Essex Financial Services, Inc. is a well-established regional investment advisory firm headquartered in Essex, CT, with a strong reputation for providing comprehensive financial solutions. With a team of 41 highly skilled professionals, the majority of whom specialize in investment advisory services, the company offers personalized strategies tailored to meet the unique needs of their clients. With an average of $47,220,000 in assets under management per investment advisor, Essex Financial Services, Inc. maintains a solid position within the industry. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to accommodate diverse client preferences. Boasting an impressive roster of over 1,960 individual clients, Essex Financial Services, Inc. manages a substantial amount of assets, totaling over $2,771,902,000. While 401K and individual accounts comprise less than 30% of their assets under management, the company possesses the expertise and capability to handle employer funds as well. Significantly, approximately 76% of the assets they manage are discretionary, reflecting the high level of trust placed in their investment decisions. In addition to their investment advisory services, Essex Financial Services, Inc. extends their expertise as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial well-being. With three offices strategically located across the region, the company provides convenient access to their services. Essex Financial Services, Inc. takes pride in their team of experienced advisors, including industry veterans such as James Sullivan, Stephen Bates, and Lisa Mcminn, who have been with the firm for many years. Their dedication to delivering exceptional service and their commitment to building long-term client relationships have contributed to the firm's continued success.

HT PARTNERS LLC, based in Centerbrook, CT, is a well-established local investment advisory firm. With over 70 individual clients and an impressive $446,071,000 in assets under management, the company has built a reputation for excellence in the financial industry. HT PARTNERS LLC operates from a single office and offers comprehensive investment advisory services. Although 401K and individual accounts make up less than 30% of their assets under management, HT PARTNERS LLC possesses the expertise and capabilities to effectively manage employer funds. They exclusively manage discretionary assets, with the majority of their clientele consisting of high net worth individuals seeking personalized investment strategies. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows HT PARTNERS LLC to tailor their services to meet the unique needs of each client. Comprised of a dedicated team of professionals, HT PARTNERS LLC boasts a total of seven employees, five of whom specialize in investment advisory services. With an average of approximately $89,210,000 in assets under management per investment advisor, the company aligns with industry standards. Notably, HT PARTNERS LLC takes pride in its long-tenured advisors, including Devin Bourque, Christopher Koehm, and Peter Decker, who bring a wealth of experience and expertise to the firm. Their collective knowledge and commitment to client satisfaction have contributed to the company's continued success in delivering exceptional financial solutions.

Jeffrey N. Mehler, CFP LLC, a small investment advisory firm based out of Essex, CT, is dedicated to providing comprehensive financial planning and investment management services. With a team of six highly skilled professionals, including two investment advisors, they strive to meet the unique needs of their diverse clientele. Specializing in serving high net worth individuals, Jeffrey N. Mehler, CFP LLC manages over $295,295,000 in assets for more than 50 individual clients. While the majority of their assets under management are for high net worth individuals, they also have the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets. With an average of approximately $100,410,000 in assets under management per investment advisor, Jeffrey N. Mehler, CFP LLC maintains a compensation structure that includes various types, such as a percentage of assets under management and hourly charges. This approach ensures that their clients receive personalized and transparent services that align with their financial goals. Located in Essex, CT, the firm operates from a single office. With a commitment to building long-lasting client relationships, Jeffrey N. Mehler, CFP LLC boasts a team of experienced advisors, including Paul Cheransky, John Perkins, and Jeffrey Mehler, who have been with the firm for a significant period. Overall, Jeffrey N. Mehler, CFP LLC offers expert financial guidance and a wide range of investment solutions to help clients navigate the complexities of wealth management and achieve their financial objectives.

John A. Bysko Associates is a reputable investment advisory firm based out of Old Lyme, CT. With 1 total employee, the firm focuses on providing exceptional investment advisory services to a diverse clientele. Their team of dedicated professionals averages approximately $75,810,000 in assets under management per investment advisor, aligning closely with the industry average. The firm's compensation structure is flexible and caters to their clients' specific needs. It includes various types of fees such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that best suits their requirements. Boasting over 40 individual clients, John A. Bysko Associates manages an impressive portfolio of assets worth over $191,492,000. The majority of these assets are under the management of high net worth individuals who trust the firm to optimize their investments and achieve their financial goals. One notable aspect of the firm is that all the assets they manage are discretionary, meaning that clients have entrusted John A. Bysko Associates with full authority to make investment decisions on their behalf. This demonstrates the high level of confidence and trust that clients place in the firm's expertise and capabilities. In addition to their investment advisory services, John A. Bysko Associates also provides accounting services or works closely with an accounting firm to ensure comprehensive financial solutions for their clients. Located in Old Lyme, CT, John A. Bysko Associates operates from a single office, where their team of professionals delivers personalized and results-driven financial strategies to help clients secure their financial future.

Benchmark Wealth Management, LLC is a highly reputable investment advisory firm based out of Old Lyme, CT. With a team of four dedicated professionals, including two experienced investment advisors, they provide top-notch financial services to a diverse clientele. With an impressive average of approximately $304,860,000 in assets under management per investment advisor, Benchmark Wealth Management surpasses industry standards. The firm's compensation structure is comprehensive and tailored to meet the unique needs of their clients. They offer various types of compensation, ensuring transparency and alignment of interests. Catering to over 180 individual clients, Benchmark Wealth Management manages a substantial portfolio of assets totaling over $340,665,000. Their expertise lies in managing the investments of high-net-worth individuals, constituting the majority of their assets under management. While their focus primarily centers on discretionary management, they also possess the capability to oversee employer funds, although 401K and individual accounts represent less than 30% of their assets. In addition to their investment advisory services, Benchmark Wealth Management acts as a registered representative of a broker-dealer and serves as an insurance broker or agent. This diverse range of services allows them to address the comprehensive financial needs of their clients effectively. Operating from two offices, Benchmark Wealth Management prides itself on its strong foundation and industry experience. Richard Stout and Thomas Britt, two of the firm's longest-tenured registered advisors, contribute their wealth of knowledge to the success and growth of the company. With a steadfast commitment to their clients' financial well-being, Benchmark Wealth Management is a trusted partner in achieving long-term financial goals.

