Quint Investments And Insurance is a local investment advisory firm headquartered in Wappingers Falls, NY, boasting a strong presence in the financial services industry. With a single office location, the firm houses a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services. Their expertise and commitment to excellence have allowed Quint Investments And Insurance to achieve an impressive average of approximately $8,550,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Quint Investments And Insurance stands out in managing employer 401Ks and individual portfolios, representing around half of their assets under management. Their extensive experience in this space has solidified their reputation as reliable and knowledgeable advisors. The firm prides itself on maintaining a discretionary approach, with an impressive 92% of the assets they manage falling under this category. With over 270 individual clients and an impressive $42,757,000 in assets under management, Quint Investments And Insurance has successfully cultivated lasting relationships built on trust and financial prosperity. Quint Investments And Insurance boasts a team of seasoned professionals, including notable advisors such as William Pepe, Nancy Coenen, and Wayne Quint. These long-tenured experts bring a wealth of experience and expertise to the firm, further enhancing its ability to meet and exceed clients' financial goals. Overall, Quint Investments And Insurance is a respected local firm dedicated to providing exceptional investment advisory services, offering personalized solutions tailored to each client's unique needs and aspirations.

Samalin Wealth, based out of Chappaqua, NY, is a local investment advisory firm with a strong presence in the industry. With 12 dedicated employees, including 8 experienced investment advisors, they provide a range of comprehensive financial services to their clients. The firm manages an impressive total of over $301,398,000 in assets under management, with an average of $57,980,000 per investment advisor, which aligns with the industry average. Samalin Wealth caters primarily to high net worth individuals, with the majority of their assets under management coming from this segment. They have developed a notable expertise in managing assets from employer 401Ks and individual accounts, contributing to their well-rounded portfolio of clients. Furthermore, an impressive 88% of the assets they manage are done so on a discretionary basis, indicating a high level of trust and confidence from their clients. Operating across five offices, Samalin Wealth has established itself as a reputable firm in the region. The company's success can be attributed, in part, to their long-tenured advisors. Noteworthy among them are Laurance Kersh, Patrick Thuemmel, and John Hadley, who bring a wealth of experience and expertise to the table. Samalin Wealth's compensation structure is flexible, including options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows them to accommodate the unique needs and preferences of their diverse clientele. In summary, Samalin Wealth is a respected investment advisory firm serving high net worth individuals and offering comprehensive financial services. With their experienced team of advisors, impressive assets under management, and strong track record, they are well-positioned to continue providing valuable financial guidance to their clients in Chappaqua, NY, and beyond.

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.

Newsholme Financial Group, Inc., a small investment advisory firm based in Yorktown Heights, NY, is dedicated to providing comprehensive investment advisory services. With a team of two skilled professionals, they manage assets totaling approximately $87,880,000 per investment advisor, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees. Boasting a client base of over 60 individuals, Newsholme Financial Group, Inc. oversees more than $60,058,000 in assets. Specializing in managing assets for high net worth individuals, they primarily handle discretionary portfolios, with 401(k) and individual accounts representing less than 30% of their managed assets. However, they possess the capability to effectively manage employer funds as well. Established in 2003, Newsholme Financial Group, Inc. has garnered a strong reputation under the guidance of Donald Newsholme, one of the firm's longest-tenured registered advisors. With their sole office situated in Yorktown Heights, NY, the firm is strategically positioned to serve clients seeking personalized investment advice and tailored financial solutions. Driven by their commitment to excellence and extensive industry experience, Newsholme Financial Group, Inc. leverages their expertise to help clients navigate the complex world of investments, aiming to secure their financial futures. Whether it's optimizing asset allocation, implementing effective risk management strategies, or delivering insightful investment advice, they strive to deliver exceptional service and support to their valued clientele.

Key Wealth Advisors LLC is a small investment advisory firm based out of New York, NY. With three offices, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts a total of four dedicated employees, each equipped with the knowledge and expertise to provide personalized investment strategies. Key Wealth Advisors LLC manages an impressive average of approximately $10,750,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, the firm has the capability to efficiently manage employer funds. Operating under a discretionary model, Key Wealth Advisors LLC handles 100% of the assets they manage, granting clients the freedom to focus on other aspects of their financial lives. Specializing in serving high net worth individuals, the firm caters to over 20 individual clients, effectively overseeing assets valued at more than $43,000,000. Key Wealth Advisors LLC prides itself on the expertise and experience of its team. The firm boasts several long-tenured advisors, including Yehia-Hubbard Ross, Eva Drew, and David Elfenbein, who have played a pivotal role in shaping the firm's success and reputation. With a commitment to providing personalized investment advisory services and a proven track record of managing substantial assets, Key Wealth Advisors LLC is a trusted partner for clients seeking expert financial guidance.

