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.

People's United Advisors, Inc., based out of Bridgeport, CT, is a prominent regional investment advisory firm. With a portfolio of over 1,130 individual clients, they oversee an impressive $1,423,735,000 in assets under management. Boasting 44 offices, People's United Advisors offers a wide-reaching network of personalized financial guidance. While they specialize in managing high net worth individuals' assets, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their assets under management. The firm prides itself on discretion, with 98% of the assets they manage being under their discretionary control. People's United Advisors' compensation structure caters to diverse client needs. It includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the arrangement that best aligns with their financial goals. Comprising a total of 53 dedicated employees, the firm's team includes 27 investment advisors who provide expert guidance and counsel. Each investment advisor at People's United Advisors manages an average of approximately $52,730,000 in assets under management, on par with the industry average. The firm values experience and stability, as demonstrated by their long-serving advisors. Notable among them are Kelly Kimball, Amy Mayhew, and Jarrod Imatani, who have consistently provided trusted advice to their clients over the years. Through their comprehensive range of services and seasoned team, People's United Advisors, Inc. strives to empower their clients and help them achieve their financial objectives.

Seacrest Wealth Management, LLC, a regional investment advisory firm headquartered in Purchase, NY, boasts a team of 51 dedicated professionals. Of these employees, 43 specialize in providing top-notch investment advisory services. With an impressive average of approximately $27,200,000 in assets under management per investment advisor, Seacrest Wealth Management offers a wealth of expertise to their discerning clientele. The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. Their comprehensive approach has earned them the trust of over 1,590 individual clients, who have entrusted Seacrest Wealth Management with a substantial $1,114,787,000 in assets under management. While Seacrest Wealth Management handles a diverse range of clients, the majority of the assets they manage are for high-net-worth individuals. Although 401(k) and individual accounts constitute less than 30% of their assets under management, the firm possesses the necessary expertise to effectively manage employer funds. Impressively, a significant 93% of the assets they oversee are under discretionary management. With 31 offices strategically located across the region, Seacrest Wealth Management is committed to providing personalized and accessible service to their clients. The firm takes pride in its experienced team, including long-standing advisors such as Douglas Stone, Mark Fadling, and Dean Livingston. Their collective knowledge and dedication ensure that Seacrest Wealth Management remains a trusted partner in helping clients achieve their financial goals.

PATHSTONE is a regional investment advisory firm based out of Englewood, NJ, with a team of 297 highly skilled professionals dedicated to providing exceptional financial services. With 188 investment advisors, they possess extensive expertise in managing and advising on investments. PATHSTONE's impressive track record showcases an average of $82,060,000 in assets under management per investment advisor, demonstrating their commitment to achieving optimal results for their clients. Compared to industry standards, PATHSTONE's asset management performance is on par with the industry average. Their compensation structure offers flexibility and includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring that clients have options that align with their specific needs. With over 260 individual clients, PATHSTONE manages a substantial amount of assets totaling more than $24,835,860,000. The majority of these assets belong to high-net-worth individuals, highlighting PATHSTONE's ability to cater to sophisticated clients with complex financial requirements. An impressive 66% of the assets they manage are under discretionary mandates, allowing PATHSTONE to exercise expert judgment and make informed investment decisions on behalf of their clients. In addition to their investment advisory services, PATHSTONE offers the expertise of an accountant or accounting firm, providing comprehensive financial solutions to address a wide range of client needs. With a network of 16 offices, PATHSTONE ensures convenient accessibility for their clients. The firm boasts a roster of highly experienced advisors, including Janet Brantley, Matthew Fleissig, and Matthew Sher, who have remained dedicated to PATHSTONE for many years, contributing to the firm's reputation for excellence and stability in the industry.

Wright Investors Service Inc, a reputable investment advisory firm headquartered in Shelton, CT, boasts an impressive track record in managing assets for over 60 discerning individual clients. With assets under management exceeding $1.29 billion, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and prides itself on offering personalized investment strategies tailored to each client's unique financial goals. Distinguishing itself further, Wright Investors Service Inc maintains a significant 56% of discretionary assets among its portfolio. This allows them the flexibility to make investment decisions on behalf of their clients, leveraging their expertise to maximize returns. The compensation structure at Wright Investors Service Inc encompasses various types, including a percentage of assets under management, subscription fees, and fixed fees. With a team of 18 skilled professionals, including 7 dedicated investment advisors, Wright Investors Service Inc provides clients with in-depth market analysis, expert guidance, and comprehensive financial planning services. Remarkably, each investment advisor manages an average of approximately $185 million in assets, surpassing the industry average and reflecting their commitment to delivering exceptional results. Notably, Wright Investors Service Inc takes pride in its long-standing advisors, exemplified by the tenure of respected individuals like Robert Smith, Donald Kunze, and Mark Moyher. Their wealth of experience and deep understanding of the investment landscape contribute to the firm's strong reputation and enduring client relationships. Through a client-centric approach, rigorous research, and a commitment to excellence, Wright Investors Service Inc continues to excel as a trusted partner in helping clients achieve their financial objectives.

Golden Bay Advisors LLC is a small investment advisory firm headquartered in Chappaqua, NY, with a strong focus on providing exceptional services to high net worth individuals. With a team of 1 dedicated and knowledgeable employee, they offer comprehensive investment advisory services. The firm manages an average of approximately $96,720,000 in assets under management per investment advisor, which is in line with the industry average. Golden Bay Advisors LLC has cultivated a diverse compensation structure to suit the unique needs of their clients. This includes charging a percentage of assets under management, hourly fees, and fixed fees, ensuring flexibility and transparency in their pricing. Having amassed a substantial client base, Golden Bay Advisors LLC caters to over 30 individual clients, overseeing an impressive $137,992,000 in assets under management. While the majority of their managed assets are for high net worth individuals, the firm also has the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their total assets under management. Matthew Krusko, one of the firm's longest-tenured registered advisors, has been with Golden Bay Advisors LLC since 2021, contributing his extensive experience and expertise to the company's success. With a track record of discretion and professionalism, Golden Bay Advisors LLC operates primarily through its single office in Chappaqua, NY. As a trusted partner in investment advisory, they strive to provide personalized and effective solutions to meet the financial goals of their esteemed clientele.

