Atalanta Sosnoff Management, LLC is a renowned investment advisory firm located in New York, NY, serving clients with a comprehensive range of financial services. With five strategically positioned offices, Atalanta Sosnoff Management, LLC is well-positioned to cater to the diverse needs of its clientele. The firm boasts a team of 39 dedicated professionals, eight of whom specialize in providing expert investment advisory services. With an impressive track record, they manage a significant amount of assets, averaging around $308,130,000 per investment advisor, surpassing the industry average. Atalanta Sosnoff Management, LLC employs a comprehensive compensation structure, including a percentage of assets under management. Notably, all the assets under their management, totaling over $2,465,012,000, are managed on a discretionary basis, demonstrating the trust and confidence their clients place in their expertise. Among their highly skilled team, Kamani Kualaau stands out as one of the firm's longest tenured registered advisors, having been with Atalanta Sosnoff Management, LLC since 2011. Kamani's extensive experience and commitment to client success contribute to the firm's continued growth and reputation for excellence. With a focus on providing personalized solutions and achieving client objectives, Atalanta Sosnoff Management, LLC has built a strong rapport with over 90 individual clients. Through their expertise and dedication, the firm strives to exceed expectations and deliver exceptional investment advisory services tailored to each client's unique financial goals.

Springboard Asset Management LLC is a small investment advisory firm based out of Cheshire, CT, with a strong focus on managing assets for high net worth individuals. With over 60 individual clients, they have successfully amassed an impressive $97,758,000 in assets under management. The firm's expertise lies in handling employer 401Ks and individual portfolios, making them well-versed in this particular domain. Springboard Asset Management LLC operates from a single office, strategically located in Cheshire, CT. They offer a range of compensation structures to suit their clients' needs, including a percentage of assets under management and fixed fees. As a discretionary asset management firm, they have full authority to make investment decisions on behalf of their clients. With a team of two dedicated professionals providing investment advisory services, Springboard Asset Management LLC boasts an average of $48,880,000 in assets under management per investment advisor, which aligns with industry standards. Notably, Charles Green and Rebecca Green are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive expertise to client portfolios. Springboard Asset Management LLC prides itself on providing personalized and tailored investment strategies to help clients achieve their financial goals. With a strong track record of success and a commitment to delivering exceptional service, they are positioned as a trusted partner for individuals seeking comprehensive wealth management solutions in the Cheshire, CT area and beyond.

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.

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.

WJ Financial Advisors, LLC is a small investment advisory firm based in Killingworth, CT, dedicated to providing comprehensive financial solutions to its clients. With a total of four employees, three of whom are experienced investment advisors, the firm offers personalized attention and expertise. Impressively, each investment advisor at WJ Financial Advisors, LLC manages an average of approximately $23,510,000 in assets under management, showcasing their ability to handle significant portfolios. The firm's compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and client satisfaction. With over 120 individual clients and a total of more than $114,724,000 in assets under management, WJ Financial Advisors, LLC has established a strong presence in managing assets for high-net-worth individuals. The firm's experience in handling employer 401Ks and individual accounts contributes to approximately half of their total assets under management. WJ Financial Advisors, LLC manages all of their assets on a discretionary basis, allowing them to exercise expert judgment and make informed investment decisions on behalf of their clients. Operating from a single office in Killingworth, CT, WJ Financial Advisors, LLC ensures personalized service and accessibility for their clientele. The firm takes pride in its long-tenured advisors, including Abigail Laufer, Joseph Giaccone, and Wallace Jones, who bring extensive knowledge and experience to their clients' financial plans. In summary, WJ Financial Advisors, LLC is a trusted investment advisory firm, committed to providing tailored financial solutions to their high-net-worth 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.

Spears Abacus Advisors LLC, a local investment advisory firm based out of New York, NY, is dedicated to providing exceptional financial services to its clients. With a wealth of experience and expertise, they have gained a reputation as one of the premier firms in the industry. With over 180 individual clients and an impressive $1,671,000,000 in assets under management, Spears Abacus Advisors LLC is committed to helping their clients achieve their financial goals. As a discretionary manager, they have the authority to make investment decisions on behalf of their clients, ensuring personalized and tailored strategies. The firm primarily serves high net worth individuals, managing a significant majority of their assets. With their compensation structure that includes a percentage of assets under management and fixed fees, they align their interests with those of their clients, fostering a strong and transparent relationship. Spears Abacus Advisors LLC boasts a team of 17 highly skilled employees, with 9 of them dedicated to providing expert investment advisory services. With an average of approximately $185,670,000 in assets under management per investment advisor, the firm surpasses the industry average, reflecting their commitment to delivering exceptional value to their clients. Led by esteemed professionals such as Lisa Kennedy, Josephine Segota, and John Raggio, who have been with the firm for an extended period, Spears Abacus Advisors LLC combines their deep industry knowledge with a client-centered approach. They continue to excel in providing top-tier investment advisory services, earning the trust and confidence of their clients throughout their financial journeys.