Kennedy Wealth And Tax Management, Inc., a small investment advisory firm located in Southbury, CT, is dedicated to providing comprehensive wealth management and tax planning services to its clients. With a team of four dedicated professionals, they offer personalized financial solutions tailored to meet the unique needs and goals of each individual client. Out of the total workforce, two registered advisors at Kennedy Wealth And Tax Management, Inc. specialize in investment advisory services. With an average of approximately $123,310,000 in assets under management per investment advisor, they maintain an industry-average performance. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests with their clients. Boasting over 80 individual clients, Kennedy Wealth And Tax Management, Inc. manages a substantial amount of assets, with over $168,092,000 under their expert guidance. While the majority of these assets belong to high net worth individuals, the firm also caters to 401K and individual accounts, albeit representing less than 30% of their total assets under management. Moreover, they possess the expertise and capability to manage employer funds, further expanding their service offering. Kennedy Wealth And Tax Management, Inc. distinguishes itself through its discretionary management approach, with a significant 94% of the assets they oversee being handled on a discretionary basis. This allows the firm to make informed investment decisions on behalf of their clients, in line with their financial objectives and risk tolerance. Gregory Bunger and Kevin Kennedy, two of the firm's longest tenured registered advisors, play a pivotal role in upholding the company's commitment to excellence in wealth management and tax planning services. With their expertise and the collective knowledge of the team, Kennedy Wealth And Tax Management, Inc. continues to provide valuable financial guidance and build long-lasting relationships with their clients.

ATWOB is a reputable investment advisory firm located in Katonah, NY. With its sole office in the area, ATWOB provides expert investment advisory services to its valued clients. The firm boasts a dedicated team of three employees who are committed to delivering exceptional financial guidance and support. Each investment advisor at ATWOB manages an impressive average of $19,390,000 in assets under management, showcasing their expertise in handling substantial portfolios. ATWOB's compensation structure is designed to cater to a wide range of client needs. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm has established a strong foothold in the employer 401K and individual market, as around half of their assets under management originate from these sources. This experience positions ATWOB as a trusted partner for both companies and individuals seeking effective investment strategies. With an impressive 83% of their managed assets falling under the discretionary category, ATWOB demonstrates its ability to make independent investment decisions on behalf of clients. This discretionary authority allows the firm to implement tailored strategies that align with clients' financial goals and risk tolerance. ATWOB's proven track record is evident through their extensive client base, which comprises over 10 individuals who entrust the firm with a combined total of $58,183,000 in assets under management. Michael Tom and Richard Rebori, two of the longest-serving registered advisors at ATWOB, bring a wealth of experience and expertise to the firm's operations. Their tenure and commitment contribute to ATWOB's solid reputation within the investment advisory industry.

Hudson Companies, a reputable investment advisory firm, is headquartered in Pearl River, NY, boasting two strategically located offices. With a dedicated team of five professionals, including two experienced investment advisors, the firm is well-equipped to serve a diverse clientele. Leveraging their expertise, Hudson Companies manages an average of $61,680,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure reflects their commitment to providing comprehensive financial services. They offer various fee options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts collectively account for less than 30%. Impressively, Hudson Companies exercises discretion over 81% of the assets they manage, ensuring flexibility and adaptability in their investment strategies. Their portfolio boasts over 440 individual clients, who entrust them with a substantial $123,367,000 in assets under management. The firm takes pride in their longstanding advisors, such as Lillian Whelan, Brian Flaherty, and Christopher Conover, who bring a wealth of experience to the table. In a dynamic financial landscape, Hudson Companies stands out as a reliable and forward-thinking investment advisory firm. With a focus on personalized service and a comprehensive range of compensation options, they are well-positioned to help their clients achieve their financial goals.

O'Brien Capital Management, Inc., headquartered in Nyack, NY, is a reputable investment advisory firm catering to a diverse clientele. With over 30 individual clients, they oversee an impressive $27,951,000 in assets under management. Specializing in employer 401Ks and individuals, O'Brien Capital Management, Inc. has gained extensive experience in this sector. As a small firm, they take pride in providing personalized and tailored financial solutions. Their comprehensive approach ensures that all investment decisions are made at their discretion, giving clients peace of mind. The majority of the assets they manage belong to high net worth individuals, reflecting their expertise in managing substantial portfolios. The compensation structure at O'Brien Capital Management, Inc. is flexible and designed to align with client needs. They offer a variety of fee types, including a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that suits them best. With a total of one dedicated employee, O'Brien Capital Management, Inc. is committed to delivering top-notch investment advisory services. Each advisor averages approximately $27,950,000 in assets under management, showcasing their ability to handle substantial portfolios with precision and care. John O'Brien, one of the firm's most experienced registered advisors, has been an integral part of the team since 2021. His tenure and expertise contribute to the company's reputation for providing reliable and knowledgeable investment advice. O'Brien Capital Management, Inc. continues to serve as a trusted partner for individuals and organizations seeking sound financial guidance, solidifying their position in the competitive investment advisory landscape.

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.

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.