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.

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.

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.

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.

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.

Certior Financial Group, LLC is a local investment advisory firm headquartered in King of Prussia, PA, with two offices. With a team of ten employees, seven of whom specialize in investment advisory services, Certior Financial Group, LLC is dedicated to providing comprehensive financial solutions to its clients. Their average assets under management per investment advisor amount to approximately $34,340,000. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, Certior Financial Group, LLC possesses the expertise to manage employer funds. A significant 64% of the assets they oversee are discretionary, reflecting the trust and confidence clients place in their investment decisions. Certior Financial Group, LLC primarily serves high net worth individuals, managing assets for over 260 individual clients, totaling more than $240,402,000. The firm takes pride in its experienced team of advisors, with notable individuals like Gary Gallagher, Patrick Hansen, and Avi Kantor contributing their expertise and knowledge. Their extensive tenure with the firm underscores their commitment to providing exceptional financial guidance and service to their clients. With a focus on delivering personalized investment strategies tailored to individual needs, Certior Financial Group, LLC remains dedicated to helping clients achieve their financial goals and build a secure future.

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.

Ballast Financial Advisors, LLC, headquartered in West Chester, PA, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total of seven dedicated professionals on their team, five of whom specialize in providing top-notch investment advisory services, Ballast Financial Advisors has established itself as a trusted partner for individuals and employer 401K plans alike. The firm manages a significant amount of assets, with an average of approximately $27,760,000 per investment advisor. In total, Ballast Financial Advisors oversees a substantial portfolio worth over $200,762,000, demonstrating their expertise in managing clients' wealth effectively. Their compensation structure is flexible and includes various types, such as performance-based fees, ensuring alignment with clients' goals and interests. Additionally, the firm boasts a high level of experience in the employer 401K space, with approximately half of their assets under management originating from these plans and individual clients. Ballast Financial Advisors maintains a robust presence in the industry, as 37% of the assets they manage are discretionary, allowing them to make strategic investment decisions on behalf of their clients. With three conveniently located offices, including their West Chester headquarters, the firm is well-positioned to serve their client base effectively. The longevity of their advisors is another testament to Ballast Financial Advisors' commitment to excellence. Notably, professionals like Daniel Elser, Daniel McHugh, and Joseph Baker have contributed significantly to the firm's success, showcasing their depth of knowledge and dedication to client satisfaction. With a focus on providing personalized investment advisory services, Ballast Financial Advisors, LLC, continues to be a trusted partner for individuals and businesses seeking expert financial guidance.

Baldwin Investment Management, LLC is a local investment advisory firm based out of West Conshohocken, PA, specializing in providing personalized investment solutions to individuals and businesses. With three offices strategically located in the area, they offer convenient access to their comprehensive range of financial services. Comprised of a team of 12 dedicated professionals, Baldwin Investment Management, LLC excels in delivering top-notch investment advisory services. Eight of their experienced employees focus specifically on offering expert investment advice, ensuring clients receive tailored strategies aligned with their unique financial goals. With an average of approximately $128,600,000 in assets under management per investment advisor, Baldwin Investment Management, LLC maintains a solid industry standing. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are closely aligned with those of their clients. While 401K and individual accounts represent less than 30% of their assets under management, Baldwin Investment Management, LLC possesses the capability to effectively manage employer funds. Impressively, 67% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. Boasting a robust client base, Baldwin Investment Management, LLC serves over 1,260 individual clients, managing an impressive portfolio totaling more than $1,028,819,000. Gary Hess and Jared Quereau stand as two of the longest-tenured registered advisors within the firm, reflecting their commitment to providing consistent and trusted financial guidance. With their local presence, experienced team, and strong track record, Baldwin Investment Management, LLC is a reliable choice for individuals and businesses seeking comprehensive investment advisory services in West Conshohocken and the surrounding areas.

Alden Investment Group, headquartered in Wayne, PA, is a prominent regional investment advisory firm operating from a single office. With a dedicated team of 27 professionals, Alden Investment Group specializes in providing comprehensive investment advisory services to a diverse client base. Their experienced advisors boast an average of $7,680,000 in assets under management per investment advisor, ensuring personalized attention and tailored strategies for each client. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, guaranteeing transparency and aligning interests with clients' success. Over 80% of Alden Investment Group's impressive assets under management are derived from employer 401K plans and individual investors, underscoring their expertise in managing retirement funds and catering to individual financial goals. Alden Investment Group exclusively manages discretionary assets, reflecting their clients' trust in their expertise and decision-making capabilities. With over 680 individual clients and a staggering $207,297,000 in assets under management, Alden Investment Group has established a reputation for delivering exceptional financial solutions. The firm boasts a team of highly experienced advisors, including notable figures such as William Parkinson, Brian McCafferty, and John Swenson. Their extensive tenure at the company further solidifies Alden Investment Group's commitment to excellence and client satisfaction. Whether it's assisting employers with 401K plans or guiding individuals towards achieving their financial objectives, Alden Investment Group combines their vast industry knowledge, personalized strategies, and a client-centric approach to deliver unparalleled investment advisory services.

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.