The Genwealth Group, Inc., a small investment advisory firm based out of Maplewood, NJ, boasts an impressive track record in managing assets for high net worth individuals. With a team of seven dedicated employees, three of whom specialize in providing investment advisory services, they have established themselves as a trusted partner in wealth management. The firm prides itself on its exceptional average of approximately $150,980,000 in assets under management per investment advisor, surpassing the industry average. This success can be attributed to their comprehensive compensation structure, which includes various types such as a percentage of assets under management and fixed fees. The Genwealth Group, Inc. currently manages assets worth over $355,168,000 for more than 130 individual clients. While the majority of the assets they oversee are for high net worth individuals, they also possess the capability to manage employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. In addition to their investment advisory services, The Genwealth Group, Inc. offers insurance brokerage services, providing comprehensive financial solutions to their clients. With their expertise and commitment to client satisfaction, they have gained a reputation for delivering exceptional results. The firm operates from a single office in Maplewood, NJ, and boasts a team of experienced advisors, including Kevin Worley, Braden Schipke, and Michael Leanza, who have been with the company for a considerable tenure. Their combined knowledge and expertise contribute to the firm's ability to offer personalized and effective financial strategies to their valued clientele.

RMR Wealth Builders, Inc. is a leading regional investment advisory firm headquartered in Montclair, NJ. With an extensive network of 25 offices, RMR Wealth Builders, Inc. is well-positioned to serve a diverse client base across the region. Committed to providing top-notch investment advisory services, the firm boasts a team of 42 highly skilled professionals, with the majority exclusively focused on delivering comprehensive investment strategies. With an impressive average of approximately $27,070,000 in assets under management per investment advisor, RMR Wealth Builders, Inc. demonstrates its ability to handle substantial portfolios. The firm offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. While employer funds make up a significant portion of their managed assets, RMR Wealth Builders, Inc. also caters to individual clients and 401K accounts. Notably, 84% of the assets they manage are discretionary, reflecting the firm's expertise in customizing investment strategies tailored to each client's unique goals and risk tolerance. In addition to their investment advisory services, RMR Wealth Builders, Inc. serves as an insurance broker or agent, providing clients with comprehensive coverage options to protect their financial well-being. The firm has garnered a loyal client base, currently serving over 1,010 individual clients with impressive assets under management totaling more than $1,109,904,000. RMR Wealth Builders, Inc. prides itself on its experienced team of advisors, including seasoned professionals such as Joseph Russo, Ryan Degrau, and Douglas Roth, who have established long-standing relationships with their clients and exemplify the firm's commitment to delivering exceptional financial guidance.

5C Capital Management, LLC is a prominent local investment advisory firm headquartered in Woodcliff Lake, NJ, with three strategically located offices. With over 300 individual clients and an impressive $399,007,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. While their expertise extends across various investment vehicles, including 401K and individual accounts, these represent less than 30% of their overall assets under management. However, 5C Capital Management, LLC possesses the capability and experience to effectively manage employer funds. Impressively, 89% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that align with their needs and preferences. Comprising a team of seven dedicated employees, all of whom specialize in investment advisory services, 5C Capital Management, LLC provides personalized attention and expertise to each client. On average, their investment advisors handle approximately $57,000,000 in assets under management, a figure that aligns with industry standards. The firm boasts a roster of experienced advisors, including Craig Marson, Kevin Mccabe, and Curtis Brooks, who have been with the company for an extended period. Their tenure exemplifies the firm's commitment to fostering lasting relationships with both clients and employees.

Integrated Financial Consulting, LLC is a reputable investment advisory firm based out of Airmont, NY. With over 50 individual clients, they oversee an impressive portfolio totaling more than $79,975,000 in assets under management. Catering primarily to high net worth individuals, Integrated Financial Consulting specializes in providing comprehensive financial guidance. Though the firm predominantly manages personal accounts and 401Ks, they possess the expertise and capability to oversee employer funds as well. Their team of dedicated professionals, comprising one office, delivers tailored investment advisory services to meet the unique needs of their clients. Integrated Financial Consulting employs a versatile compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the payment method that aligns best with their preferences and financial goals. With a team of one total employee, all of whom are committed to delivering exceptional investment advisory services, Integrated Financial Consulting maintains an average assets under management per investment advisor of approximately $79,980,000. This figure is in line with the industry average, demonstrating their ability to effectively manage substantial portfolios. Among their skilled advisors is James Vorchheimer, who has been with the firm since 2022, making him one of the longest-tenured registered advisors. Integrated Financial Consulting, LLC prides itself on providing personalized financial solutions and trusted guidance to help their clients navigate the complexities of the investment landscape with confidence and peace of mind.

