Minichmacgregor Wealth Management, LLC is a reputable investment advisory firm located in Saratoga Springs, NY. With three offices, they are well-positioned to serve the local community and beyond. The firm boasts a dedicated team of nine employees, seven of whom specialize in providing comprehensive investment advisory services. Their combined expertise and commitment to client satisfaction have earned them a solid reputation in the industry. As an average performer compared to the industry, Minichmacgregor Wealth Management, LLC manages an average of approximately $58,010,000 in assets under management per investment advisor. They adopt a flexible compensation structure that includes various types such as a percentage of assets under management, fixed fees, and hourly charges. Their ability to accommodate different client preferences sets them apart. One notable aspect of their business is their expertise in managing employer 401Ks and individual portfolios, accounting for roughly half of their assets under management. This proficiency reflects their extensive experience in this particular area, ensuring they can offer valuable guidance and insights. Minichmacgregor Wealth Management, LLC prides itself on maintaining full discretion over the assets they manage, instilling trust and confidence in their clients. With an impressive client base of over 660 individuals, they oversee more than $406,048,000 in assets under management. The firm's longevity is attributed, in part, to their team of seasoned advisors, including Cory Laird, Michele Tellstone, and James Minich, who have been with the firm for an extended period, contributing to its continued success.

Vahanian & Associates Financial Planning Inc is a small investment advisory firm based out of Saratoga Springs, NY, with two offices. With a total of six employees, three of whom provide investment advisory services, they offer comprehensive financial planning solutions to their clients. Led by experienced professionals, Vahanian & Associates Financial Planning Inc manages an average of $55,570,000 in assets under management per investment advisor, placing them on par with industry averages. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management and hourly charges. While the majority of their assets under management are not allocated to 401(k) and individual accounts, Vahanian & Associates Financial Planning Inc possesses the expertise and capability to effectively manage employer funds. Notably, they exercise full discretion over all the assets they manage. With a focus on high net worth individuals, Vahanian & Associates Financial Planning Inc boasts a client base of over 120 individuals, entrusting the firm with more than $166,717,000 in assets under management. The longevity of their advisors is a testament to their commitment to excellence, with Jeffrey Vahanian, Bonnie Boyce, and Cameron Corsi being among the most tenured professionals at the firm. Vahanian & Associates Financial Planning Inc prides itself on providing personalized financial advice tailored to each client's unique circumstances. Through their expertise and dedication, they strive to help clients achieve their financial goals and secure their long-term financial well-being.

Lee Investment Management LLC, headquartered in Saratoga Springs, NY, is a reputable investment advisory firm catering to a diverse clientele. With over 70 individual clients and assets under management totaling $54,785,000, Lee Investment Management LLC has established itself as a trusted partner in wealth management. The firm specializes in providing comprehensive investment advisory services, with a particular emphasis on employer 401Ks and individual accounts. Their expertise in this space has earned them a strong reputation among both corporate and individual investors. Additionally, Lee Investment Management LLC exclusively manages discretionary assets, ensuring a high level of autonomy in their investment decisions. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility in meeting the unique needs of their clients. Lee Investment Management LLC boasts a dedicated team of professionals, with all employees actively involved in delivering exceptional investment advisory services. Among the team is James Lee, one of the firm's longest-tenured registered advisors, who has been with Lee Investment Management LLC since 2021. With an average assets under management per investment advisor of approximately $54,780,000, Lee Investment Management LLC aligns with industry standards, demonstrating their ability to effectively manage client portfolios. As a small yet highly experienced investment advisory firm, Lee Investment Management LLC remains committed to providing personalized financial solutions and helping their clients achieve their long-term financial goals.

Colley Asset Management, Inc. is a small investment advisory firm based out of Saratoga Springs, NY, with one office. With a dedicated team of one employee, they specialize in providing exceptional investment advisory services. Compared to industry standards, each investment advisor at Colley Asset Management, Inc. manages an impressive average of approximately $154,330,000 in assets under management. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their total assets under management, Colley Asset Management, Inc. possesses the expertise and capability to effectively manage employer funds. Moreover, the firm operates with complete discretion, as 100% of the assets they manage are under their direct control. With a focus on personalized service, Colley Asset Management, Inc. caters to over 260 individual clients, overseeing an impressive portfolio worth more than $154,333,000. At the heart of this successful advisory firm is John Colley, one of the longest-tenured registered advisors, having been with the company since 2022. With his extensive experience and in-depth knowledge of the industry, John Colley brings invaluable expertise to the table, ensuring that clients receive exceptional financial guidance and strategic investment solutions. Colley Asset Management, Inc. takes pride in their commitment to delivering superior results and building long-lasting relationships with their valued clients.

