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.

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.

Affinity BST Advisors, LLC is a reputable investment advisory firm located in Latham, NY. With over 50 individual clients and a remarkable $75,958,000 in assets under management, they have established themselves as a trusted partner in wealth management. Their team operates from a single office, catering to a diverse range of clients' needs. In addition to their investment advisory services, Affinity BST Advisors, LLC also serves as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial interests. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise to manage employer funds effectively. An impressive 94% of the assets they manage are discretionary, highlighting their commitment to personalized and tailored investment strategies. Affinity BST Advisors, LLC offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with the success of their clients. With a team of seven dedicated employees, six of whom specialize in investment advisory services, Affinity BST Advisors, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $12,660,000 in assets under management, demonstrating their ability to deliver individualized attention to their clients. The firm takes pride in its experienced advisors, such as Nicholas Preddice, Gary Nicoll, and James Currier, who have been with the company for an extended period, fostering enduring relationships with their clients. Affinity BST Advisors, LLC is committed to providing exceptional financial guidance and building long-term wealth for their valued clientele.

Adirondack Research & Management Inc., a small investment advisory firm based out of Guilderland, NY, is dedicated to providing personalized financial solutions to its clients. With over 60 individual clients and a remarkable $94,010,000 in assets under management, they have established a strong presence in the investment industry. Adirondack Research & Management Inc. prides itself on its expertise in managing employer 401Ks and individual portfolios, which collectively make up half of their assets under management. With a keen understanding of the intricacies of this space, they offer tailored investment strategies to help clients achieve their financial goals. As a discretionary asset manager, Adirondack Research & Management Inc. takes full responsibility for making investment decisions on behalf of their clients. This approach allows them to exercise their expertise and actively manage portfolios to maximize returns. Their compensation structure includes various types, including a percentage of assets under management, ensuring that their interests align with those of their clients. With a team of four dedicated professionals, three of whom provide investment advisory services, they offer a high level of personalized attention and support to each client. On average, each investment advisor oversees approximately $31,340,000 in assets under management, further exemplifying their commitment to individualized service. Adirondack Research & Management Inc. is driven by a passion for helping clients navigate the complex financial landscape and achieve long-term financial success. With a proven track record and a client-centric approach, they are a trusted partner for individuals and employers seeking expert investment guidance.

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.

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.

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.

Quint Investments And Insurance is a local investment advisory firm headquartered in Wappingers Falls, NY, boasting a strong presence in the financial services industry. With a single office location, the firm houses a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services. Their expertise and commitment to excellence have allowed Quint Investments And Insurance to achieve an impressive average of approximately $8,550,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Quint Investments And Insurance stands out in managing employer 401Ks and individual portfolios, representing around half of their assets under management. Their extensive experience in this space has solidified their reputation as reliable and knowledgeable advisors. The firm prides itself on maintaining a discretionary approach, with an impressive 92% of the assets they manage falling under this category. With over 270 individual clients and an impressive $42,757,000 in assets under management, Quint Investments And Insurance has successfully cultivated lasting relationships built on trust and financial prosperity. Quint Investments And Insurance boasts a team of seasoned professionals, including notable advisors such as William Pepe, Nancy Coenen, and Wayne Quint. These long-tenured experts bring a wealth of experience and expertise to the firm, further enhancing its ability to meet and exceed clients' financial goals. Overall, Quint Investments And Insurance is a respected local firm dedicated to providing exceptional investment advisory services, offering personalized solutions tailored to each client's unique needs and aspirations.

Mountain Pass Planning is a highly regarded investment advisory firm operating out of Hopewell Junction, NY. With a diverse clientele of over 90 individuals, they expertly manage assets worth a staggering $42,841,000. Specializing in employer 401Ks and individual portfolios, Mountain Pass Planning has established a strong foothold in this sector. All assets under their management are handled on a discretionary basis, showcasing their clients' trust in their expertise. Led by a dedicated team, Mountain Pass Planning offers a comprehensive range of investment advisory services. Their compensation structure is flexible, accommodating various approaches such as a percentage of assets under management, fixed fees, and hourly charges. The firm boasts a single office in Hopewell Junction and employs a total of one staff member, each of whom provides invaluable investment guidance. Notably, James Devico stands out as one of Mountain Pass Planning's longest tenured registered advisors, having joined the firm in 2021. With extensive experience and a deep understanding of the industry, James contributes significantly to the firm's success and client satisfaction. Mountain Pass Planning prides itself on maintaining a personalized approach to wealth management. They strive to deliver tailored investment strategies that align with each client's unique financial goals and risk tolerance. By combining their expertise, comprehensive compensation structure, and dedication to exceptional service, Mountain Pass Planning continues to build a reputation as a trusted and reliable partner for individuals and businesses seeking effective investment solutions.

Wealthone, LLC is a highly reputable investment advisory firm based in Albany, NY. With over 560 individual clients and more than $382,150,000 in assets under management, Wealthone has established itself as a trusted partner in helping clients achieve their financial goals. The firm operates from two offices, strategically positioned to provide personalized services to a diverse range of clients. With a specialized focus on employer 401Ks and individual investments, Wealthone possesses extensive experience and expertise in this domain. Impressively, approximately 96% of the assets they manage are under discretionary management, showcasing their commitment to providing comprehensive and tailored investment strategies. Wealthone, LLC offers a flexible compensation structure that aligns with clients' preferences, including a percentage of assets under management, hourly charges, and fixed fees. This approach ensures transparency and allows clients to select the compensation model that best suits their needs. The firm boasts a dedicated team of 12 employees, the majority of whom are highly skilled investment advisors. On average, each investment advisor manages around $34,740,000 in assets, demonstrating their ability to handle substantial portfolios. Wealthone takes pride in its experienced staff, with several of the longest-tenured advisors including Todd Slingerland, Daniel O'Keefe, and Brittany Hedderman-Giordano. Their collective expertise and deep industry knowledge further enhance the firm's ability to deliver exceptional investment advisory services to their clients. Whether individuals seek long-term wealth growth, retirement planning, or customized investment solutions, Wealthone, LLC stands ready to provide comprehensive financial guidance and expertise, ensuring their clients' financial success.

Arista Advisory Group, LLC is a reputable investment advisory firm headquartered in Albany, NY. With a strong presence in the financial industry, they cater to a diverse clientele of over 260 individual clients, managing a substantial portfolio valued at more than $168,863,000. The firm operates from three strategically located offices, allowing them to efficiently serve their client base. Known for their expertise in employer 401K plans and individual investments, Arista Advisory Group possesses valuable experience in this specialized sector. A notable aspect of their business is that a significant portion, approximately 97%, of the assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. Arista Advisory Group employs a range of compensation structures, offering flexibility to their clients. They utilize methods such as a percentage of assets under management, hourly charges, and fixed fees, tailoring their approach to meet the unique needs of each client. With a dedicated team of three employees, Arista Advisory Group ensures that all their clients receive personalized investment advisory services. On average, each investment advisor manages approximately $56,290,000 in assets, aligning with the industry standards. The firm takes pride in their experienced team, with Bernard Murphy and Gerald Schwartz serving as two of the longest-tenured registered advisors. As Arista Advisory Group, LLC continues to grow and thrive in the financial sector, they remain committed to delivering exceptional investment advisory services, helping their clients achieve their financial goals with confidence and expertise.