Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $115,320,000 in assets under management, aligning with the industry average. The compensation structure at Compass Wealth Management LLC includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent a minority of their assets under management, the firm possesses the capability to manage employer funds. Notably, all the assets they manage are discretionary, granting them full authority to make investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With a client base of over 190 individuals, Compass Wealth Management LLC oversees more than $461,263,000 in assets under management. The company prides itself on its seasoned advisors, including Jason Bear, William Matthes, and Carolyn Matthes, who have demonstrated long tenures and extensive experience in the field. Overall, Compass Wealth Management LLC distinguishes itself as a reliable investment advisory firm, offering personalized services to affluent clients in Guilford, CT, and beyond. Their commitment to strategic financial planning and expertise in managing substantial assets positions them as a trusted partner for individuals seeking to grow and protect their wealth.

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.

MJP Wealth Advisors, a prominent local investment advisory firm headquartered in Farmington, CT, boasts an impressive track record in managing clients' financial portfolios. With over 660 individual clients and a staggering $853,430,000 in assets under management, MJP Wealth Advisors has established itself as a trusted partner in wealth management. Operating out of two strategically located offices, MJP Wealth Advisors offers comprehensive investment advisory services tailored to meet the diverse needs of its clientele. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to effectively manage employer funds. Notably, all the assets entrusted to MJP Wealth Advisors are handled on a discretionary basis, ensuring optimal decision-making and flexibility. The firm's compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, providing clients with flexibility in selecting a payment method that aligns with their preferences. With a team of ten highly skilled professionals, each exclusively dedicated to providing investment advisory services, MJP Wealth Advisors ensures personalized attention and expertise across its client base. Average assets under management per investment advisor at MJP Wealth Advisors amount to approximately $85,340,000, placing them on par with industry standards. The firm takes pride in its team of experienced advisors, including notable individuals such as Michele Vendig, Steven Glick, and Morton Potoff, who have demonstrated long-standing commitment to delivering exceptional financial guidance. As MJP Wealth Advisors continues to grow and expand its services, their unwavering dedication to client satisfaction and expertise in wealth management solidify their position as a trusted partner in securing and growing clients' financial futures.

Hammond Iles Wealth Advisors, based out of Wethersfield, CT, is a highly reputable local investment advisory firm with four well-established offices. With a dedicated team of 11 experienced professionals, the firm specializes in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at Hammond Iles Wealth Advisors manages an average of approximately $7,470,000 in assets under management, reflecting their expertise in delivering customized financial solutions. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet the unique needs of their clients. Hammond Iles Wealth Advisors prides itself on its deep knowledge and extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. With a commitment to excellence, Hammond Iles Wealth Advisors exclusively handles discretionary assets, providing clients with a hands-off approach to their investments. Additionally, the firm offers insurance brokerage and agent services, further enhancing their ability to provide comprehensive financial guidance. Hammond Iles Wealth Advisors boasts an impressive client base, serving over 320 individuals with a combined total of more than $82,143,000 in assets under management. The firm's success can be attributed, in part, to its team of seasoned professionals. Notably, Kevin Iles, Scott Iles, and Robert Hammond are among the longest tenured advisors, bringing a wealth of experience and expertise to the firm's operations. Through their dedication and personalized approach, Hammond Iles Wealth Advisors continues to be a trusted partner in helping clients achieve their financial goals.

Wooster Corthell Wealth Management, Inc., a small investment advisory firm based in Glastonbury, CT, is dedicated to providing comprehensive wealth management services. With a total of 5 employees, including 3 investment advisors, the firm is committed to delivering personalized financial solutions to its clients. With an average of approximately $59,710,000 in assets under management per investment advisor, Wooster Corthell Wealth Management's performance aligns with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their clients. Boasting a robust client base, the company serves over 200 individual clients, managing assets totaling more than $388,650,000. The majority of these assets are held by high-net-worth individuals, although Wooster Corthell Wealth Management also handles 401K and individual accounts, which collectively represent less than 30% of their assets under management. Moreover, the firm possesses the capability to manage employer funds. Wooster Corthell Wealth Management operates out of a single office, and it prides itself on the expertise and experience of its advisors. Among their longest tenured advisors are Prasad Oak, Frederick Baran, and Matthew Corthell, who bring a wealth of knowledge and a track record of success to the firm. In conclusion, Wooster Corthell Wealth Management, Inc. is a distinguished investment advisory firm catering to the needs of a diverse client base. Through their client-centric approach and commitment to excellence, they strive to optimize their clients' financial well-being and help them achieve their long-term goals.

