Stone House Investment Management, LLC, based out of Tunkhannock, PA, is a reputable local investment advisory firm. With 13 dedicated employees, 10 of whom specialize in providing investment advisory services, Stone House offers comprehensive financial guidance to its clients. Each investment advisor, on average, oversees an impressive $10,120,000 in assets under management. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management. With a strong focus on client satisfaction, Stone House has amassed a substantial client base of over 580 individuals, with assets under management totaling more than $401,506,000. Notably, around half of these assets stem from employer 401Ks and individual investors, demonstrating the firm's expertise in this sector. Stone House Investment Management, LLC distinguishes itself by managing 100% of its clients' assets on a discretionary basis. This approach allows the firm to make investment decisions autonomously, providing a seamless and efficient experience for its clients. In addition to investment advisory services, Stone House also functions as an insurance broker or agent, further diversifying its offerings. With two offices in the Tunkhannock area, Stone House has established a local presence and is well-regarded within the community. The firm prides itself on its experienced team of advisors, including John Burke, Raymond Stone, and Robert Brown, who have contributed significantly to its long-standing success. Stone House Investment Management, LLC is committed to delivering personalized financial strategies and trusted advice to help clients achieve their investment goals.

Prestige Wealth Management Group, LLC is a highly reputable investment advisory firm based out of Flemington, NJ. With a team of eight dedicated professionals, including five experienced investment advisors, they provide comprehensive financial guidance and investment strategies to their clients. The firm boasts an impressive average of approximately $219,920,000 in assets under management per investment advisor, surpassing industry standards. Prestige Wealth Management Group, LLC caters primarily to high net worth individuals, managing over $463,286,000 in assets for more than 230 individual clients. While the majority of their assets are discretionary, they also possess the expertise to effectively manage employer funds. Notably, less than 30% of their assets under management are attributed to 401K and individual accounts. With three conveniently located offices, Prestige Wealth Management Group, LLC serves the local community of Flemington and its surrounding areas. The firm takes pride in its longstanding history, boasting a team of seasoned advisors. Among them are Michael Williams, Alyssa McMahon, and John Deangelo, who have contributed significantly to the firm's success over the years. Prestige Wealth Management Group, LLC employs a comprehensive compensation structure that includes various types, such as a percentage of assets under management. This approach ensures that their clients' best interests are aligned with the firm's performance, fostering a strong partnership built on trust and expertise. With a commitment to delivering exceptional financial solutions, Prestige Wealth Management Group, LLC continues to establish itself as a trusted advisor in the industry.

Based in Bridgewater, NJ, Harding Loevner LP is a highly regarded regional investment advisory firm. With 118 dedicated professionals, including 39 experienced investment advisors, they provide exceptional wealth management services to their extensive client base. Boasting an impressive average of $1,224,340,000 in assets under management per investment advisor, Harding Loevner LP outperforms industry standards. The firm's compensation structure incorporates various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client interests. Moreover, Harding Loevner LP operates under a discretionary management approach, allowing them to make informed investment decisions on behalf of their clients. Harding Loevner LP prides itself on its vast expertise and commitment to client success. With over $47,749,238,000 in assets under management, the firm serves a diverse clientele consisting of more than 410 individual clients. The company's reputation for excellence can be attributed, in part, to the long-standing presence of notable advisors within their ranks. Jared Tramutola, David Loevner, and Richard Reiter, among others, exemplify the firm's dedication to delivering exceptional service. With a demonstrated track record of success, Harding Loevner LP has earned the trust and loyalty of their clients, solidifying their position as a leading investment advisory firm in the region.

Andesa Financial Management, Inc., based out of Allentown, PA, is a small investment advisory firm that caters to high net worth individuals. With a total of five employees, three of whom provide investment advisory services, Andesa manages assets totaling approximately $86,590,000 per investment advisor, an average figure compared to industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges. Boasting over 190 individual clients, Andesa handles assets under management worth over $360,932,000. While a small portion of these assets is allocated to 401K and individual accounts, the firm also possesses the expertise to manage employer funds. Notably, a significant 92% of the assets under Andesa's management are discretionary, allowing the firm to exercise substantial control over investment decisions. With one office location, Andesa Financial Management, Inc. has established itself as a reliable player in the investment advisory landscape. The company prides itself on its team of experienced advisors, including Kelly Sheptock, Michael Baittinger, and Paul Barbehenn, who have been with the firm for an extended period. As a whole, Andesa Financial Management, Inc. is committed to delivering personalized financial guidance and leveraging its expertise to help clients optimize their investment portfolios.

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.

Jacobi Capital Management, LLC, headquartered in Pittston, PA, is a distinguished local investment advisory firm with three offices strategically located to serve their clients. With a team of 24 dedicated professionals, Jacobi Capital Management provides comprehensive investment advisory services to a diverse clientele. Drawing from their extensive expertise, Jacobi Capital Management effectively manages approximately $59,490,000 in assets per investment advisor, a figure that aligns with the industry average. Their compensation structure encompasses various approaches, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness. While 401K and individual accounts account for less than 30% of their assets under management, Jacobi Capital Management possesses the capacity to oversee employer funds, expanding their reach in the market. An impressive 97% of the assets they manage are discretionary, highlighting their clients' trust in their investment strategies. Jacobi Capital Management focuses primarily on serving high net worth individuals, as evidenced by their extensive roster of over 1,490 individual clients. Remarkably, their diligent efforts have amassed over $1,427,758,000 in assets under management from these valued clients. The firm boasts a team of seasoned advisors, including Timothy Yurek, Michael Hirthler, and April Lynn Vinciarelli, who have dedicated their expertise to Jacobi Capital Management for an extended period. Their unwavering commitment to client satisfaction and financial success has solidified Jacobi Capital Management's reputation as a trusted and reliable investment advisory firm in the region.

