Jane Weber standing as some of the longest-tenured professionals at the company. Their years of service and wealth management acumen contribute to the firm's success and their ability to provide tailored solutions to meet their clients' financial goals. Bridgewater Advisors Inc. is dedicated to delivering exceptional investment advisory services, ensuring their clients' assets are handled with the utmost care, precision, and expertise. Their commitment to professionalism and their extensive experience in the field make them a trusted choice for individuals seeking comprehensive financial guidance and wealth management solutions.

Pave Investment Advisors, LLC, headquartered in New York, NY, is a reputable and accomplished investment advisory firm. With a diverse client base of over 750 individuals, they oversee an impressive $102,572,000 in assets under management. Specializing in managing employer 401K plans and individual investments, Pave Investment Advisors, LLC exhibits a deep understanding of the intricacies involved in financial planning. Driven by a client-centric approach, Pave Investment Advisors, LLC emphasizes personalized strategies tailored to meet each client's unique financial goals and risk tolerance. Their team of highly qualified professionals possesses extensive expertise in the industry, ensuring reliable guidance and superior service. Operating from a single office, Pave Investment Advisors, LLC combines a small firm atmosphere with a robust investment portfolio. A significant portion of their assets under management, exceeding 80%, is attributed to employer 401K plans and individual investors. This demonstrates their proficiency in managing retirement plans and providing valuable investment advice to both employers and employees alike. Pave Investment Advisors, LLC employs a comprehensive compensation structure, which includes various types of fees such as fixed fees. With a total staff of seven dedicated professionals, two of whom offer investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $51,290,000 in assets, aligning with industry standards. By leveraging their extensive knowledge, experience, and commitment to client success, Pave Investment Advisors, LLC positions themselves as a trusted partner in guiding individuals and employers towards achieving their financial objectives.

Family Management Corporation, based out of New York, NY, is a reputable investment advisory firm with a strong focus on delivering exceptional financial services. With a team of 20 highly skilled professionals, all dedicated to providing top-notch investment advice, the firm has established itself as a prominent player in the industry. Their expertise and commitment to excellence have led to an impressive average of approximately $1,423,400,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is comprehensive, encompassing various types such as a percentage of assets under management and fixed fees, ensuring alignment with client interests. Boasting a substantial client base of over 340 individuals, Family Management Corporation manages assets totaling over $3,155,272,000. Impressively, 99% of these assets are under their discretionary management, reflecting a high level of trust and confidence from their clients. In addition to investment advisory services, Family Management Corporation also excels as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. Their diverse range of offerings caters to the unique needs of their clients, allowing them to provide comprehensive financial solutions. With three offices strategically located in New York, Family Management Corporation remains accessible and responsive to client needs. The firm takes pride in its experienced team, including seasoned advisors like Jan Sucic, Galit Kursman, and David Schawel, who have contributed significantly to the firm's long-standing success and solid reputation. Overall, Family Management Corporation distinguishes itself through its exceptional advisory services, impressive asset management figures, and dedication to client satisfaction.

Capital Preservation Partners, Inc. is a respected investment advisory firm located in Bronxville, NY. With over 200 individual clients and an impressive $195,802,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating out of two offices, Capital Preservation Partners, Inc. offers a comprehensive range of services, including insurance brokerage, real estate brokerage, accounting, and legal assistance. The firm has a strong foothold in the employer 401K and individual asset management space, with approximately half of their assets under management sourced from these sectors. Their extensive experience in this field positions them as experts in delivering tailored investment strategies to meet the unique needs of each client. Notably, 98% of the assets they manage are under discretionary management, showcasing their commitment to preserving and growing their clients' capital. Capital Preservation Partners, Inc. employs a team of three dedicated professionals, all of whom are registered investment advisors. With an average of $65,270,000 in assets under management per advisor, they align with industry standards in terms of efficiency and performance. Among their experienced team, Ilir Gjoni stands out as one of the firm's longest-tenured registered advisors, having been with Capital Preservation Partners, Inc. since 2023. The firm's compensation structure is flexible and offers various options, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their client relationships. Capital Preservation Partners, Inc. is committed to providing personalized investment advisory services and maintaining the trust and satisfaction of their diverse clientele.