Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management. Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services. With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.

Willow is a small investment advisory firm based out of Pittsfield, MA, with two offices. With a total of four employees, two of whom provide investment advisory services, Willow offers comprehensive financial guidance to its clients. They manage an average of approximately $66,180,000 in assets per investment advisor, which aligns with the industry average. Willow's compensation structure includes various types, such as a percentage of assets under management, ensuring a vested interest in their clients' financial success. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to manage employer funds. Notably, all the assets managed by Willow are discretionary, granting them flexibility in making investment decisions on behalf of their clients. The majority of assets managed by Willow are dedicated to serving high-net-worth individuals. With a client base of over 160 individuals, the firm oversees more than $132,360,000 in assets under management. Lydia Renders and Paul Farella stand as two of the longest tenured registered advisors at Willow, embodying the firm's commitment to providing experienced and reliable financial advice. As a trusted partner, Willow aims to help clients navigate the complexities of investment management while striving to maximize their financial growth and security. By leveraging their industry expertise and personalized approach, Willow seeks to build enduring relationships and assist clients in achieving their long-term financial goals.

Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.

Karpas Strategies LLC, a small investment advisory firm based out of Litchfield, CT, is committed to delivering exceptional financial expertise and personalized service to their clients. With two offices strategically located, Karpas Strategies LLC ensures convenient access for their clientele. Dedicated to investment advisory services, Karpas Strategies LLC has a team of two highly skilled employees who possess in-depth knowledge and experience in the financial industry. Their investment advisors consistently maintain an impressive average of approximately $191,650,000 in assets under management, surpassing the industry average and highlighting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align their interests with those of their clients, offering various types of fees, such as a percentage of assets under management and fixed fees. Karpas Strategies LLC manages all of their clients' assets on a discretionary basis, providing flexibility and agility in responding to market dynamics and investment opportunities. Renowned for their specialization in serving high net worth individuals, Karpas Strategies LLC successfully manages over $383,305,000 in assets for more than 100 individual clients. Matthew Karpas and Zachary Chernus, two of the firm's longest tenured registered advisors, bring extensive expertise and a deep understanding of their clients' unique financial goals. By combining their comprehensive knowledge, personalized service, and unwavering commitment, Karpas Strategies LLC continues to provide exceptional investment advisory services, assisting their clients in achieving their financial aspirations with confidence and peace of mind.

Barron Financial Group, LLP, based out of Torrington, CT, is a reputable small investment advisory firm. With over 130 individual clients and a remarkable $103,172,000 in assets under management, they have gained a strong foothold in the industry. Specializing in employer 401Ks and individual investments, they possess extensive expertise in this field. Impressively, 97% of the assets they manage are discretionary, reflecting their clients' trust in their investment strategies. The firm operates from a single office, demonstrating their focus on personalized service. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their diverse clientele. Barron Financial Group, LLP boasts a talented team of four dedicated employees, three of whom provide expert investment advisory services. On average, each investment advisor oversees approximately $34,390,000 in assets under management, showcasing their commitment to delivering individualized attention and superior outcomes. The firm takes pride in its long-tenured advisors, such as John Seagrave, Sandra Thibault, and James Thibault. Their experience and steadfast dedication to clients have contributed to Barron Financial Group, LLP's sterling reputation. With a track record of success and a client-centric approach, Barron Financial Group, LLP stands as a trusted partner for individuals and businesses seeking comprehensive and tailored investment advisory services.

Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.

Taconic Advisors, a small investment advisory firm based out of Saugerties, NY, is dedicated to providing personalized financial solutions for their clients. With over 10 individual clients and an impressive $156,426,000 in assets under management, Taconic Advisors has established a strong reputation in the industry. They have two offices, enabling them to efficiently serve their clients' needs. Specializing in discretionary asset management, Taconic Advisors primarily caters to high net worth individuals, ensuring their financial goals and objectives are met with utmost care and precision. The firm's compensation structure is designed to align their interests with their clients, offering various options such as fixed fees. With a team of five dedicated employees, including three investment advisory professionals, Taconic Advisors ensures that each client receives personalized attention and tailored investment strategies. The firm boasts an average of approximately $52,140,000 in assets under management per investment advisor, which is on par with industry standards. Taconic Advisors takes pride in its experienced and committed advisors. Among the longest tenured professionals at the firm are Carmen Caruso, Meredith Briggs, and John Kelly. Their extensive knowledge and expertise contribute to the firm's success in delivering exceptional financial services to their clients. Overall, Taconic Advisors combines their deep understanding of the financial landscape with a client-centric approach, striving to build lasting relationships and help their clients achieve their financial objectives effectively and efficiently.

