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.

MB, Levis & Associates, LLC is a small investment advisory firm headquartered in Center Valley, PA, with one office. With a team of four dedicated professionals, three of whom specialize in investment advisory services, the firm delivers personalized financial guidance to its clients. They manage an average of approximately $102,640,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure is diversified and includes various types such as 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, they possess the expertise to handle employer funds. The firm exercises full discretion over 100% of the assets they manage. Specializing in catering to high-net-worth individuals, MB, Levis & Associates, LLC currently oversees a substantial client base of over 110 individuals, managing more than $307,933,000 in assets. Among the firm's seasoned registered advisors, Jason Henninger and John Levis stand as the longest-tenured professionals, contributing their extensive experience and expertise to the team. With a commitment to delivering exceptional financial services and personalized attention, MB, Levis & Associates, LLC serves as a trusted partner for their clients' investment needs. Through their comprehensive approach and dedication to their clients' financial success, the firm has built a strong reputation in the industry.

Good Life Advisors, LLC, headquartered in Reading, PA, is a well-established regional investment advisory firm. With an extensive presence of 50 offices, they have solidified their position in the financial services industry. The company boasts a total workforce of 129 employees, out of which 89 specialize in providing comprehensive investment advisory services. One notable strength of Good Life Advisors, LLC lies in their impressive average assets under management per investment advisor, amounting to approximately $26,750,000. Their compensation structure is diverse and caters to various client needs, including a percentage of assets under management, hourly charges, and fixed fees. The firm's expertise shines particularly in managing employer 401Ks and individual assets, as these account for around half of their total assets under management. With a wealth of experience in this space, Good Life Advisors, LLC has earned a stellar reputation for their exceptional service. An impressive 91% of the assets they oversee are under discretionary management, reflecting their clients' trust in their expertise. As a testament to their success, the firm boasts a vast client base, serving over 9,640 individual clients, with assets under management surpassing an impressive $2,380,975,000. Good Life Advisors, LLC takes pride in their team of dedicated professionals, with notable advisors such as Brad Schneider, Howard Shear, and Kenneth Calcutt. These individuals have demonstrated their commitment and knowledge, contributing to the firm's long-standing success and client satisfaction. Overall, Good Life Advisors, LLC is a trusted investment advisory firm with a strong regional presence, a diverse range of compensation options, expertise in managing 401Ks and individual assets, and a team of experienced advisors.

IVC Wealth Advisors LLC is a reputable local investment advisory firm headquartered in Silverdale, PA. With a single office location, IVC Wealth Advisors has established a strong presence in the area. The firm boasts a team of eight skilled professionals, with seven dedicated to providing expert investment advisory services to their clients. The average assets under management per investment advisor at IVC Wealth Advisors amount to approximately $45,470,000, placing them on par with industry standards. IVC Wealth Advisors follows a comprehensive compensation structure, including various types such as a percentage of assets under management and fixed fees. Notably, half of their assets under management are derived from employer 401Ks and individuals, showcasing their expertise in this particular area. The firm manages 100% of the assets under their care on a discretionary basis, ensuring a high level of trust and confidence from their clients. In addition to their investment advisory services, IVC Wealth Advisors also serves as an insurance broker or agent, further expanding their range of offerings. With an extensive client base consisting of over 410 individual clients, the firm oversees an impressive $318,288,000 in assets under management. The longevity and experience of key advisors, such as David Gotwals, Paul Mccolgan, and Eric Landes, have contributed significantly to the firm's success and earned the trust of their clients over the years.

