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.

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.

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.

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.