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.

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.

Wright Private Asset Management LLC, a reputable investment advisory firm headquartered in Shelton, CT, is committed to providing comprehensive financial solutions to its clients. With a team of 17 dedicated professionals, including 6 experienced investment advisors, they strive to deliver personalized and tailored investment strategies. At Wright Private Asset Management LLC, their investment advisors have an average of $125,570,000 in assets under management per advisor, which aligns with the industry standard. They employ a diverse compensation structure, offering various options such as a percentage of assets under management and hourly charges, ensuring transparency and flexibility for their clients. Catering to over 30 individual clients, Wright Private Asset Management LLC effectively manages over $49,567,000 in assets. Although 401K and individual accounts account for less than 30% of their total assets under management, the firm possesses the capability to manage employer funds, catering to the diverse needs of their clientele. Wright Private Asset Management LLC manages all of their clients' assets on a discretionary basis, exemplifying their expertise and commitment to making informed investment decisions. As a local firm, they have deep roots in the Shelton community and pride themselves on delivering top-notch financial guidance to their clients. With a single office location, Wright Private Asset Management LLC provides a personalized and accessible experience for their clients. Their skilled team and comprehensive approach make them a trusted partner in achieving financial goals and securing a prosperous future.

Beirne Wealth Consulting Services, LLC, located in Shelton, CT, is a well-established local investment advisory firm with a strong track record. With over 310 individual clients and a remarkable $1,897,105,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Beirne Wealth Consulting Services, LLC offers comprehensive investment advisory services to a diverse range of clients. Their team of 11 experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique goals and circumstances. With 29% of their managed assets falling under the discretionary category, Beirne Wealth Consulting Services, LLC showcases their expertise in actively managing portfolios and making informed investment decisions on behalf of their clients. Their compensation structure is designed to align their interests with their clients'. They employ various fee structures, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their business practices. Notably, Beirne Wealth Consulting Services, LLC boasts an impressive average of approximately $172,460,000 in assets under management per investment advisor, surpassing the industry average. This highlights their ability to efficiently and effectively handle substantial portfolios while delivering exceptional service. The firm takes pride in its dedicated team, which includes some of the longest-tenured advisors in the industry. Professionals like Lindsey Allard, John Beirne, and John-Oliver Beirne bring extensive knowledge and experience to their roles, contributing to the firm's reputation for excellence. With a commitment to integrity, expertise, and client-centered service, Beirne Wealth Consulting Services, LLC stands as a premier investment advisory firm in Shelton, CT, offering comprehensive financial solutions and helping clients achieve their long-term financial objectives.

GFS Wealth Management Advisors, Inc. dba Ganim Financial is a well-established investment advisory firm headquartered in Shelton, CT, operating from a single office. With a team of 6 highly skilled professionals, GFS Wealth Management Advisors offers comprehensive investment advisory services to its diverse clientele. Each investment advisor at the firm manages an average of approximately $22,470,000 in assets, showcasing their expertise and experience in the financial industry. GFS Wealth Management Advisors, Inc. dba Ganim Financial adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While a majority of their assets under management are allocated to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts account for less than 30% of their assets. The firm's investment philosophy centers around discretion, as 100% of the assets they manage are discretionary. With a strong focus on delivering exceptional service, GFS Wealth Management Advisors caters to over 90 individual clients, with a total of $134,804,000 in assets under management. GFS Wealth Management Advisors, Inc. dba Ganim Financial takes pride in its experienced team of advisors, with Christopher Ganim, Robert Lockery, and Lawrence Ganim among their longest tenured professionals. Their dedication to providing personalized financial guidance has contributed to the firm's reputation as a trusted and reliable partner for individuals seeking to achieve their financial goals.

Dunbar Associates, LLC is a reputable investment advisory firm headquartered in Monroe, CT. With a dedicated team of two experienced professionals, they offer comprehensive investment advisory services to a diverse clientele. Their office in Monroe serves as a hub for delivering personalized financial solutions tailored to their clients' unique goals and risk tolerance. With an average of $54,930,000 in assets under management per investment advisor, Dunbar Associates maintains a solid standing within the industry. Their compensation structure is flexible, incorporating various approaches such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Notably, 34% of the assets they oversee are discretionary, indicating a high level of trust bestowed upon Dunbar Associates by their clients. Their client base comprises over 50 individuals, collectively entrusting the firm with more than $109,866,000 in assets under management. The firm boasts a team of seasoned professionals, including Keith Cuomo and Robert Dunbar, who have exhibited unwavering dedication as registered advisors for Dunbar Associates. With their combined expertise and commitment, the firm maintains a track record of delivering sound investment advice and fostering long-lasting client relationships. Dunbar Associates, LLC continues to uphold its reputation as a trusted partner, consistently providing comprehensive investment advisory services that enable their clients to navigate the ever-changing financial landscape with confidence.

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.

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.

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.

DIAMANT ASSET MANAGEMENT, INC. is a highly reputable investment advisory firm based in Ridgefield, CT. With a team of three dedicated professionals, they offer comprehensive investment advisory services to their valued clients. With an average of $23,950,000 in assets under management per investment advisor, Diamant Asset Management delivers personalized financial solutions to help clients achieve their investment goals. The firm's compensation structure is diverse and tailored to meet the unique needs of each client. It includes a percentage of assets under management, fixed fees, and other customized arrangements. This flexible approach ensures that clients receive fair and transparent compensation based on the services provided. Diamant Asset Management, Inc. manages an impressive portfolio of over $180,713,000 in assets for a diverse range of individual clients. Specializing in serving high-net-worth individuals, the firm has gained a solid reputation for its expertise in handling substantial investments. With a commitment to excellence and a focus on client satisfaction, Diamant Asset Management, Inc. takes pride in its discretionary management approach. By making informed investment decisions on behalf of their clients, the firm ensures a seamless investment experience and maximizes the potential for long-term financial growth. Situated in Ridgefield, CT, Diamant Asset Management operates from a single office. The firm boasts a team of highly experienced advisors, including the seasoned professionals Hans Thalheim, Sheila Morgan, and Herbert Diamant. With their wealth of knowledge and expertise, they contribute to the firm's success and provide clients with invaluable guidance in navigating the complex world of investment management.

Procyon Advisors, LLC, based out of Shelton, CT, is a renowned regional investment advisory firm with a solid reputation in the financial industry. With over 730 individual clients and an impressive $4,940,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Procyon Advisors operates from seven offices strategically located to cater to their diverse client base. The firm's comprehensive approach to investment management is reflected in the fact that 25% of the assets they manage are discretionary, allowing clients to benefit from their expertise and experience. The compensation structure at Procyon Advisors is designed to provide flexibility to clients, offering options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their individual preferences and investment goals. With a team of 37 dedicated professionals, including 29 investment advisors, Procyon Advisors provides personalized and tailored financial guidance to their clients. Each investment advisor manages an impressive average of approximately $170,340,000 in assets, surpassing the industry average. This achievement speaks volumes about the expertise and success of the firm's advisors. Procyon Advisors takes pride in its experienced team, including some of the longest-tenured advisors in the firm, such as Jeffrey Farrar, Phil Fiore, and Thomas Gahan. Their collective knowledge and commitment contribute to the firm's strong track record and continued success. Overall, Procyon Advisors, LLC stands out as a leading investment advisory firm, offering comprehensive services, impressive assets under management, and a team of highly skilled professionals dedicated to helping clients achieve their financial goals.