Royal Alliance Associates, Inc. is a highly reputable national investment advisory firm headquartered in Jersey City, NJ. With over 90,480 individual clients and an impressive $29,536,150,000 in assets under management, they have established themselves as a leading player in the financial services industry. Operating from 1,010 offices nationwide, Royal Alliance Associates, Inc. offers comprehensive investment advisory services, specializing in managing employer 401Ks and individual portfolios. With extensive experience in this domain, they have developed a solid understanding of the unique needs and challenges faced by both employers and individuals in the investment landscape. A notable aspect of Royal Alliance Associates, Inc.'s approach is their discretionary management of 83% of the assets they oversee, providing clients with a hands-off investment experience while leveraging their expertise to maximize returns. Their compensation structure is designed to accommodate different preferences, encompassing a range of options such as a percentage of assets under management, fixed fees, and hourly charges. Employing a team of 3,704 dedicated professionals, with 2,075 specifically focused on investment advisory services, Royal Alliance Associates, Inc. ensures that each client receives personalized attention and tailored financial solutions. Their investment advisors boast an impressive average of $14,230,000 in assets under management, a testament to their expertise and ability to deliver exceptional results. Notably, Royal Alliance Associates, Inc. takes pride in the long-standing commitment of their advisors, with esteemed professionals like Lauren Pedersen, Janice Gage, and James Marroquin exemplifying the firm's dedication to maintaining experienced and trusted individuals on their team. With a solid track record, comprehensive services, and a client-centric approach, Royal Alliance Associates, Inc. continues to be a trusted partner for individuals and employers seeking expert guidance in achieving their financial goals.

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.

HENNION & WALSH ASSET MANAGEMENT, INC. Hennion & Walsh Asset Management, Inc., headquartered in Parsippany, NJ, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total workforce of 70 dedicated professionals, a small percentage of whom specialize in investment advisory services, the company excels in providing comprehensive financial solutions to its esteemed clientele. As an experienced asset management firm, Hennion & Walsh manages an impressive average of approximately $95,670,000 in assets under management per investment advisor. This figure aligns with the industry average, showcasing their proficiency and reliability in handling client portfolios. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and flexibility for their clients. Hennion & Walsh Asset Management serves over 670 individual clients, who collectively entrust them with over $379,709,000 in assets under management. Notably, nearly half of these assets originate from employer 401Ks and individual investments, reflecting the company's extensive expertise in this area. Impressively, 96% of the assets they manage are handled on a discretionary basis, enabling clients to benefit from their seasoned judgment and strategic decision-making. In addition to their core investment advisory services, Hennion & Walsh also operates as an insurance broker or agent, further enhancing their ability to provide holistic financial guidance. With two offices, they serve their clients efficiently and maintain a local presence that fosters strong relationships within the community. The firm takes pride in its team of seasoned advisors, including Joseph Rodriguez, John Wallace, and Kevin Mahn, who boast some of the longest tenures at the company. Their collective experience and expertise contribute to Hennion & Walsh's strong reputation and ability to deliver exceptional financial solutions tailored to their clients' needs.

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.

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.