Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management. Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services. With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.

Willow is a small investment advisory firm based out of Pittsfield, MA, with two offices. With a total of four employees, two of whom provide investment advisory services, Willow offers comprehensive financial guidance to its clients. They manage an average of approximately $66,180,000 in assets per investment advisor, which aligns with the industry average. Willow's compensation structure includes various types, such as a percentage of assets under management, ensuring a vested interest in their clients' financial success. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to manage employer funds. Notably, all the assets managed by Willow are discretionary, granting them flexibility in making investment decisions on behalf of their clients. The majority of assets managed by Willow are dedicated to serving high-net-worth individuals. With a client base of over 160 individuals, the firm oversees more than $132,360,000 in assets under management. Lydia Renders and Paul Farella stand as two of the longest tenured registered advisors at Willow, embodying the firm's commitment to providing experienced and reliable financial advice. As a trusted partner, Willow aims to help clients navigate the complexities of investment management while striving to maximize their financial growth and security. By leveraging their industry expertise and personalized approach, Willow seeks to build enduring relationships and assist clients in achieving their long-term financial goals.

Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.

Advisor Financial Services, Inc. is a reputable investment advisory firm headquartered in Chatham, NY, with two office locations. With a total of three dedicated employees, including one investment advisor, they offer comprehensive financial services to a diverse clientele. Drawing from their extensive industry expertise, Advisor Financial Services manages an impressive average of $35,000,000 in assets under management per investment advisor. Their compensation structure encompasses various types of fees, including a percentage based on assets under management, hourly charges, and fixed fees. Notably, nearly half of their assets under management originate from employer 401Ks or individual clients, reflecting their strong track record and expertise in this specialized area. Demonstrating their commitment to client satisfaction, an outstanding 97% of the assets they oversee are managed on a discretionary basis. In addition to their investment advisory services, Advisor Financial Services, Inc. also provides valuable support as an accountant or accounting firm. Their dedication to serving individual clients is evident, boasting a robust roster of over 280 satisfied clients, collectively entrusting them with assets exceeding $35,000,000. David Luck stands out as one of the firm's most experienced registered advisors, having been an integral part of the team since 2018. With his extensive knowledge and dedication, David Luck has consistently provided valuable guidance and financial planning expertise to clients. Advisor Financial Services, Inc. prides itself on delivering tailored financial solutions, prioritizing the financial well-being and goals of each individual client. Through their personalized approach, expertise in employer 401Ks, and exceptional track record, they have established themselves as a trusted name in the financial advisory industry.

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.

Godfrey Financial Associates, Inc., headquartered in Glenmont, NY, is a small investment advisory firm providing comprehensive financial services to individuals and businesses. With a team of four dedicated professionals, including two experienced investment advisors, they offer personalized solutions to meet their clients' financial goals. With an average of $51,630,000 in assets under management per investment advisor, Godfrey Financial Associates maintains an industry-average performance. Their compensation structure is based on various factors, including a percentage of assets under management, ensuring alignment with their clients' success. With over 250 individual clients and a total of $101,121,000 in assets under management, Godfrey Financial Associates has a strong presence in the industry. Notably, they have gained significant expertise in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. Their proven track record in this space demonstrates their ability to deliver exceptional results. In addition to their investment advisory services, Godfrey Financial Associates also operates as an insurance broker or agent, providing comprehensive coverage options tailored to their clients' needs. The firm operates out of a single office, and Hannah Stenzel and Kathleen Godfrey are among the longest tenured registered advisors at Godfrey Financial Associates. Their experience, expertise, and commitment to client satisfaction set the foundation for the firm's success and drive its mission of delivering exceptional financial services to its diverse client base.

Mussett Wealth Management, LLC is a reputable investment advisory firm headquartered in Rensselaer, NY. With over 70 individual clients and a remarkable $84,151,000 in assets under management, they have established themselves as a trusted partner in wealth management. Catering to a diverse range of clients, Mussett Wealth Management specializes in providing personalized financial solutions tailored to meet the unique needs of each individual. As a small firm, Mussett Wealth Management focuses on delivering exceptional service through their dedicated team of two skilled investment advisors. With a combined wealth of experience and expertise, Helen Carroll and Olivia Mussett, two of the firm's longest tenured registered advisors, ensure that clients receive comprehensive investment advice and guidance. Mussett Wealth Management offers a wide array of services, including insurance brokerage and agent services, catering to the evolving needs of their clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds, further expanding their scope of expertise. The firm's compensation structure is designed to align their interests with those of their clients. They employ various types of compensation, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their fee structure. As a discretionary asset manager, Mussett Wealth Management has full authority to make investment decisions on behalf of their clients, streamlining the investment process and empowering clients with the peace of mind that their assets are in capable hands. Overall, Mussett Wealth Management, LLC exemplifies a client-centered approach, delivering tailored financial solutions and comprehensive investment advisory services to help clients achieve their financial goals.

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.

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.

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.