Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.

Karpas Strategies LLC, a small investment advisory firm based out of Litchfield, CT, is committed to delivering exceptional financial expertise and personalized service to their clients. With two offices strategically located, Karpas Strategies LLC ensures convenient access for their clientele. Dedicated to investment advisory services, Karpas Strategies LLC has a team of two highly skilled employees who possess in-depth knowledge and experience in the financial industry. Their investment advisors consistently maintain an impressive average of approximately $191,650,000 in assets under management, surpassing the industry average and highlighting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align their interests with those of their clients, offering various types of fees, such as a percentage of assets under management and fixed fees. Karpas Strategies LLC manages all of their clients' assets on a discretionary basis, providing flexibility and agility in responding to market dynamics and investment opportunities. Renowned for their specialization in serving high net worth individuals, Karpas Strategies LLC successfully manages over $383,305,000 in assets for more than 100 individual clients. Matthew Karpas and Zachary Chernus, two of the firm's longest tenured registered advisors, bring extensive expertise and a deep understanding of their clients' unique financial goals. By combining their comprehensive knowledge, personalized service, and unwavering commitment, Karpas Strategies LLC continues to provide exceptional investment advisory services, assisting their clients in achieving their financial aspirations with confidence and peace of mind.

Barron Financial Group, LLP, based out of Torrington, CT, is a reputable small investment advisory firm. With over 130 individual clients and a remarkable $103,172,000 in assets under management, they have gained a strong foothold in the industry. Specializing in employer 401Ks and individual investments, they possess extensive expertise in this field. Impressively, 97% of the assets they manage are discretionary, reflecting their clients' trust in their investment strategies. The firm operates from a single office, demonstrating their focus on personalized service. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their diverse clientele. Barron Financial Group, LLP boasts a talented team of four dedicated employees, three of whom provide expert investment advisory services. On average, each investment advisor oversees approximately $34,390,000 in assets under management, showcasing their commitment to delivering individualized attention and superior outcomes. The firm takes pride in its long-tenured advisors, such as John Seagrave, Sandra Thibault, and James Thibault. Their experience and steadfast dedication to clients have contributed to Barron Financial Group, LLP's sterling reputation. With a track record of success and a client-centric approach, Barron Financial Group, LLP stands as a trusted partner for individuals and businesses seeking comprehensive and tailored investment advisory services.

Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.

Taconic Advisors, a small investment advisory firm based out of Saugerties, NY, is dedicated to providing personalized financial solutions for their clients. With over 10 individual clients and an impressive $156,426,000 in assets under management, Taconic Advisors has established a strong reputation in the industry. They have two offices, enabling them to efficiently serve their clients' needs. Specializing in discretionary asset management, Taconic Advisors primarily caters to high net worth individuals, ensuring their financial goals and objectives are met with utmost care and precision. The firm's compensation structure is designed to align their interests with their clients, offering various options such as fixed fees. With a team of five dedicated employees, including three investment advisory professionals, Taconic Advisors ensures that each client receives personalized attention and tailored investment strategies. The firm boasts an average of approximately $52,140,000 in assets under management per investment advisor, which is on par with industry standards. Taconic Advisors takes pride in its experienced and committed advisors. Among the longest tenured professionals at the firm are Carmen Caruso, Meredith Briggs, and John Kelly. Their extensive knowledge and expertise contribute to the firm's success in delivering exceptional financial services to their clients. Overall, Taconic Advisors combines their deep understanding of the financial landscape with a client-centric approach, striving to build lasting relationships and help their clients achieve their financial objectives effectively and efficiently.

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.

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.

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.

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.

Weiss Financial Group LLC, based out of Mahopac, NY, is a small investment advisory firm dedicated to providing comprehensive financial services. With a team of two experienced professionals, they specialize in investment advisory services, managing an impressive average of $23,050,000 in assets per advisor. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. With over 80 individual clients, Weiss Financial Group LLC oversees a substantial $61,216,000 in assets under management. Their expertise in managing employer 401Ks and individual investments is evident, as approximately half of their assets under management come from these sources. Their success is further enhanced by their extensive experience in this space, instilling confidence in their clients. Weiss Financial Group LLC maintains a strong commitment to discretion, as 99% of the assets they manage are handled with a discretionary approach. This approach allows them to make informed investment decisions on behalf of their clients, maximizing potential returns and minimizing risks. Headquartered in Mahopac, NY, Weiss Financial Group LLC operates out of a single office. Within the firm, Keith Weiss and Scott Weiss stand out as two of the most tenured registered advisors. Their wealth of experience and expertise contribute to the firm's success in delivering personalized financial solutions to their valued clientele. With a client-centric approach and a track record of sound financial management, Weiss Financial Group LLC remains dedicated to helping individuals and businesses achieve their financial goals.

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.