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.

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.

HUDSON VALUE PARTNERS, LLC: Providing Tailored Investment Advisory Services in Morristown, NJ Hudson Value Partners, LLC is a small investment advisory firm headquartered in Morristown, NJ. With four offices strategically located, they serve a diverse clientele seeking expert financial guidance. Comprised of a dedicated team of professionals, Hudson Value Partners, LLC offers comprehensive investment advisory services to meet the unique needs and goals of their clients. With an average of $83,640,000 in assets under management per investment advisor, Hudson Value Partners, LLC aligns well with the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Impressively, 72% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions. Focusing on high-net-worth individuals, Hudson Value Partners, LLC has cultivated a portfolio of over 40 individual clients, collectively entrusting them with more than $334,579,000 in assets under management. Clients can rely on the firm's experienced and tenured advisors, including Christopher Davis, Marianne Witte, and Paul Davis, who bring extensive knowledge and insight to the table. Hudson Value Partners, LLC distinguishes itself by providing tailored investment strategies designed to optimize clients' financial well-being. Their team's dedication and personalized approach ensure that each client receives the attention and expertise necessary to achieve their financial objectives. As trusted advisors, Hudson Value Partners, LLC continues to build a reputation for delivering exceptional service and driving long-term success for their valued clients.

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.

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.

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.

M&R Capital Management Inc, a local investment advisory firm headquartered in Summit, NJ, boasts an impressive track record in managing wealth for high net worth individuals. With over 150 individual clients and $454,433,000 in assets under management, M&R Capital Management Inc has established itself as a trusted partner in the financial industry. Their expertise extends beyond personal accounts, as they possess the capacity to effectively manage employer funds in addition to 401K and individual accounts, which collectively constitute less than 30% of their total assets under management. With a discretionary management approach, M&R Capital Management Inc exercises full authority in making investment decisions on behalf of their clients, ensuring optimal returns. The firm's compensation structure is designed to accommodate diverse client needs, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures clients can select the most suitable arrangement based on their specific requirements. With two office locations, M&R Capital Management Inc operates with a team of six employees, five of whom are dedicated to providing investment advisory services. On average, each investment advisor manages approximately $90,890,000 in assets, aligning with industry standards. M&R Capital Management Inc takes pride in its experienced staff, with long-tenured advisors including Marshall Burroughs, John Maloney, and Paul Desisto. These professionals bring a wealth of knowledge and expertise to the firm, further solidifying their commitment to delivering top-tier financial solutions to their discerning clientele.

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.

Delta Financial Group, Inc., a small investment advisory firm headquartered in Basking Ridge, NJ, operates with a team of 10 professionals, of which 4 specialize in providing investment advisory services. With an impressive average of approximately $249,080,000 in assets under management per investment advisor, they have surpassed the industry average, signifying their expertise and success in managing client portfolios. Their compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees, offering flexibility and tailored solutions for their clients. While the firm's assets under management are predominantly derived from high net worth individuals, they also possess the capability to oversee employer funds, despite 401K and individual accounts representing less than 30% of their total managed assets. A remarkable 94% of the assets under Delta Financial Group's management are discretionary, granting them the authority to make investment decisions on behalf of their clients. With a vast clientele base of over 430 individuals, they are entrusted with over $996,314,000 in assets. The firm takes pride in its long-serving advisors, including Wayne Howell, Joseph Macellara, and Sean Donovan, who contribute their extensive experience and expertise to the success of Delta Financial Group. Delta Financial Group, Inc. has established itself as a reputable investment advisory firm by consistently delivering exceptional services and achieving impressive asset growth. Their commitment to understanding client needs and providing personalized investment strategies has earned them a strong presence in the financial industry.

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.