Berkshire Advisors, Inc. is a small investment advisory firm located in Wyomissing, PA, operating from a single office. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. With an average of $52,090,000 in assets under management per investment advisor, Berkshire Advisors, Inc. maintains an industry-standard level of performance. Their compensation structure caters to various client preferences and includes options such as a percentage of assets under management, fixed fees, commissions, and hourly charges. A significant portion of their assets under management, exceeding 80%, comes from employer 401K plans and individual investments. This expertise positions them as trusted partners for managing 401K plans for both employers and employees alike. The firm demonstrates a high level of competence and trustworthiness, as 95% of the assets they manage are discretionary, allowing them to make informed decisions on behalf of their clients. Moreover, Berkshire Advisors, Inc. extends its services beyond investment advisory, offering registered representative services for a broker-dealer, as well as insurance brokerage. With an extensive client base comprising over 150 individuals, Berkshire Advisors, Inc. manages a total of $104,181,000 in assets under management. Jay Kemmerer and Travis Speelman, two of the firm's longest tenured registered advisors, bring a wealth of experience and expertise to their respective roles. Overall, Berkshire Advisors, Inc. is a reliable and highly qualified firm that serves its clients with professionalism and integrity, delivering effective investment strategies and personalized solutions to help clients achieve their financial goals.

Lindenwold Advisors Inc., a small investment advisory firm located in Reading, PA, is dedicated to providing comprehensive financial guidance and investment services. With a team of three experienced professionals, they specialize in offering personalized solutions tailored to their clients' specific needs and goals. Boasting an impressive track record, Lindenwold Advisors manages over $102,570,000 in assets per investment advisor, an average that aligns with industry standards. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with those of their clients. Serving a diverse clientele, Lindenwold Advisors caters primarily to high net worth individuals, overseeing more than $214,151,000 in assets across their portfolio. Impressively, 98% of the assets they manage are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. Lindenwold Advisors takes pride in their team of seasoned advisors, some of whom have been with the firm for many years. Notable names among their long-tenured professionals include Terry Morris, James King, and Leon Pace, each bringing extensive expertise to the table. With a strong commitment to delivering personalized financial strategies and achieving optimal results, Lindenwold Advisors Inc. continues to be a trusted partner for their clients, helping them navigate the complexities of the investment landscape and secure their financial futures.

Youngs Advisory Group, Inc. is a reputable local investment advisory firm based out of Bethlehem, PA. With over 140 individual clients and a staggering $524,740,000 in assets under management, they are trusted advisors to a diverse range of investors. Having two well-established offices, Youngs Advisory Group, Inc. has established itself as a prominent player in the financial services industry. In addition to their investment advisory services, Youngs Advisory Group, Inc. also serves as an insurance broker or agent, catering to the comprehensive financial needs of their clients. While managing employer funds is within their capabilities, 401K and individual accounts represent less than 30% of their extensive assets under management. Remarkably, all the assets they manage are under discretionary authority, reflecting their clients' confidence in their expertise. Catering primarily to high-net-worth individuals, Youngs Advisory Group, Inc. handles a substantial amount of wealth management for affluent clients. Their compensation structure is designed to align their interests with their clients, incorporating various types such as a percentage of assets under management and fixed fees. With a dedicated team of 11 employees, including 6 experienced investment advisors, Youngs Advisory Group, Inc. ensures personalized attention and tailored solutions for each client. The average assets under management per investment advisor amount to approximately $87,460,000, which is in line with industry standards. Notably, Linda Yeager, James Beenders, and John Youngs are among the firm's longest-tenured advisors, contributing their extensive knowledge and expertise to the success of Youngs Advisory Group, Inc.

WALSKY INVESTMENT MANAGEMENT INC: Providing Exceptional Investment Advisory Services in Wyomissing, PA Walsky Investment Management Inc, based out of Wyomissing, PA, is a small investment advisory firm dedicated to delivering exceptional financial guidance. With over two decades of experience, they have established themselves as trusted advisors in the industry. Their team consists of two highly skilled professionals who specialize in offering comprehensive investment advisory services to a diverse range of clients. With an impressive average of approximately $6,606,520,000 in assets under management per investment advisor, Walsky Investment Management Inc surpasses the industry average, demonstrating their expertise in managing substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. Catering to over 70 individual clients, Walsky Investment Management Inc manages assets exceeding $110,826,000. While the majority of their assets under management are for high net worth individuals, they also have the capabilities to oversee employer funds. Remarkably, 100% of the assets they handle are managed on a discretionary basis, showcasing their clients' trust in their decision-making abilities. Walsky Investment Management Inc operates from a single office location in Wyomissing, PA. Two of the longest-tenured registered advisors with the firm, Elizabeth Ward and Craig Hafer, bring a wealth of experience to the team. Their commitment to personalized service and strategic investment planning sets them apart in the industry. As Walsky Investment Management Inc continues to grow and provide exceptional financial guidance, they remain dedicated to helping clients achieve their long-term financial objectives. With their proven track record and client-centric approach, they are poised to make a lasting impact in the field of investment management.

