Steward Advisors Group, LLC, headquartered in Halfmoon, NY, is a reputable investment advisory firm that caters to a diverse clientele. With two offices strategically located, they provide personalized financial guidance to individuals and businesses seeking to maximize their assets. Comprising a dedicated team of three professionals, including one investment advisor, Steward Advisors Group, LLC offers comprehensive wealth management services. With an impressive average of approximately $31,740,000 in assets under management per investment advisor, Steward Advisors Group, LLC demonstrates a proven track record of effectively growing and preserving their clients' wealth. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring alignment with clients' unique needs. While Steward Advisors Group, LLC primarily focuses on discretionary management of various assets, they possess the expertise and capability to handle employer funds in addition to 401K and individual accounts, which collectively represent less than 30% of their assets under management. Their commitment to excellence extends to offering insurance brokerage services, further enhancing their comprehensive approach to financial planning. With a strong client base of over 20 individuals, Steward Advisors Group, LLC manages assets totaling more than $31,743,000. Notably, Derek Kessen, one of the firm's most experienced registered advisors, has been providing exceptional guidance since joining the team in 2022. Committed to delivering personalized and reliable financial solutions, Steward Advisors Group, LLC remains a trusted partner in helping clients achieve their long-term financial goals.

Manchester Capital Management LLC, based out of Manchester, VT, is a distinguished investment advisory firm providing exceptional financial services to a diverse clientele. With a team of 33 dedicated professionals, 14 of whom specialize in investment advisory services, the firm is committed to delivering personalized strategies tailored to meet the unique goals of each client. With an impressive average of approximately $144,900,000 in assets under management per investment advisor, Manchester Capital Management LLC stands out in the industry for their exceptional performance. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. The firm boasts an impressive portfolio of over 90 individual clients, entrusted with assets exceeding $3,167,899,000 under management. Primarily catering to high net worth individuals, Manchester Capital Management LLC offers comprehensive and strategic financial planning solutions that align with their clients' long-term objectives. Notably, 84% of the assets managed by Manchester Capital Management LLC are discretionary, allowing the firm to proactively respond to market conditions and swiftly capitalize on opportunities. Additionally, the firm extends its expertise as a commodity pool operator or commodity trading advisor, both registered and exempt from registration. Manchester Capital Management LLC, a local establishment, has flourished in Manchester, VT, and operates through four offices. Their success can be attributed to a team of experienced professionals, including Andrew Beresford, Brian Vogel, and Edward Cronin, who have played integral roles in the firm's sustained growth and client satisfaction.

Broadway Advisor Group, LLC, based out of Albany, NY, is a small investment advisory firm dedicated to providing comprehensive financial guidance to individuals and businesses. With a total of four employees, three of whom specialize in investment advisory services, the firm ensures personalized attention and tailored strategies to meet their clients' specific needs. With an average of approximately $61,300,000 in assets under management per investment advisor, Broadway Advisor Group aligns with the industry average, demonstrating their competence and expertise in managing substantial portfolios. Their compensation structure is diverse and flexible, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees, providing clients with options that suit their preferences. Broadway Advisor Group serves a diverse client base, boasting over 120 individual clients who entrust them with more than $65,105,000 in assets under management. Notably, around half of their assets under management are sourced from employer 401Ks and individuals, illustrating the firm's extensive experience and success in this sector. As a discretionary investment manager, Broadway Advisor Group maintains full control over the assets they manage, enabling them to make strategic decisions aligned with their clients' financial goals and risk tolerance. Operating from a single office in Albany, the firm benefits from the leadership of Jason Sgroi and Tyler Rapp, two of the longest-tenured registered advisors within the organization. Broadway Advisor Group, LLC's commitment to personalized service, wealth management expertise, and extensive experience in employer 401Ks and individual investments make them a reliable choice for individuals and businesses seeking comprehensive financial guidance and superior investment strategies.

Curran Wealth Management, headquartered in Albany, NY, is a respected investment advisory firm with two offices. With a dedicated team of 12 professionals, including 10 experienced investment advisors, they offer comprehensive wealth management services to clients. Their average assets under management per investment advisor amount to approximately $51,340,000, which aligns with the industry average. Curran Wealth Management employs a diverse compensation structure that includes a percentage of assets under management, ensuring their interests are aligned with those of their clients. While their portfolio comprises less than 30% of 401K and individual accounts, they possess the expertise to manage employer funds. Impressively, 96% of the assets they handle are under discretionary management, reflecting their clients' trust in their expertise and decision-making capabilities. Catering primarily to high net worth individuals, Curran Wealth Management boasts a substantial client base of over 190 individuals, with a staggering $513,434,000 in assets under management. The firm takes pride in its seasoned advisors, with Derek Gray, Kevin Curran, and Thomas Curran among the longest tenured professionals on their team. Their combined experience and extensive knowledge contribute to the firm's reputation for delivering personalized and effective wealth management strategies. Curran Wealth Management's commitment to excellence and client satisfaction distinguishes them as a trusted partner in achieving financial goals. With a strong presence in Albany and a track record of success, they continue to provide comprehensive investment advisory services to individuals seeking to grow and preserve their wealth.

