BOURNE LENT ASSET MANAGEMENT, INC. is a small investment advisory firm located in Pawling, NY. With a total of 4 employees, including 2 experienced investment advisors, the firm provides comprehensive investment advisory services to its clients. The average assets under management per investment advisor amount to approximately $71,060,000, reflecting the firm's ability to handle significant portfolios. As an industry-average performer, Bourne Lent Asset Management, Inc. manages over $256,373,000 in assets for more than 30 individual clients. The majority of these assets belong to high net worth individuals who entrust the firm with their investment needs. A remarkable 99% of the assets managed by the firm are under discretionary management, indicating a strong level of trust and confidence from clients in the firm's expertise. The compensation structure at Bourne Lent Asset Management, Inc. incorporates various types, including a percentage of assets under management. This approach aligns the firm's interests with those of its clients, as the advisors' compensation is directly linked to the growth and success of the managed portfolios. With offices in Pawling, NY, Bourne Lent Asset Management, Inc. is conveniently located to serve its clientele effectively. The firm takes pride in the long-standing expertise of its registered advisors, Donald Bourne and John Lent, who have been integral members of the team for many years. Their deep knowledge and commitment contribute to the firm's ability to provide personalized and tailored investment strategies to its valued clients.

Myles Wealth Management, LLC, headquartered in Florida, NY, is a prominent investment advisory firm with a strong focus on delivering exceptional financial services to its clients. With a team of 5 highly skilled professionals, Myles Wealth Management provides comprehensive investment advisory services, catering to a diverse clientele. With an average of $112,640,000 in assets under management per investment advisor, Myles Wealth Management aligns well with the industry average, ensuring that their clients' financial portfolios receive the attention they deserve. Their compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose what suits them best. Boasting over 550 individual clients and managing assets totaling more than $107,787,000, Myles Wealth Management demonstrates its ability to effectively navigate the complexities of investment management. Their expertise shines through particularly in managing employer 401Ks and individual assets, comprising approximately half of their assets under management. Myles Wealth Management operates with a discretionary approach, managing 100% of the assets they oversee. As a local firm, they understand the unique needs of their clients and have built a strong reputation for their personalized approach and commitment to delivering outstanding results. With their primary office located in Florida, NY, Myles Wealth Management has established a solid presence in the community. The firm benefits from the expertise and experience of its longest tenured advisors, including Luis Neely, Myles Mezzetti, and Linda Tamberino, who bring a wealth of knowledge to the table, ensuring that clients receive top-notch financial guidance and support.

Integrated Financial Consulting, LLC is a reputable investment advisory firm based out of Airmont, NY. With over 50 individual clients, they oversee an impressive portfolio totaling more than $79,975,000 in assets under management. Catering primarily to high net worth individuals, Integrated Financial Consulting specializes in providing comprehensive financial guidance. Though the firm predominantly manages personal accounts and 401Ks, they possess the expertise and capability to oversee employer funds as well. Their team of dedicated professionals, comprising one office, delivers tailored investment advisory services to meet the unique needs of their clients. Integrated Financial Consulting employs a versatile compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the payment method that aligns best with their preferences and financial goals. With a team of one total employee, all of whom are committed to delivering exceptional investment advisory services, Integrated Financial Consulting maintains an average assets under management per investment advisor of approximately $79,980,000. This figure is in line with the industry average, demonstrating their ability to effectively manage substantial portfolios. Among their skilled advisors is James Vorchheimer, who has been with the firm since 2022, making him one of the longest-tenured registered advisors. Integrated Financial Consulting, LLC prides itself on providing personalized financial solutions and trusted guidance to help their clients navigate the complexities of the investment landscape with confidence and peace of mind.

5C Capital Management, LLC is a prominent local investment advisory firm headquartered in Woodcliff Lake, NJ, with three strategically located offices. With over 300 individual clients and an impressive $399,007,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. While their expertise extends across various investment vehicles, including 401K and individual accounts, these represent less than 30% of their overall assets under management. However, 5C Capital Management, LLC possesses the capability and experience to effectively manage employer funds. Impressively, 89% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that align with their needs and preferences. Comprising a team of seven dedicated employees, all of whom specialize in investment advisory services, 5C Capital Management, LLC provides personalized attention and expertise to each client. On average, their investment advisors handle approximately $57,000,000 in assets under management, a figure that aligns with industry standards. The firm boasts a roster of experienced advisors, including Craig Marson, Kevin Mccabe, and Curtis Brooks, who have been with the company for an extended period. Their tenure exemplifies the firm's commitment to fostering lasting relationships with both clients and employees.

