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.

Capital Preservation Partners, Inc. is a respected investment advisory firm located in Bronxville, NY. With over 200 individual clients and an impressive $195,802,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating out of two offices, Capital Preservation Partners, Inc. offers a comprehensive range of services, including insurance brokerage, real estate brokerage, accounting, and legal assistance. The firm has a strong foothold in the employer 401K and individual asset management space, with approximately half of their assets under management sourced from these sectors. Their extensive experience in this field positions them as experts in delivering tailored investment strategies to meet the unique needs of each client. Notably, 98% of the assets they manage are under discretionary management, showcasing their commitment to preserving and growing their clients' capital. Capital Preservation Partners, Inc. employs a team of three dedicated professionals, all of whom are registered investment advisors. With an average of $65,270,000 in assets under management per advisor, they align with industry standards in terms of efficiency and performance. Among their experienced team, Ilir Gjoni stands out as one of the firm's longest-tenured registered advisors, having been with Capital Preservation Partners, Inc. since 2023. The firm's compensation structure is flexible and offers various options, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their client relationships. Capital Preservation Partners, Inc. is committed to providing personalized investment advisory services and maintaining the trust and satisfaction of their diverse clientele.

Shufro, Rose & Co., LLC, headquartered in New York, NY, is a respected local investment advisory firm. With one office, the firm comprises a team of 26 professionals, nine of whom specialize in investment advisory services. Renowned for their expertise, they consistently manage an impressive average of approximately $200,650,000 in assets per investment advisor, surpassing industry standards. Shufro, Rose & Co., LLC adopts a diversified compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. While their portfolio consists of less than 30% 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, 96% of the assets under their management are discretionary, showcasing their ability to make independent investment decisions. The firm primarily caters to high net worth individuals, who entrust Shufro, Rose & Co., LLC with the majority of their assets. Serving as registered representatives of a broker-dealer, they offer a comprehensive range of financial services to their esteemed clientele. Currently, the firm boasts an impressive roster of over 880 individual clients, with a combined total of more than $1,805,823,000 in assets under management. Shufro, Rose & Co., LLC takes pride in its long-standing advisors, such as Gerson Ossers, Gregory Shufro, and Barbara Silverman, who have played integral roles in the firm's success. Their commitment to providing personalized, high-quality investment advisory services has earned them a reputation as a trusted partner in navigating the complexities of the financial markets.

Talisman Wealth Advisors, LLC, based out of Mountainside, NJ, is a respected investment advisory firm catering to high net worth individuals. With over 110 individual clients and $139,676,000 in assets under management, Talisman Wealth Advisors offers personalized financial solutions to meet their clients' unique needs. While 401K and individual accounts make up less than 30% of their assets under management, Talisman Wealth Advisors also possesses the expertise to manage employer funds. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients. With a compensation structure that includes a percentage of assets under management and fixed fees, Talisman Wealth Advisors ensures alignment with their clients' interests. The firm has a total of three employees, two of whom are dedicated investment advisors. On average, each investment advisor manages approximately $69,840,000 in assets, which is in line with the industry average. Talisman Wealth Advisors takes pride in their experienced team, with Francis Granizo and Jennifer Kirby being two of the firm's longest-tenured registered advisors. Their commitment to providing excellent service and tailored financial strategies sets them apart in the industry. Clients can trust Talisman Wealth Advisors to navigate the complexities of wealth management and guide them towards achieving their financial goals.

Headquartered in Harrison, New York, LIGHTEDWAY ADVISORY SERVICES, INC. is a small yet reputable investment advisory firm. With a team of dedicated professionals, they specialize in providing investment advisory services to a diverse client base. The firm's average assets under management per investment advisor amount to approximately $119,100,000, aligning with the industry average. LIGHTEDWAY ADVISORY SERVICES, INC. offers a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a payment method that suits their needs and preferences. Catering to over 40 individual clients, LIGHTEDWAY ADVISORY SERVICES, INC. manages a substantial $70,000,000 in assets. Their expertise extends to employer 401K plans and individual investments, with approximately half of their assets under management originating from these sources. Their experience in this space positions them well to provide tailored advice and solutions. The firm operates from a single office in Harrison, New York, serving clients locally and beyond. Jonathan Russo, one of the longest-tenured registered advisors, has been with LIGHTEDWAY ADVISORY SERVICES, INC. since 2021. His experience and expertise contribute to the firm's commitment to delivering high-quality investment advisory services. LIGHTEDWAY ADVISORY SERVICES, INC. prides itself on its discretionary asset management approach, assuming full responsibility for 100% of the assets entrusted to their care. With a client-centric focus and a commitment to personalized service, the firm aims to guide clients towards achieving their financial goals and building a secure financial future.