Goldman Sachs Ayco Personal Financial Management is a renowned regional investment advisory firm headquartered in Cohoes, NY. With a network of 24 offices, the company offers comprehensive financial planning and investment management services to a diverse clientele. Led by a team of highly skilled professionals, Goldman Sachs Ayco Personal Financial Management boasts a total workforce of 1,774 employees, with 875 dedicated to providing expert investment advisory services. With an impressive average of approximately $32,710,000 in assets under management per investment advisor, the firm's advisors are well-equipped to guide clients towards their financial goals. Goldman Sachs Ayco Personal Financial Management adopts a versatile compensation structure that includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring clients can choose the most suitable arrangement for their needs. While 401K and individual accounts constitute less than 30% of the assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all of the assets managed by Goldman Sachs Ayco Personal Financial Management are discretionary, providing clients with a seamless and hands-off investment experience. The firm serves an extensive client base, with over 133,600 individual clients and an impressive $28,618,922,000 in assets under management. Goldman Sachs Ayco Personal Financial Management takes pride in its long-standing advisors, including seasoned professionals like Jeffrey Demaio, David Kruebbe, and Kevin King, who contribute their expertise and experience to the firm's success. With its commitment to providing personalized financial guidance, robust investment management, and a track record of delivering exceptional results, Goldman Sachs Ayco Personal Financial Management stands as a trusted partner for individuals and employers seeking comprehensive financial planning solutions.

Fagan Associates Inc, based out of Troy, NY, is a reputable small investment advisory firm that serves a diverse client base. With over 1,570 individual clients, they manage an impressive $583,234,000 in assets. Fagan Associates Inc distinguishes itself in the industry by offering comprehensive investment advisory services, with a particular focus on employer 401Ks and individual accounts. The firm's success can be attributed to their experienced team, consisting of five dedicated employees. Among them, two individuals provide expert investment advisory services, boasting an average of $291,620,000 in assets under management per advisor, surpassing the industry average. Aaron Fagan and Dennis Fagan, two highly tenured registered advisors, play a significant role in the firm's operations and client relationships. Fagan Associates Inc operates on a discretionary basis, allowing them to make investment decisions on behalf of their clients. Their compensation structure is flexible, offering different options such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients have access to a range of payment options tailored to their specific needs. With one office in Troy, NY, Fagan Associates Inc maintains a strong presence in the local community while serving clients across the region. Their commitment to providing personalized and comprehensive investment advisory services has earned them a trusted reputation in the industry. As Fagan Associates Inc continues to grow, they remain dedicated to helping their clients achieve their financial goals and secure their financial future.

Colley Asset Management, Inc. is a small investment advisory firm based out of Saratoga Springs, NY, with one office. With a dedicated team of one employee, they specialize in providing exceptional investment advisory services. Compared to industry standards, each investment advisor at Colley Asset Management, Inc. manages an impressive average of approximately $154,330,000 in assets under management. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their total assets under management, Colley Asset Management, Inc. possesses the expertise and capability to effectively manage employer funds. Moreover, the firm operates with complete discretion, as 100% of the assets they manage are under their direct control. With a focus on personalized service, Colley Asset Management, Inc. caters to over 260 individual clients, overseeing an impressive portfolio worth more than $154,333,000. At the heart of this successful advisory firm is John Colley, one of the longest-tenured registered advisors, having been with the company since 2022. With his extensive experience and in-depth knowledge of the industry, John Colley brings invaluable expertise to the table, ensuring that clients receive exceptional financial guidance and strategic investment solutions. Colley Asset Management, Inc. takes pride in their commitment to delivering superior results and building long-lasting relationships with their valued clients.