Argyle Capital Management Inc is a small investment advisory firm headquartered in Bethlehem, PA. With a single office, the firm offers comprehensive investment advisory services. Its team comprises four experienced professionals who are dedicated to assisting clients in managing their investments. On average, each investment advisor at Argyle Capital Management Inc oversees approximately $82,850,000 in assets under management, which aligns with the industry average. The compensation structure at Argyle Capital Management Inc includes various types, such as a percentage of assets under management. All of the assets managed by the firm are discretionary, reflecting a high level of trust placed in their expertise. The firm primarily serves high net worth individuals, with the majority of their assets under management belonging to this client segment. Argyle Capital Management Inc proudly manages the assets of over 10 individual clients, totaling an impressive $331,417,000. Among the firm's notable advisors are Peter Miller, James Miller III, and Margaret Donches, who boast extensive experience and tenure within the company. With their in-depth knowledge and commitment to delivering exceptional service, Argyle Capital Management Inc strives to provide tailored investment solutions that align with their clients' financial 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.

Riggs Asset Management Co Inc, headquartered in Dallas, PA, is a prominent local investment advisory firm specializing in managing assets for high net worth individuals. With a team of 8 dedicated professionals, 6 of whom provide expert investment advisory services, Riggs Asset Management boasts an impressive track record. On average, each investment advisor oversees approximately $135,260,000 in assets under management, surpassing the industry average. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees. Riggs Asset Management prides itself on catering to the financial needs of over 290 individual clients, who collectively entrust the firm with assets totaling more than $423,626,000. While the majority of these assets are managed for high net worth individuals, the company also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a notable 87% of their managed assets being discretionary, Riggs Asset Management ensures a hands-on approach to portfolio management, providing personalized investment strategies tailored to each client's unique financial goals. Operating from three strategically located offices, Riggs Asset Management benefits from a local presence that enhances their ability to understand and cater to the specific needs of their clientele. Elizabeth Graham, Susan Shoemaker, and Alan Glassman are among the firm's longest-tenured advisors, exemplifying Riggs Asset Management's commitment to experience and expertise. With their client-centric approach and a proven track record, Riggs Asset Management Co Inc continues to deliver exceptional investment advisory services in the Dallas, PA area.

Covenant Asset Management, LLC is a reputable investment advisory firm located in Chester, NJ. With a strong presence in the financial industry, they serve a diverse clientele of over 190 individual clients. Their expertise enables them to effectively manage assets worth an impressive $416,569,000. The firm operates from a single office, ensuring personalized attention to their clients' needs. While the majority of their managed assets cater to high net worth individuals, Covenant Asset Management, LLC also possesses the expertise and capability to handle employer funds, even though such accounts represent less than 30% of their total assets under management. A distinguishing factor is that 100% of the assets they manage are done on a discretionary basis, showcasing their extensive knowledge and expertise in investment management. The firm's compensation structure is comprehensive and includes various types, such as a percentage of assets under management. With a team of 11 dedicated professionals, including 8 investment advisors, Covenant Asset Management, LLC offers a high level of expertise and personalized service to their clients. On average, each investment advisor handles approximately $52,070,000 in assets under management, a figure that is consistent with the industry average. Covenant Asset Management, LLC takes pride in its long-standing advisors, including Timothy Rowe, Christopher Clark, and Donald Weir, who have played pivotal roles in the firm's success. Their commitment to excellence and client satisfaction has contributed to the firm's strong reputation and continued growth in the financial industry.

Youngs Advisory Group, Inc. is a reputable local investment advisory firm based out of Bethlehem, PA. With over 140 individual clients and a staggering $524,740,000 in assets under management, they are trusted advisors to a diverse range of investors. Having two well-established offices, Youngs Advisory Group, Inc. has established itself as a prominent player in the financial services industry. In addition to their investment advisory services, Youngs Advisory Group, Inc. also serves as an insurance broker or agent, catering to the comprehensive financial needs of their clients. While managing employer funds is within their capabilities, 401K and individual accounts represent less than 30% of their extensive assets under management. Remarkably, all the assets they manage are under discretionary authority, reflecting their clients' confidence in their expertise. Catering primarily to high-net-worth individuals, Youngs Advisory Group, Inc. handles a substantial amount of wealth management for affluent clients. Their compensation structure is designed to align their interests with their clients, incorporating various types such as a percentage of assets under management and fixed fees. With a dedicated team of 11 employees, including 6 experienced investment advisors, Youngs Advisory Group, Inc. ensures personalized attention and tailored solutions for each client. The average assets under management per investment advisor amount to approximately $87,460,000, which is in line with industry standards. Notably, Linda Yeager, James Beenders, and John Youngs are among the firm's longest-tenured advisors, contributing their extensive knowledge and expertise to the success of Youngs Advisory Group, Inc.

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.