BPP Wealth Solutions, LLC, headquartered in Basking Ridge, NJ, is a prominent investment advisory firm specializing in comprehensive wealth management solutions. With a team of 5 dedicated professionals, including 3 highly experienced investment advisors, BPP Wealth Solutions provides personalized financial guidance and strategic investment planning to a diverse clientele. The firm boasts an impressive average of approximately $38,390,000 in assets under management per investment advisor, demonstrating their commitment to delivering exceptional service while optimizing their clients' financial portfolios. BPP Wealth Solutions' compensation structure encompasses various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives. With a client base of over 30 individuals, BPP Wealth Solutions manages assets totaling more than $151,519,000. Their expertise primarily caters to high-net-worth individuals, and their comprehensive investment strategies prioritize meeting and exceeding client goals. BPP Wealth Solutions exclusively manages discretionary assets, offering clients a comprehensive suite of services designed to enhance their financial well-being. With two office locations, the firm provides convenient access to its services for clients in the Basking Ridge area. BPP Wealth Solutions prides itself on the expertise and longevity of its advisory team. Notably, the firm's longest tenured advisors, Kelly Pearce, Lisa Crosta, and Debra Schatzki, bring a wealth of experience to the table, instilling confidence and trust in their clients. Overall, BPP Wealth Solutions, LLC stands as a reputable and client-centric investment advisory firm, providing top-notch financial strategies and personalized service to help clients achieve their wealth management goals.

Valley National Advisers Inc is a highly reputable investment advisory firm based out of Bethlehem, PA. With a team of 15 dedicated employees, the company specializes in providing top-notch investment advisory services to a diverse clientele. Their impressive track record is evident through their average assets under management per investment advisor, which stands at an outstanding $1,109,720,000 – well above the industry average. Valley National Advisers Inc boasts a robust compensation structure, offering various types of fees, including a percentage of assets under management and performance-based fees. With over 1,660 individual clients and assets under management totaling over $1,129,286,000, the firm has earned the trust and confidence of its clients. Notably, Valley National Advisers Inc has developed considerable expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. This valuable experience in the retirement planning space sets them apart from their competitors. With three offices strategically located in Bethlehem, Valley National Advisers Inc is well-positioned to cater to the investment needs of clients throughout the region. The firm takes pride in its team of experienced advisors, several of whom have established themselves as key pillars of the company. Prominent among these advisors are Timothy Roof, Laurie Siebert, and Thomas Riddle, whose long tenures signify their commitment to providing exceptional service and guidance to their clients. Valley National Advisers Inc offers comprehensive, tailored investment solutions, ensuring that their clients' assets are managed with the utmost care and professionalism. With 100% of their managed assets falling under the discretionary category, clients can trust the firm to make informed investment decisions on their behalf.

HUDSON VALUE PARTNERS, LLC: Providing Tailored Investment Advisory Services in Morristown, NJ Hudson Value Partners, LLC is a small investment advisory firm headquartered in Morristown, NJ. With four offices strategically located, they serve a diverse clientele seeking expert financial guidance. Comprised of a dedicated team of professionals, Hudson Value Partners, LLC offers comprehensive investment advisory services to meet the unique needs and goals of their clients. With an average of $83,640,000 in assets under management per investment advisor, Hudson Value Partners, LLC aligns well with the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Impressively, 72% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions. Focusing on high-net-worth individuals, Hudson Value Partners, LLC has cultivated a portfolio of over 40 individual clients, collectively entrusting them with more than $334,579,000 in assets under management. Clients can rely on the firm's experienced and tenured advisors, including Christopher Davis, Marianne Witte, and Paul Davis, who bring extensive knowledge and insight to the table. Hudson Value Partners, LLC distinguishes itself by providing tailored investment strategies designed to optimize clients' financial well-being. Their team's dedication and personalized approach ensure that each client receives the attention and expertise necessary to achieve their financial objectives. As trusted advisors, Hudson Value Partners, LLC continues to build a reputation for delivering exceptional service and driving long-term success for their valued clients.

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.

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.