Bennington Financial Planning Group, headquartered in Bennington, VT, is a reputable investment advisory firm providing comprehensive financial planning services. With a team of three highly skilled professionals, they offer personalized investment advisory services to a diverse clientele. Boasting an impressive average of $50,020,000 in assets under management per investment advisor, the firm's expertise aligns with the industry average. Their compensation structure is designed to meet clients' needs and preferences, offering options such as a percentage of assets under management and hourly charges. Bennington Financial Planning Group has demonstrated significant proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management derived from these sources. Notably, 95% of the assets they manage are discretionary, showcasing their ability to make strategic investment decisions. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, ensuring a comprehensive range of financial solutions for their clients. With a substantial client base of over 230 individuals, Bennington Financial Planning Group effectively manages assets totaling more than $150,047,000. The firm takes pride in its experienced team, including Brian Mckenna, Michael Mckenna, and Donald Mckenna, who have been with the company for many years. Their commitment to delivering exceptional financial planning advice has earned them a solid reputation within the community. Bennington Financial Planning Group's dedication, expertise, and client-centric approach make them a trusted partner for individuals seeking professional financial guidance.

Graney & King, LLC, a small investment advisory firm based out of Latham, NY, is committed to providing expert financial guidance to individuals and employers alike. With one office, they have established themselves as a trusted resource in the region. Graney & King boasts a team of four dedicated professionals, three of whom specialize in offering comprehensive investment advisory services. Their remarkable track record is exemplified by an average assets under management (AUM) per investment advisor of approximately $100,280,000, aligning with the industry average. The firm employs a flexible compensation structure, accommodating various fee types such as a percentage of AUM, hourly charges, and fixed fees. A distinguishing aspect of Graney & King's portfolio is the significant presence of employer 401Ks and individual accounts, which collectively account for approximately half of their AUM. This expertise in retirement planning showcases their ability to navigate and optimize this particular sector. All of the assets under their management, totaling over $300,828,000, are managed on a discretionary basis. Graney & King has fostered enduring relationships with over 410 individual clients, ensuring personalized attention and tailored investment strategies. Timothy Graney, Edward King, and Phillip Harabarovici, some of the firm's most experienced advisors, have contributed greatly to the firm's success. Their combined knowledge and industry expertise have solidified Graney & King, LLC as a prominent player in the investment advisory realm.

Congress Park Capital LLC, based out of Saratoga Springs, NY, is a reputable investment advisory firm with a strong presence in the industry. With over 50 individual clients and a remarkable $240,822,000 in assets under management, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Operating from a single office, Congress Park Capital LLC offers comprehensive and personalized investment advisory services. Their team of three dedicated professionals collectively provides valuable insights and strategic recommendations to their discerning clientele. Each advisor at the firm is committed to delivering exceptional service and assisting clients in achieving their financial goals. Congress Park Capital LLC's compensation structure is designed to align their interests with their clients'. They employ a variety of fee models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships. The firm's expertise extends to managing discretionary assets exclusively. This specialized focus allows Congress Park Capital LLC to tailor their investment strategies to individual client needs, providing personalized portfolios that reflect their unique financial objectives and risk tolerances. Congress Park Capital LLC boasts an impressive average of approximately $80,270,000 in assets under management per investment advisor. Their experienced team includes long-tenured advisors such as Michael Los, Michael Steiner, and Eric Brodwin, who bring a wealth of knowledge and industry insight to the table. With a commitment to excellence and a client-centric approach, Congress Park Capital LLC continues to distinguish itself as a trusted partner for affluent individuals seeking sophisticated investment solutions.

Sloan Advisory Group, Inc., headquartered in Glens Falls, NY, is a reputable investment advisory firm that caters to a diverse range of clients. With over 30 individual clients, they manage an impressive $43,926,000 in assets. Boasting a single office, Sloan Advisory Group, Inc. primarily focuses on employer 401Ks and individuals, demonstrating their extensive expertise in this sector. All of the assets they oversee are handled with discretionary authority, providing their clients with peace of mind. The firm's client base primarily consists of high net worth individuals seeking professional wealth management services. Sloan Advisory Group, Inc. has established a solid reputation in the industry by offering a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can select a payment option that aligns with their specific needs. Sloan Advisory Group, Inc. prides itself on its team of dedicated professionals. With a total of one employee, each member is fully committed to delivering exceptional investment advisory services. On average, each investment advisor manages an impressive $43,930,000 in assets under management. Notably, Rachel Sloan stands as one of the firm's longest-tenured registered advisors, having joined the team in 2021. As a small yet highly capable investment advisory firm, Sloan Advisory Group, Inc. offers personalized and comprehensive financial solutions to their valued clients. With their extensive experience, meticulous approach, and commitment to excellence, they continue to establish themselves as a trusted partner in achieving financial goals.