Based out of Morristown, NJ, Blackhill Capital, Inc is a distinguished small investment advisory firm with a reputation for exceptional client service. With over 30 individual clients and an impressive $904,495,000 in assets under management, they cater to a discerning clientele seeking personalized investment strategies. As a fully discretionary firm, Blackhill Capital, Inc maintains full authority to make investment decisions on behalf of their clients, ensuring a seamless and efficient process. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management. With a team of four dedicated professionals, Blackhill Capital, Inc offers a highly personalized approach to investment advisory services. Two of their team members, Cary Schwartz and Marcella Finkel, are among the longest tenured registered advisors at the firm. Their expertise and experience contribute to the firm's ability to deliver outstanding results for their clients. The firm's impressive average of approximately $452,250,000 in assets under management per investment advisor far exceeds the industry average. This reflects the trust and confidence that clients place in Blackhill Capital, Inc, as they seek comprehensive wealth management solutions and a commitment to long-term financial success. Blackhill Capital, Inc's office in Morristown, NJ serves as the central hub for their operations, providing a welcoming and professional environment for client meetings and consultations. As they continue to grow and expand their services, Blackhill Capital, Inc remains dedicated to delivering tailored investment solutions and maintaining strong relationships with their valued clients.

Stonebridge Capital Management, a small investment advisory firm headquartered in Paramus, NJ, is committed to providing personalized financial solutions to its clients. With over 200 individual clients and a total of $191,284,000 in assets under management, Stonebridge Capital Management offers a range of services tailored to meet the unique needs of each client. Although 401K and individual accounts represent less than 30% of their assets under management, Stonebridge Capital Management possesses the expertise to effectively manage employer funds. They operate under a discretionary approach, with 100% of the assets they manage being subject to their professional judgment and decision-making. Primarily catering to high net worth individuals, Stonebridge Capital Management prides itself on its comprehensive compensation structure. This structure includes various methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and aligning the firm's interests with those of its clients. With a team of four dedicated employees, three of whom provide investment advisory services, Stonebridge Capital Management maintains an average of approximately $63,760,000 in assets under management per investment advisor. This figure aligns with the industry average, reflecting their commitment to providing individual attention and delivering value to their clients. Jeffrey Levitt and Konstantinos Kostakis, two of the longest tenured registered advisors with the firm, contribute their extensive expertise and industry knowledge to Stonebridge Capital Management's success. Together, they ensure that clients receive trusted guidance and access to comprehensive financial strategies to help them achieve their investment goals.

Asset Advisory Group Inc, based out of Kinnelon, NJ, is a distinguished investment advisory firm that caters to a diverse clientele. With over 110 individual clients and an impressive $329,670,000 in assets under management, they have established a strong presence in the financial industry. Their expertise extends beyond traditional investment accounts, as they possess the capability to effectively manage employer funds, in addition to 401K and individual accounts. What sets Asset Advisory Group Inc apart is their focus on high-net-worth individuals, as the majority of the assets they manage belong to this affluent segment. With a compensation structure that encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, they ensure flexibility and alignment with client needs. The firm prides itself on its dedicated team of two registered advisors who provide exceptional investment advisory services. With an average of $164,830,000 in assets under management per investment advisor, Asset Advisory Group Inc surpasses the industry average, showcasing their expertise and ability to handle significant portfolios. Among the esteemed advisors, Paul Zoch and Amanda McGrath hold the distinction of being the longest-tenured professionals at the firm. As a small investment advisory firm, Asset Advisory Group Inc maintains a personalized approach to their services, emphasizing a strong client-advisor relationship. They are committed to guiding their clients towards their financial goals, leveraging their extensive experience and profound understanding of the market. With their impressive track record and unwavering dedication, Asset Advisory Group Inc is a trusted partner for individuals seeking expert financial guidance.

Highlander Capital Management LLC, headquartered in Short Hills, NJ, is a leading investment advisory firm with a team of seven dedicated professionals. With a focus on delivering exceptional financial solutions, the firm employs six expert advisors who provide top-notch investment advisory services to their clients. Highlander Capital Management boasts an impressive average of approximately $1,357,610,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment objectives. With a substantial client base, Highlander Capital Management serves over 210 individual clients, overseeing assets under management totaling more than $231,153,000. The majority of these assets are managed for high net worth individuals, although the firm also possesses the expertise to handle employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. Highlander Capital Management prides itself on its discretionary asset management approach, as 99% of the assets they oversee fall under this category. With two offices in the Short Hills area, the firm is deeply rooted in the local community. Notably, several of the firm's longest tenured advisors, including Eckart Weeck, Cheryl Harris, and Ellen Barker, bring extensive experience and expertise to their roles, further enhancing Highlander Capital Management's ability to deliver exceptional investment advisory services to their clients.

