Key Wealth Advisors LLC is a small investment advisory firm based out of New York, NY. With three offices, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts a total of four dedicated employees, each equipped with the knowledge and expertise to provide personalized investment strategies. Key Wealth Advisors LLC manages an impressive average of approximately $10,750,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, the firm has the capability to efficiently manage employer funds. Operating under a discretionary model, Key Wealth Advisors LLC handles 100% of the assets they manage, granting clients the freedom to focus on other aspects of their financial lives. Specializing in serving high net worth individuals, the firm caters to over 20 individual clients, effectively overseeing assets valued at more than $43,000,000. Key Wealth Advisors LLC prides itself on the expertise and experience of its team. The firm boasts several long-tenured advisors, including Yehia-Hubbard Ross, Eva Drew, and David Elfenbein, who have played a pivotal role in shaping the firm's success and reputation. With a commitment to providing personalized investment advisory services and a proven track record of managing substantial assets, Key Wealth Advisors LLC is a trusted partner for clients seeking expert financial guidance.

Headquartered in Harrison, New York, LIGHTEDWAY ADVISORY SERVICES, INC. is a small yet reputable investment advisory firm. With a team of dedicated professionals, they specialize in providing investment advisory services to a diverse client base. The firm's average assets under management per investment advisor amount to approximately $119,100,000, aligning with the industry average. LIGHTEDWAY ADVISORY SERVICES, INC. offers a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a payment method that suits their needs and preferences. Catering to over 40 individual clients, LIGHTEDWAY ADVISORY SERVICES, INC. manages a substantial $70,000,000 in assets. Their expertise extends to employer 401K plans and individual investments, with approximately half of their assets under management originating from these sources. Their experience in this space positions them well to provide tailored advice and solutions. The firm operates from a single office in Harrison, New York, serving clients locally and beyond. Jonathan Russo, one of the longest-tenured registered advisors, has been with LIGHTEDWAY ADVISORY SERVICES, INC. since 2021. His experience and expertise contribute to the firm's commitment to delivering high-quality investment advisory services. LIGHTEDWAY ADVISORY SERVICES, INC. prides itself on its discretionary asset management approach, assuming full responsibility for 100% of the assets entrusted to their care. With a client-centric focus and a commitment to personalized service, the firm aims to guide clients towards achieving their financial goals and building a secure financial future.

Hollow Brook Wealth Management LLC, a leading local investment advisory firm based in Katonah, NY, prides itself on serving a diverse clientele of over 50 individual clients. With a strong reputation in the financial industry, they oversee an impressive $956,571,000 in assets under management, demonstrating their expertise and commitment to delivering exceptional financial services. As a trusted partner in wealth management, Hollow Brook Wealth Management LLC operates with a client-centric approach, tailoring their services to meet the unique needs of each individual. With 44% of their assets managed in a discretionary capacity, clients benefit from the firm's ability to make investment decisions on their behalf, providing peace of mind and efficient portfolio management. Specializing in catering to high-net-worth individuals, Hollow Brook Wealth Management LLC recognizes the importance of safeguarding and growing substantial wealth. Their team of 13 dedicated professionals, including 6 investment advisors, possesses extensive industry knowledge and experience, enabling them to provide expert guidance and strategic investment advice. With an average of approximately $159,430,000 in assets under management per investment advisor, Hollow Brook Wealth Management LLC stands out in the industry for their exceptional track record and ability to consistently deliver superior results. Notably, David Oring, one of the firm's longest-tenured registered advisors, has been with the company since 2009, contributing to its continuity and client-focused culture. Hollow Brook Wealth Management LLC offers a flexible compensation structure, including various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures alignment with client interests and motivates the team to strive for exceptional performance. In conclusion, Hollow Brook Wealth Management LLC distinguishes itself as a reputable investment advisory firm, providing personalized wealth management services to a discerning clientele while achieving remarkable results in growing and safeguarding their clients' assets.

Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.

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.

Vision Retirement, based out of Ridgewood, NJ, is a reputable investment advisory firm serving individual and corporate clients. With over 180 individual clients and a staggering $106,131,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from three well-equipped offices strategically located to cater to their diverse clientele. Vision Retirement specializes in managing employer 401Ks and individual investments, leveraging their extensive experience in this field. Notably, a remarkable 92% of the assets they manage are discretionary, giving clients the confidence that their investments are handled with expert care. Catering primarily to high net worth individuals, Vision Retirement boasts an impressive track record of delivering exceptional financial services. Their compensation structure offers flexibility, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of seven employees, three of whom are experienced investment advisors, Vision Retirement ensures personalized attention and tailored solutions for each client. Their investment advisors boast an average of approximately $35,380,000 in assets under management, reflecting their ability to handle substantial portfolios. Furthermore, Vision Retirement takes pride in their long-standing advisors, including Paul Muller, Jean Riordan, and Benjamin Stark, who have contributed significantly to the firm's success. Their collective expertise and commitment to client satisfaction have solidified Vision Retirement's position as a leading investment advisory firm in the region.

