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JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
Philadelphia, Pennsylvania
Janney Montgomery Scott LLC, a national investment advisory firm headquartered in Philadelphia, PA, is dedicated to serving the financial needs of its diverse client base. With over 144,890 individual clients and an impressive $73,000,611,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Janney Montgomery Scott LLC operates through a vast network of 119 offices, providing personalized investment solutions across the country. In addition to their investment advisory services, Janney Montgomery Scott LLC offers a range of financial solutions to cater to their clients' comprehensive needs. They serve as an insurance broker or agent, a trust company, and a registered municipal advisor. While they manage employer funds, including 401K and individual accounts representing less than 30% of their assets under management, the firm primarily focuses on discretionary management, handling 62% of the assets they oversee. Janney Montgomery Scott LLC employs a team of 2,242 professionals, with 1,202 dedicated to providing expert investment advisory services. Their compensation structure is diverse and flexible, encompassing various forms such as a percentage of assets under management, fixed fees, and commissions. On average, each investment advisor manages approximately $60,730,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, boasting a number of long-tenured advisors who have demonstrated their commitment to delivering exceptional financial guidance. Notable individuals include Stephen Hyman, Charles Burns, and Richard Avallon. Janney Montgomery Scott LLC continues to prioritize their clients' financial success, leveraging their expertise, extensive resources, and dedication to deliver outstanding results in the ever-evolving world of finance.
TGS FINANCIAL ADVISORS
TGS FINANCIAL ADVISORS
Radnor, Pennsylvania
TGS Financial Advisors, a reputable investment advisory firm headquartered in Radnor, PA, is dedicated to providing exceptional financial services to its clients. With two strategically located offices, TGS Financial Advisors boasts a team of nine skilled professionals, seven of whom specialize in investment advisory services. Their commitment to excellence is evident in their ability to manage an average of $44,600,000 in assets per investment advisor, aligning with industry standards. TGS Financial Advisors adopts a versatile compensation structure that includes various models, such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are allocated to 401K and individual accounts, the firm possesses the expertise to effectively handle employer funds. Impressively, 95% of the assets they manage are discretionary, granting clients the confidence and peace of mind that their financial goals are in capable hands. Catering primarily to high-net-worth individuals, TGS Financial Advisors has established a substantial client base comprising over 160 individuals, with a staggering $312,187,000 in assets under management. The firm takes pride in its seasoned advisors, including Thomas Rylko, Joan Hill, and James Hemphill, who have played integral roles in the firm's success throughout their tenures. With an unwavering dedication to providing sound financial advice and managing assets effectively, TGS Financial Advisors has earned a solid reputation as a trusted partner in helping clients navigate their financial journeys.
CERTIOR FINANCIAL GROUP, LLC
CERTIOR FINANCIAL GROUP, LLC
King Of Prussia, Pennsylvania
Certior Financial Group, LLC is a local investment advisory firm headquartered in King of Prussia, PA, with two offices. With a team of ten employees, seven of whom specialize in investment advisory services, Certior Financial Group, LLC is dedicated to providing comprehensive financial solutions to its clients. Their average assets under management per investment advisor amount to approximately $34,340,000. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, Certior Financial Group, LLC possesses the expertise to manage employer funds. A significant 64% of the assets they oversee are discretionary, reflecting the trust and confidence clients place in their investment decisions. Certior Financial Group, LLC primarily serves high net worth individuals, managing assets for over 260 individual clients, totaling more than $240,402,000. The firm takes pride in its experienced team of advisors, with notable individuals like Gary Gallagher, Patrick Hansen, and Avi Kantor contributing their expertise and knowledge. Their extensive tenure with the firm underscores their commitment to providing exceptional financial guidance and service to their clients. With a focus on delivering personalized investment strategies tailored to individual needs, Certior Financial Group, LLC remains dedicated to helping clients achieve their financial goals and build a secure future.
