Breton Co is a small investment advisory firm based out of Medford, NJ, with a team of four dedicated professionals. Two of their team members specialize in providing comprehensive investment advisory services to their clients. With an impressive average of approximately $428,780,000 in assets under management per investment advisor, Breton Co surpasses the industry average, showcasing their expertise and success in managing substantial portfolios. The firm's compensation structure is diverse and tailored to meet the needs of their clients. It includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive personalized and cost-effective investment advice. With a portfolio of over 10 individual clients, Breton Co oversees assets totaling more than $139,950,000. Their focus primarily lies in managing assets for high net worth individuals, although they also have the capability to handle employer funds. While 401(k) and individual accounts account for less than 30% of their assets under management, their expertise extends to these areas as well. Breton Co operates from a single office, providing a centralized location for their clients in Medford, NJ. Through their dedicated team and tailored approach to investment advisory services, Breton Co has established itself as a trusted partner for individuals seeking expert guidance and effective management of their financial assets.

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.

Gitterman Wealth Management, LLC, a leading investment advisory firm headquartered in Edison, NJ, offers comprehensive financial planning and wealth management services. With a team of 19 dedicated professionals, including nine experienced investment advisors, they provide expert guidance to a diverse clientele. With an impressive average of approximately $210,130,000 in assets under management per investment advisor, Gitterman Wealth Management exceeds the industry average, showcasing their expertise in managing substantial portfolios. The firm's compensation structure is flexible, accommodating various client needs. They employ a range of payment methods, including a percentage of assets under management, hourly charges, and fixed fees. Gitterman Wealth Management serves over 390 individual clients, managing a remarkable $555,682,000 in assets. The majority of their assets are held by high net worth individuals, although they also have the capacity to handle employer funds, expanding their reach within the corporate sector. All of Gitterman Wealth Management's managed assets, totaling 100%, are handled on a discretionary basis. Their commitment to personalized and tailored investment strategies ensures that each client's unique goals and risk tolerance are taken into account. With a local presence in Edison, NJ, the firm operates from a single office, providing convenient access to their expert advisory services. The firm takes pride in its long-tenured advisors, including Kenneth Quarnaccio, Jennifer Easley, and Samuel Bell, who bring a wealth of knowledge and experience to their clients' financial journeys. Gitterman Wealth Management's unwavering dedication to delivering exceptional financial guidance has established them as a trusted partner in achieving long-term financial success.

Hanlon Investment Management, Inc., headquartered in Egg Harbor Twp., NJ, is a reputable investment advisory firm with a strong presence in the financial industry. With over 1,820 individual clients and assets under management totaling more than $359,207,000, they have established themselves as a trusted partner for investors seeking professional guidance. Operating from a single office, Hanlon Investment Management, Inc. offers a comprehensive range of services, including acting as a registered representative of a broker-dealer and providing insurance brokerage services. Notably, a significant portion of their assets under management is derived from employer 401K plans and individual investors, reflecting their expertise in this area. With a high degree of discretion, Hanlon Investment Management, Inc. manages approximately 94% of the assets under their care. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management and hourly charges, ensuring alignment with their clients' needs. The firm boasts a dedicated team of 27 employees, of which 20 specialize in providing investment advisory services. On average, each investment advisor at Hanlon manages around $17,960,000 in assets. Notably, John Hanlon and Kevin Looser stand as the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to their clients. Hanlon Investment Management, Inc. has built a strong reputation in the financial industry, delivering personalized and effective investment strategies to their diverse client base. With their commitment to excellence, comprehensive services, and experienced team, Hanlon Investment Management, Inc. continues to be a preferred choice for individuals and employers seeking professional investment advice.

Wealth CMT, a local investment advisory firm based out of Cherry Hill, NJ, is known for its exceptional services and high-quality expertise in wealth management. With a team of six dedicated professionals, Wealth CMT offers comprehensive investment advisory services to its esteemed clients. Five of their employees specialize in providing expert guidance and advice on investments. The firm boasts an impressive average of approximately $190,140,000 in assets under management per investment advisor, surpassing the industry average. Wealth CMT's compensation structure is designed to align with their clients' needs and preferences. They offer various types of compensation, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Wealth CMT takes pride in managing assets for over 140 individual clients, with a combined total of more than $264,094,000 in assets under management. While the majority of their assets are dedicated to high-net-worth individuals, they also have the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. It's worth noting that all the assets they manage are discretionary. In addition to investment advisory services, Wealth CMT also offers insurance brokerage and agent services, ensuring comprehensive financial planning for their clients. With their main office located in Cherry Hill, NJ, the firm is deeply rooted in the local community. Wealth CMT takes pride in their long-tenured advisors, including Andrew Johnston, Eric Feder, and Andrew Barnett, who bring a wealth of experience and expertise to the firm.

