Myles Wealth Management, LLC, headquartered in Florida, NY, is a prominent investment advisory firm with a strong focus on delivering exceptional financial services to its clients. With a team of 5 highly skilled professionals, Myles Wealth Management provides comprehensive investment advisory services, catering to a diverse clientele. With an average of $112,640,000 in assets under management per investment advisor, Myles Wealth Management aligns well with the industry average, ensuring that their clients' financial portfolios receive the attention they deserve. Their compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose what suits them best. Boasting over 550 individual clients and managing assets totaling more than $107,787,000, Myles Wealth Management demonstrates its ability to effectively navigate the complexities of investment management. Their expertise shines through particularly in managing employer 401Ks and individual assets, comprising approximately half of their assets under management. Myles Wealth Management operates with a discretionary approach, managing 100% of the assets they oversee. As a local firm, they understand the unique needs of their clients and have built a strong reputation for their personalized approach and commitment to delivering outstanding results. With their primary office located in Florida, NY, Myles Wealth Management has established a solid presence in the community. The firm benefits from the expertise and experience of its longest tenured advisors, including Luis Neely, Myles Mezzetti, and Linda Tamberino, who bring a wealth of knowledge to the table, ensuring that clients receive top-notch financial guidance and support.

Coombe, Bender & Company, LLC is a respected investment advisory firm located in Ellenville, NY. With two offices, this small firm provides personalized financial services to a diverse client base. Committed to excellence, Coombe, Bender & Company, LLC employs a team of five professionals, four of whom specialize in investment advisory services. With an average of $49,330,000 in assets under management per investment advisor, Coombe, Bender & Company, LLC demonstrates competence that aligns with industry standards. Their compensation structure is flexible, offering clients a range of options such as a percentage of assets under management, fixed fees, and hourly charges. The firm's expertise is evident in their handling of employer 401Ks and individual investments, which collectively represent approximately half of their impressive $197,301,000 assets under management. Their vast experience in this area ensures that clients receive well-informed advice and assistance. Coombe, Bender & Company, LLC prides itself on offering discretionary management, ensuring that clients can trust their decisions without micromanagement. The firm's commitment to integrity, trust, and transparency has earned them a loyal clientele of over 260 individual investors. As a local presence in Ellenville, NY, Coombe, Bender & Company, LLC is deeply rooted in the community. With a dedicated team and a proven track record of success, this investment advisory firm continues to provide exceptional financial guidance to individuals, ensuring their clients' financial well-being for years to come.

Capstone Wealth Management Group, LLC, based out of Clarks Green, PA, is a distinguished local investment advisory firm. With over 450 individual clients and a remarkable $213,251,000 in assets under management, Capstone Wealth Management Group provides comprehensive financial solutions to individuals and employer 401K plans. They boast extensive experience in this space, with approximately 92% of the assets they manage being discretionary. The firm operates from a single office and prides itself on delivering personalized, professional services. Their team of five dedicated employees, all highly skilled investment advisors, work diligently to optimize client portfolios and achieve financial goals. With an average of $42,650,000 in assets under management per investment advisor, Capstone Wealth Management Group ensures that each client receives individual attention and tailored strategies. Capstone Wealth Management Group's compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures transparency and aligns the firm's interests with their clients' objectives. Within the firm, several long-tenured advisors stand out for their expertise and commitment. Richard Condeelis, Bryan Kupchik, and Robert Schultz have played integral roles in Capstone Wealth Management Group's success, earning the trust and loyalty of their clients through their knowledge and dedication. Capstone Wealth Management Group, LLC, remains dedicated to providing exceptional financial advisory services, assisting clients in building and preserving their wealth while navigating the complexities of the ever-changing financial landscape.

