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.

Cornerstone Advisors Asset Management, LLC is a well-established investment advisory firm headquartered in Bethlehem, PA. With a single office, the company boasts a team of 32 dedicated professionals, 24 of whom specialize in providing top-notch investment advisory services. Their impressive track record is reflected in their management of approximately $276,570,000 in assets per investment advisor, a figure that surpasses the industry average. Cornerstone Advisors Asset Management, LLC offers a diverse compensation structure that includes various types such as a percentage of assets under management and fixed fees. Notably, 50% of the assets they manage are under discretionary management, indicating a high level of trust and confidence from their clients. With over 270 individual clients, Cornerstone Advisors Asset Management, LLC effectively oversees a substantial portfolio of assets totaling over $6,637,583,000. The firm's success can be attributed to the expertise and experience of their team, including esteemed advisors like Rita Miller, Christopher Lakatosh, and Malcolm Cowen, who have demonstrated their dedication and commitment over many years. Driven by their client-centric approach, Cornerstone Advisors Asset Management, LLC focuses on providing tailored investment solutions that align with their clients' financial goals and objectives. Their comprehensive services encompass portfolio management, risk assessment, and financial planning, all delivered with the utmost professionalism and integrity. As a local investment advisory firm, Cornerstone Advisors Asset Management, LLC is deeply ingrained in the Bethlehem community, maintaining strong relationships with both individual and institutional clients. With their exceptional track record and a team of seasoned professionals, the firm continues to excel in providing exceptional investment advisory services to a wide range of clients.

O'Hagan Group, Inc. is a local investment advisory firm based out of Bethlehem, PA, dedicated to providing comprehensive financial management services to a wide range of clients. With a team of eight skilled professionals, including Angela Cougle, Gregory Holland, and Fredrick Robinson, some of the firm's longest-tenured advisors, they possess extensive industry knowledge and experience. The firm prides itself on offering personalized investment advisory services to all of its clients. Each of the eight employees at O'Hagan Group, Inc. is dedicated to providing expert financial guidance, ensuring that clients receive the attention and support they deserve. O'Hagan Group, Inc. manages an average of approximately $44,840,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, allowing for flexibility and tailored solutions. With over 560 individual clients who collectively entrust them with more than $559,287,000 in assets, O'Hagan Group, Inc. demonstrates their ability to manage substantial portfolios. The majority of the assets they oversee are held by high net worth individuals, emphasizing their expertise in serving this particular clientele. While 401(k) and individual accounts constitute less than 30% of their assets under management, O'Hagan Group, Inc. possesses the capability to manage employer funds, showcasing their proficiency in handling corporate investment portfolios. Operating from two offices in Bethlehem, PA, O'Hagan Group, Inc. is deeply committed to providing exceptional service and tailored investment strategies to meet the unique needs of their clients. Their discretionary management approach ensures that 100% of the assets they manage are under their full control, enabling them to make informed decisions and optimize portfolio performance.

MTM Financial Group, LLC, based out of Bethlehem, PA, is a well-established local investment advisory firm. With a team of 10 dedicated professionals, including 8 experienced investment advisors, they offer comprehensive financial services to a diverse client base. Known for their expertise in managing assets, MTM Financial Group boasts an impressive average of $350,000,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive personalized and transparent services tailored to their unique financial goals. MTM Financial Group, LLC serves over 740 individual clients, overseeing a total of $377,800,000 in assets under management. Their extensive experience in managing employer 401Ks and individual accounts is evident, as these sources account for approximately half of their assets under management. Moreover, all the assets entrusted to MTM Financial Group are managed with full discretion, providing clients with peace of mind and a high level of trust. With a single office in Bethlehem, PA, MTM Financial Group has become a trusted name in the local community. The firm takes pride in its team of accomplished advisors, including the long-tenured professionals Mark Belcak, Gregory Grillo, and Gene Dickison. Their commitment to delivering exceptional financial guidance and building lasting relationships has been a key factor in their continued success.

Quadrant Private Wealth Management, LLC is a distinguished investment advisory firm located in Bethlehem, PA. With deep-rooted expertise in managing assets, the company serves over 580 individual clients, overseeing an impressive $1,449,060,000 in assets under management. Operating from a single office, Quadrant offers a comprehensive range of financial services tailored to the unique needs of their esteemed clientele. While 401K and individual accounts account for less than 30% of their managed assets, Quadrant Private Wealth Management, LLC possesses the proficiency to handle employer funds as well. The firm maintains complete discretionary control over the entirety of the assets they manage, ensuring maximum flexibility in pursuing investment opportunities. Primarily catering to high net worth individuals, Quadrant Private Wealth Management, LLC is renowned for its dedication to delivering personalized financial solutions. Their 16-strong team comprises 11 investment advisory experts who provide strategic guidance and advice to their clients. Notably, each investment advisor boasts an exceptional track record, managing an average of approximately $131,730,000 in assets, a figure that surpasses industry norms. Quadrant's compensation structure offers clients various options, including a percentage of assets under management and fixed fees, demonstrating their commitment to transparency and aligning their interests with their clients'. The company takes pride in the longevity of its advisory team, with seasoned professionals such as Herman Rij, Brian Cort, and Jason Cort, who have played pivotal roles in the firm's success. With their unwavering commitment to excellence, Quadrant Private Wealth Management, LLC has established itself as a trusted partner for individuals seeking expert guidance and robust financial management services.