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.

BPP Wealth Solutions, LLC, headquartered in Basking Ridge, NJ, is a prominent investment advisory firm specializing in comprehensive wealth management solutions. With a team of 5 dedicated professionals, including 3 highly experienced investment advisors, BPP Wealth Solutions provides personalized financial guidance and strategic investment planning to a diverse clientele. The firm boasts an impressive average of approximately $38,390,000 in assets under management per investment advisor, demonstrating their commitment to delivering exceptional service while optimizing their clients' financial portfolios. BPP Wealth Solutions' compensation structure encompasses various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives. With a client base of over 30 individuals, BPP Wealth Solutions manages assets totaling more than $151,519,000. Their expertise primarily caters to high-net-worth individuals, and their comprehensive investment strategies prioritize meeting and exceeding client goals. BPP Wealth Solutions exclusively manages discretionary assets, offering clients a comprehensive suite of services designed to enhance their financial well-being. With two office locations, the firm provides convenient access to its services for clients in the Basking Ridge area. BPP Wealth Solutions prides itself on the expertise and longevity of its advisory team. Notably, the firm's longest tenured advisors, Kelly Pearce, Lisa Crosta, and Debra Schatzki, bring a wealth of experience to the table, instilling confidence and trust in their clients. Overall, BPP Wealth Solutions, LLC stands as a reputable and client-centric investment advisory firm, providing top-notch financial strategies and personalized service to help clients achieve their wealth management goals.

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.

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.

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.

Matrix Asset Advisors Inc, based out of White Plains, NY, is a local investment advisory firm with a strong track record and a dedicated team of professionals. With 12 total employees, 7 of whom specialize in investment advisory services, they provide personalized financial guidance to a diverse client base. On average, each investment advisor manages approximately $82,630,000 in assets under management, which aligns with industry standards. With over 300 individual clients, Matrix Asset Advisors Inc oversees a substantial amount of wealth, totaling over $884,546,000 in assets under management. While less than 30% of their assets are comprised of 401K and individual accounts, the firm possesses the expertise and capacity to manage employer funds. Notably, all the assets they manage are discretionary, giving clients peace of mind knowing that their investments are being actively monitored and adjusted as needed. Matrix Asset Advisors Inc boasts a single office in White Plains, NY, and has cultivated a team of experienced advisors who have demonstrated long-term commitment to the firm. Among them are Stephan Weinberger, David Katz, and Lon Birnholz, who bring a wealth of knowledge and expertise to the table. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' financial goals. Matrix Asset Advisors Inc's commitment to personalized service and their ability to navigate the complexities of the financial landscape have earned them a reputable standing within the industry.

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.

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.

One Oak Capital Management, LLC, a local investment advisory firm headquartered in Purchase, NY, is dedicated to providing expert financial guidance and investment services. With two offices, their team of 14 highly skilled professionals focuses on delivering comprehensive investment advisory services to their clients. With an impressive average of approximately $25,440,000 in assets under management per investment advisor, One Oak Capital Management, LLC ensures that their clients' portfolios are carefully managed and optimized for growth. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, aligning their interests with those of their clients. While 401K and individual accounts account for less than 30% of their assets under management, One Oak Capital Management, LLC possesses the expertise and capability to manage employer funds effectively. They take pride in having 100% of the assets they manage under discretionary authority, ensuring quick and efficient decision-making to capitalize on market opportunities. In addition to their investment advisory services, One Oak Capital Management, LLC also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This diversifies their range of offerings and enhances their ability to meet the unique needs of their clients. With a client base of over 140 individuals and an impressive $330,692,000 in assets under management, One Oak Capital Management, LLC has established a reputation for excellence and trust. The firm boasts a team of experienced advisors, including Gary Reetz, Laraine Villapiano, and James Crabb, who have remained with the company for many years, ensuring continuity and expertise in their 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.