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.

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.

Alliance Financial, a local investment advisory firm headquartered in Wyomissing, PA, boasts a team of six highly skilled professionals dedicated to providing exceptional financial services. With five of their employees specializing in investment advisory services, Alliance Financial prides itself on their expertise in managing client assets. Each investment advisor maintains an impressive average of approximately $161,920,000 in assets under management, a figure significantly higher than the industry average. The compensation structure at Alliance Financial is designed to align the firm's success with that of their clients. It includes various types of remuneration, such as a percentage of assets under management. With a client base of over 530 individuals and a total of $185,067,000 in assets under management, Alliance Financial has earned the trust of their diverse clientele. Distinguishing themselves in the industry, Alliance Financial possesses extensive experience managing assets from employer 401Ks and individual investors, which collectively represent half of their assets under management. Notably, all of the assets they manage are under their discretionary control, enabling them to make strategic investment decisions on behalf of their clients. With three offices in strategic locations, Alliance Financial ensures accessibility and convenience for their clients. The firm takes pride in their long-standing team, with notable advisors like Eric Mischler, Stephanie Baity, and Jacqueline Powell, who have consistently delivered exceptional financial guidance and service. Combining their in-depth knowledge, personalized approach, and a commitment to exceeding client expectations, Alliance Financial continues to establish themselves as a trusted partner in wealth management and investment advisory services.

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.

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.

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.

The Kelly Group is a highly regarded local investment advisory firm located in Bel Air, MD. With a strong presence across three offices, they have established themselves as trusted financial advisors. Among their 21 employees, 13 specialize in providing investment advisory services, showcasing their commitment to delivering expert guidance. The firm's investment advisors have an average of $52,470,000 in assets under management, a figure that aligns with the industry average. The Kelly Group's compensation structure is versatile, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. Their broad range of options ensures that clients can find a suitable arrangement that meets their specific needs. The firm has demonstrated notable expertise in managing employer 401Ks and individual accounts, which collectively account for approximately half of their assets under management. This extensive experience in the field has solidified their reputation as reliable partners for employers and individuals alike. With a strong emphasis on discretionary management, The Kelly Group oversees an impressive 92% of assets under their purview with the authority to make independent decisions on behalf of their clients. Their client base boasts over 820 individuals who entrust the firm with over $682,138,000 in assets under management. The success of The Kelly Group can be attributed, in part, to the dedication and industry knowledge of their longest tenured advisors, including Chad Arrington, Jodi Davis, and Charles Wolpoff. With their guidance, The Kelly Group continues to provide exceptional financial advisory services, helping clients navigate their financial journeys with confidence.

Stewardship Advisors, LLC is a well-established local investment advisory firm headquartered in Mount Joy, PA. With a team of 11 dedicated professionals, including 8 experienced investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm manages a substantial amount of assets, averaging around $41,300,000 per investment advisor. With over 390 individual clients, Stewardship Advisors, LLC oversees an impressive $281,806,000 in assets under management. Notably, approximately half of these assets come from employer 401Ks or individuals, showcasing the firm's extensive experience in this domain. What sets Stewardship Advisors, LLC apart is their commitment to providing personalized and tailored services to each client, ensuring their financial goals and objectives are met. Stewardship Advisors, LLC employs a flexible compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This adaptable approach enables clients to choose the payment method that suits their needs best. As a fully discretionary investment advisory firm, Stewardship Advisors, LLC has complete authority to make investment decisions on behalf of their clients. This autonomy allows them to proactively manage and optimize client portfolios to capitalize on market opportunities while adhering to individual risk tolerance and financial objectives. Led by a team of seasoned professionals, Stewardship Advisors, LLC boasts several long-tenured advisors, including John Simkins, Thomas Talbott, and Mark Brinser. These experienced individuals bring a wealth of knowledge and expertise to the firm, further solidifying their reputation as a trusted and reliable financial partner. With their strong track record, client-centric approach, and dedication to stewarding their clients' financial well-being, Stewardship Advisors, LLC continues to be a leading investment advisory firm in the Mount Joy, PA area.

Rodgers & Associates is a reputable investment advisory firm based out of Lancaster, PA. With a dedicated team of 18 employees, including 12 investment advisors, they provide comprehensive financial services to a diverse clientele. On average, each investment advisor manages approximately $102,260,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach ensures that clients can choose the most suitable payment method for their specific needs. With over 550 individual clients, Rodgers & Associates oversees a substantial portfolio of assets totaling more than $1,195,569,000. The majority of these assets are managed for high net worth individuals, highlighting the firm's expertise in catering to this particular market segment. While the firm primarily focuses on managing individual and 401K accounts, they also possess the capability to handle employer funds. Rodgers & Associates operates from a single office, firmly rooted in the local community of Lancaster, PA. The firm takes pride in its longstanding presence and has established a strong reputation for providing exceptional investment advisory services. Notably, Lita Pelko, Jessica Rodgers, and Rick Rodgers are among the firm's most experienced and dedicated advisors, contributing to its continued success. Through their commitment to personalized financial guidance and comprehensive wealth management, Rodgers & Associates has become a trusted partner for clients seeking expert advice and support in achieving their financial goals.

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.