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.

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.

Diastole Wealth Management, headquartered in Guilford, CT, is a reputable local investment advisory firm with a strong presence in the community. With two office locations, the firm offers comprehensive financial planning and investment management services to a diverse client base. At Diastole Wealth Management, a team of 12 dedicated professionals work diligently to deliver exceptional results. Six of the firm's employees specialize in providing investment advisory services, boasting an impressive average of approximately $55,930,000 in assets under management per advisor. While this figure aligns with the industry average, Diastole Wealth Management prides itself on delivering personalized attention and customized solutions to each client's unique financial goals. The firm's compensation structure encompasses various types, including a percentage of assets under management. While the management of 401K and individual accounts represents less than 30% of their assets, Diastole Wealth Management possesses the expertise to effectively manage employer funds, a testament to their comprehensive capabilities. With discretionary management accounting for 66% of the assets they oversee, Diastole Wealth Management primarily serves high-net-worth individuals. Their robust client roster includes over 230 individuals who have entrusted the firm with more than $335,600,000 in assets under management. In addition to their investment advisory services, Diastole Wealth Management also serves as an insurance broker or agent, offering clients comprehensive coverage options to protect their wealth and assets. The firm takes pride in its team of seasoned professionals, with Ethan Eden, Elizabeth Cook, and Elizabeth Eden among their longest-tenured advisors, providing invaluable experience and insight to clients.

Knights Of Columbus Asset Advisors LLC, headquartered in New Haven, CT, is a reputable regional investment advisory firm with two offices. With a total of 189 employees, 170 of whom specialize in providing investment advisory services, they have established a strong presence in the financial industry. The firm boasts an average of approximately $53,560,000 in assets under management per investment advisor, aligning with the industry average. Knights Of Columbus Asset Advisors LLC utilizes a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Their dedication to delivering superior service is evident in their extensive client base, which exceeds 1,750 individual clients. Impressively, these clients entrust the firm with over $25,777,553,000 in assets under management, all of which are under their discretionary control. Known for their experienced team, Knights Of Columbus Asset Advisors LLC is proud to have several highly tenured advisors leading the way. Notable names among their accomplished advisors include Edward Mulrane, Peter Anderson, and Douglas Riley. Their expertise and dedication have contributed to the firm's sterling reputation in the investment advisory field. With a commitment to delivering tailored financial solutions and a comprehensive understanding of their clients' needs, Knights Of Columbus Asset Advisors LLC continues to provide exceptional service and build lasting relationships.

GSB Wealth Management, LLC, headquartered in Guilford, CT, is a reputable investment advisory firm serving a diverse clientele of over 630 individual clients. With an impressive $451,966,000 in assets under management, GSB Wealth Management has established itself as a trusted local institution in the financial services industry. The firm operates three offices strategically located to cater to the needs of their clients. In addition to their core investment advisory services, GSB Wealth Management offers a comprehensive range of financial solutions. They have a dedicated bank department, providing clients with banking services that meet their financial goals. While employer funds constitute a significant portion of their assets under management, they also manage 401K and individual accounts, albeit at a lower proportion. The firm's compensation structure is flexible and diverse, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the payment method that aligns with their preferences and objectives. GSB Wealth Management boasts a dedicated team of 13 employees, with seven of them specializing in investment advisory services. On average, each investment advisor manages approximately $64,570,000 in assets, which aligns with industry standards. Notably, the firm takes pride in its long-tenured advisors, including Charles Reagle, Brant Walker, and Colleen Venter, who bring a wealth of experience and expertise to the team. As a client-centric organization, GSB Wealth Management, LLC remains committed to providing personalized and tailored financial advice to help clients achieve their financial aspirations and secure their long-term wealth.