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.

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.

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.

Mark Sheptoff Financial Planning LLC, based out of Glastonbury, CT, is a small investment advisory firm providing comprehensive financial planning services to clients. With over 140 individual clients and more than $376,273,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in serving high net worth individuals, Mark Sheptoff Financial Planning LLC offers personalized strategies tailored to meet each client's unique financial goals and objectives. They possess the expertise to manage various types of accounts, including 401(k)s and individual accounts, although these represent less than 30% of their assets under management. The firm's compensation structure includes different options such as a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests with their clients. With a focus on discretionary asset management, they have full authority to make investment decisions on behalf of their clients. Mark Sheptoff Financial Planning LLC operates from a single office and boasts a team of three employees, with one dedicated to providing investment advisory services. Each investment advisor averages approximately $376,270,000 in assets under management, surpassing the industry average. Mark Sheptoff himself is one of the firm's longest-tenured registered advisors, having been with the company since 2020. His extensive experience and commitment to delivering personalized financial solutions have earned him a reputation as a reliable and knowledgeable advisor in the field.

GSB Wealth Management, LLC, headquartered in Guilford, CT, is a reputable investment advisory firm serving a diverse clientele of over 630 individual clients. With an impressive $451,966,000 in assets under management, GSB Wealth Management has established itself as a trusted local institution in the financial services industry. The firm operates three offices strategically located to cater to the needs of their clients. In addition to their core investment advisory services, GSB Wealth Management offers a comprehensive range of financial solutions. They have a dedicated bank department, providing clients with banking services that meet their financial goals. While employer funds constitute a significant portion of their assets under management, they also manage 401K and individual accounts, albeit at a lower proportion. The firm's compensation structure is flexible and diverse, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the payment method that aligns with their preferences and objectives. GSB Wealth Management boasts a dedicated team of 13 employees, with seven of them specializing in investment advisory services. On average, each investment advisor manages approximately $64,570,000 in assets, which aligns with industry standards. Notably, the firm takes pride in its long-tenured advisors, including Charles Reagle, Brant Walker, and Colleen Venter, who bring a wealth of experience and expertise to the team. As a client-centric organization, GSB Wealth Management, LLC remains committed to providing personalized and tailored financial advice to help clients achieve their financial aspirations and secure their long-term wealth.

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.

Medallion Wealth Advisors, LLC is a prominent investment advisory firm based out of Farmington, CT. With a total of 7 dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Out of their team, 6 professionals focus specifically on offering investment advice. These advisors have an impressive track record, with an average of approximately $91,350,000 in assets under management per investment advisor, aligning with the industry average. The firm boasts a substantial client base, serving over 1,310 individual clients who entrust Medallion Wealth Advisors with a significant amount of their wealth. In fact, the firm manages over $270,276,000 in assets, with approximately half of these assets originating from employer 401Ks or individuals. This underscores their expertise in handling retirement accounts, demonstrating their competence and knowledge in this area. Medallion Wealth Advisors, LLC operates under a compensation structure that encompasses various models, including a percentage of assets under management and performance-based fees. This approach ensures that the firm is motivated to achieve optimal results for their clients. In addition to their investment advisory services, Medallion Wealth Advisors, LLC also serves as a registered representative of a broker-dealer and functions as an insurance broker or agent. This allows them to provide comprehensive financial guidance to meet the diverse needs of their clientele. With three offices strategically located in Farmington, CT, Medallion Wealth Advisors is accessible to clients throughout the area. The firm takes pride in its experienced team, with notable advisors such as Henry Peterson, Matthew Woods Weber, and Eric Cheyne, who have demonstrated their commitment and dedication to providing top-notch financial advice.

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.

Knights Of Columbus Asset Advisors LLC, headquartered in New Haven, CT, is a reputable regional investment advisory firm with two offices. With a total of 189 employees, 170 of whom specialize in providing investment advisory services, they have established a strong presence in the financial industry. The firm boasts an average of approximately $53,560,000 in assets under management per investment advisor, aligning with the industry average. Knights Of Columbus Asset Advisors LLC utilizes a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Their dedication to delivering superior service is evident in their extensive client base, which exceeds 1,750 individual clients. Impressively, these clients entrust the firm with over $25,777,553,000 in assets under management, all of which are under their discretionary control. Known for their experienced team, Knights Of Columbus Asset Advisors LLC is proud to have several highly tenured advisors leading the way. Notable names among their accomplished advisors include Edward Mulrane, Peter Anderson, and Douglas Riley. Their expertise and dedication have contributed to the firm's sterling reputation in the investment advisory field. With a commitment to delivering tailored financial solutions and a comprehensive understanding of their clients' needs, Knights Of Columbus Asset Advisors LLC continues to provide exceptional service and build lasting relationships.

McGuire Wealth Management is a highly regarded investment advisory firm based out of Wakefield, RI, boasting a strong presence in the financial industry. With a single office, the firm is known for its personalized approach and dedication to providing exceptional investment advisory services. Comprising a team of three knowledgeable professionals, McGuire Wealth Management maintains an impressive average of approximately $186,080,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure offers various types, including a percentage of assets under management. Notably, all of the assets managed by McGuire Wealth Management are discretionary, indicating a high level of trust and confidence placed in their expertise. Catering predominantly to high-net-worth individuals, the firm oversees a substantial portfolio of assets. With over 130 individual clients, they currently manage an impressive sum exceeding $558,229,000 in assets. A key strength of McGuire Wealth Management lies in the experience and expertise of its registered advisors. Sean McGuire and Dennis McGuire, both with a long tenure, contribute to the firm's reputation for delivering exceptional financial advice. Their combined knowledge and dedication make McGuire Wealth Management a trusted partner for clients seeking comprehensive wealth management solutions. As McGuire Wealth Management continues to expand its client base and assets under management, the firm remains committed to maintaining its personalized approach, ensuring each client receives tailored investment strategies that align with their financial goals and objectives. With their proven track record and commitment to excellence, McGuire Wealth Management stands as a leading investment advisory firm in the Wakefield, RI area.

Trinitypoint Wealth, LLC, headquartered in Milford, CT, is a respected local investment advisory firm with a strong presence in the financial industry. With two offices, the firm employs a total of 17 dedicated professionals, 11 of whom specialize in providing comprehensive investment advisory services to their esteemed clientele. Boasting an impressive average of approximately $104,460,000 in assets under management per investment advisor, Trinitypoint Wealth, LLC maintains a competitive position within the industry. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and tailored approach to client needs. While 401(k) and individual accounts comprise less than 30% of their total assets under management, Trinitypoint Wealth, LLC possesses the expertise to effectively manage employer funds, broadening their scope of services. Notably, a significant portion—90%—of the assets they handle are under discretionary management, showcasing their clients' trust in the firm's investment strategies. With a robust client base of over 680 individuals, Trinitypoint Wealth, LLC demonstrates their ability to attract and retain clients effectively. Their impressive assets under management exceed $1,149,032,000, reflecting the firm's proven track record of success in preserving and growing their clients' wealth. The longevity and experience of their advisors contribute to Trinitypoint Wealth, LLC's reputation. Notable among these seasoned professionals are Lise Robinson, James Betzig, and Jana L'Etoile, who have made significant contributions to the firm's success over the years. Overall, Trinitypoint Wealth, LLC exemplifies a reputable investment advisory firm that offers personalized and comprehensive financial solutions to help clients achieve their unique goals and secure their financial future.