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.

FCI Advisors, headquartered in Overland Park, KS, is a reputable regional investment advisory firm serving a diverse clientele. With over 3,420 individual clients, FCI Advisors manages an impressive $12,844,218,000 in assets under management. The firm boasts seven offices strategically located to provide comprehensive financial solutions to their clients. While 401K and individual accounts constitute less than 30% of their assets under management, FCI Advisors possesses the expertise and resources to effectively manage employer funds. Their robust compensation structure includes multiple options, such as a percentage of assets under management, subscription fees, and fixed fees, ensuring a flexible and tailored approach to meet clients' unique needs. With a dedicated team of 67 employees, 41 of whom are investment advisory professionals, FCI Advisors has built a solid foundation for success. Each investment advisor manages an impressive average of approximately $313,270,000 in assets, surpassing the industry average and reflecting their commitment to delivering exceptional service. Notably, FCI Advisors takes pride in the longevity and expertise of their team. Key figures such as Brian Perott, William Courtney, and Peter Greig have been with the firm for a significant duration, contributing valuable insights and a wealth of experience to the organization. As a regional investment advisory firm, FCI Advisors is renowned for their comprehensive financial solutions, exceptional client service, and impressive track record. With a strong presence and an unwavering commitment to their clients' financial success, FCI Advisors continues to be a trusted partner for individuals, employers, and organizations alike.

Johnson Brunetti, a regional investment advisory firm headquartered in Wethersfield, CT, has established itself as a prominent player in the financial industry. With a robust presence across the region, boasting 10 offices, the firm is committed to delivering comprehensive investment advisory services to a diverse client base. Of their 41 dedicated professionals, 26 specialize in providing expert investment advice. With an average of $45,510,000 in assets under management per investment advisor, Johnson Brunetti aligns with the industry average, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management and fixed fees. Over 80% of the firm's assets under management come from employer 401K plans and individuals, showcasing their expertise in managing these vital retirement accounts for both employers and employees. Remarkably, all assets under their management are discretionary, giving clients peace of mind knowing that their investments are handled with care and expertise. Johnson Brunetti's sterling reputation is reinforced by their extensive client base, which includes over 4,420 individuals, with assets under management exceeding an impressive $1,183,289,000. The firm takes pride in its team of seasoned advisors, with some of the longest-tenured professionals being Joel Johnson, Eric Hogarth, and Heath Grossman. Johnson Brunetti's unwavering dedication to providing exceptional investment advisory services, their extensive experience in managing 401K plans, and their impressive track record of discretionary asset management have solidified their position as a trusted partner for individuals and employers alike in Wethersfield, CT, and beyond.

The Retirement Planning Company Of New England, Inc., located in Warwick, RI, is a small investment advisory firm with a strong focus on retirement planning. With a total of four employees, the company boasts a dedicated team of three experienced advisors who provide comprehensive investment advisory services. The firm manages an average of approximately $81,640,000 in assets per investment advisor, which aligns with the industry average. The Retirement Planning Company Of New England, Inc. prides itself on its diverse compensation structure, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 420 individuals, and they manage a substantial amount of assets totaling over $228,244,000. Notably, half of these assets are sourced from employer 401Ks and individuals, reflecting the firm's expertise in this area. With a strong track record in the retirement planning sector, the company's expertise is evident, as 93% of the assets they manage are under their discretionary control. The Retirement Planning Company Of New England, Inc. distinguishes itself through its personalized approach and commitment to helping clients achieve their retirement goals. Operating out of one office in Warwick, RI, the company has cultivated a team of experienced advisors. Notable among them are Sotirios Pappas, Edward Viar, and David Allaire, who have been with the firm for an extended period, demonstrating their commitment to delivering excellent service and trusted advice to their clients.

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.

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.