Quint Investments And Insurance is a local investment advisory firm headquartered in Wappingers Falls, NY, boasting a strong presence in the financial services industry. With a single office location, the firm houses a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services. Their expertise and commitment to excellence have allowed Quint Investments And Insurance to achieve an impressive average of approximately $8,550,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Quint Investments And Insurance stands out in managing employer 401Ks and individual portfolios, representing around half of their assets under management. Their extensive experience in this space has solidified their reputation as reliable and knowledgeable advisors. The firm prides itself on maintaining a discretionary approach, with an impressive 92% of the assets they manage falling under this category. With over 270 individual clients and an impressive $42,757,000 in assets under management, Quint Investments And Insurance has successfully cultivated lasting relationships built on trust and financial prosperity. Quint Investments And Insurance boasts a team of seasoned professionals, including notable advisors such as William Pepe, Nancy Coenen, and Wayne Quint. These long-tenured experts bring a wealth of experience and expertise to the firm, further enhancing its ability to meet and exceed clients' financial goals. Overall, Quint Investments And Insurance is a respected local firm dedicated to providing exceptional investment advisory services, offering personalized solutions tailored to each client's unique needs and aspirations.

Mountain Pass Planning is a highly regarded investment advisory firm operating out of Hopewell Junction, NY. With a diverse clientele of over 90 individuals, they expertly manage assets worth a staggering $42,841,000. Specializing in employer 401Ks and individual portfolios, Mountain Pass Planning has established a strong foothold in this sector. All assets under their management are handled on a discretionary basis, showcasing their clients' trust in their expertise. Led by a dedicated team, Mountain Pass Planning offers a comprehensive range of investment advisory services. Their compensation structure is flexible, accommodating various approaches such as a percentage of assets under management, fixed fees, and hourly charges. The firm boasts a single office in Hopewell Junction and employs a total of one staff member, each of whom provides invaluable investment guidance. Notably, James Devico stands out as one of Mountain Pass Planning's longest tenured registered advisors, having joined the firm in 2021. With extensive experience and a deep understanding of the industry, James contributes significantly to the firm's success and client satisfaction. Mountain Pass Planning prides itself on maintaining a personalized approach to wealth management. They strive to deliver tailored investment strategies that align with each client's unique financial goals and risk tolerance. By combining their expertise, comprehensive compensation structure, and dedication to exceptional service, Mountain Pass Planning continues to build a reputation as a trusted and reliable partner for individuals and businesses seeking effective investment solutions.

FSC Wealth Advisors, LLC is a reputable investment advisory firm located in Fishkill, NY. With a dedicated team of six highly skilled professionals, FSC Wealth Advisors offers comprehensive investment advisory services to a diverse clientele. Each investment advisor at FSC Wealth Advisors manages an average of $60,120,000 in assets under management, aligning with industry standards. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring that their interests are closely aligned with those of their clients. FSC Wealth Advisors prides itself on its robust client base, serving over 1,130 individual clients and overseeing more than $220,611,000 in assets under management. Notably, FSC Wealth Advisors demonstrates expertise in managing employer 401Ks and individual assets, which collectively account for half of their total assets under management. Their extensive experience in this domain positions them as trusted advisors in helping clients achieve their retirement goals. As a local investment advisory firm, FSC Wealth Advisors is deeply rooted in the Fishkill community, with three office locations to better serve their clients. The firm boasts a team of seasoned advisors, including Neal Miller, Jeffrey Scott, and Shane Clarke, who have amassed considerable tenure and industry knowledge. FSC Wealth Advisors distinguishes itself by managing 100% discretionary assets, enabling them to make investment decisions on behalf of their clients without seeking prior approval. This discretionary approach allows for swift and agile responses to market conditions, ensuring that clients' portfolios are consistently optimized. Overall, FSC Wealth Advisors, LLC offers personalized and expert investment advisory services, backed by a team of experienced professionals who prioritize the financial success and well-being of their clients.