Capital Wealth Investments, a reputable investment advisory firm, is headquartered in Scranton, PA, with three office locations. With a team of three dedicated professionals, two of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. On average, each investment advisor manages approximately $128,280,000 in assets, reflecting their proficiency in handling substantial portfolios. The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, ensuring a customized approach to meet the unique needs of their clients. Approximately half of their assets under management stem from employer 401Ks and individual accounts, demonstrating their extensive experience in this area. With a discretionary management approach, Capital Wealth Investments assumes full responsibility for making investment decisions on behalf of their clients. A significant 96% of the assets they manage fall under discretionary management. Capital Wealth Investments prides itself on serving a diverse client base, with over 400 individual clients and assets under management exceeding $256,561,000. Sandra Galdieri Kosiba and Tracy Zullo, two of the longest-tenured registered advisors, bring their wealth of experience to the firm, showcasing their commitment to client satisfaction. Capital Wealth Investments is dedicated to providing personalized financial strategies and comprehensive solutions to help clients achieve their investment goals. Their knowledge and expertise, combined with a client-centric approach, position them as a trusted partner in wealth management.

Northeast Financial Group, Inc., a local investment advisory firm based out of Tannersville, PA, is dedicated to providing comprehensive financial services to individuals and businesses alike. With a team of seven highly skilled professionals, they specialize in offering expert investment advisory services to a diverse clientele. Each investment advisor at Northeast Financial Group, Inc. manages an average of $44,210,000 in assets under management, ensuring personalized attention and customized solutions. Their compensation structure is designed to align their interests with their clients', encompassing various methods such as a percentage of assets under management and fixed fees. With over 620 individual clients, Northeast Financial Group, Inc. currently oversees an impressive $775,066,000 in assets under management. While their focus lies primarily on discretionary management, they possess the necessary expertise to effectively handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. In addition to their investment advisory services, Northeast Financial Group, Inc. also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial needs. With three offices in the region, they are easily accessible to their client base. Northeast Financial Group, Inc. takes pride in the expertise and experience of their team. Notably, Peter Pape, Mark Hullinger, and Ronald Berger, among others, have remained with the firm for a significant period, showcasing their commitment to delivering exceptional financial guidance and fostering long-term relationships with their clients. With a track record of success and a client-centric approach, Northeast Financial Group, Inc. stands as a trusted partner in achieving financial goals.

IAM Advisory LLC is a reputable local investment advisory firm headquartered in Easton, PA. With four well-established offices, they serve a diverse client base across the region. Comprised of 15 dedicated professionals, IAM Advisory LLC boasts a team of eight experienced investment advisors who provide top-notch services to their clients. The firm manages an average of $60,920,000 in assets per investment advisor, aligning with the industry average. IAM Advisory LLC adopts a comprehensive compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, highlighting their expertise in this particular area. An impressive 99% of the assets they handle are discretionary, demonstrating their clients' trust in IAM Advisory LLC's judgment and decision-making abilities. With a strong client base, IAM Advisory LLC caters to over 1,330 individual clients, managing a substantial $487,343,000 in assets. The firm takes pride in the expertise and dedication of its team, including highly tenured advisors such as Jesse Pellegrino, Richard Rodman, and Joseph Parsons. These individuals bring a wealth of experience and knowledge to the table, ensuring that clients receive the best possible investment advice and strategies tailored to their unique financial goals. IAM Advisory LLC remains committed to providing exceptional service, utilizing their extensive industry knowledge and personalized approach to help clients navigate the complexities of investment management successfully.

Tilson Financial Group Inc, a local investment advisory firm based out of New Providence, NJ, serves a diverse clientele of over 230 individual clients, managing a substantial $503,679,000 in assets. With four offices in strategic locations, Tilson Financial Group Inc is well-positioned to provide comprehensive financial services to its clients. In addition to investment advisory services, the firm also operates as an insurance broker or agent. While the management of 401K and individual accounts represents a smaller portion of their assets under management, Tilson Financial Group Inc possesses the capability to effectively oversee employer funds. A significant 62% of the assets they manage are discretionary, indicating the trust and confidence high net worth individuals place in their expertise. Tilson Financial Group Inc's compensation structure is flexible and caters to the individual needs of their clients, including a percentage of assets under management, hourly charges, and fixed fees. With a total of 10 employees, 8 of whom specialize in providing investment advisory services, the firm maintains an average of approximately $62,960,000 in assets under management per investment advisor, aligning with industry standards. Noteworthy at Tilson Financial Group Inc are their highly experienced and tenured advisors, such as Judith Lutzy, Leo Tropeano, and Michael Mcgrady. Their extensive knowledge and expertise contribute to the firm's success in delivering tailored financial solutions to their discerning clientele. With a solid track record and a commitment to excellence, Tilson Financial Group Inc remains a trusted partner in helping clients achieve their financial goals.