Traphagen Financial Group, headquartered in Oradell, NJ, is a leading investment advisory firm with a strong focus on personalized financial solutions. With 11 dedicated employees, the majority of whom specialize in investment advisory services, they provide expert guidance to over 1,340 individual clients. Managing a substantial portfolio of assets worth over $1,151,993,000, Traphagen Financial Group caters primarily to high net worth individuals. Distinguishing themselves through their compensation structure, Traphagen Financial Group offers various types of payment arrangements, including a percentage of assets under management. This incentivizes their team to consistently deliver exceptional results for their clients. While the firm primarily manages discretionary assets, representing a remarkable 98% of the total assets they oversee, they also possess the expertise to manage employer funds. Furthermore, Traphagen Financial Group extends their service offerings to encompass insurance brokerage, accounting, and taxation services, ensuring a comprehensive financial strategy for their clients. With a single office location, Traphagen Financial Group emphasizes a local presence, enabling them to establish strong, long-term relationships with their clientele. Notably, the firm boasts a team of highly experienced advisors, including Kathryn Marsico, V. Traphagen, and V. Traphagen, who have been with the company for many years. Their combined knowledge and expertise contribute to the firm's reputation for delivering trusted financial guidance tailored to their clients' unique needs.

Wealthspring Capital LLC, a small investment advisory firm based out of West Harrison, NY, is renowned for its expertise in managing significant assets. With a single office, they have established a formidable presence in the financial industry. The firm employs a dedicated team of seven professionals, four of whom specialize in providing comprehensive investment advisory services. Impressively, each investment advisor at Wealthspring Capital LLC manages an average of $138,650,000 in assets under management, surpassing the industry average. Wealthspring Capital LLC's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. This ensures that their advisors are incentivized to deliver exceptional results while aligning their interests with those of their clients. A remarkable 98% of the assets the firm manages are discretionary, reflecting the high level of trust placed in their expertise. The firm boasts a substantial client base, serving over 0 individual clients with a combined total of more than $554,594,000 in assets under management. Wealthspring Capital LLC takes pride in fostering long-lasting relationships with its clients, prioritizing their financial goals and providing tailored investment strategies. Notably, Wealthspring Capital LLC has a roster of experienced advisors who have contributed to the firm's success over the years. Among them are Matthew Simpson, David Gallers, and Glen Gregorio, who have earned the reputation of being some of the longest-tenured and most trusted professionals in the industry. With their impressive track record, personalized approach, and seasoned team, Wealthspring Capital LLC continues to make a significant impact in the world of investment advisory services.

Fifth Set Private Wealth Management LLC, based out of Larchmont, NY, is a distinguished investment advisory firm catering to high net worth individuals. With over 30 individual clients and a notable $116,223,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Committed to providing personalized financial solutions, Fifth Set Private Wealth Management LLC operates from three well-equipped offices. While the firm predominantly manages discretionary assets, it also possesses the expertise to handle employer funds, although such accounts constitute less than 30% of their overall assets under management. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in client engagements. Fifth Set Private Wealth Management LLC boasts a dedicated team of three employees, two of whom specialize in providing comprehensive investment advisory services. With an average of $58,110,000 in assets under management per investment advisor, the firm maintains industry-standard performance. Ian Post and Seth Varnhagen are among the firm's longest-tenured registered advisors, bringing extensive experience and a deep understanding of the ever-evolving financial landscape. With a commitment to excellence and a focus on tailored solutions, Fifth Set Private Wealth Management LLC strives to empower its clients with the knowledge and strategies necessary to achieve their financial goals. Their unwavering dedication to personalized service and prudent financial management has solidified their reputation as a leading wealth management firm in the Larchmont area and beyond.

SEARLE & CO. is a leading investment advisory firm headquartered in Greenwich, CT. With 12 dedicated professionals, they provide comprehensive financial guidance and personalized investment strategies to a diverse clientele. Eight of their highly skilled employees specialize in delivering top-notch investment advisory services, ensuring that clients receive expert guidance tailored to their unique goals and risk tolerance. At SEARLE & CO., compensation structure is designed to align with clients' interests and includes various types of remuneration. This approach ensures that the firm's success is directly linked to the success of their clients' investment portfolios. With an impressive track record, SEARLE & CO. manages assets worth over $402,768,000 on behalf of more than 10 individual clients. The firm predominantly serves high-net-worth individuals, providing sophisticated wealth management solutions that encompass comprehensive financial planning, portfolio management, and risk mitigation strategies. SEARLE & CO. distinguishes itself with a strong discretionary asset management offering. Approximately 93% of the assets they manage are entrusted to their experienced advisors, who have the authority to make investment decisions on behalf of their clients, enhancing efficiency and responsiveness. Operating from five offices in Greenwich, SEARLE & CO. is deeply rooted in the local community. The firm's success can be attributed to a team of industry veterans, including Virginia Gray, Grant Kuphall, and Robert Searle, who boast extensive tenure and contribute a wealth of experience to the organization. Their commitment to delivering exceptional client service and upholding the highest professional standards has solidified SEARLE & CO.'s reputation as a trusted advisor in the financial 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.