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.

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.

Costello Asset Management, Inc. is a reputable investment advisory firm headquartered in Feasterville, PA. With over 20 years of industry experience, they have gained the trust of more than 250 individual clients. Their impressive portfolio boasts assets under management worth over $194,650,000. As a small firm, Costello Asset Management, Inc. prides itself on delivering personalized financial solutions tailored to meet the unique needs and goals of each client. They specialize in managing employer 401Ks and individual investment portfolios, accounting for approximately half of their assets under management. This expertise sets them apart in the industry. The firm's compensation structure is flexible and designed to align with client objectives. They offer various types of compensation, such as a percentage of assets under management and fixed fees. This ensures that their interests are fully aligned with those of their clients. Costello Asset Management, Inc. has a dedicated team of two employees, all of whom are experienced investment advisors. Each advisor manages an average of $97,320,000 in assets, in line with the industry average. Robert Costello, one of the firm's founders, has been serving as a registered advisor since 1999. His extensive tenure in the field reflects the firm's commitment to delivering reliable and trustworthy financial guidance. By providing comprehensive investment advisory services and employing a client-centric approach, Costello Asset Management, Inc. continues to build enduring relationships and help individuals and businesses navigate the complex world of finance with confidence.

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.

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.

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.

The Estate Planners Group, a local investment advisory firm based in Yardley, PA, is renowned for its comprehensive and personalized financial services. With a team of five dedicated professionals, all of whom specialize in investment advisory services, they deliver exceptional expertise and guidance to their esteemed clientele. On average, each investment advisor manages approximately $64,310,000 in assets, aligning with the industry standard. The firm's compensation structure offers flexibility, including various options such as a percentage of assets under management and hourly charges. Boasting over 130 individual clients, The Estate Planners Group effectively manages a substantial total of $305,000,000 in assets under management. Predominantly serving high net worth individuals, the firm caters to the unique needs and goals of affluent clients. Although 401K and individual accounts constitute less than 30% of their managed assets, The Estate Planners Group possesses the expertise to efficiently oversee employer funds. Remarkably, 99% of the assets they manage are under discretionary management, providing clients with a hands-off investment approach. In addition to investment advisory services, The Estate Planners Group serves as an insurance broker or agent, offering comprehensive coverage solutions to safeguard their clients' financial well-being. With three offices strategically located, the firm ensures accessibility and convenience for its clientele. The Estate Planners Group takes pride in its seasoned advisors, including Jeffrey Loesser, David Loesser, and Michael Sullivan, who have demonstrated extensive knowledge and experience in the field. Their commitment to exceptional service, tailored solutions, and unwavering professionalism has solidified The Estate Planners Group's reputation as a trusted financial partner for individuals and businesses alike.

Yardley Wealth Management LLC, a reputable investment advisory firm based in Yardley, PA, operates with a dedicated team across two offices. With a total of five employees, two of whom specialize in investment advisory services, the firm provides comprehensive wealth management solutions. Utilizing their expertise, they manage an average of approximately $62,490,000 in assets per investment advisor, in line with industry standards. Yardley Wealth Management LLC offers a diverse compensation structure that includes a percentage of assets under management and fixed fees. While the firm primarily manages assets that are discretionary, they also possess the capability to oversee employer funds, albeit representing less than 30% of their total assets under management. Catering to high net worth individuals, Yardley Wealth Management LLC currently serves a substantial client base, comprising over 80 individuals. These clients entrust the firm with an impressive $124,983,000 in assets under management. Among the notable individuals contributing to the firm's success are Michael Garry and Christopher Jud, both of whom possess extensive experience as registered advisors with Yardley Wealth Management LLC. Driven by their commitment to delivering personalized financial solutions, Yardley Wealth Management LLC continues to solidify its position as a trusted partner in helping clients achieve their investment goals. By employing a client-centric approach and leveraging their in-depth market knowledge, the firm remains dedicated to providing exceptional service and optimizing wealth accumulation for their valued clientele.

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.