Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Wiss Private Client Advisors, LLC

  Wiss Private Client Advisors, LLC, a registered investment adviser established in September 2017, offers financial planning, consulting, investment management, and wealth management services. The firm, principally owned by Wiss & Co, LLP, had $809,666,561 of assets under management as of December 31, 2024. Clients can engage the firm for a range of financial services, including goals-based planning, investment consulting, retirement planning, and risk management. Wiss Private Client Advisors, LLC manages client portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, ETFs, individual securities, and independent managers. The firm may recommend certain clients invest in privately placed securities. Clients have discretion over decisions and can impose restrictions on account management. The firm utilizes fundamental and technical analysis in its investment strategies, with a focus on long-term and short-term purchases. Wiss Private Client Advisors, LLC charges fees based on assets under management, ranging from 0.65% to 1.50%. The firm recommends clients use National Financial Services LLC and Fidelity Brokerage Services LLC for custody and brokerage services. Wiss Private Client Advisors, LLC does not provide performance-based fees, requires a minimum account value of $1,000,000, and does not accept direct brokerage arrangements. The firm conducts regular account reviews and does not provide compensation to third-party solicitors for client referrals.

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  $208,968,248 under management

  9 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Selection Of Other Advisers

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• Kensington Financial Advisors LLC

  Kensington Financial Advisors LLC is a Registered Investment Adviser based in Florham Park, New Jersey, providing wealth management services since 2005. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and investment objectives. Investment strategies include long-term and short-term purchases, margin transactions, options trading, and more. Financial planning services cover cash flow, tax planning, investment planning, estate planning, and retirement planning. The firm charges a negotiable fee ranging from 0.40% to 1.00% of assets under management, with tiered fee schedules based on AUM. Clients have the option to pay fixed or hourly fees for financial planning services. Kensington Financial Advisors LLC does not participate in performance-based fees or side-by-side management. The firm serves individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Clients have the option to grant discretionary authority for investment management. The firm does not vote client securities but provides advice on corporate actions and proxy voting rights upon request. Clients' assets are held with a qualified custodian, and the firm does not have physical custody over client funds or securities. The firm does not receive compensation for client referrals or participate in directed brokerage. Clients receive annual account reviews and have access to financial information and additional services. The firm prioritizes client privacy and compliance with privacy regulations. In the event of a trade error, the firm restores the account to its correct position. Clients are advised on IRA rollover considerations and provided with information on class action lawsuits. The firm operates under a fiduciary duty and follows a professional standard of care when making investment recommendations.

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  $114,177,059 under management

  2 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

  Selection Of Other Advisers

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• Jeffrey Matthews Wealth Management, LLC

  Jeffrey Matthews Wealth Management, LLC, led by Kevin M.J. O'Connor, a Registered Representative of The Jeffrey Matthews Financial Group, LLC, specializes in investing client assets in brokerage accounts. Mr. O'Connor, with $1.7 million in Assets Under Management, has extensive experience in the securities industry and holds various industry certifications. While Mr. O'Connor has a disciplinary history related to activities at a broker-dealer, it does not involve investment advisory activities. Clients may maintain their investment accounts at JMFG, which offers access to advisory products through RBC Capital Markets. Clients must choose between investment advisory or transactional brokerage accounts, each with varying fee structures. In advisory accounts, clients pay asset-based fees quarterly, while brokerage accounts incur commissions per transaction. Mr. O'Connor may earn service fees from mutual fund companies, including finder's fees and 12b-1 fees. Clients should consider potential conflicts of interest, such as liquidation fees on mutual fund investments. Mr. O'Connor does not receive additional compensation beyond disclosed fees. Supervised by Jeffrey Halpert, client accounts are reviewed semi-annually to ensure fiduciary obligations are met. Mr. O'Connor has a clean record regarding arbitration claims, civil proceedings, and bankruptcy petitions.

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  $15,027,307 under management

  15 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Selection Of Other Advisers

  Educational Seminars/workshops

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• Jacobs Levy Equity Management

  Jacobs Levy Equity Management, Inc. is an investment adviser based in Florham Park, New Jersey, founded in September 1986 and registered with the SEC since October 1986. The firm specializes in managing U.S. equity portfolios on a discretionary basis for institutional clients, including separately managed accounts, registered investment companies, and pooled investment vehicles. The firm's investment approach involves a proprietary process called "disentangling," which aims to identify market inefficiencies and pure return effects of each factor. Jacobs Levy offers various investment strategies such as Large Cap Core, Growth, and Value Portfolios, as well as Absolute Return Portfolios. As of December 31, 2022, the firm had approximately $15,039,035,573 assets under management, managed on a discretionary basis. Clients are charged asset-based fees calculated quarterly based on the value of assets under management. The firm may also charge performance-based fees for certain accounts. Jacobs Levy acts as a fiduciary and provides investment discretion to tailor advisory services based on individual client needs, including customizing investment guidelines and restrictions. Clients typically include institutional investors with a minimum investment requirement of $25,000,000 for separate accounts. The firm's investment strategies involve market risks, equity securities, short sales, leverage, and portfolio turnover. Clients receive regular reports on investment strategy, portfolio positioning, and performance. The firm's principals, Bruce I. Jacobs and Kenneth N. Levy, have extensive backgrounds in finance and investment management. The firm's compliance is overseen by Jason M. Hoberman, the General Counsel & Chief Compliance Officer. For further details, clients can contact the firm directly or visit the SEC's website for additional information.

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  $17,240,133,787 under management

  61 advisors

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Investment Companies

  Portfolio Management For Pooled Investment Vehicles

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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