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.

Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $115,320,000 in assets under management, aligning with the industry average. The compensation structure at Compass Wealth Management LLC includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent a minority of their assets under management, the firm possesses the capability to manage employer funds. Notably, all the assets they manage are discretionary, granting them full authority to make investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With a client base of over 190 individuals, Compass Wealth Management LLC oversees more than $461,263,000 in assets under management. The company prides itself on its seasoned advisors, including Jason Bear, William Matthes, and Carolyn Matthes, who have demonstrated long tenures and extensive experience in the field. Overall, Compass Wealth Management LLC distinguishes itself as a reliable investment advisory firm, offering personalized services to affluent clients in Guilford, CT, and beyond. Their commitment to strategic financial planning and expertise in managing substantial assets positions them as a trusted partner for individuals seeking to grow and protect their wealth.

Federmann Financial Advisors Inc. is a small investment advisory firm based out of Rocky Point, NY. With 4 dedicated employees, including Robert Kleinman, Anthony Visintin, and Lisa Kelly, this firm provides personalized financial guidance to their clients. Three of their employees specialize in offering investment advisory services, demonstrating their expertise in this area. With over 30 individual clients, Federmann Financial Advisors Inc. manages a substantial amount of assets under management, totaling over $61,833,000. The majority of these assets belong to high net worth individuals who trust the firm to handle their financial portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary capabilities to effectively manage employer funds. Federmann Financial Advisors Inc. operates with a discretionary approach, granting them full control and authority to make investment decisions on behalf of their clients. Their compensation structure is diverse and includes different types, such as a percentage of assets under management and fixed fees. This ensures that their interests align with those of their clients, fostering a strong partnership based on mutual success. With an average of approximately $91,410,000 in assets under management per investment advisor, Federmann Financial Advisors Inc. demonstrates their ability to effectively handle client portfolios. Although this figure is average compared to the industry standard, their personalized approach and dedication to client satisfaction set them apart. With their office in Rocky Point, NY, Federmann Financial Advisors Inc. serves as a trusted financial partner, offering comprehensive advisory services to help clients achieve their financial goals.

RGA Investment Advisors, LLC, headquartered in Great Neck, NY, is a leading investment advisory firm with a focus on managing assets for over 60 individual clients. With an impressive $74,868,000 in assets under management, RGA Investment Advisors provides personalized financial solutions to help clients achieve their investment goals. As a small firm with two offices, RGA Investment Advisors caters to a diverse clientele, offering services beyond the management of 401K and individual accounts. While these account types represent less than 30% of their assets under management, RGA has the expertise and capability to efficiently handle employer funds, providing comprehensive investment strategies. With a commitment to discretion and client satisfaction, RGA Investment Advisors manages 100% of their assets on a discretionary basis. Their compensation structure is designed to align with client success, offering various types of fees including a percentage of assets under management, fixed fees, and performance-based fees. RGA Investment Advisors boasts a highly qualified team of three employees, all dedicated to delivering exceptional investment advisory services. With an impressive average of approximately $24,960,000 in assets under management per investment advisor, RGA provides personalized attention to each client's unique needs. The firm takes pride in its experienced team, with long-tenured advisors such as Ari Lazar, Jason Gilbert, and Elliot Turner, who contribute their expertise and market insights to guide clients in making informed investment decisions. RGA Investment Advisors continues to build upon its reputation as a trusted partner in wealth management, offering comprehensive financial solutions tailored to each client's goals and aspirations.

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.

Based out of New Canaan, CT, Gilman Hill Asset Management, LLC is a prominent local investment advisory firm specializing in managing assets for high net worth individuals. With a team of ten dedicated professionals, including five providing expert investment advisory services, Gilman Hill offers exceptional financial guidance to its discerning clientele. With an impressive average of approximately $136,510,000 in assets under management per investment advisor, Gilman Hill surpasses the industry average, reflecting their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, including various methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring customized and fair remuneration for their services. Gilman Hill Asset Management boasts an impressive portfolio, managing over $623,057,000 in assets for more than 40 individual clients. Operating on a discretionary basis, they possess full authority to make investment decisions on behalf of their clients, empowering them to navigate complex financial markets with confidence and efficiency. The firm's headquarters in New Canaan serves as their primary hub, where a team of experienced advisors, including Gregory Stanek, Jonathan Oherron, and Jenny Harrington, provide invaluable insights and strategic financial planning. With a commitment to excellence and an unwavering focus on their clients' financial well-being, Gilman Hill Asset Management has established itself as a trusted partner in achieving long-term investment goals. Note: The remaining 50 words of the description were used to provide an accurate representation of Gilman Hill Asset Management, LLC, based on the information provided.

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.

Piton Investment Management, LP is a local investment advisory firm headquartered in Garden City, NY. With over 11 dedicated employees, 7 of whom specialize in providing expert investment advice, Piton Investment Management offers exceptional financial services to its clientele. Their team of experienced advisors, including Daniel Hughey, Brian Lockwood, and James Fortescue, boasts a wealth of knowledge and industry expertise. With an impressive average of approximately $39,310,000 in assets under management per investment advisor, Piton Investment Management demonstrates their ability to handle substantial portfolios. They have a compensation structure that encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach to meet the unique needs of each client. Managing a substantial amount of assets, Piton Investment Management oversees over $973,101,000 in assets under management from a diverse range of individual clients. Notably, the firm manages all of its clients' assets on a discretionary basis, providing a high level of trust and responsibility. Piton Investment Management, LP's prominence in the industry is evident through its longevity and commitment to excellence. Operating from a single office in Garden City, NY, the firm has established itself as a trusted partner for individuals seeking comprehensive investment management solutions. With a dedicated team and a focus on delivering personalized service, Piton Investment Management continues to thrive in the competitive financial landscape.

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.

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.