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.

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.

Talisman Wealth Advisors, LLC, based out of Mountainside, NJ, is a respected investment advisory firm catering to high net worth individuals. With over 110 individual clients and $139,676,000 in assets under management, Talisman Wealth Advisors offers personalized financial solutions to meet their clients' unique needs. While 401K and individual accounts make up less than 30% of their assets under management, Talisman Wealth Advisors also possesses the expertise to manage employer funds. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients. With a compensation structure that includes a percentage of assets under management and fixed fees, Talisman Wealth Advisors ensures alignment with their clients' interests. The firm has a total of three employees, two of whom are dedicated investment advisors. On average, each investment advisor manages approximately $69,840,000 in assets, which is in line with the industry average. Talisman Wealth Advisors takes pride in their experienced team, with Francis Granizo and Jennifer Kirby being two of the firm's longest-tenured registered advisors. Their commitment to providing excellent service and tailored financial strategies sets them apart in the industry. Clients can trust Talisman Wealth Advisors to navigate the complexities of wealth management and guide them towards achieving their financial goals.

Chemistry Wealth Management LLC is a respected investment advisory firm based in New York, NY. With two offices, the firm employs a team of nine professionals, four of whom specialize in providing investment advisory services. Each investment advisor manages an impressive average of approximately $173,310,000 in assets under management, exceeding industry standards. The compensation structure at Chemistry Wealth Management LLC includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While 401K plans and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds, offering comprehensive financial solutions. With 99% of their assets falling under discretionary management, Chemistry Wealth Management LLC excels in making informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, ensuring tailored strategies to meet their specific financial objectives. Boasting a substantial client base of over 260 individuals, Chemistry Wealth Management LLC oversees assets under management totaling more than $693,235,000. The firm takes pride in the expertise and experience of advisors like Kyle Dandurand, Mark Chemtob, and Jason Kuroda, who have established long tenures at the company. As a small investment advisory firm, Chemistry Wealth Management LLC is committed to delivering personalized and comprehensive financial services. With a focus on high-net-worth individuals, the firm strives to optimize client portfolios and provide expert guidance to help clients achieve their long-term financial goals.

Vanquour LLC is a distinguished investment advisory firm based out of New York, NY, specializing in the management of high net worth individuals' assets. With over 20 individual clients, Vanquour LLC demonstrates its expertise by overseeing an impressive $65,680,000 in assets under management. Their commitment to personalized service and tailored investment strategies has solidified their position as a trusted partner in wealth management. While Vanquour LLC manages a diverse portfolio of assets, including 401K and individual accounts, such funds represent less than 30% of their overall assets under management. However, the firm possesses the capability to effectively manage employer funds, ensuring a comprehensive range of services to their discerning clientele. Importantly, all the assets managed by Vanquour LLC are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. With a compensation structure that encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, Vanquour LLC ensures transparency and alignment of interests with their clients. Their team of two dedicated employees delivers exceptional investment advisory services, averaging an impressive $32,840,000 in assets under management per investment advisor. Notably, Vanquour LLC prides itself on the expertise and longevity of its advisors. Seasoned professionals like Jacob Chen, Patrick Donohue, and Lu Zhou have played pivotal roles in the firm's success, serving as trusted advisors to their esteemed clientele. With their commitment to excellence and client-centric approach, Vanquour LLC continues to thrive as a premier investment advisory firm, delivering tailored strategies and remarkable results for their clients' financial aspirations.

Tenjin Ai Capital Advisors LLC, a small investment advisory firm based in New York, NY, specializes in providing high-quality financial services and investment advice. With a team of four professionals, including two experienced investment advisors, they are dedicated to delivering personalized solutions to their clients. The advisors at Tenjin Ai Capital Advisors LLC demonstrate their expertise by managing an impressive average of $187,680,000 in assets under management per advisor, surpassing the industry average. Their compensation structure is designed to align their interests with their clients and may include a percentage of assets under management and fixed fees. With over 40 individual clients and over $6,596,000 in assets under management, Tenjin Ai Capital Advisors LLC showcases their ability to handle diverse portfolios. Approximately half of their assets under management are derived from employer 401Ks or individuals, indicating their strong experience and proficiency in this area. The firm takes pride in their discretionary asset management approach, with 100% of the assets they manage falling under this category. This enables them to make informed investment decisions on behalf of their clients, considering their unique financial goals and circumstances. Tenjin Ai Capital Advisors LLC operates from a single office in New York, NY, providing personalized service and expert guidance. Notable registered advisors, Shyam Sreenivasan and Sudeep Amin, bring extensive experience and tenure to the firm, contributing to its success. As a trusted partner, Tenjin Ai Capital Advisors LLC continues to deliver exceptional investment advisory services, helping clients navigate the complexities of the financial market and work towards achieving their financial objectives.

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.

Cora Capital Advisors, based out of Marlton, NJ, is a reputable local investment advisory firm that caters to a diverse clientele. With over 570 individual clients and an impressive $463,445,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management. Committed to delivering exceptional service, Cora Capital Advisors operates from two offices, providing convenient access and personalized attention to their clients. While they excel in managing discretionary assets, which account for a significant 93% of their portfolio, they also possess the expertise to handle employer funds, ensuring comprehensive investment solutions. The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, tailored to meet the specific needs of their clients. With a dedicated team of 10 employees, including seven seasoned investment advisors, they boast an average of $66,210,000 in assets under management per advisor, aligning with industry standards. Cora Capital Advisors takes pride in its experienced team, with some of the longest-tenured advisors including Raymond Giunta, Joshua Woodford, and Michael Corley. These professionals bring a wealth of knowledge and expertise to their clients' financial journeys, fostering long-term relationships built on trust and exceptional guidance. As a leading investment advisory firm in Marlton, NJ, Cora Capital Advisors continues to serve as a reliable partner, helping individuals and organizations achieve their financial goals with comprehensive wealth management strategies and a client-centric approach.

Spears Abacus Advisors LLC, a local investment advisory firm based out of New York, NY, is dedicated to providing exceptional financial services to its clients. With a wealth of experience and expertise, they have gained a reputation as one of the premier firms in the industry. With over 180 individual clients and an impressive $1,671,000,000 in assets under management, Spears Abacus Advisors LLC is committed to helping their clients achieve their financial goals. As a discretionary manager, they have the authority to make investment decisions on behalf of their clients, ensuring personalized and tailored strategies. The firm primarily serves high net worth individuals, managing a significant majority of their assets. With their compensation structure that includes a percentage of assets under management and fixed fees, they align their interests with those of their clients, fostering a strong and transparent relationship. Spears Abacus Advisors LLC boasts a team of 17 highly skilled employees, with 9 of them dedicated to providing expert investment advisory services. With an average of approximately $185,670,000 in assets under management per investment advisor, the firm surpasses the industry average, reflecting their commitment to delivering exceptional value to their clients. Led by esteemed professionals such as Lisa Kennedy, Josephine Segota, and John Raggio, who have been with the firm for an extended period, Spears Abacus Advisors LLC combines their deep industry knowledge with a client-centered approach. They continue to excel in providing top-tier investment advisory services, earning the trust and confidence of their clients throughout their financial journeys.

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.