VALLEY NATIONAL ADVISERS INC
VALLEY NATIONAL ADVISERS INC
Bethlehem, Pennsylvania
Valley National Advisers Inc is a highly reputable investment advisory firm based out of Bethlehem, PA. With a team of 15 dedicated employees, the company specializes in providing top-notch investment advisory services to a diverse clientele. Their impressive track record is evident through their average assets under management per investment advisor, which stands at an outstanding $1,109,720,000 – well above the industry average. Valley National Advisers Inc boasts a robust compensation structure, offering various types of fees, including a percentage of assets under management and performance-based fees. With over 1,660 individual clients and assets under management totaling over $1,129,286,000, the firm has earned the trust and confidence of its clients. Notably, Valley National Advisers Inc has developed considerable expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. This valuable experience in the retirement planning space sets them apart from their competitors. With three offices strategically located in Bethlehem, Valley National Advisers Inc is well-positioned to cater to the investment needs of clients throughout the region. The firm takes pride in its team of experienced advisors, several of whom have established themselves as key pillars of the company. Prominent among these advisors are Timothy Roof, Laurie Siebert, and Thomas Riddle, whose long tenures signify their commitment to providing exceptional service and guidance to their clients. Valley National Advisers Inc offers comprehensive, tailored investment solutions, ensuring that their clients' assets are managed with the utmost care and professionalism. With 100% of their managed assets falling under the discretionary category, clients can trust the firm to make informed investment decisions on their behalf.
BARTON INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
W. Conshohocken, Pennsylvania
Barton Investment Management, LLC, a small investment advisory firm headquartered in W. Conshohocken, PA, serves a select group of discerning clients seeking personalized financial solutions. With over 20 individual clients and more than $567,791,000 in assets under management, Barton Investment Management is committed to delivering exceptional service and tailored investment strategies. Led by a team of experienced professionals, Barton Investment Management ensures that all assets under their management receive the highest level of attention and expertise. The firm operates two offices, strategically located to provide convenient access to clients and promote effective communication. Specializing in serving high net worth individuals, Barton Investment Management prides itself on its comprehensive range of services designed to meet the unique needs of affluent clientele. With a compensation structure that includes various types, such as a percentage of assets under management, the firm aligns its interests with those of its clients, fostering a strong partnership. Barton Investment Management boasts a team of six dedicated employees, three of whom are highly skilled investment advisors. Each advisor oversees an average of approximately $189,260,000 in assets under management, significantly exceeding industry standards. This exceptional ratio reflects the firm's commitment to delivering personalized attention and ensuring the success of their clients' portfolios. Henry Riley, Peter Shouvlin, and Janna Forte are among the firm's longest tenured advisors, each contributing their extensive knowledge and expertise to Barton Investment Management's success. Their collective experience, combined with the firm's client-centric approach, has positioned Barton Investment Management as a trusted partner for individuals seeking tailored investment solutions in the W. Conshohocken, PA area and beyond.
STEVEN G. BLUM AND ASSOCIATES, LLC
STEVEN G. BLUM AND ASSOCIATES, LLC
Swarthmore, Pennsylvania
Steven G. Blum And Associates, LLC, a small investment advisory firm based out of Swarthmore, PA, is dedicated to providing exceptional financial services to their clients. With one office location, this firm focuses on delivering personalized investment advisory solutions to meet the unique needs of their clientele. Comprised of a team of three dedicated professionals, Steven G. Blum And Associates, LLC is well-equipped to handle a wide range of investment advisory services. Two of their highly skilled employees specialize in offering expert investment advice, while maintaining an average asset under management (AUM) of approximately $61,580,000 per investment advisor. This figure falls within the industry's average range. To ensure a comprehensive compensation structure, Steven G. Blum And Associates, LLC offers various types of payment arrangements. These include a percentage of assets under management and fixed fees, ensuring flexibility and alignment of interests with their valued clients. While their AUM consists of less than 30% in 401K and individual accounts, they possess the capability to manage employer funds, expanding their reach within the investment landscape. With 21% of the assets they manage being discretionary, Steven G. Blum And Associates, LLC demonstrates their expertise in making informed investment decisions on behalf of their clients. They primarily cater to high-net-worth individuals, effectively managing the majority of their clients' assets, which total over $123,151,000. In addition to their investment advisory services, Steven G. Blum And Associates, LLC also provides legal services, further enhancing their comprehensive offerings. Steven Blum and Mary Bonfini, two of the firm's longest tenured registered advisors, bring their extensive experience and expertise to ensure exceptional service delivery to their esteemed clients.