Hamel Associates, Inc., headquartered in Chatham, NJ, is a distinguished local investment advisory firm with a strong presence in the industry. With over 50 individual clients and an impressive $480,670,000 in assets under management, the firm has established itself as a trusted partner in financial management. Boasting two offices, Hamel Associates, Inc. offers a wide range of services, including accounting, making it a comprehensive solution for its discerning clientele. Primarily catering to high net worth individuals, the firm manages approximately 90% of its assets on a discretionary basis. This approach allows their expert advisors to actively navigate the market and seize opportunities on behalf of their clients. Hamel Associates, Inc. compensates its dedicated team of eight professionals through a variety of structures, such as a percentage of assets under management and fixed fees. The investment advisory team at Hamel Associates, Inc. consists of five experienced individuals, each responsible for managing an average of $96,130,000 in assets, a figure in line with the industry average. The firm prides itself on the tenure and expertise of its advisors, with long-standing professionals such as Christine Wood, Pasquale Hamel, and Keith Tucholski playing pivotal roles in shaping the firm's success. As a local firm, Hamel Associates, Inc. understands the unique financial needs of the community it serves. By providing personalized attention, comprehensive services, and a proven track record, the company continues to uphold its reputation as a trusted advisor for individuals seeking sound financial guidance and wealth management.

Vision Retirement, based out of Ridgewood, NJ, is a reputable investment advisory firm serving individual and corporate clients. With over 180 individual clients and a staggering $106,131,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from three well-equipped offices strategically located to cater to their diverse clientele. Vision Retirement specializes in managing employer 401Ks and individual investments, leveraging their extensive experience in this field. Notably, a remarkable 92% of the assets they manage are discretionary, giving clients the confidence that their investments are handled with expert care. Catering primarily to high net worth individuals, Vision Retirement boasts an impressive track record of delivering exceptional financial services. Their compensation structure offers flexibility, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of seven employees, three of whom are experienced investment advisors, Vision Retirement ensures personalized attention and tailored solutions for each client. Their investment advisors boast an average of approximately $35,380,000 in assets under management, reflecting their ability to handle substantial portfolios. Furthermore, Vision Retirement takes pride in their long-standing advisors, including Paul Muller, Jean Riordan, and Benjamin Stark, who have contributed significantly to the firm's success. Their collective expertise and commitment to client satisfaction have solidified Vision Retirement's position as a leading investment advisory firm in the region.

Tandem Capital Management, Inc., a small investment advisory firm headquartered in Woodcliff Lake, NJ, distinguishes itself with a team of knowledgeable professionals dedicated to providing comprehensive investment advisory services. With two offices, this firm employs a total of five individuals, three of whom specialize in investment advisory. Boasting an average of $63,240,000 in assets under management per investment advisor, Tandem Capital Management, Inc. aligns with the industry average in terms of assets handled. Tandem Capital Management, Inc. adopts a flexible compensation structure that includes various approaches, such as a percentage of assets under management, hourly charges, and fixed fees. Notably, all of the assets they oversee are managed on a discretionary basis, giving them the freedom to make investment decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Tandem Capital Management, Inc. boasts an impressive portfolio of over 20 individual clients, whose combined assets under management exceed $189,734,000. This firm takes pride in its team of highly experienced advisors, with notable long-tenured members including Asheem Asthana, Lauren Wong, and Kent Sheng. These professionals bring their expertise and dedication to providing personalized investment strategies tailored to each client's financial goals and risk tolerance. With a commitment to excellence and a client-centric approach, Tandem Capital Management, Inc. strives to deliver exceptional investment advisory services to its valued clientele.

Key Wealth Advisors LLC is a small investment advisory firm based out of New York, NY. With three offices, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts a total of four dedicated employees, each equipped with the knowledge and expertise to provide personalized investment strategies. Key Wealth Advisors LLC manages an impressive average of approximately $10,750,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, the firm has the capability to efficiently manage employer funds. Operating under a discretionary model, Key Wealth Advisors LLC handles 100% of the assets they manage, granting clients the freedom to focus on other aspects of their financial lives. Specializing in serving high net worth individuals, the firm caters to over 20 individual clients, effectively overseeing assets valued at more than $43,000,000. Key Wealth Advisors LLC prides itself on the expertise and experience of its team. The firm boasts several long-tenured advisors, including Yehia-Hubbard Ross, Eva Drew, and David Elfenbein, who have played a pivotal role in shaping the firm's success and reputation. With a commitment to providing personalized investment advisory services and a proven track record of managing substantial assets, Key Wealth Advisors LLC is a trusted partner for clients seeking expert financial guidance.