WP Asset Management is a small investment advisory firm headquartered in Bedminster, NJ. With a total of 1 dedicated employee, WP Asset Management provides comprehensive investment advisory services to a diverse clientele. Each investment advisor at the firm manages an average of approximately $81,570,000 in assets under management, which is in line with the industry average. The compensation structure at WP Asset Management encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to cater to the unique needs and preferences of their clients. With over 30 individual clients, WP Asset Management oversees a substantial amount of assets under management, totaling more than $111,234,000. The majority of these assets are entrusted to the firm by high net worth individuals, while 401K and individual accounts make up less than 30% of their managed assets. However, WP Asset Management is fully equipped to manage employer funds if required. Impressively, 97% of the assets under management at WP Asset Management are handled on a discretionary basis, giving the firm the autonomy to make investment decisions in the best interest of their clients. Vishal Muni, one of the registered advisors at WP Asset Management, has been with the firm since 2015 and holds one of the longest tenures. The company maintains a single office in Bedminster, NJ, where their dedicated team works diligently to deliver personalized investment solutions and exceptional service to their valued clients.

Delta Financial Group, Inc., a small investment advisory firm headquartered in Basking Ridge, NJ, operates with a team of 10 professionals, of which 4 specialize in providing investment advisory services. With an impressive average of approximately $249,080,000 in assets under management per investment advisor, they have surpassed the industry average, signifying their expertise and success in managing client portfolios. Their compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees, offering flexibility and tailored solutions for their clients. While the firm's assets under management are predominantly derived from high net worth individuals, they also possess the capability to oversee employer funds, despite 401K and individual accounts representing less than 30% of their total managed assets. A remarkable 94% of the assets under Delta Financial Group's management are discretionary, granting them the authority to make investment decisions on behalf of their clients. With a vast clientele base of over 430 individuals, they are entrusted with over $996,314,000 in assets. The firm takes pride in its long-serving advisors, including Wayne Howell, Joseph Macellara, and Sean Donovan, who contribute their extensive experience and expertise to the success of Delta Financial Group. Delta Financial Group, Inc. has established itself as a reputable investment advisory firm by consistently delivering exceptional services and achieving impressive asset growth. Their commitment to understanding client needs and providing personalized investment strategies has earned them a strong presence in the financial industry.

Leicht Financial Planning And Wealth Management, based in Parsippany, NJ, is a small investment advisory firm dedicated to providing comprehensive financial planning and wealth management services. With a team of five talented professionals, they offer personalized solutions tailored to the unique goals and circumstances of their clients. With over $173,669,000 in assets under management and more than 110 individual clients, Leicht Financial Planning And Wealth Management has established a strong presence in the industry. Their expertise lies in managing the assets of high net worth individuals, although they also have the capability to handle employer funds. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. By offering this flexibility, they ensure that their clients receive fair and transparent pricing that aligns with their financial needs. Andrew Leicht, one of the firm's longest tenured registered advisors, has been a valued member since 2014. His experience and expertise contribute to the firm's reputation for delivering exceptional service and results. As a discretionary investment advisor, Leicht Financial Planning And Wealth Management has the authority to make investment decisions on behalf of their clients. This approach allows them to actively manage portfolios and adapt to market conditions while adhering to the established investment strategies. Located in Parsippany, NJ, Leicht Financial Planning And Wealth Management operates from a single office, where they provide a welcoming and professional environment for clients to discuss their financial objectives. With their dedication to client satisfaction and commitment to delivering effective financial solutions, they continue to grow their reputation as a trusted advisor in the industry.

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.

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.

HENNION & WALSH ASSET MANAGEMENT, INC. Hennion & Walsh Asset Management, Inc., headquartered in Parsippany, NJ, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total workforce of 70 dedicated professionals, a small percentage of whom specialize in investment advisory services, the company excels in providing comprehensive financial solutions to its esteemed clientele. As an experienced asset management firm, Hennion & Walsh manages an impressive average of approximately $95,670,000 in assets under management per investment advisor. This figure aligns with the industry average, showcasing their proficiency and reliability in handling client portfolios. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and flexibility for their clients. Hennion & Walsh Asset Management serves over 670 individual clients, who collectively entrust them with over $379,709,000 in assets under management. Notably, nearly half of these assets originate from employer 401Ks and individual investments, reflecting the company's extensive expertise in this area. Impressively, 96% of the assets they manage are handled on a discretionary basis, enabling clients to benefit from their seasoned judgment and strategic decision-making. In addition to their core investment advisory services, Hennion & Walsh also operates as an insurance broker or agent, further enhancing their ability to provide holistic financial guidance. With two offices, they serve their clients efficiently and maintain a local presence that fosters strong relationships within the community. The firm takes pride in its team of seasoned advisors, including Joseph Rodriguez, John Wallace, and Kevin Mahn, who boast some of the longest tenures at the company. Their collective experience and expertise contribute to Hennion & Walsh's strong reputation and ability to deliver exceptional financial solutions tailored to their clients' needs.