Congress Park Capital LLC, based out of Saratoga Springs, NY, is a reputable investment advisory firm with a strong presence in the industry. With over 50 individual clients and a remarkable $240,822,000 in assets under management, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Operating from a single office, Congress Park Capital LLC offers comprehensive and personalized investment advisory services. Their team of three dedicated professionals collectively provides valuable insights and strategic recommendations to their discerning clientele. Each advisor at the firm is committed to delivering exceptional service and assisting clients in achieving their financial goals. Congress Park Capital LLC's compensation structure is designed to align their interests with their clients'. They employ a variety of fee models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships. The firm's expertise extends to managing discretionary assets exclusively. This specialized focus allows Congress Park Capital LLC to tailor their investment strategies to individual client needs, providing personalized portfolios that reflect their unique financial objectives and risk tolerances. Congress Park Capital LLC boasts an impressive average of approximately $80,270,000 in assets under management per investment advisor. Their experienced team includes long-tenured advisors such as Michael Los, Michael Steiner, and Eric Brodwin, who bring a wealth of knowledge and industry insight to the table. With a commitment to excellence and a client-centric approach, Congress Park Capital LLC continues to distinguish itself as a trusted partner for affluent individuals seeking sophisticated investment solutions.

Crescent Hill Partners LLC, based out of Saratoga Springs, NY, is a small investment advisory firm specializing in providing personalized financial solutions to high net worth individuals. With a team of one highly skilled employee, they offer comprehensive investment advisory services tailored to meet the unique goals and objectives of their clients. With an impressive average of approximately $25,350,000 in assets under management per investment advisor, Crescent Hill Partners LLC ensures that their clients' wealth is expertly managed and optimized for growth. They have a diverse compensation structure, which includes a percentage of assets under management, ensuring that their interests are aligned with their clients' success. Crescent Hill Partners LLC boasts an extensive client base of over 190 individual clients, with a total of over $254,355,000 in assets under management. While the majority of their assets are managed for high net worth individuals, they also possess the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a strong focus on discretion, 35% of the assets managed by Crescent Hill Partners LLC are discretionary, allowing them to make informed investment decisions on behalf of their clients. Raymond Martin, one of the longest-tenured registered advisors, has been with the firm since 2021, contributing his expertise and experience to the success of the company. Located in Saratoga Springs, NY, Crescent Hill Partners LLC operates out of a single office, ensuring a personalized and attentive approach to client relationships. Their commitment to delivering exceptional financial guidance and maximizing returns sets them apart as a trusted partner in the ever-changing landscape of investment advisory services.

Adirondack Retirement Specialists is a small investment advisory firm headquartered in Queensbury, NY. With a single office, they have established themselves as a reputable player in the financial services industry. Led by a team of dedicated professionals, Adirondack Retirement Specialists boasts a total of six employees, one of whom specializes in providing comprehensive investment advisory services. Distinguishing themselves from the competition, Adirondack Retirement Specialists manages an impressive average of approximately $217,480,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is multifaceted, incorporating various types, such as a percentage of assets under management. An area of expertise for Adirondack Retirement Specialists lies in managing employer 401Ks and individual accounts, which collectively account for approximately half of their assets under management. This proficiency is rooted in their extensive experience in this domain, making them a trusted choice for individuals and businesses seeking retirement planning and investment solutions. With an emphasis on personalized service, Adirondack Retirement Specialists caters to over 450 individual clients who entrust them with over $217,483,000 in assets under management. Notably, the firm prides itself on maintaining a high level of discretion, as 98% of the assets they manage are discretionary. Sean Berger and Jonathan Danise, two seasoned registered advisors, have played pivotal roles in Adirondack Retirement Specialists' success and are among the firm's longest-tenured professionals. Their expertise, combined with the team's collective knowledge and commitment, sets Adirondack Retirement Specialists apart as a reliable and respected partner for clients seeking comprehensive retirement planning and investment strategies.

