TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios. The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures alignment between the firm's success and the clients' investment performance, fostering a mutually beneficial relationship. Having amassed an extensive client base, TRG Investment Advisors, LLC serves over 160 individual clients, entrusted with more than $740,564,000 in assets under management. While their portfolio consists mainly of non-401K and individual accounts, accounting for less than 30% of the total assets, the firm possesses the necessary capabilities to efficiently manage employer funds. Impressively, 7% of the assets under TRG Investment Advisors, LLC's management are discretionary, illustrating the high level of trust their clients place in their expertise and decision-making capabilities. With two offices, the firm offers convenient accessibility to their services, ensuring that clients receive personalized attention and tailored financial solutions. Notably, TRG Investment Advisors, LLC prides itself on its seasoned advisory team. Among their longest-tenured advisors are Steven Burnett, Allisyn Lambert, and Benjamin Taggard, whose extensive experience further solidifies the firm's reputation for delivering reliable and knowledgeable financial guidance.

Steward Advisors Group, LLC, headquartered in Halfmoon, NY, is a reputable investment advisory firm that caters to a diverse clientele. With two offices strategically located, they provide personalized financial guidance to individuals and businesses seeking to maximize their assets. Comprising a dedicated team of three professionals, including one investment advisor, Steward Advisors Group, LLC offers comprehensive wealth management services. With an impressive average of approximately $31,740,000 in assets under management per investment advisor, Steward Advisors Group, LLC demonstrates a proven track record of effectively growing and preserving their clients' wealth. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring alignment with clients' unique needs. While Steward Advisors Group, LLC primarily focuses on discretionary management of various assets, they possess the expertise and capability to handle employer funds in addition to 401K and individual accounts, which collectively represent less than 30% of their assets under management. Their commitment to excellence extends to offering insurance brokerage services, further enhancing their comprehensive approach to financial planning. With a strong client base of over 20 individuals, Steward Advisors Group, LLC manages assets totaling more than $31,743,000. Notably, Derek Kessen, one of the firm's most experienced registered advisors, has been providing exceptional guidance since joining the team in 2022. Committed to delivering personalized and reliable financial solutions, Steward Advisors Group, LLC remains a trusted partner in helping clients achieve their long-term financial goals.

Manchester Capital Management LLC, based out of Manchester, VT, is a distinguished investment advisory firm providing exceptional financial services to a diverse clientele. With a team of 33 dedicated professionals, 14 of whom specialize in investment advisory services, the firm is committed to delivering personalized strategies tailored to meet the unique goals of each client. With an impressive average of approximately $144,900,000 in assets under management per investment advisor, Manchester Capital Management LLC stands out in the industry for their exceptional performance. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. The firm boasts an impressive portfolio of over 90 individual clients, entrusted with assets exceeding $3,167,899,000 under management. Primarily catering to high net worth individuals, Manchester Capital Management LLC offers comprehensive and strategic financial planning solutions that align with their clients' long-term objectives. Notably, 84% of the assets managed by Manchester Capital Management LLC are discretionary, allowing the firm to proactively respond to market conditions and swiftly capitalize on opportunities. Additionally, the firm extends its expertise as a commodity pool operator or commodity trading advisor, both registered and exempt from registration. Manchester Capital Management LLC, a local establishment, has flourished in Manchester, VT, and operates through four offices. Their success can be attributed to a team of experienced professionals, including Andrew Beresford, Brian Vogel, and Edward Cronin, who have played integral roles in the firm's sustained growth and client satisfaction.

Broadway Advisor Group, LLC, based out of Albany, NY, is a small investment advisory firm dedicated to providing comprehensive financial guidance to individuals and businesses. With a total of four employees, three of whom specialize in investment advisory services, the firm ensures personalized attention and tailored strategies to meet their clients' specific needs. With an average of approximately $61,300,000 in assets under management per investment advisor, Broadway Advisor Group aligns with the industry average, demonstrating their competence and expertise in managing substantial portfolios. Their compensation structure is diverse and flexible, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees, providing clients with options that suit their preferences. Broadway Advisor Group serves a diverse client base, boasting over 120 individual clients who entrust them with more than $65,105,000 in assets under management. Notably, around half of their assets under management are sourced from employer 401Ks and individuals, illustrating the firm's extensive experience and success in this sector. As a discretionary investment manager, Broadway Advisor Group maintains full control over the assets they manage, enabling them to make strategic decisions aligned with their clients' financial goals and risk tolerance. Operating from a single office in Albany, the firm benefits from the leadership of Jason Sgroi and Tyler Rapp, two of the longest-tenured registered advisors within the organization. Broadway Advisor Group, LLC's commitment to personalized service, wealth management expertise, and extensive experience in employer 401Ks and individual investments make them a reliable choice for individuals and businesses seeking comprehensive financial guidance and superior investment strategies.

Curran Wealth Management, headquartered in Albany, NY, is a respected investment advisory firm with two offices. With a dedicated team of 12 professionals, including 10 experienced investment advisors, they offer comprehensive wealth management services to clients. Their average assets under management per investment advisor amount to approximately $51,340,000, which aligns with the industry average. Curran Wealth Management employs a diverse compensation structure that includes a percentage of assets under management, ensuring their interests are aligned with those of their clients. While their portfolio comprises less than 30% of 401K and individual accounts, they possess the expertise to manage employer funds. Impressively, 96% of the assets they handle are under discretionary management, reflecting their clients' trust in their expertise and decision-making capabilities. Catering primarily to high net worth individuals, Curran Wealth Management boasts a substantial client base of over 190 individuals, with a staggering $513,434,000 in assets under management. The firm takes pride in its seasoned advisors, with Derek Gray, Kevin Curran, and Thomas Curran among the longest tenured professionals on their team. Their combined experience and extensive knowledge contribute to the firm's reputation for delivering personalized and effective wealth management strategies. Curran Wealth Management's commitment to excellence and client satisfaction distinguishes them as a trusted partner in achieving financial goals. With a strong presence in Albany and a track record of success, they continue to provide comprehensive investment advisory services to individuals seeking to grow and preserve their wealth.