Seasons Of Advice Wealth Management, based out of New York, NY, is a renowned local investment advisory firm. With over 530 individual clients and an impressive $789,278,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Their expertise lies in managing high net worth individuals' assets, as the majority of their managed assets cater to this clientele. Seasons Of Advice Wealth Management operates from a single office, strategically located in New York, NY, enabling them to provide personalized and convenient service to their clients. In addition to investment advisory services, they also serve as an insurance broker or agent, expanding their offerings to address a wide range of financial needs. With a robust compensation structure, Seasons Of Advice Wealth Management ensures that their advisors are motivated to deliver exceptional results. They employ various methods of compensation, including a percentage of assets under management and fixed fees, allowing for flexibility and alignment with their clients' goals. The firm boasts a talented team of 20 employees, with 10 dedicated investment advisors. On average, each investment advisor manages approximately $78,930,000 in assets, which is in line with the industry average. The firm takes pride in the expertise and experience of their advisors, including notable figures like Charles Hamowy, Matthew Woolf, and Mark Dorfman, who have been with the firm for an extended period. While Seasons Of Advice Wealth Management primarily focuses on discretionary management, they also possess the capability to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. This versatility enables them to cater to a diverse client base, ensuring comprehensive wealth management solutions.

Infinex Investments, Inc. is a highly reputable regional investment advisory firm based in Meriden, CT, specializing in managing assets for individual and corporate clients. With over 7,120 individual clients and a staggering $2,814,654,000 in assets under management, Infinex Investments, Inc. has established itself as a trusted partner in the financial industry. The firm operates through a vast network of 532 offices, providing personalized services to cater to clients' unique investment needs. In addition to investment advisory services, Infinex Investments, Inc. also offers insurance brokerage solutions, ensuring comprehensive financial protection for their clients. They have gained extensive expertise in managing employer 401Ks and individual portfolios, accounting for approximately half of their impressive assets under management. Moreover, 31% of the assets they handle are under discretionary management, demonstrating their proficiency in navigating the complex financial landscape. With a team of 764 dedicated professionals, including 539 experienced investment advisors, Infinex Investments, Inc. maintains a client-focused approach. Each investment advisor averages an impressive $5,220,000 in assets under management, emphasizing their commitment to delivering tailored financial strategies and maximizing returns for their clients. Notably, Infinex Investments, Inc. takes pride in its long-tenured advisors, such as William Coe, David Maikowski, and Elyssia Poland, who have consistently demonstrated exceptional expertise and provided valuable guidance to their clients. The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges to ensure transparency and alignment with clients' goals. Infinex Investments, Inc. continues to be a trusted partner in the financial realm, combining extensive industry knowledge, a vast network, and a client-centric approach to drive success and prosperity for their clients.

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.

Toomey Investment Management, Inc is a highly reputable investment advisory firm headquartered in Wallingford, CT. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to their esteemed clientele. Their exceptional expertise has enabled them to amass an impressive average of $165,450,000 in assets under management per investment advisor, surpassing industry standards. Toomey Investment Management, Inc prides itself on offering a diverse compensation structure tailored to meet their clients' unique needs. This structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees. Their commitment to client satisfaction is evident in their extensive client base, comprising over 1,120 individual clients with a combined total of over $183,370,000 in assets under management. Renowned for their proficiency in managing employer 401Ks and individual accounts, Toomey Investment Management, Inc has solid experience in this space. Nearly half of their assets under management originate from these sources, demonstrating their strong grasp of the intricacies involved. Notably, 98% of the assets they manage are under discretionary management, showcasing their clients' trust in their expertise. In addition to their investment advisory services, Toomey Investment Management, Inc offers a range of complementary services to cater to their clients' financial needs. They serve as a registered representative of a broker-dealer, an insurance broker or agent, as well as an accountant or accounting firm, providing a comprehensive suite of solutions under one roof. Operating from a single office, Toomey Investment Management, Inc has cultivated enduring relationships with their clients. The firm boasts a team of highly experienced advisors, including Daniel Perreault, Austin Toomey, and Brendan Toomey, who have been with the company for an extended period, reinforcing their commitment to providing exceptional service and guidance.

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.

Saybrook Wealth Group, Inc. is a small investment advisory firm based out of Old Saybrook, CT, with one office. With a strong focus on delivering personalized financial solutions, Saybrook Wealth Group, Inc. distinguishes itself in the industry. Their team consists of two dedicated professionals, one of whom provides expert investment advisory services. With an average of approximately $161,400,000 in assets under management per investment advisor, Saybrook Wealth Group, Inc. boasts a high level of expertise compared to the industry average. Their compensation structure is designed to align with their clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of Saybrook Wealth Group's assets under management are derived from employer 401Ks or individual clients, showcasing their extensive experience and proficiency in this area. Additionally, 8% of the assets they manage are discretionary, providing clients with further flexibility and tailored solutions. Stephen Norton, a highly regarded registered advisor, has been an invaluable part of Saybrook Wealth Group, Inc. since 2022. Norton's extensive tenure in the industry contributes to the firm's deep understanding of investment strategies and commitment to delivering exceptional service. With over 260 individual clients and more than $161,397,000 in assets under management, Saybrook Wealth Group, Inc. continues to build strong relationships with their clients, offering comprehensive wealth management services that address their unique financial goals and aspirations.