Showing 1 - 12 of 90 results
VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.
Windsor, Connecticut
Voya Financial Advisors, Inc., headquartered in Windsor, CT, is a prominent regional investment advisory firm with a strong presence in the industry. With 605 dedicated employees, the company exclusively focuses on providing exceptional investment advisory services to its extensive clientele. Their advisors possess a wealth of knowledge and expertise, ensuring the delivery of sound financial guidance. Voya Financial Advisors manages a substantial amount of assets under management, with an average of $105,730,000 per investment advisor. This figure aligns closely with the industry standard, signifying their competence in handling diverse portfolios. Their compensation structure caters to different client needs and preferences, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges. Impressively, Voya Financial Advisors oversees assets totaling over $2,410,968,000, distributed among a vast network of more than 10,330 individual clients. Notably, approximately 50% of these assets stem from employer 401Ks or individual accounts, showcasing the company's extensive experience and expertise in this area. Additionally, they have a discretionary management capacity, overseeing 2% of the assets they manage. In addition to their investment advisory services, Voya Financial Advisors also functions as an insurance broker or agent, providing comprehensive coverage options to their clients. With a widespread presence across the region, the company operates from 300 offices, ensuring accessibility and convenience for their clientele. Voya Financial Advisors boasts a roster of seasoned professionals, including esteemed advisors such as Ronald Wright, Robert Poppell, and Russell Cullivan. Their extensive experience and tenure within the firm serve as a testament to the company's commitment to excellence and long-term client relationships.
WJ FINANCIAL ADVISORS, LLC
WJ FINANCIAL ADVISORS, LLC
Killingworth, Connecticut
WJ Financial Advisors, LLC is a small investment advisory firm based in Killingworth, CT, dedicated to providing comprehensive financial solutions to its clients. With a total of four employees, three of whom are experienced investment advisors, the firm offers personalized attention and expertise. Impressively, each investment advisor at WJ Financial Advisors, LLC manages an average of approximately $23,510,000 in assets under management, showcasing their ability to handle significant portfolios. The firm's compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and client satisfaction. With over 120 individual clients and a total of more than $114,724,000 in assets under management, WJ Financial Advisors, LLC has established a strong presence in managing assets for high-net-worth individuals. The firm's experience in handling employer 401Ks and individual accounts contributes to approximately half of their total assets under management. WJ Financial Advisors, LLC manages all of their assets on a discretionary basis, allowing them to exercise expert judgment and make informed investment decisions on behalf of their clients. Operating from a single office in Killingworth, CT, WJ Financial Advisors, LLC ensures personalized service and accessibility for their clientele. The firm takes pride in its long-tenured advisors, including Abigail Laufer, Joseph Giaccone, and Wallace Jones, who bring extensive knowledge and experience to their clients' financial plans. In summary, WJ Financial Advisors, LLC is a trusted investment advisory firm, committed to providing tailored financial solutions to their high-net-worth clientele.
MML INVESTORS SERVICES, LLC
MML INVESTORS SERVICES, LLC
Springfield, Massachusetts
MML Investors Services, LLC, a national investment advisory firm headquartered in Springfield, MA, boasts an extensive network of 1,156 offices across the country. With a robust team of 7,379 dedicated professionals, 4,951 of whom specialize in providing top-notch investment advisory services, MML Investors Services, LLC is well-equipped to meet the diverse financial needs of its clients. Their impressive track record is highlighted by an average of $11,870,000 in assets under management per investment advisor. MML Investors Services, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. A significant portion of their assets under management, over 80%, stems from employer 401(k) plans and individual portfolios. Leveraging their expertise, MML Investors Services, LLC excels in managing 401(k) plans for both employers and employees, providing exceptional guidance and support. With a remarkable 55% of assets managed on a discretionary basis, MML Investors Services, LLC demonstrates their ability to make informed investment decisions that align with their clients' financial goals. Their commitment to personalized service is reflected in their vast client base of over 321,640 individuals, entrusting the firm with a staggering $58,787,051,000 in assets under management. The company takes pride in their accomplished team, with several of the longest-tenured advisors, such as Dennis Flanagan, David Marley, and John Wilson, contributing to their success. MML Investors Services, LLC continues to uphold its reputation as a trusted and reputable partner in wealth management and investment advisory services.
