Crescent Hill Partners LLC, based out of Saratoga Springs, NY, is a small investment advisory firm specializing in providing personalized financial solutions to high net worth individuals. With a team of one highly skilled employee, they offer comprehensive investment advisory services tailored to meet the unique goals and objectives of their clients. With an impressive average of approximately $25,350,000 in assets under management per investment advisor, Crescent Hill Partners LLC ensures that their clients' wealth is expertly managed and optimized for growth. They have a diverse compensation structure, which includes a percentage of assets under management, ensuring that their interests are aligned with their clients' success. Crescent Hill Partners LLC boasts an extensive client base of over 190 individual clients, with a total of over $254,355,000 in assets under management. While the majority of their assets are managed for high net worth individuals, they also possess the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a strong focus on discretion, 35% of the assets managed by Crescent Hill Partners LLC are discretionary, allowing them to make informed investment decisions on behalf of their clients. Raymond Martin, one of the longest-tenured registered advisors, has been with the firm since 2021, contributing his expertise and experience to the success of the company. Located in Saratoga Springs, NY, Crescent Hill Partners LLC operates out of a single office, ensuring a personalized and attentive approach to client relationships. Their commitment to delivering exceptional financial guidance and maximizing returns sets them apart as a trusted partner in the ever-changing landscape of investment advisory services.

Hutner Capital Management Inc., a reputable investment advisory firm based in Manchester, VT, is dedicated to providing personalized financial solutions to its diverse client base. With over 30 individual clients entrusting them with their financial needs, Hutner Capital Management oversees a substantial $190,073,000 in assets under management. The firm operates from two offices, ensuring accessibility and convenience for their valued clientele. As a small but formidable player in the investment industry, Hutner Capital Management manages 100% of its clients' assets on a discretionary basis, allowing for flexibility and timely decision-making. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring a mutually beneficial relationship. With a total of four dedicated employees, Hutner Capital Management has a lean team, with two investment advisors providing expert guidance and advisory services. On average, each investment advisor manages approximately $95,040,000 in assets, aligning with the industry standard. Notably, Daniel Hutner, one of the firm's registered advisors, boasts an exceptional tenure, having been with the company since 4024, showcasing his extensive experience and commitment to the firm's success. Hutner Capital Management Inc. prides itself on its client-centric approach, leveraging its expertise and knowledge to assist individuals in achieving their financial goals. With a solid foundation and a track record of excellence, Hutner Capital Management is a trusted partner for wealth management and investment advisory services in the Manchester, VT area.

Fagan Associates Inc, based out of Troy, NY, is a reputable small investment advisory firm that serves a diverse client base. With over 1,570 individual clients, they manage an impressive $583,234,000 in assets. Fagan Associates Inc distinguishes itself in the industry by offering comprehensive investment advisory services, with a particular focus on employer 401Ks and individual accounts. The firm's success can be attributed to their experienced team, consisting of five dedicated employees. Among them, two individuals provide expert investment advisory services, boasting an average of $291,620,000 in assets under management per advisor, surpassing the industry average. Aaron Fagan and Dennis Fagan, two highly tenured registered advisors, play a significant role in the firm's operations and client relationships. Fagan Associates Inc operates on a discretionary basis, allowing them to make investment decisions on behalf of their clients. Their compensation structure is flexible, offering different options such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients have access to a range of payment options tailored to their specific needs. With one office in Troy, NY, Fagan Associates Inc maintains a strong presence in the local community while serving clients across the region. Their commitment to providing personalized and comprehensive investment advisory services has earned them a trusted reputation in the industry. As Fagan Associates Inc continues to grow, they remain dedicated to helping their clients achieve their financial goals and secure their financial future.

Affinity BST Advisors, LLC is a reputable investment advisory firm located in Latham, NY. With over 50 individual clients and a remarkable $75,958,000 in assets under management, they have established themselves as a trusted partner in wealth management. Their team operates from a single office, catering to a diverse range of clients' needs. In addition to their investment advisory services, Affinity BST Advisors, LLC also serves as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial interests. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise to manage employer funds effectively. An impressive 94% of the assets they manage are discretionary, highlighting their commitment to personalized and tailored investment strategies. Affinity BST Advisors, LLC offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with the success of their clients. With a team of seven dedicated employees, six of whom specialize in investment advisory services, Affinity BST Advisors, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $12,660,000 in assets under management, demonstrating their ability to deliver individualized attention to their clients. The firm takes pride in its experienced advisors, such as Nicholas Preddice, Gary Nicoll, and James Currier, who have been with the company for an extended period, fostering enduring relationships with their clients. Affinity BST Advisors, LLC is committed to providing exceptional financial guidance and building long-term wealth for their valued clientele.

Arista Advisory Group, LLC is a reputable investment advisory firm headquartered in Albany, NY. With a strong presence in the financial industry, they cater to a diverse clientele of over 260 individual clients, managing a substantial portfolio valued at more than $168,863,000. The firm operates from three strategically located offices, allowing them to efficiently serve their client base. Known for their expertise in employer 401K plans and individual investments, Arista Advisory Group possesses valuable experience in this specialized sector. A notable aspect of their business is that a significant portion, approximately 97%, of the assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. Arista Advisory Group employs a range of compensation structures, offering flexibility to their clients. They utilize methods such as a percentage of assets under management, hourly charges, and fixed fees, tailoring their approach to meet the unique needs of each client. With a dedicated team of three employees, Arista Advisory Group ensures that all their clients receive personalized investment advisory services. On average, each investment advisor manages approximately $56,290,000 in assets, aligning with the industry standards. The firm takes pride in their experienced team, with Bernard Murphy and Gerald Schwartz serving as two of the longest-tenured registered advisors. As Arista Advisory Group, LLC continues to grow and thrive in the financial sector, they remain committed to delivering exceptional investment advisory services, helping their clients achieve their financial goals with confidence and expertise.