Sloan Advisory Group, Inc., headquartered in Glens Falls, NY, is a reputable investment advisory firm that caters to a diverse range of clients. With over 30 individual clients, they manage an impressive $43,926,000 in assets. Boasting a single office, Sloan Advisory Group, Inc. primarily focuses on employer 401Ks and individuals, demonstrating their extensive expertise in this sector. All of the assets they oversee are handled with discretionary authority, providing their clients with peace of mind. The firm's client base primarily consists of high net worth individuals seeking professional wealth management services. Sloan Advisory Group, Inc. has established a solid reputation in the industry by offering a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can select a payment option that aligns with their specific needs. Sloan Advisory Group, Inc. prides itself on its team of dedicated professionals. With a total of one employee, each member is fully committed to delivering exceptional investment advisory services. On average, each investment advisor manages an impressive $43,930,000 in assets under management. Notably, Rachel Sloan stands as one of the firm's longest-tenured registered advisors, having joined the team in 2021. As a small yet highly capable investment advisory firm, Sloan Advisory Group, Inc. offers personalized and comprehensive financial solutions to their valued clients. With their extensive experience, meticulous approach, and commitment to excellence, they continue to establish themselves as a trusted partner in achieving financial goals.

Parlin Advisors LLC, a small investment advisory firm headquartered in Hague, NY, offers professional financial guidance and services to individuals and organizations. With a sole office in Hague, they boast a team of highly skilled and dedicated professionals, all of whom specialize in investment advisory services. The firm manages an impressive average of approximately $37,520,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. In terms of compensation, Parlin Advisors LLC employs a diverse compensation structure, including a percentage of assets under management, among other methods. While less than 30% of their assets under management are allocated to 401(k) and individual accounts, they possess the capability to effectively manage employer funds as well. Notably, the firm exclusively operates with discretionary authority, managing 100% of the assets under their care. With a strong client base, Parlin Advisors LLC serves over 20 individual clients who collectively entrust them with more than $37,519,000 in assets under management. One of the firm's standout professionals, Kenneth Parlin, has been a registered advisor with the company since 2021, exemplifying their commitment to longevity and consistency in client relationships. Parlin Advisors LLC prides itself on delivering comprehensive investment advisory services tailored to meet the unique needs and goals of their diverse clientele. Through their expertise and unwavering dedication, they aim to provide sound financial strategies and support to help their clients achieve their long-term financial objectives.

Farrow Financial Inc is a small investment advisory firm based out of Randolph, VT, specializing in providing comprehensive financial solutions. With one office in Randolph, the firm has five dedicated employees, two of whom are experienced investment advisors. Farrow Financial Inc manages a substantial portfolio of approximately $97,440,000 in assets per investment advisor, a figure that aligns with the industry average. The firm's compensation structure is flexible and includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. While a significant portion of their assets under management stems from high net worth individuals, they also possess the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets. Farrow Financial Inc operates under a discretionary investment approach, giving them full authority to make investment decisions on behalf of their clients. With a diverse client base, the firm serves over 90 individual clients, managing a combined total of more than $194,881,000 in assets. John Farrow and Jody Davignon are two of the firm's most tenured registered advisors, bringing a wealth of knowledge and experience to their roles. Farrow Financial Inc prides itself on delivering personalized financial strategies tailored to the unique needs and goals of each client, ensuring their financial well-being and long-term success.

Antoine Williams & Associates Wealth Management, LLC is a reputable investment advisory firm based in Shelburne, VT, dedicated to providing comprehensive financial services. With a strong client base of over 250 individuals, the firm manages an impressive $173,065,000 in assets, showcasing their expertise in wealth management. Operating from a single office location, Antoine Williams & Associates Wealth Management, LLC caters to a diverse clientele, with approximately half of their assets under management originating from employer 401(k) plans and individuals. Their considerable experience in this domain allows them to offer tailored strategies for retirement planning and investment management in the corporate sector. The firm's discretionary approach ensures that 100% of the assets they manage receive personalized attention and are overseen with utmost care. Clients can rely on Antoine Williams & Associates Wealth Management, LLC to make informed investment decisions on their behalf, taking into account their unique financial objectives and risk tolerance. The compensation structure offered by Antoine Williams & Associates Wealth Management, LLC is flexible, including options such as a percentage of assets under management and hourly charges. This ensures that clients receive transparent and suitable fee arrangements aligned with the services provided. Led by Antoine Williams, one of the longest-tenured registered advisors, the firm benefits from his extensive industry knowledge and expertise. With a focus on delivering personalized investment advisory services, Antoine Williams & Associates Wealth Management, LLC strives to help clients achieve their financial goals while providing exceptional customer service and guidance.