Withum Wealth Management, based out of Red Bank, NJ, is a local investment advisory firm known for its comprehensive range of services. With 13 dedicated employees, each specializing in investment advisory, they provide personalized wealth management solutions to a diverse clientele. Operating from eight offices, Withum Wealth Management manages a substantial average of $102,420,000 in assets per investment advisor, aligning closely with the industry standard. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, hourly charges, and fixed fees. As a discretionary asset manager, Withum Wealth Management assumes full authority over the management of all their clients' assets, offering them peace of mind and professional expertise. Primarily catering to high-net-worth individuals, the firm boasts an impressive portfolio of over 60 individual clients, with a remarkable total of $1,331,508,000 in assets under management. Withum Wealth Management prides itself on its team of seasoned advisors, including Guy Gallo, Ann Schnorrenberg, and Elena Ladygina, who have accumulated extensive experience over the years. Their expertise and dedication contribute to the firm's reputation for delivering exceptional wealth management services. By offering tailored investment strategies, comprehensive financial planning, and a client-centric approach, Withum Wealth Management strives to build long-term relationships with their clients, ensuring their financial goals and aspirations are met with precision and care. With their local presence and commitment to excellence, Withum Wealth Management remains a trusted partner in navigating the complexities of the financial landscape for individuals seeking expert guidance and effective wealth management solutions.

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.

Shorehaven Wealth Partners, LLC is a small investment advisory firm located in Red Bank, NJ. With one office, the firm is dedicated to providing comprehensive financial guidance to its clients. Among their five employees, three specialize in offering expert investment advisory services. On average, each investment advisor at Shorehaven Wealth Partners manages approximately $120,480,000 in assets under management, which aligns with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management and fixed fees. Although less than 30% of their assets under management come from 401K and individual accounts, Shorehaven Wealth Partners possesses the capability to manage employer funds. Notably, 95% of the assets they oversee are discretionary, allowing them to make informed decisions on behalf of their clients. The majority of Shorehaven Wealth Partners' managed assets belong to high net worth individuals. Currently, the firm serves more than 190 individual clients, diligently managing over $361,431,000 in assets. Noteworthy for their longevity and expertise, the firm's team of advisors includes Michael Lombardi, Lawrence Durso, and Michael Durso. Shorehaven Wealth Partners, LLC prioritizes personalized service, aiming to deliver tailored investment strategies that align with their clients' financial goals. With a track record of success, the firm continues to build strong relationships with their clientele, offering trusted advice and effective wealth management solutions.

The Hogan-Knotts Financial Group, Inc. is a reputable investment advisory firm headquartered in Red Bank, NJ. With a client base of over 70 individuals, they oversee an impressive $249,075,000 in assets under management. Known for their personalized approach, the company maintains two offices, ensuring convenient access for their clientele. While 401K and individual accounts constitute a minority share of their assets, the firm possesses the expertise and capacity to manage employer funds. Remarkably, all the assets under their management are discretionary, emphasizing their clients' trust in their decision-making abilities. Catering primarily to high net worth individuals, The Hogan-Knotts Financial Group, Inc. distinguishes itself by offering a range of compensation structures. These include a percentage of assets under management and hourly charges, ensuring flexibility and alignment with client preferences. Employing a team of six dedicated professionals, with four specializing in investment advisory services, the firm prides itself on maintaining a balanced client-to-advisor ratio. On average, each investment advisor oversees approximately $62,270,000 in assets under management, comparable to the industry average. Notably, Timothy Knotts and Robert Hogan stand out as two of the firm's most experienced registered advisors, boasting a longstanding commitment to delivering exceptional service. With their combined expertise and the support of a dedicated team, The Hogan-Knotts Financial Group, Inc. continues to provide comprehensive financial guidance and investment management solutions to their discerning clientele in Red Bank and beyond.

TFG Wealth Management, LLC is a reputable investment advisory firm based out of Newtown, PA. With over 230 individual clients and more than $143,175,000 in assets under management, they have established themselves as a trusted partner in wealth management. As a small firm with two offices, TFG Wealth Management focuses on providing personalized and comprehensive financial services to their clients. Specializing in employer 401Ks and individual investments, TFG Wealth Management has extensive experience in these areas, accounting for nearly half of their assets under management. They excel in offering discretionary services, as 95% of the assets they manage fall under this category. TFG Wealth Management has a diverse compensation structure to cater to the unique needs of their clients. They offer different options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. With a team of five dedicated employees, including Larry Luff, one of the longest tenured registered advisors who joined the firm in 2019, TFG Wealth Management ensures personalized attention and expertise for each client. Their investment advisors have an impressive average of approximately $143,170,000 in assets under management per advisor, surpassing the industry average. TFG Wealth Management, LLC prioritizes building long-term relationships with their clients by delivering tailored financial solutions, transparent fees, and exceptional customer service. Their commitment to helping clients achieve their financial goals has earned them a strong reputation in the industry.

Purevest is a small investment advisory firm based out of Staten Island, NY, with one office serving clients in the local area. With a team of two dedicated professionals, Purevest specializes in providing comprehensive investment advisory services. With each investment advisor averaging approximately $13,830,000 in assets under management, the firm maintains a strong track record of successfully managing client portfolios. Purevest's compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients based on their specific needs. The firm has developed substantial expertise in managing employer 401Ks and individual investments, representing approximately half of their assets under management. Notably, Purevest excels in serving high net worth individuals, who entrust the firm with the majority of their managed assets. With a substantial client base of over 80 individuals, Purevest manages an impressive total of over $27,650,000 in assets. The firm takes pride in its exceptional team, including registered advisors Jason Gitter and Steven Gitter, who have remained dedicated to serving clients at Purevest for an extended period, providing a wealth of experience and expertise. Purevest's commitment to delivering personalized investment advisory services, combined with their extensive knowledge and proven success in managing assets, positions them as a trusted partner for individuals and businesses seeking to optimize their financial growth and secure their financial future.