Center for Asset Management, LLC is a reputable investment advisory firm headquartered in Palm Beach Gardens, FL. With a team of six highly skilled professionals, including two experienced investment advisors, they provide comprehensive financial services to a diverse clientele. The firm boasts an impressive average of approximately $604,880,000 in assets under management per investment advisor, surpassing the industry average, highlighting their expertise and ability to handle substantial portfolios. Center for Asset Management, LLC caters to over 210 individual clients, managing a combined total of more than $174,444,000 in assets. Their clientele primarily consists of high net worth individuals, with a significant portion of their managed assets originating from employer 401Ks and individual sources. The firm's extensive experience in this area positions them as a trusted advisor for retirement planning and investment strategies. With a compensation structure that encompasses various types, such as a percentage of assets under management and subscription fees, Center for Asset Management, LLC ensures their interests are aligned with those of their clients. Furthermore, all of the assets they manage are handled on a discretionary basis, allowing the firm to make informed investment decisions in accordance with their clients' objectives and risk tolerance. Led by seasoned registered advisors, Peter Blatt and Darren Hardersen, Center for Asset Management, LLC has established a strong presence in the financial industry. As a small but well-respected firm, they emphasize personalized service and maintain an unwavering commitment to helping their clients achieve their financial goals. With one office in Palm Beach Gardens, Center for Asset Management, LLC provides attentive, tailored solutions to meet the unique needs of their valued clientele.

Journey Strategic Wealth LLC is a highly reputable local investment advisory firm headquartered in Summit, NJ. With five strategically located offices, the company has established a strong presence in the region. Comprised of a dedicated team of professionals, Journey Strategic Wealth LLC boasts a total of 23 employees, 12 of whom are dedicated to providing exceptional investment advisory services. Setting themselves apart from the industry average, Journey Strategic Wealth LLC manages an impressive average of approximately $227,200,000 in assets under management per investment advisor. This demonstrates their expertise and ability to handle substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. With an astonishing 99% of their managed assets falling under discretionary management, clients trust Journey Strategic Wealth LLC to make sound investment decisions on their behalf. Primarily catering to high net worth individuals, the firm serves a diverse client base of over 290 individuals, managing a staggering $2,726,393,000 in assets. The firm takes pride in its experienced team, with several long-tenured advisors who have contributed significantly to its success. Notable names such as Brett Agnew, Kristin Bartlow, and Kevin Rinow bring a wealth of knowledge and expertise to the firm, further solidifying Journey Strategic Wealth LLC's stellar reputation in the industry.

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.

FSC Wealth Advisors, LLC is a reputable investment advisory firm located in Fishkill, NY. With a dedicated team of six highly skilled professionals, FSC Wealth Advisors offers comprehensive investment advisory services to a diverse clientele. Each investment advisor at FSC Wealth Advisors manages an average of $60,120,000 in assets under management, aligning with industry standards. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring that their interests are closely aligned with those of their clients. FSC Wealth Advisors prides itself on its robust client base, serving over 1,130 individual clients and overseeing more than $220,611,000 in assets under management. Notably, FSC Wealth Advisors demonstrates expertise in managing employer 401Ks and individual assets, which collectively account for half of their total assets under management. Their extensive experience in this domain positions them as trusted advisors in helping clients achieve their retirement goals. As a local investment advisory firm, FSC Wealth Advisors is deeply rooted in the Fishkill community, with three office locations to better serve their clients. The firm boasts a team of seasoned advisors, including Neal Miller, Jeffrey Scott, and Shane Clarke, who have amassed considerable tenure and industry knowledge. FSC Wealth Advisors distinguishes itself by managing 100% discretionary assets, enabling them to make investment decisions on behalf of their clients without seeking prior approval. This discretionary approach allows for swift and agile responses to market conditions, ensuring that clients' portfolios are consistently optimized. Overall, FSC Wealth Advisors, LLC offers personalized and expert investment advisory services, backed by a team of experienced professionals who prioritize the financial success and well-being of their clients.