Advice And Planning Services, a regional investment advisory firm based out of New York, NY, boasts an impressive track record in wealth management. With over 29,520 individual clients and an astounding $30,906,830,000 in assets under management, they have established themselves as a trusted partner for financial advice. Spanning across 137 offices, their extensive network allows them to serve clients nationwide. While their portfolio comprises less than 30% of 401K and individual accounts, Advice And Planning Services possesses the expertise to effectively manage employer funds. As a testament to their commitment to client satisfaction, 100% of the assets they oversee are handled with discretion, ensuring privacy and security. The firm primarily caters to high-net-worth individuals, as the majority of their managed assets are from this discerning clientele. Their compensation structure is diverse, offering various options such as a percentage of assets under management, among others. With a workforce of 1235 employees, Advice And Planning Services ensures that clients receive personalized attention and guidance. Of these, 949 individuals specialize in providing investment advisory services. Notably, the firm takes pride in their knowledgeable and experienced team, with esteemed advisors such as Brian Samson, David Carpenter, and Colman Pierzchala among the longest-tenured professionals. With an average of approximately $32,570,000 in assets under management per investment advisor, Advice And Planning Services demonstrates their ability to handle significant portfolios. Their commitment to delivering exceptional financial planning and advisory services sets them apart in the competitive investment industry.

Safran Wealth Advisors, LLC, a small investment advisory firm based out of New York, NY, provides comprehensive financial services to its clientele. With over 50 individual clients, the firm manages a substantial amount of assets under management, totaling over $100,983,000. The majority of these assets are for high net worth individuals, highlighting Safran Wealth Advisors' expertise in serving affluent clients. Operating with a team of two employees, one of whom specializes in investment advisory services, Safran Wealth Advisors demonstrates a commitment to personalized attention and tailored solutions. The firm's average assets under management per investment advisor amount to approximately $64,600,000, aligning with the industry average. Safran Wealth Advisors' compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach enables the firm to accommodate the unique needs and preferences of its clients. While the firm primarily manages discretionary assets, totaling 98% of the assets under management, they also possess the capability to oversee employer funds. Although 401K and individual accounts make up less than 30% of their assets under management, Safran Wealth Advisors maintains the expertise and resources necessary to effectively manage these types of accounts. Founded in 2021, Safran Wealth Advisors benefits from the extensive experience of Erika Safran, one of the longest-tenured registered advisors at the firm. With a deep understanding of the industry and a commitment to providing exceptional financial guidance, Safran Wealth Advisors is well-positioned to support its clients in achieving their investment goals.

J.P. Morgan Securities LLC, headquartered in New York, NY, is a prominent national investment advisory firm that operates through a vast network of 3,365 offices. With a workforce of 7,098 dedicated professionals, the firm primarily focuses on providing comprehensive investment advisory services to its clients. Boasting an impressive average of approximately $31,390,000 in assets under management per investment advisor, J.P. Morgan Securities LLC ensures that their advisors are well-equipped to cater to their clients' financial needs. The compensation structure at J.P. Morgan Securities LLC encompasses various types, including a percentage of assets under management, reflecting their commitment to aligning their interests with their clients' investment goals. Notably, nearly half of their assets under management originate from employer 401Ks or individual clients, demonstrating the firm's substantial expertise in this sector. Additionally, an impressive 75% of the assets they manage are discretionary, enabling them to proactively tailor investment strategies to their clients' evolving financial objectives. In addition to investment advisory services, J.P. Morgan Securities LLC offers a diverse range of financial solutions. They serve as a futures commission merchant, insurance broker or agent, and registered security-based swap dealer, expanding their capabilities to meet the diverse needs of their clientele. With an extensive client base comprising 804,360 individuals, J.P. Morgan Securities LLC manages an impressive $212,928,875,000 in assets. The firm takes pride in its team of experienced professionals, with notable long-tenured advisors such as George Barnes, Gary Raczkowski, and Louise Armour, who have consistently provided exceptional service and guidance to their clients. Through their unwavering commitment to delivering superior financial solutions, J.P. Morgan Securities LLC continues to be a trusted partner for individuals and organizations seeking expert investment advisory services.