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, 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.

Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107,375,000 in assets. The majority of these assets are held by high-net-worth individuals who entrust Legacy Solutions, LLC with their financial future. While 401K and individual accounts make up less than 30% of their total assets under management, Legacy Solutions, LLC possesses the expertise and capability to manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Legacy Solutions, LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' assets and financial well-being. With three offices, Legacy Solutions, LLC is strategically positioned to cater to clients in Kennett Square, PA, and surrounding areas. The firm's commitment to delivering personalized financial solutions has earned them a reputation as a trusted advisor in the region.

Chartered Advisory Group, a small investment advisory firm based out of Chadds Ford, PA, is a trusted partner for over 300 individual clients. With assets under management totaling more than $137,268,000, the company prides itself on delivering tailored financial solutions. Operating from two offices, Chartered Advisory Group specializes in providing comprehensive investment advice and acts as an insurance broker or agent. Dedicated to their clients' financial success, Chartered Advisory Group focuses on managing employer 401K plans and individual investments, which constitute over 80% of their assets under management. Their expertise in overseeing 401K plans makes them highly qualified to assist employers and employees alike. Furthermore, the firm manages discretionary assets, amounting to 20% of the total assets they handle. To ensure transparent and fair compensation, Chartered Advisory Group offers multiple fee structures, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexibility allows clients to choose the arrangement that best suits their needs. With a team of six dedicated employees, four of whom specialize in investment advisory services, Chartered Advisory Group maintains a favorable ratio of approximately $34,320,000 in assets under management per investment advisor. The firm prides itself on its experienced staff, including long-tenured advisors such as Sean Smith, Robert Pedrick, and William Kantner. As a leading investment advisory firm in Chadds Ford, Chartered Advisory Group combines industry expertise, personalized service, and a commitment to client satisfaction to deliver exceptional financial solutions.

Psi Capital Management is a reputable investment advisory firm based out of Lancaster, PA. With 12 employees, including 5 experienced investment advisors, they provide expert financial guidance to a diverse range of clients. The firm boasts an impressive average of approximately $124,240,000 in assets under management per investment advisor, which aligns with industry standards. Psi Capital Management follows a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With over 520 individual clients and a total of $242,653,000 in assets under management, the firm caters primarily to high net worth individuals. Their strong track record in managing employer 401Ks and individual portfolios demonstrates their expertise in this area. The firm's investment approach is characterized by a high level of discretion, as they manage 99% of the assets under their care. Psi Capital Management has established a local presence, serving the Lancaster community from their six offices. The firm takes pride in its seasoned team of advisors, with notable individuals like Steven Mitchell, Scott Smith, and Susanne Dombrowski being among the longest-tenured professionals at the company. Overall, Psi Capital Management provides comprehensive investment advisory services, combining industry expertise, personalized strategies, and a client-centric approach to help individuals and organizations achieve their financial goals.

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.

Integrated Wealth Advisors, LLC is a small investment advisory firm based out of Wilmington, DE, with two offices. With a team of two employees, one of whom specializes in investment advisory services, they offer comprehensive wealth management solutions. With an average of approximately $104,130,000 in assets under management per investment advisor, they align with the industry average in terms of AUM. Integrated Wealth Advisors, LLC operates with a diversified compensation structure, including a percentage of assets under management and fixed fees. While their 401K and individual accounts make up less than 30% of their assets under management, they possess the expertise to manage employer funds effectively. The firm handles 99% of the assets they manage in a discretionary manner, providing clients with the peace of mind that their investments are actively monitored and managed. The majority of Integrated Wealth Advisors, LLC's clientele consists of high net worth individuals. They serve over 30 individual clients, overseeing more than $104,132,000 in assets under management. With a focus on delivering personalized and tailored financial strategies, the firm strives to create long-term relationships built on trust and expertise. Burwell Hutchinson, one of the firm's registered advisors, boasts an extensive tenure with Integrated Wealth Advisors, LLC since 2007. This experience underscores the firm's commitment to consistency, stability, and dedication in serving their clients' financial needs.

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.

Breton Co is a small investment advisory firm based out of Medford, NJ, with a team of four dedicated professionals. Two of their team members specialize in providing comprehensive investment advisory services to their clients. With an impressive average of approximately $428,780,000 in assets under management per investment advisor, Breton Co surpasses the industry average, showcasing their expertise and success in managing substantial portfolios. The firm's compensation structure is diverse and tailored to meet the needs of their clients. It includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive personalized and cost-effective investment advice. With a portfolio of over 10 individual clients, Breton Co oversees assets totaling more than $139,950,000. Their focus primarily lies in managing assets for high net worth individuals, although they also have the capability to handle employer funds. While 401(k) and individual accounts account for less than 30% of their assets under management, their expertise extends to these areas as well. Breton Co operates from a single office, providing a centralized location for their clients in Medford, NJ. Through their dedicated team and tailored approach to investment advisory services, Breton Co has established itself as a trusted partner for individuals seeking expert guidance and effective management of their financial assets.

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.

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.