BPP WEALTH SOLUTIONS, LLC
BPP WEALTH SOLUTIONS, LLC
Basking Ridge, New Jersey
BPP Wealth Solutions, LLC, headquartered in Basking Ridge, NJ, is a prominent investment advisory firm specializing in comprehensive wealth management solutions. With a team of 5 dedicated professionals, including 3 highly experienced investment advisors, BPP Wealth Solutions provides personalized financial guidance and strategic investment planning to a diverse clientele. The firm boasts an impressive average of approximately $38,390,000 in assets under management per investment advisor, demonstrating their commitment to delivering exceptional service while optimizing their clients' financial portfolios. BPP Wealth Solutions' compensation structure encompasses various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives. With a client base of over 30 individuals, BPP Wealth Solutions manages assets totaling more than $151,519,000. Their expertise primarily caters to high-net-worth individuals, and their comprehensive investment strategies prioritize meeting and exceeding client goals. BPP Wealth Solutions exclusively manages discretionary assets, offering clients a comprehensive suite of services designed to enhance their financial well-being. With two office locations, the firm provides convenient access to its services for clients in the Basking Ridge area. BPP Wealth Solutions prides itself on the expertise and longevity of its advisory team. Notably, the firm's longest tenured advisors, Kelly Pearce, Lisa Crosta, and Debra Schatzki, bring a wealth of experience to the table, instilling confidence and trust in their clients. Overall, BPP Wealth Solutions, LLC stands as a reputable and client-centric investment advisory firm, providing top-notch financial strategies and personalized service to help clients achieve their wealth management goals.
THE SHARP FINANCIAL GROUP
THE SHARP FINANCIAL GROUP
Horsham, Pennsylvania
The Sharp Financial Group, headquartered in Horsham, PA, is a local investment advisory firm with a team of 7 dedicated professionals. Of these, 6 specialize in providing investment advisory services to their clients. With an average of approximately $80,940,000 in assets under management per investment advisor, the firm is on par with industry standards. The compensation structure at The Sharp Financial Group encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive customized solutions tailored to their specific needs and financial goals. With a substantial client base of over 80 individuals, The Sharp Financial Group manages assets totaling more than $254,905,000. The firm's expertise primarily lies in managing the assets of high-net-worth individuals, with a majority of the assets under management attributed to this demographic. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the capability to manage employer funds. The Sharp Financial Group operates out of five offices, providing convenient access to their services. The firm takes pride in its experienced team, with advisors like Tasha Miles, Michael Sharp, and Edward Rimbenieks boasting some of the longest tenures at the company. Their extensive knowledge and expertise enable them to provide sound investment advice and help clients navigate the complexities of the financial landscape.
BALLAST FINANCIAL ADVISORS, LLC
BALLAST FINANCIAL ADVISORS, LLC
West Chester, Pennsylvania
Ballast Financial Advisors, LLC, headquartered in West Chester, PA, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total of seven dedicated professionals on their team, five of whom specialize in providing top-notch investment advisory services, Ballast Financial Advisors has established itself as a trusted partner for individuals and employer 401K plans alike. The firm manages a significant amount of assets, with an average of approximately $27,760,000 per investment advisor. In total, Ballast Financial Advisors oversees a substantial portfolio worth over $200,762,000, demonstrating their expertise in managing clients' wealth effectively. Their compensation structure is flexible and includes various types, such as performance-based fees, ensuring alignment with clients' goals and interests. Additionally, the firm boasts a high level of experience in the employer 401K space, with approximately half of their assets under management originating from these plans and individual clients. Ballast Financial Advisors maintains a robust presence in the industry, as 37% of the assets they manage are discretionary, allowing them to make strategic investment decisions on behalf of their clients. With three conveniently located offices, including their West Chester headquarters, the firm is well-positioned to serve their client base effectively. The longevity of their advisors is another testament to Ballast Financial Advisors' commitment to excellence. Notably, professionals like Daniel Elser, Daniel McHugh, and Joseph Baker have contributed significantly to the firm's success, showcasing their depth of knowledge and dedication to client satisfaction. With a focus on providing personalized investment advisory services, Ballast Financial Advisors, LLC, continues to be a trusted partner for individuals and businesses seeking expert financial guidance.
