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.

Prentiss Smith & Company, Inc., a local investment advisory firm based out of Brattleboro, VT, is known for their exceptional services in managing assets and providing investment advice. With a team of nine dedicated professionals, seven of whom specialize in investment advisory services, the firm delivers personalized financial solutions to a diverse client base. Impressively, each investment advisor at Prentiss Smith & Company manages an average of approximately $196,550,000 in assets, surpassing the industry average and reflecting their expertise in wealth management. The firm's compensation structure includes a variety of options such as a percentage of assets under management and performance-based fees, ensuring a client-focused approach. Catering to over 320 individual clients, Prentiss Smith & Company effectively oversees more than $402,004,000 in assets. Notably, a significant portion of their managed assets, about half, originates from employer 401Ks and individuals, a testament to their strong track record in this sector. The firm has developed valuable experience in these areas, fostering trust and long-term partnerships with their clients. With 99% of their assets managed on a discretionary basis, Prentiss Smith & Company provides comprehensive portfolio management, empowering clients to entrust the firm with their investment decisions. Supported by two offices, the company's commitment to delivering exceptional results is evident through the contributions of their experienced team members. Notable individuals such as Ethan Birchard, Penelope Kaufman, and Gertrude Saville, who have been with the firm for an extended period, bring stability and expertise to their clients' financial journeys. Overall, Prentiss Smith & Company, Inc. stands out as a leading investment advisory firm, combining local presence, a strong team, extensive assets under management, and a client-centric approach to meet the unique financial needs of their valued clients.

Bennington Financial Planning Group, headquartered in Bennington, VT, is a reputable investment advisory firm providing comprehensive financial planning services. With a team of three highly skilled professionals, they offer personalized investment advisory services to a diverse clientele. Boasting an impressive average of $50,020,000 in assets under management per investment advisor, the firm's expertise aligns with the industry average. Their compensation structure is designed to meet clients' needs and preferences, offering options such as a percentage of assets under management and hourly charges. Bennington Financial Planning Group has demonstrated significant proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management derived from these sources. Notably, 95% of the assets they manage are discretionary, showcasing their ability to make strategic investment decisions. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, ensuring a comprehensive range of financial solutions for their clients. With a substantial client base of over 230 individuals, Bennington Financial Planning Group effectively manages assets totaling more than $150,047,000. The firm takes pride in its experienced team, including Brian Mckenna, Michael Mckenna, and Donald Mckenna, who have been with the company for many years. Their commitment to delivering exceptional financial planning advice has earned them a solid reputation within the community. Bennington Financial Planning Group's dedication, expertise, and client-centric approach make them a trusted partner for individuals seeking professional financial guidance.

Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

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.

Mussett Wealth Management, LLC is a reputable investment advisory firm headquartered in Rensselaer, NY. With over 70 individual clients and a remarkable $84,151,000 in assets under management, they have established themselves as a trusted partner in wealth management. Catering to a diverse range of clients, Mussett Wealth Management specializes in providing personalized financial solutions tailored to meet the unique needs of each individual. As a small firm, Mussett Wealth Management focuses on delivering exceptional service through their dedicated team of two skilled investment advisors. With a combined wealth of experience and expertise, Helen Carroll and Olivia Mussett, two of the firm's longest tenured registered advisors, ensure that clients receive comprehensive investment advice and guidance. Mussett Wealth Management offers a wide array of services, including insurance brokerage and agent services, catering to the evolving needs of their clients. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds, further expanding their scope of expertise. The firm's compensation structure is designed to align their interests with those of their clients. They employ various types of compensation, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their fee structure. As a discretionary asset manager, Mussett Wealth Management has full authority to make investment decisions on behalf of their clients, streamlining the investment process and empowering clients with the peace of mind that their assets are in capable hands. Overall, Mussett Wealth Management, LLC exemplifies a client-centered approach, delivering tailored financial solutions and comprehensive investment advisory services to help clients achieve their financial goals.

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.

Graney & King, LLC, a small investment advisory firm based out of Latham, NY, is committed to providing expert financial guidance to individuals and employers alike. With one office, they have established themselves as a trusted resource in the region. Graney & King boasts a team of four dedicated professionals, three of whom specialize in offering comprehensive investment advisory services. Their remarkable track record is exemplified by an average assets under management (AUM) per investment advisor of approximately $100,280,000, aligning with the industry average. The firm employs a flexible compensation structure, accommodating various fee types such as a percentage of AUM, hourly charges, and fixed fees. A distinguishing aspect of Graney & King's portfolio is the significant presence of employer 401Ks and individual accounts, which collectively account for approximately half of their AUM. This expertise in retirement planning showcases their ability to navigate and optimize this particular sector. All of the assets under their management, totaling over $300,828,000, are managed on a discretionary basis. Graney & King has fostered enduring relationships with over 410 individual clients, ensuring personalized attention and tailored investment strategies. Timothy Graney, Edward King, and Phillip Harabarovici, some of the firm's most experienced advisors, have contributed greatly to the firm's success. Their combined knowledge and industry expertise have solidified Graney & King, LLC as a prominent player in the investment advisory realm.

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.

Hodge Financial Services, LLC is a highly reputable investment advisory firm based out of Hinsdale, NH. With a long-standing presence in the financial industry, they have successfully built a loyal client base consisting of over 50 individuals, entrusting them with their financial goals. Demonstrating their expertise, Hodge Financial Services manages an impressive portfolio with assets under management totaling over $146,961,000. As a small but distinguished firm, Hodge Financial Services offers personalized and comprehensive financial solutions to meet the unique needs of their clients. They specialize in providing investment advisory services and also extend their expertise as an accountant or accounting firm. While their primary focus lies in managing high net worth individual accounts, they possess the capabilities to oversee employer funds as well, showcasing their versatility. The firm's compensation structure is designed to align their interests with their clients, offering various types of fees, including a percentage of assets under management. With a commitment to exceptional service, Hodge Financial Services ensures that all of their clients' investments are managed on a discretionary basis, giving them full control over the decision-making process. With an average of approximately $146,960,000 in assets under management per investment advisor, Hodge Financial Services stands well above the industry average, highlighting their ability to handle significant financial portfolios. The firm takes pride in their team of dedicated professionals, led by Robert Hodge, one of the longest-tenured registered advisors who has been with the firm since 1997. In summary, Hodge Financial Services, LLC is a trusted and accomplished investment advisory firm serving clients with integrity and expertise. Through their tailored financial strategies, they strive to empower individuals and organizations to achieve their financial objectives.