Marshall & Sterling Wealth Advisors, Inc. is a highly regarded local investment advisory firm based out of Poughkeepsie, NY, with a strong presence in the financial industry. With over 480 individual clients and more than $422,467,000 in assets under management, they have established themselves as a trusted partner in managing wealth. With three office locations, Marshall & Sterling Wealth Advisors, Inc. is well-positioned to serve their diverse client base effectively. They have garnered extensive experience in handling employer 401Ks and individual investments, accounting for approximately half of their assets under management. Moreover, an impressive 61% of the assets they oversee are under discretionary management, showcasing their expertise in making strategic investment decisions. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to cater to clients' unique needs and preferences. Marshall & Sterling Wealth Advisors, Inc. prides itself on its team of 14 dedicated employees, with eight of them specializing in providing top-notch investment advisory services. On average, each investment advisor manages around $52,810,000 in assets, aligning with the industry average. Marshall & Sterling Wealth Advisors, Inc. is proud of its roster of highly experienced advisors. Some of the firm's longest tenured professionals, such as Craig Pesce, Chintan Shukla, and Jesse Uttendorfer, bring their wealth of knowledge and expertise to ensure clients receive exceptional financial guidance and personalized solutions. With a steadfast commitment to client satisfaction and a proven track record of success, Marshall & Sterling Wealth Advisors, Inc. is a go-to choice for individuals and organizations seeking reliable wealth management services in the Poughkeepsie area.

Adirondack Research & Management Inc., a small investment advisory firm based out of Guilderland, NY, is dedicated to providing personalized financial solutions to its clients. With over 60 individual clients and a remarkable $94,010,000 in assets under management, they have established a strong presence in the investment industry. Adirondack Research & Management Inc. prides itself on its expertise in managing employer 401Ks and individual portfolios, which collectively make up half of their assets under management. With a keen understanding of the intricacies of this space, they offer tailored investment strategies to help clients achieve their financial goals. As a discretionary asset manager, Adirondack Research & Management Inc. takes full responsibility for making investment decisions on behalf of their clients. This approach allows them to exercise their expertise and actively manage portfolios to maximize returns. Their compensation structure includes various types, including a percentage of assets under management, ensuring that their interests align with those of their clients. With a team of four dedicated professionals, three of whom provide investment advisory services, they offer a high level of personalized attention and support to each client. On average, each investment advisor oversees approximately $31,340,000 in assets under management, further exemplifying their commitment to individualized service. Adirondack Research & Management Inc. is driven by a passion for helping clients navigate the complex financial landscape and achieve long-term financial success. With a proven track record and a client-centric approach, they are a trusted partner for individuals and employers seeking expert investment guidance.

Bennington Financial Planning Group, headquartered in Bennington, VT, is a reputable investment advisory firm providing comprehensive financial planning services. With a team of three highly skilled professionals, they offer personalized investment advisory services to a diverse clientele. Boasting an impressive average of $50,020,000 in assets under management per investment advisor, the firm's expertise aligns with the industry average. Their compensation structure is designed to meet clients' needs and preferences, offering options such as a percentage of assets under management and hourly charges. Bennington Financial Planning Group has demonstrated significant proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management derived from these sources. Notably, 95% of the assets they manage are discretionary, showcasing their ability to make strategic investment decisions. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, ensuring a comprehensive range of financial solutions for their clients. With a substantial client base of over 230 individuals, Bennington Financial Planning Group effectively manages assets totaling more than $150,047,000. The firm takes pride in its experienced team, including Brian Mckenna, Michael Mckenna, and Donald Mckenna, who have been with the company for many years. Their commitment to delivering exceptional financial planning advice has earned them a solid reputation within the community. Bennington Financial Planning Group's dedication, expertise, and client-centric approach make them a trusted partner for individuals seeking professional financial guidance.