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.

HTG Investment Advisors Inc is a reputable investment advisory firm located in New Canaan, CT. With one office in the area, they offer personalized financial solutions to a diverse clientele. The firm boasts a team of 13 experienced professionals, the majority of whom specialize in providing top-notch investment advisory services. On average, each investment advisor at HTG manages approximately $59,940,000 in assets under management, which aligns with the industry average. HTG Investment Advisors Inc adopts a flexible compensation structure, utilizing various methods such as a percentage of assets under management and fixed fees. While their assets under management consist of less than 30% from 401K and individual accounts, the firm possesses the expertise to oversee employer funds as well. It is worth noting that all the assets managed by HTG are done so on a discretionary basis, indicating a high level of trust and autonomy granted to the firm. Catering predominantly to high-net-worth individuals, HTG Investment Advisors Inc effectively manages over $719,238,000 in assets for more than 140 individual clients. The company takes pride in its team of seasoned advisors, including Amy Sheinberg, Jennifer Nicasio, and Robin Sherwood, who have been with the firm for an extensive period. Their commitment to providing reliable financial guidance and delivering optimal results sets HTG Investment Advisors Inc apart in the competitive investment advisory landscape.

Fox Financial Services, Inc., based out of White Plains, NY, is a small investment advisory firm specializing in managing assets for high net worth individuals. With over 50 individual clients and more than $84,247,000 in assets under management, they provide personalized financial solutions tailored to meet the unique needs of their clientele. Fox Financial Services, Inc. operates from two offices, offering convenient access to their services. While 401K and individual accounts make up less than 30% of their assets under management, Fox Financial Services, Inc. also possesses the capability to manage employer funds. All of the assets they manage are discretionary, ensuring that they have the autonomy to make informed investment decisions on behalf of their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. With a total of one employee, all dedicated to providing investment advisory services, Fox Financial Services, Inc. boasts an impressive average of approximately $84,250,000 in assets under management per investment advisor, which aligns with the industry average. Andrew Fox, one of the firm's registered advisors, has been with Fox Financial Services, Inc. since 2023, making him one of the longest-tenured members of their team. With their expertise, dedication, and focus on delivering tailored financial strategies, Fox Financial Services, Inc. strives to help their clients achieve their financial goals and secure their financial future.

Aspetuck Financial Management LLC, based in Westport, CT, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a team of experienced professionals, they specialize in investment advisory services, catering to a diverse clientele comprising high-net-worth individuals and institutions. Led by Patrick Byrne, one of the firm's longest-tenured registered advisors since 2005, Aspetuck Financial Management LLC maintains a commitment to delivering personalized strategies tailored to each client's unique financial goals. Their approach revolves around understanding clients' objectives, risk tolerance, and time horizons to create customized investment plans. With over $101,104,000 in assets under management, Aspetuck Financial Management LLC serves more than 60 individual clients. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and performance-based fees. The firm's advisory services are supported by a discretionary management approach, providing clients with the flexibility and trust to navigate the dynamic financial markets. While the majority of their assets are managed for high-net-worth individuals, Aspetuck Financial Management LLC also possesses the capability to oversee employer funds. Their expertise extends beyond traditional individual accounts to encompass managing 401K plans and other employer-sponsored investment vehicles. Aspetuck Financial Management LLC has established itself as a trusted partner in the financial industry. With an average of approximately $75,340,000 in assets under management per investment advisor, the firm's performance is on par with the industry average. With a focus on personalized service and a commitment to excellence, Aspetuck Financial Management LLC remains dedicated to helping clients achieve their financial aspirations.

Capital Preservation Partners, Inc. is a respected investment advisory firm located in Bronxville, NY. With over 200 individual clients and an impressive $195,802,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating out of two offices, Capital Preservation Partners, Inc. offers a comprehensive range of services, including insurance brokerage, real estate brokerage, accounting, and legal assistance. The firm has a strong foothold in the employer 401K and individual asset management space, with approximately half of their assets under management sourced from these sectors. Their extensive experience in this field positions them as experts in delivering tailored investment strategies to meet the unique needs of each client. Notably, 98% of the assets they manage are under discretionary management, showcasing their commitment to preserving and growing their clients' capital. Capital Preservation Partners, Inc. employs a team of three dedicated professionals, all of whom are registered investment advisors. With an average of $65,270,000 in assets under management per advisor, they align with industry standards in terms of efficiency and performance. Among their experienced team, Ilir Gjoni stands out as one of the firm's longest-tenured registered advisors, having been with Capital Preservation Partners, Inc. since 2023. The firm's compensation structure is flexible and offers various options, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their client relationships. Capital Preservation Partners, Inc. is committed to providing personalized investment advisory services and maintaining the trust and satisfaction of their diverse clientele.