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.

Cherrydale Wealth Management, LLC is a small investment advisory firm based out of Hoboken, NJ, specializing in providing personalized financial solutions to high net worth individuals. With a single office, the firm is committed to delivering exceptional service and guidance to its esteemed clientele. Cherrydale Wealth Management, LLC boasts a team of two dedicated professionals, one of whom is an experienced investment advisor, offering expert advice tailored to each client's unique financial goals. Cherrydale Wealth Management, LLC stands out in the industry with an impressive average of approximately $232,430,000 in assets under management per investment advisor, surpassing the industry standard. This exceptional track record showcases their ability to grow and protect their clients' wealth effectively. As a discretionary investment manager, Cherrydale Wealth Management, LLC has full authority to make investment decisions on behalf of their clients. Their compensation structure is varied, encompassing a percentage of assets under management, ensuring their interests are aligned with their clients' success. With an extensive client base of over 50 individuals, Cherrydale Wealth Management, LLC manages an impressive $232,428,000 in assets. One of their notable team members, Jordan Szekely, has been with the firm since 2015, providing a wealth of experience and knowledge to guide clients towards their financial aspirations. Cherrydale Wealth Management, LLC is driven by a commitment to integrity, excellence, and personalized attention, cementing their position as a trusted partner in helping clients navigate the complexities of the financial landscape.

Makrod Investment Associates Inc is a small investment advisory firm based out of Verona, NJ, with one office. With a team of five employees, including three dedicated investment advisors, they offer expert financial guidance to their clients. Leveraging their extensive knowledge and experience, Makrod Investment Associates Inc manages an impressive average of $234,490,000 in assets per investment advisor, surpassing industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management. While a significant portion of their assets under management comes from high net worth individuals, 401K and individual accounts constitute less than 30% of their total. However, they possess the capability to efficiently handle employer funds. Makrod Investment Associates Inc takes pride in their extensive client base, serving over 210 individual clients with a combined $703,476,000 in assets under management. With a focus on building long-term relationships, they strive to provide personalized financial strategies tailored to their clients' unique needs and goals. The firm boasts a team of highly tenured advisors, including Kathryn O'Donnell, Benedict Schlatter, and John O'Donnell, who bring a wealth of experience and expertise to their advisory services. As a trusted partner in financial planning and investment management, Makrod Investment Associates Inc is committed to helping their clients achieve their financial objectives and secure their financial future.

Reaves Asset Management is a local investment advisory firm based in Jersey City, NJ, with a single office. With a team of 21 dedicated professionals, 8 of whom provide investment advisory services, Reaves Asset Management offers a personalized and comprehensive approach to managing assets. Known for their expertise and commitment, they excel in providing exceptional service to their clients. With an impressive average of approximately $389,240,000 in assets under management per investment advisor, Reaves Asset Management surpasses the industry average, demonstrating their ability to effectively grow and protect their clients' wealth. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' financial goals. While 401K and individual accounts make up less than 30% of their assets under management, Reaves Asset Management also possesses the capability to manage employer funds, making them a versatile and trusted partner for organizations seeking reliable investment management. Reaves Asset Management takes a discretionary approach to asset management, managing 100% of the assets entrusted to their care. This discretionary authority allows them to react swiftly to market conditions and tailor investment strategies that align with their clients' risk tolerance and long-term objectives. With over 600 individual clients, Reaves Asset Management manages a substantial total of over $3,113,917,000 in assets. Ronald Sorenson, one of their most experienced registered advisors, has been with the firm since 2003, contributing to the longevity and stability of the company. Reaves Asset Management's unwavering commitment to their clients, combined with their extensive experience and impressive track record, solidify their position as a leading investment advisory firm in the industry.

Altium Wealth Management, based in Purchase, NY, is a prominent local investment advisory firm serving a diverse client base. With over 480 individual clients and a staggering $2,942,449,000 in assets under management, Altium boasts a solid track record of success. Specializing in discretionary management, the firm caters primarily to high net worth individuals, with 99% of their assets falling under this category. Altium Wealth Management operates from a single office in Purchase, strategically positioned to provide personalized and attentive service to their clientele. While their 401K and individual accounts make up less than 30% of their total assets under management, the firm also possesses the expertise and capability to effectively oversee employer funds. Their compensation structure reflects a range of options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility enables Altium to tailor their services to individual client needs, ensuring transparency and alignment of interests. With a total of 36 dedicated employees, Altium boasts a team of 22 experienced professionals who provide investment advisory services. Their impressive average of approximately $133,750,000 in assets under management per investment advisor surpasses the industry average, showcasing the firm's commitment to delivering exceptional value and results. Altium Wealth Management takes pride in the longevity of their advisors, with seasoned professionals like James Giangrande, Adam Nalewajek, and James Dowling leading the way. These individuals bring a wealth of experience and expertise to the firm, further solidifying Altium's reputation as a trusted and reliable wealth management partner.

Rosecliff Capital Advisory LLC is a small investment advisory firm headquartered in New York, NY. With a team of 4 employees, they specialize in providing expert financial guidance to their clients. Out of their total staff, 3 professionals are dedicated to offering investment advisory services, leveraging their extensive industry knowledge and experience. With an average of $84,740,000 in assets under management per investment advisor, Rosecliff Capital Advisory LLC aligns with the industry's average in this regard. They manage a diverse portfolio of over $25,753,000 in assets for more than 30 individual clients. Their client base primarily consists of high net worth individuals seeking comprehensive financial solutions. Rosecliff Capital Advisory LLC's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach that caters to the unique needs of their clients. Additionally, the firm operates exclusively on a discretionary basis, providing their clients with the peace of mind that their investments are being expertly managed. Kevin Taylor, one of the firm's registered advisors, has been an integral part of Rosecliff Capital Advisory LLC since 2021. His tenure reflects the stability and continuity that the firm offers to its clients. Located in New York, NY, Rosecliff Capital Advisory LLC serves as a trusted partner in navigating the complexities of the financial market, delivering personalized strategies tailored to their clients' financial goals.

