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.

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.

Cherrydale Wealth Management, LLC is a small investment advisory firm based out of Hoboken, NJ, specializing in providing personalized financial solutions to high net worth individuals. With a single office, the firm is committed to delivering exceptional service and guidance to its esteemed clientele. Cherrydale Wealth Management, LLC boasts a team of two dedicated professionals, one of whom is an experienced investment advisor, offering expert advice tailored to each client's unique financial goals. Cherrydale Wealth Management, LLC stands out in the industry with an impressive average of approximately $232,430,000 in assets under management per investment advisor, surpassing the industry standard. This exceptional track record showcases their ability to grow and protect their clients' wealth effectively. As a discretionary investment manager, Cherrydale Wealth Management, LLC has full authority to make investment decisions on behalf of their clients. Their compensation structure is varied, encompassing a percentage of assets under management, ensuring their interests are aligned with their clients' success. With an extensive client base of over 50 individuals, Cherrydale Wealth Management, LLC manages an impressive $232,428,000 in assets. One of their notable team members, Jordan Szekely, has been with the firm since 2015, providing a wealth of experience and knowledge to guide clients towards their financial aspirations. Cherrydale Wealth Management, LLC is driven by a commitment to integrity, excellence, and personalized attention, cementing their position as a trusted partner in helping clients navigate the complexities of the financial landscape.

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.

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, 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.

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.

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.

HUDSON VALUE PARTNERS, LLC: Providing Tailored Investment Advisory Services in Morristown, NJ Hudson Value Partners, LLC is a small investment advisory firm headquartered in Morristown, NJ. With four offices strategically located, they serve a diverse clientele seeking expert financial guidance. Comprised of a dedicated team of professionals, Hudson Value Partners, LLC offers comprehensive investment advisory services to meet the unique needs and goals of their clients. With an average of $83,640,000 in assets under management per investment advisor, Hudson Value Partners, LLC aligns well with the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Impressively, 72% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions. Focusing on high-net-worth individuals, Hudson Value Partners, LLC has cultivated a portfolio of over 40 individual clients, collectively entrusting them with more than $334,579,000 in assets under management. Clients can rely on the firm's experienced and tenured advisors, including Christopher Davis, Marianne Witte, and Paul Davis, who bring extensive knowledge and insight to the table. Hudson Value Partners, LLC distinguishes itself by providing tailored investment strategies designed to optimize clients' financial well-being. Their team's dedication and personalized approach ensure that each client receives the attention and expertise necessary to achieve their financial objectives. As trusted advisors, Hudson Value Partners, LLC continues to build a reputation for delivering exceptional service and driving long-term success for their valued clients.

Gitterman Wealth Management, LLC, a leading investment advisory firm headquartered in Edison, NJ, offers comprehensive financial planning and wealth management services. With a team of 19 dedicated professionals, including nine experienced investment advisors, they provide expert guidance to a diverse clientele. With an impressive average of approximately $210,130,000 in assets under management per investment advisor, Gitterman Wealth Management exceeds the industry average, showcasing their expertise in managing substantial portfolios. The firm's compensation structure is flexible, accommodating various client needs. They employ a range of payment methods, including a percentage of assets under management, hourly charges, and fixed fees. Gitterman Wealth Management serves over 390 individual clients, managing a remarkable $555,682,000 in assets. The majority of their assets are held by high net worth individuals, although they also have the capacity to handle employer funds, expanding their reach within the corporate sector. All of Gitterman Wealth Management's managed assets, totaling 100%, are handled on a discretionary basis. Their commitment to personalized and tailored investment strategies ensures that each client's unique goals and risk tolerance are taken into account. With a local presence in Edison, NJ, the firm operates from a single office, providing convenient access to their expert advisory services. The firm takes pride in its long-tenured advisors, including Kenneth Quarnaccio, Jennifer Easley, and Samuel Bell, who bring a wealth of knowledge and experience to their clients' financial journeys. Gitterman Wealth Management's unwavering dedication to delivering exceptional financial guidance has established them as a trusted partner in achieving long-term financial success.

HENNION & WALSH ASSET MANAGEMENT, INC. Hennion & Walsh Asset Management, Inc., headquartered in Parsippany, NJ, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total workforce of 70 dedicated professionals, a small percentage of whom specialize in investment advisory services, the company excels in providing comprehensive financial solutions to its esteemed clientele. As an experienced asset management firm, Hennion & Walsh manages an impressive average of approximately $95,670,000 in assets under management per investment advisor. This figure aligns with the industry average, showcasing their proficiency and reliability in handling client portfolios. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and flexibility for their clients. Hennion & Walsh Asset Management serves over 670 individual clients, who collectively entrust them with over $379,709,000 in assets under management. Notably, nearly half of these assets originate from employer 401Ks and individual investments, reflecting the company's extensive expertise in this area. Impressively, 96% of the assets they manage are handled on a discretionary basis, enabling clients to benefit from their seasoned judgment and strategic decision-making. In addition to their core investment advisory services, Hennion & Walsh also operates as an insurance broker or agent, further enhancing their ability to provide holistic financial guidance. With two offices, they serve their clients efficiently and maintain a local presence that fosters strong relationships within the community. The firm takes pride in its team of seasoned advisors, including Joseph Rodriguez, John Wallace, and Kevin Mahn, who boast some of the longest tenures at the company. Their collective experience and expertise contribute to Hennion & Walsh's strong reputation and ability to deliver exceptional financial solutions tailored to their clients' needs.