SYMMETRY PARTNERS
SYMMETRY PARTNERS
Glastonbury, Connecticut
Symmetry Partners, a small investment advisory firm headquartered in Glastonbury, CT, is dedicated to providing comprehensive financial solutions to individual and employer clients. With 68 employees, a small portion of their team focuses on delivering investment advisory services, ensuring personalized attention to each client. The firm's remarkable success is evident in their impressive average of approximately $360,730,000 in assets under management per investment advisor, surpassing industry standards. Symmetry Partners serves a diverse clientele, boasting over 11,190 individual clients who entrust the firm with their financial goals. With a staggering $6,510,881,000 in assets under management, Symmetry Partners exhibits a robust track record in managing both employer 401Ks and individual accounts, showcasing their extensive expertise in this particular space. As a testament to their commitment to client satisfaction, Symmetry Partners operates with full discretion, managing 100% of the assets entrusted to them. This approach ensures that investment decisions are made in the best interest of their clients, aligning with their financial aspirations and risk tolerance. With two offices to better serve their clients, Symmetry Partners values the experience and expertise of their team members. Notably, some of the firm's longest-tenured advisors include Mark Nelson, David Connelly, and Patrick Sweeny, whose extensive knowledge and dedication contribute to the firm's stellar reputation. Symmetry Partners' compensation structure includes various types, such as a percentage of assets under management, demonstrating their commitment to maintaining a fair and transparent relationship with their clients. With their proven track record and client-centered approach, Symmetry Partners continues to stand out as a leading investment advisory firm in the industry.
RENAISSANCE INVESTMENT GROUP, LLC
RENAISSANCE INVESTMENT GROUP, LLC
Lenox, Massachusetts
Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.
BIRINYI ASSOCIATES, INC.
BIRINYI ASSOCIATES, INC.
Westport, Connecticut
Write a 250 word business description in the third person of BIRINYI ASSOCIATES, INC. based out of WESTPORT, CT with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Birinyi Associates, Inc. has over 0 individual clients with over $277,141,000 in assets under management. Birinyi Associates, Inc. is a small investment advisory firm based out Westport, CT with 1 offices. 99% of the assets they manage are discretionary.The majority of the assets managed are for high networth individuals.Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, subscription fees, fixed fees, . Birinyi Associates, Inc. has 5 total employees with 4 of them providing investment advisory services. They average approximately $69,290,000 in assets under management per investment advisor, which is average compared to the industry average.
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HOLLOW BROOK WEALTH MANAGEMENT LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, New York
Hollow Brook Wealth Management LLC, a leading local investment advisory firm based in Katonah, NY, prides itself on serving a diverse clientele of over 50 individual clients. With a strong reputation in the financial industry, they oversee an impressive $956,571,000 in assets under management, demonstrating their expertise and commitment to delivering exceptional financial services. As a trusted partner in wealth management, Hollow Brook Wealth Management LLC operates with a client-centric approach, tailoring their services to meet the unique needs of each individual. With 44% of their assets managed in a discretionary capacity, clients benefit from the firm's ability to make investment decisions on their behalf, providing peace of mind and efficient portfolio management. Specializing in catering to high-net-worth individuals, Hollow Brook Wealth Management LLC recognizes the importance of safeguarding and growing substantial wealth. Their team of 13 dedicated professionals, including 6 investment advisors, possesses extensive industry knowledge and experience, enabling them to provide expert guidance and strategic investment advice. With an average of approximately $159,430,000 in assets under management per investment advisor, Hollow Brook Wealth Management LLC stands out in the industry for their exceptional track record and ability to consistently deliver superior results. Notably, David Oring, one of the firm's longest-tenured registered advisors, has been with the company since 2009, contributing to its continuity and client-focused culture. Hollow Brook Wealth Management LLC offers a flexible compensation structure, including various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures alignment with client interests and motivates the team to strive for exceptional performance. In conclusion, Hollow Brook Wealth Management LLC distinguishes itself as a reputable investment advisory firm, providing personalized wealth management services to a discerning clientele while achieving remarkable results in growing and safeguarding their clients' assets.
EMPOWER FINANCIAL ADVISORY, LLC
EMPOWER FINANCIAL ADVISORY, LLC
Glastonbury, Connecticut
Empower Financial Advisory, LLC, a highly reputable investment advisory firm based in Glastonbury, CT, has been empowering its clients with comprehensive financial solutions. With over 180 individual clients and assets under management surpassing $340,387,000, they have established themselves as a trusted partner in the industry. As a small firm operating from a single office, Empower Financial Advisory, LLC focuses on providing personalized attention and tailored strategies to meet clients' financial goals. They possess extensive experience in managing employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. The firm's commitment to discretion is evident, as 100% of the assets they manage are handled on a discretionary basis. This approach allows their skilled advisors to make informed investment decisions aligned with clients' objectives and risk profiles. Empower Financial Advisory, LLC offers a versatile compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures flexibility and transparency in their client engagements, catering to diverse financial needs. With a total of seven employees, including four dedicated to investment advisory services, Empower Financial Advisory, LLC combines expertise and personalized service. Each investment advisor manages an average of approximately $85,100,000 in assets, reflecting their commitment to delivering quality service and meticulous portfolio management. The firm takes pride in its team of experienced advisors, including Nicholas Gerlach, Lori Goeckler, and Ronald Williams, who have consistently provided exceptional guidance and service to their clients. Their tenure and expertise contribute to Empower Financial Advisory, LLC's reputation for excellence and client satisfaction.
DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
Monroe, Connecticut
Dunbar Associates, LLC is a reputable investment advisory firm headquartered in Monroe, CT. With a dedicated team of two experienced professionals, they offer comprehensive investment advisory services to a diverse clientele. Their office in Monroe serves as a hub for delivering personalized financial solutions tailored to their clients' unique goals and risk tolerance. With an average of $54,930,000 in assets under management per investment advisor, Dunbar Associates maintains a solid standing within the industry. Their compensation structure is flexible, incorporating various approaches such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Notably, 34% of the assets they oversee are discretionary, indicating a high level of trust bestowed upon Dunbar Associates by their clients. Their client base comprises over 50 individuals, collectively entrusting the firm with more than $109,866,000 in assets under management. The firm boasts a team of seasoned professionals, including Keith Cuomo and Robert Dunbar, who have exhibited unwavering dedication as registered advisors for Dunbar Associates. With their combined expertise and commitment, the firm maintains a track record of delivering sound investment advice and fostering long-lasting client relationships. Dunbar Associates, LLC continues to uphold its reputation as a trusted partner, consistently providing comprehensive investment advisory services that enable their clients to navigate the ever-changing financial landscape with confidence.
WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC
Shelton, Connecticut
Wright Investors Service Inc, a reputable investment advisory firm headquartered in Shelton, CT, boasts an impressive track record in managing assets for over 60 discerning individual clients. With assets under management exceeding $1.29 billion, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and prides itself on offering personalized investment strategies tailored to each client's unique financial goals. Distinguishing itself further, Wright Investors Service Inc maintains a significant 56% of discretionary assets among its portfolio. This allows them the flexibility to make investment decisions on behalf of their clients, leveraging their expertise to maximize returns. The compensation structure at Wright Investors Service Inc encompasses various types, including a percentage of assets under management, subscription fees, and fixed fees. With a team of 18 skilled professionals, including 7 dedicated investment advisors, Wright Investors Service Inc provides clients with in-depth market analysis, expert guidance, and comprehensive financial planning services. Remarkably, each investment advisor manages an average of approximately $185 million in assets, surpassing the industry average and reflecting their commitment to delivering exceptional results. Notably, Wright Investors Service Inc takes pride in its long-standing advisors, exemplified by the tenure of respected individuals like Robert Smith, Donald Kunze, and Mark Moyher. Their wealth of experience and deep understanding of the investment landscape contribute to the firm's strong reputation and enduring client relationships. Through a client-centric approach, rigorous research, and a commitment to excellence, Wright Investors Service Inc continues to excel as a trusted partner in helping clients achieve their financial objectives.
MILLER HOWARD INVESTMENTS INC
MILLER HOWARD INVESTMENTS INC
Kingston, New York
Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.
SPRINGBOARD ASSET MANAGEMENT LLC
SPRINGBOARD ASSET MANAGEMENT LLC
Cheshire, Connecticut
Springboard Asset Management LLC is a small investment advisory firm based out of Cheshire, CT, with a strong focus on managing assets for high net worth individuals. With over 60 individual clients, they have successfully amassed an impressive $97,758,000 in assets under management. The firm's expertise lies in handling employer 401Ks and individual portfolios, making them well-versed in this particular domain. Springboard Asset Management LLC operates from a single office, strategically located in Cheshire, CT. They offer a range of compensation structures to suit their clients' needs, including a percentage of assets under management and fixed fees. As a discretionary asset management firm, they have full authority to make investment decisions on behalf of their clients. With a team of two dedicated professionals providing investment advisory services, Springboard Asset Management LLC boasts an average of $48,880,000 in assets under management per investment advisor, which aligns with industry standards. Notably, Charles Green and Rebecca Green are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive expertise to client portfolios. Springboard Asset Management LLC prides itself on providing personalized and tailored investment strategies to help clients achieve their financial goals. With a strong track record of success and a commitment to delivering exceptional service, they are positioned as a trusted partner for individuals seeking comprehensive wealth management solutions in the Cheshire, CT area and beyond.