Lountzis Asset Management, LLC is a reputable investment advisory firm headquartered in Wyomissing, PA, with two offices serving a diverse client base. With a team of six dedicated professionals, including two experienced investment advisors, the firm delivers exceptional financial services to high net worth individuals. Demonstrating their expertise, Lountzis Asset Management boasts an impressive average of approximately $207,660,000 in assets under management per investment advisor, surpassing industry standards. Committed to providing personalized investment strategies, Lountzis Asset Management structures its compensation to align with client success. Their compensation model incorporates various types, such as a percentage of assets under management, ensuring a shared interest in achieving favorable outcomes. As a discretionary asset manager, the firm has full authority over managing 100% of their clients' assets, granting them the flexibility to make informed decisions on their behalf. With a robust client portfolio, Lountzis Asset Management caters to over 60 individual clients, expertly managing assets worth an impressive $415,329,000. Apostolos Paul Lountzis and Zachary Lountzis stand as distinguished registered advisors, each boasting extensive tenure with the firm. Their wealth of experience and dedication to client satisfaction contribute to the firm's outstanding reputation and continued success. Lountzis Asset Management, LLC embodies a commitment to excellence, delivering comprehensive investment advisory services to their esteemed clientele. With a strong track record of managing substantial assets, the firm is a trusted partner for individuals seeking exceptional financial guidance and wealth management strategies.

Atwater Malick, based out of Lancaster, PA, is a small investment advisory firm that specializes in providing exceptional financial services to its clients. With a team of four dedicated professionals, including two investment advisors, they have built a solid reputation in the industry. With an impressive average of approximately $163,200,000 in assets under management per investment advisor, Atwater Malick stands out as a leader in their field. Their compensation structure is diverse, incorporating a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Catering primarily to high net worth individuals, Atwater Malick manages over $392,172,000 in assets for more than 120 individual clients. While a smaller portion of their assets is dedicated to 401K and individual accounts, the firm possesses the expertise and capability to handle employer funds. Atwater Malick's investment approach is entirely discretionary, meaning clients entrust the firm with full authority to make investment decisions on their behalf. This approach reflects the trust and confidence clients place in the firm's experienced team. With its headquarters in Lancaster, PA, Atwater Malick operates from a single office. The firm boasts the expertise of Benjamin Atwater and Matthew Malick, who are among the longest-tenured registered advisors at the company. Their experience and industry knowledge contribute to the firm's success in delivering top-notch investment advisory services to their discerning clientele.

Sector Analysts LLC is a renowned investment advisory firm based out of Allentown, PA, serving a diverse client base. With over 860 individual clients and an impressive $165,152,000 in assets under management, they have established themselves as a trusted partner in the financial sector. The firm's expertise lies in managing employer 401Ks and individual assets, making up approximately half of their total assets under management. Their extensive experience in this space ensures clients receive tailored investment strategies that align with their long-term financial goals. Sector Analysts LLC operates from a single office and employs a team of two dedicated professionals who provide comprehensive investment advisory services. Their compensation structure is flexible, offering a variety of options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose a pricing model that suits their needs. Notably, Sector Analysts LLC manages all client assets on a discretionary basis, showcasing their commitment to making informed investment decisions on behalf of their clients. With an average of $82,580,000 in assets under management per investment advisor, the firm's advisors deliver industry-standard performance. John Tumolo and Patrick Hutchinson, two of the longest-tenured registered advisors with the firm, bring extensive knowledge and expertise to the table. Their experience, coupled with Sector Analysts LLC's commitment to delivering personalized investment solutions, sets them apart in the competitive financial advisory landscape.