BALDWIN INVESTMENT MANAGEMENT, LLC
BALDWIN INVESTMENT MANAGEMENT, LLC
West Conshohocken, Pennsylvania
Baldwin Investment Management, LLC is a local investment advisory firm based out of West Conshohocken, PA, specializing in providing personalized investment solutions to individuals and businesses. With three offices strategically located in the area, they offer convenient access to their comprehensive range of financial services. Comprised of a team of 12 dedicated professionals, Baldwin Investment Management, LLC excels in delivering top-notch investment advisory services. Eight of their experienced employees focus specifically on offering expert investment advice, ensuring clients receive tailored strategies aligned with their unique financial goals. With an average of approximately $128,600,000 in assets under management per investment advisor, Baldwin Investment Management, LLC maintains a solid industry standing. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are closely aligned with those of their clients. While 401K and individual accounts represent less than 30% of their assets under management, Baldwin Investment Management, LLC possesses the capability to effectively manage employer funds. Impressively, 67% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. Boasting a robust client base, Baldwin Investment Management, LLC serves over 1,260 individual clients, managing an impressive portfolio totaling more than $1,028,819,000. Gary Hess and Jared Quereau stand as two of the longest-tenured registered advisors within the firm, reflecting their commitment to providing consistent and trusted financial guidance. With their local presence, experienced team, and strong track record, Baldwin Investment Management, LLC is a reliable choice for individuals and businesses seeking comprehensive investment advisory services in West Conshohocken and the surrounding areas.
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ALDEN INVESTMENT GROUP
ALDEN INVESTMENT GROUP
Wayne, Pennsylvania
Alden Investment Group, headquartered in Wayne, PA, is a prominent regional investment advisory firm operating from a single office. With a dedicated team of 27 professionals, Alden Investment Group specializes in providing comprehensive investment advisory services to a diverse client base. Their experienced advisors boast an average of $7,680,000 in assets under management per investment advisor, ensuring personalized attention and tailored strategies for each client. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, guaranteeing transparency and aligning interests with clients' success. Over 80% of Alden Investment Group's impressive assets under management are derived from employer 401K plans and individual investors, underscoring their expertise in managing retirement funds and catering to individual financial goals. Alden Investment Group exclusively manages discretionary assets, reflecting their clients' trust in their expertise and decision-making capabilities. With over 680 individual clients and a staggering $207,297,000 in assets under management, Alden Investment Group has established a reputation for delivering exceptional financial solutions. The firm boasts a team of highly experienced advisors, including notable figures such as William Parkinson, Brian McCafferty, and John Swenson. Their extensive tenure at the company further solidifies Alden Investment Group's commitment to excellence and client satisfaction. Whether it's assisting employers with 401K plans or guiding individuals towards achieving their financial objectives, Alden Investment Group combines their vast industry knowledge, personalized strategies, and a client-centric approach to deliver unparalleled investment advisory services.
ENTRUST FINANCIAL LLC
ENTRUST FINANCIAL LLC
Wayne, Pennsylvania
Entrust Financial LLC, headquartered in Wayne, PA, is a reputable investment advisory firm serving clients with a dedicated team of professionals. With a total of five employees, four of whom specialize in providing comprehensive investment advisory services, Entrust Financial is committed to helping clients achieve their financial goals. The firm manages an average of approximately $69,260,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to offer flexibility and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With over 280 individual clients, Entrust Financial oversees a substantial portfolio of assets, totaling more than $224,999,000 under management. Notably, nearly half of these assets come from employer 401K plans and individuals, indicating the firm's expertise and experience in this specialized area. Entrust Financial distinguishes itself through its discretionary management approach, with 99% of the assets it oversees being handled on a discretionary basis. This allows the firm to make well-informed investment decisions on behalf of its clients, based on their individual needs and risk tolerance. As a small but respected investment advisory firm, Entrust Financial operates from its single office in Wayne, PA. The firm boasts a team of seasoned advisors, including Jennifer Bravo, Mckenzie Frankel, and Joslyn Ewart, who contribute their extensive industry knowledge and expertise to the benefit of their clients. Entrust Financial LLC stands as a trusted partner, providing personalized investment advisory services that align with clients' financial aspirations, while maintaining a commitment to professionalism and excellence in the financial industry.
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