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.

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.

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.

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.

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.

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.

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.