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.

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.

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.

One Oak Capital Management, LLC, a local investment advisory firm headquartered in Purchase, NY, is dedicated to providing expert financial guidance and investment services. With two offices, their team of 14 highly skilled professionals focuses on delivering comprehensive investment advisory services to their clients. With an impressive average of approximately $25,440,000 in assets under management per investment advisor, One Oak Capital Management, LLC ensures that their clients' portfolios are carefully managed and optimized for growth. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, aligning their interests with those of their clients. While 401K and individual accounts account for less than 30% of their assets under management, One Oak Capital Management, LLC possesses the expertise and capability to manage employer funds effectively. They take pride in having 100% of the assets they manage under discretionary authority, ensuring quick and efficient decision-making to capitalize on market opportunities. In addition to their investment advisory services, One Oak Capital Management, LLC also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This diversifies their range of offerings and enhances their ability to meet the unique needs of their clients. With a client base of over 140 individuals and an impressive $330,692,000 in assets under management, One Oak Capital Management, LLC has established a reputation for excellence and trust. The firm boasts a team of experienced advisors, including Gary Reetz, Laraine Villapiano, and James Crabb, who have remained with the company for many years, ensuring continuity and expertise in their services.

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.

Onyx Bridge Wealth Group LLC, based out of Tarrytown, NY, is a leading investment advisory firm that caters to a diverse clientele. With a team of 18 highly skilled professionals, 11 of whom specialize in investment advisory services, Onyx Bridge Wealth Group has established itself as a trusted partner in wealth management. Each investment advisor manages an average of approximately $350,000 in assets, demonstrating their expertise and ability to generate value for their clients. With over 1,090 individual clients and a staggering $468,865,000 in assets under management, Onyx Bridge Wealth Group has a proven track record of success. A significant portion of their assets under management stems from employer 401Ks and individuals, highlighting their proficiency in this particular area. Impressively, 98% of the assets they manage are discretionary, showcasing their clients' confidence in their expertise. Onyx Bridge Wealth Group LLC operates from seven offices strategically located in Tarrytown, NY. The firm takes pride in its team of experienced advisors, including Stephanie Poche, Jared Cohen, and Jason Savey, who have been with the company for many years. Their collective knowledge and commitment to client satisfaction have contributed to the firm's outstanding reputation. With a compensation structure that includes a percentage of assets under management, Onyx Bridge Wealth Group aligns their success with that of their clients. By combining personalized attention, sound investment strategies, and a deep understanding of the financial landscape, Onyx Bridge Wealth Group LLC continues to thrive as a trusted partner in wealth management.

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.

Karpas Strategies LLC, a small investment advisory firm based out of Litchfield, CT, is committed to delivering exceptional financial expertise and personalized service to their clients. With two offices strategically located, Karpas Strategies LLC ensures convenient access for their clientele. Dedicated to investment advisory services, Karpas Strategies LLC has a team of two highly skilled employees who possess in-depth knowledge and experience in the financial industry. Their investment advisors consistently maintain an impressive average of approximately $191,650,000 in assets under management, surpassing the industry average and highlighting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align their interests with those of their clients, offering various types of fees, such as a percentage of assets under management and fixed fees. Karpas Strategies LLC manages all of their clients' assets on a discretionary basis, providing flexibility and agility in responding to market dynamics and investment opportunities. Renowned for their specialization in serving high net worth individuals, Karpas Strategies LLC successfully manages over $383,305,000 in assets for more than 100 individual clients. Matthew Karpas and Zachary Chernus, two of the firm's longest tenured registered advisors, bring extensive expertise and a deep understanding of their clients' unique financial goals. By combining their comprehensive knowledge, personalized service, and unwavering commitment, Karpas Strategies LLC continues to provide exceptional investment advisory services, assisting their clients in achieving their financial aspirations with confidence and peace of mind.

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.