Loudon Investment Management, LLC is a reputable investment advisory firm headquartered in West Lebanon, NH. With over 30 individual clients and assets under management exceeding $168,043,000, the company has established a strong presence in the financial industry. Specializing in discretionary management, Loudon Investment Management primarily caters to high net worth individuals, although they also possess the capability to oversee employer funds. With a team of four dedicated professionals, including three investment advisors, Loudon Investment Management ensures personalized and expert service for their discerning clientele. The firm's average assets under management per investment advisor amount to approximately $56,010,000, demonstrating their ability to handle substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management. Loudon Investment Management's success can be attributed to the extensive experience and knowledge of their team. Douglas Loudon, Emily Sands, and Lynn O'Mealia are among the firm's longest tenured advisors, contributing to its strong track record and client satisfaction. As a small investment advisory firm, Loudon Investment Management maintains a commitment to providing exceptional financial guidance and ensuring the growth and preservation of their clients' wealth. Their expertise and personalized approach make them a trusted partner for individuals seeking reliable and effective investment strategies. With a focus on delivering results, Loudon Investment Management continues to build upon its strong reputation in the industry.

Goldman Sachs Ayco Personal Financial Management is a renowned regional investment advisory firm headquartered in Cohoes, NY. With a network of 24 offices, the company offers comprehensive financial planning and investment management services to a diverse clientele. Led by a team of highly skilled professionals, Goldman Sachs Ayco Personal Financial Management boasts a total workforce of 1,774 employees, with 875 dedicated to providing expert investment advisory services. With an impressive average of approximately $32,710,000 in assets under management per investment advisor, the firm's advisors are well-equipped to guide clients towards their financial goals. Goldman Sachs Ayco Personal Financial Management adopts a versatile compensation structure that includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring clients can choose the most suitable arrangement for their needs. While 401K and individual accounts constitute less than 30% of the assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all of the assets managed by Goldman Sachs Ayco Personal Financial Management are discretionary, providing clients with a seamless and hands-off investment experience. The firm serves an extensive client base, with over 133,600 individual clients and an impressive $28,618,922,000 in assets under management. Goldman Sachs Ayco Personal Financial Management takes pride in its long-standing advisors, including seasoned professionals like Jeffrey Demaio, David Kruebbe, and Kevin King, who contribute their expertise and experience to the firm's success. With its commitment to providing personalized financial guidance, robust investment management, and a track record of delivering exceptional results, Goldman Sachs Ayco Personal Financial Management stands as a trusted partner for individuals and employers seeking comprehensive financial planning solutions.

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.

Colley Asset Management, Inc. is a small investment advisory firm based out of Saratoga Springs, NY, with one office. With a dedicated team of one employee, they specialize in providing exceptional investment advisory services. Compared to industry standards, each investment advisor at Colley Asset Management, Inc. manages an impressive average of approximately $154,330,000 in assets under management. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management and fixed fees. While 401K and individual accounts make up less than 30% of their total assets under management, Colley Asset Management, Inc. possesses the expertise and capability to effectively manage employer funds. Moreover, the firm operates with complete discretion, as 100% of the assets they manage are under their direct control. With a focus on personalized service, Colley Asset Management, Inc. caters to over 260 individual clients, overseeing an impressive portfolio worth more than $154,333,000. At the heart of this successful advisory firm is John Colley, one of the longest-tenured registered advisors, having been with the company since 2022. With his extensive experience and in-depth knowledge of the industry, John Colley brings invaluable expertise to the table, ensuring that clients receive exceptional financial guidance and strategic investment solutions. Colley Asset Management, Inc. takes pride in their commitment to delivering superior results and building long-lasting relationships with their valued clients.

Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management. Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services. With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.

Sloan Advisory Group, Inc., headquartered in Glens Falls, NY, is a reputable investment advisory firm that caters to a diverse range of clients. With over 30 individual clients, they manage an impressive $43,926,000 in assets. Boasting a single office, Sloan Advisory Group, Inc. primarily focuses on employer 401Ks and individuals, demonstrating their extensive expertise in this sector. All of the assets they oversee are handled with discretionary authority, providing their clients with peace of mind. The firm's client base primarily consists of high net worth individuals seeking professional wealth management services. Sloan Advisory Group, Inc. has established a solid reputation in the industry by offering a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can select a payment option that aligns with their specific needs. Sloan Advisory Group, Inc. prides itself on its team of dedicated professionals. With a total of one employee, each member is fully committed to delivering exceptional investment advisory services. On average, each investment advisor manages an impressive $43,930,000 in assets under management. Notably, Rachel Sloan stands as one of the firm's longest-tenured registered advisors, having joined the team in 2021. As a small yet highly capable investment advisory firm, Sloan Advisory Group, Inc. offers personalized and comprehensive financial solutions to their valued clients. With their extensive experience, meticulous approach, and commitment to excellence, they continue to establish themselves as a trusted partner in achieving financial goals.