Saxon Woods Advisors LLC, a small investment advisory firm headquartered in Purchase, NY, is dedicated to providing exceptional financial services to its clients. With one office location, Saxon Woods Advisors LLC operates with a team of 15 highly skilled professionals, of which three specialize in investment advisory services. Backed by their extensive expertise and industry knowledge, Saxon Woods Advisors LLC manages an impressive average of approximately $251,160,000 in assets under management per investment advisor, surpassing the industry average. This outstanding achievement speaks to their ability to deliver optimal financial solutions and generate substantial returns for their clients. The compensation structure at Saxon Woods Advisors LLC encompasses various types, including a percentage of assets under management, ensuring a client-centric approach to wealth management. Notably, the firm manages 100% of their clients' assets on a discretionary basis, highlighting their commitment to making well-informed investment decisions on behalf of their clients. With a focus on personalized service, Saxon Woods Advisors LLC caters to a diverse clientele of over 30 individual clients, collectively entrusting the firm with a significant $753,466,000 in assets under management. By providing comprehensive financial advice tailored to each client's unique circumstances and goals, Saxon Woods Advisors LLC establishes long-lasting partnerships built on trust and reliability. Continually striving for excellence, Saxon Woods Advisors LLC exemplifies the highest standards of professionalism and integrity in the investment advisory industry. With their client's financial well-being as their top priority, Saxon Woods Advisors LLC sets the bar high, delivering exceptional results and creating a secure future for their clients' wealth.

RGA Investment Advisors, LLC, headquartered in Great Neck, NY, is a leading investment advisory firm with a focus on managing assets for over 60 individual clients. With an impressive $74,868,000 in assets under management, RGA Investment Advisors provides personalized financial solutions to help clients achieve their investment goals. As a small firm with two offices, RGA Investment Advisors caters to a diverse clientele, offering services beyond the management of 401K and individual accounts. While these account types represent less than 30% of their assets under management, RGA has the expertise and capability to efficiently handle employer funds, providing comprehensive investment strategies. With a commitment to discretion and client satisfaction, RGA Investment Advisors manages 100% of their assets on a discretionary basis. Their compensation structure is designed to align with client success, offering various types of fees including a percentage of assets under management, fixed fees, and performance-based fees. RGA Investment Advisors boasts a highly qualified team of three employees, all dedicated to delivering exceptional investment advisory services. With an impressive average of approximately $24,960,000 in assets under management per investment advisor, RGA provides personalized attention to each client's unique needs. The firm takes pride in its experienced team, with long-tenured advisors such as Ari Lazar, Jason Gilbert, and Elliot Turner, who contribute their expertise and market insights to guide clients in making informed investment decisions. RGA Investment Advisors continues to build upon its reputation as a trusted partner in wealth management, offering comprehensive financial solutions tailored to each client's goals and aspirations.

Penbrook Management LLC, based out of New York, NY, is a distinguished investment advisory firm with over 40 individual clients and more than $146,365,000 in assets under management. With a commitment to excellence, Penbrook Management LLC specializes in providing personalized financial solutions to high net worth individuals. They offer comprehensive investment advisory services, leveraging their expertise and experience to help clients optimize their portfolios and achieve their financial goals. Operating from a single office, Penbrook Management LLC manages a diverse range of assets, with less than 30% attributed to 401K and individual accounts. However, the firm possesses the capability to effectively manage employer funds. The entirety of the assets they manage is discretionary, allowing them to make investment decisions on behalf of their clients without prior approval. Penbrook Management LLC's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests align with those of their clients. The firm boasts a team of four dedicated employees, all of whom provide exceptional investment advisory services. On average, each investment advisor oversees approximately $36,590,000 in assets under management, demonstrating their ability to handle substantial portfolios. Penbrook Management LLC takes pride in the tenure and expertise of its advisors. Notable long-serving advisors at the firm include Barbara Ann Dicostanzo, Robert Anderson, and Barbara Chacour, who contribute their extensive knowledge and experience to deliver exceptional results to clients. With their unwavering commitment to client satisfaction and prudent financial management, Penbrook Management LLC continues to be a trusted partner in navigating the complex world of investments.

Tsai Capital Corporation, headquartered in New York, NY, is a distinguished investment advisory firm serving a diverse clientele. With over 0 individual clients and $71,913,000 in assets under management, they provide personalized financial solutions and expert guidance. Specializing in discretionary asset management, Tsai Capital Corporation caters predominantly to high net worth individuals, ensuring their financial goals are met with precision. Committed to delivering exceptional service, Tsai Capital Corporation boasts a team of 1 experienced professionals who exclusively focus on providing investment advisory services. Their comprehensive compensation structure includes various types, such as a percentage of assets under management and performance-based fees, aligning their interests with their clients' success. Operating from a single office, Tsai Capital Corporation leverages their expertise in the dynamic financial landscape of New York City. Their exceptional track record, combined with a deep understanding of market trends and opportunities, enables them to achieve optimal results for their discerning clients. With an average of approximately $71,910,000 in assets under management per investment advisor, Tsai Capital Corporation maintains a competitive position within the industry. Their dedication to delivering tailored investment strategies, meticulous risk management, and superior client service sets them apart as a trusted partner for achieving long-term financial prosperity. As Tsai Capital Corporation continues to grow and adapt to the ever-evolving financial landscape, they remain committed to providing innovative solutions and personalized attention that helps their clients thrive in a complex market environment.