Newsholme Financial Group, Inc., a small investment advisory firm based in Yorktown Heights, NY, is dedicated to providing comprehensive investment advisory services. With a team of two skilled professionals, they manage assets totaling approximately $87,880,000 per investment advisor, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees. Boasting a client base of over 60 individuals, Newsholme Financial Group, Inc. oversees more than $60,058,000 in assets. Specializing in managing assets for high net worth individuals, they primarily handle discretionary portfolios, with 401(k) and individual accounts representing less than 30% of their managed assets. However, they possess the capability to effectively manage employer funds as well. Established in 2003, Newsholme Financial Group, Inc. has garnered a strong reputation under the guidance of Donald Newsholme, one of the firm's longest-tenured registered advisors. With their sole office situated in Yorktown Heights, NY, the firm is strategically positioned to serve clients seeking personalized investment advice and tailored financial solutions. Driven by their commitment to excellence and extensive industry experience, Newsholme Financial Group, Inc. leverages their expertise to help clients navigate the complex world of investments, aiming to secure their financial futures. Whether it's optimizing asset allocation, implementing effective risk management strategies, or delivering insightful investment advice, they strive to deliver exceptional service and support to their valued clientele.

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.

NCM Capital Management, LLC, based out of Ramsey, NJ, is a small investment advisory firm with a reputation for exceptional service. With three dedicated employees, they provide comprehensive investment advisory services to a diverse clientele. With an average of approximately $255,210,000 in assets under management per investment advisor, NCM Capital Management surpasses the industry average, demonstrating their expertise in managing substantial portfolios. NCM Capital Management's compensation structure offers various options to suit their clients' needs, including a percentage of assets under management, hourly charges, and fixed fees. Their client base boasts over 130 individuals, with assets under management totaling more than $306,133,000. While their primary focus is on high net worth individuals, NCM Capital Management also has the capacity to manage employer funds, although these represent a smaller portion of their assets under management. Impressively, 98% of the assets under their management are discretionary, showcasing their clients' trust in NCM Capital Management's investment decisions. With two offices, NCM Capital Management is well-positioned to serve clients in the Ramsey area and beyond. Nicholas Laverghetta and Taylor Thomas, two of the firm's longest-tenured registered advisors, contribute their extensive experience and knowledge to the success of the firm. NCM Capital Management, LLC stands out in the competitive investment advisory landscape, offering personalized and comprehensive services to their discerning clients. With a track record of impressive asset management and a commitment to excellence, NCM Capital Management is a trusted partner for individuals seeking tailored investment strategies and financial guidance.

Hollow Brook Wealth Management LLC, a leading local investment advisory firm based in Katonah, NY, prides itself on serving a diverse clientele of over 50 individual clients. With a strong reputation in the financial industry, they oversee an impressive $956,571,000 in assets under management, demonstrating their expertise and commitment to delivering exceptional financial services. As a trusted partner in wealth management, Hollow Brook Wealth Management LLC operates with a client-centric approach, tailoring their services to meet the unique needs of each individual. With 44% of their assets managed in a discretionary capacity, clients benefit from the firm's ability to make investment decisions on their behalf, providing peace of mind and efficient portfolio management. Specializing in catering to high-net-worth individuals, Hollow Brook Wealth Management LLC recognizes the importance of safeguarding and growing substantial wealth. Their team of 13 dedicated professionals, including 6 investment advisors, possesses extensive industry knowledge and experience, enabling them to provide expert guidance and strategic investment advice. With an average of approximately $159,430,000 in assets under management per investment advisor, Hollow Brook Wealth Management LLC stands out in the industry for their exceptional track record and ability to consistently deliver superior results. Notably, David Oring, one of the firm's longest-tenured registered advisors, has been with the company since 2009, contributing to its continuity and client-focused culture. Hollow Brook Wealth Management LLC offers a flexible compensation structure, including various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures alignment with client interests and motivates the team to strive for exceptional performance. In conclusion, Hollow Brook Wealth Management LLC distinguishes itself as a reputable investment advisory firm, providing personalized wealth management services to a discerning clientele while achieving remarkable results in growing and safeguarding their clients' assets.