Vanquour LLC is a distinguished investment advisory firm based out of New York, NY, specializing in the management of high net worth individuals' assets. With over 20 individual clients, Vanquour LLC demonstrates its expertise by overseeing an impressive $65,680,000 in assets under management. Their commitment to personalized service and tailored investment strategies has solidified their position as a trusted partner in wealth management. While Vanquour LLC manages a diverse portfolio of assets, including 401K and individual accounts, such funds represent less than 30% of their overall assets under management. However, the firm possesses the capability to effectively manage employer funds, ensuring a comprehensive range of services to their discerning clientele. Importantly, all the assets managed by Vanquour LLC are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. With a compensation structure that encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, Vanquour LLC ensures transparency and alignment of interests with their clients. Their team of two dedicated employees delivers exceptional investment advisory services, averaging an impressive $32,840,000 in assets under management per investment advisor. Notably, Vanquour LLC prides itself on the expertise and longevity of its advisors. Seasoned professionals like Jacob Chen, Patrick Donohue, and Lu Zhou have played pivotal roles in the firm's success, serving as trusted advisors to their esteemed clientele. With their commitment to excellence and client-centric approach, Vanquour LLC continues to thrive as a premier investment advisory firm, delivering tailored strategies and remarkable results for their clients' financial aspirations.

Chemistry Wealth Management LLC is a respected investment advisory firm based in New York, NY. With two offices, the firm employs a team of nine professionals, four of whom specialize in providing investment advisory services. Each investment advisor manages an impressive average of approximately $173,310,000 in assets under management, exceeding industry standards. The compensation structure at Chemistry Wealth Management LLC includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While 401K plans and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds, offering comprehensive financial solutions. With 99% of their assets falling under discretionary management, Chemistry Wealth Management LLC excels in making informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, ensuring tailored strategies to meet their specific financial objectives. Boasting a substantial client base of over 260 individuals, Chemistry Wealth Management LLC oversees assets under management totaling more than $693,235,000. The firm takes pride in the expertise and experience of advisors like Kyle Dandurand, Mark Chemtob, and Jason Kuroda, who have established long tenures at the company. As a small investment advisory firm, Chemistry Wealth Management LLC is committed to delivering personalized and comprehensive financial services. With a focus on high-net-worth individuals, the firm strives to optimize client portfolios and provide expert guidance to help clients achieve their long-term financial goals.

The Genwealth Group, Inc., a small investment advisory firm based out of Maplewood, NJ, boasts an impressive track record in managing assets for high net worth individuals. With a team of seven dedicated employees, three of whom specialize in providing investment advisory services, they have established themselves as a trusted partner in wealth management. The firm prides itself on its exceptional average of approximately $150,980,000 in assets under management per investment advisor, surpassing the industry average. This success can be attributed to their comprehensive compensation structure, which includes various types such as a percentage of assets under management and fixed fees. The Genwealth Group, Inc. currently manages assets worth over $355,168,000 for more than 130 individual clients. While the majority of the assets they oversee are for high net worth individuals, they also possess the capability to manage employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. In addition to their investment advisory services, The Genwealth Group, Inc. offers insurance brokerage services, providing comprehensive financial solutions to their clients. With their expertise and commitment to client satisfaction, they have gained a reputation for delivering exceptional results. The firm operates from a single office in Maplewood, NJ, and boasts a team of experienced advisors, including Kevin Worley, Braden Schipke, and Michael Leanza, who have been with the company for a considerable tenure. Their combined knowledge and expertise contribute to the firm's ability to offer personalized and effective financial strategies to their valued clientele.

Stratacore Capital Management, LLC, based out of New York, NY, is a small investment advisory firm specializing in providing comprehensive investment advisory services. With a team of two dedicated professionals, they have established a strong reputation in the industry. The firm boasts an impressive average of approximately $167,170,000 in assets under management per investment advisor, surpassing the industry average. Stratacore Capital Management, LLC employs a flexible compensation structure that aligns with their clients' needs. This includes options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring that clients have various choices to suit their preferences. With a client base of over 70 individuals, Stratacore Capital Management, LLC manages a substantial amount of assets, totaling over $60,590,000. Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds. Moreover, 1% of the assets they manage are under discretionary management, providing clients with a trust-based approach to investing. Mikael Larsson and Robert Desalvo, two seasoned registered advisors, have been integral to the success and longevity of Stratacore Capital Management, LLC. Their experience and expertise contribute to the firm's ability to deliver personalized and tailored investment strategies. As a dynamic and client-focused investment advisory firm, Stratacore Capital Management, LLC continues to provide exceptional service, leveraging their extensive knowledge and industry expertise to help clients achieve their financial goals. With their headquarters in New York, NY, the firm is strategically positioned to serve a diverse 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.