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 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.

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.

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, 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.

RMC Investment Advisors is a trusted local investment advisory firm headquartered in West Hartford, CT. With a dedicated team of 14 professionals, including 7 experienced investment advisors, RMC provides comprehensive financial guidance to its clients. Their expertise covers a wide range of investment strategies and services, ensuring personalized solutions tailored to individual needs. With an average of $121,720,000 in assets under management per investment advisor, RMC's performance aligns with industry standards. The firm's compensation structure includes a percentage of assets under management, reflecting their commitment to achieving optimal results for their clients. While 401K and individual accounts account for less than 30% of their assets under management, RMC also possesses the expertise to manage employer funds. RMC Investment Advisors prudently manages 91% of their assets on a discretionary basis, exemplifying their ability to make informed decisions on behalf of their clients. They primarily cater to high net worth individuals, boasting a diverse portfolio of over 200 individual clients with assets under management totaling more than $852,064,000. The firm takes pride in its experienced team, with notable long-standing advisors such as Diane Johnstone, William Weaver, and Michael Herlihy. These professionals bring a wealth of knowledge and expertise to RMC, contributing to the firm's success in providing top-notch investment advice and financial management services. Overall, RMC Investment Advisors stands as a reputable local firm, driven by a commitment to excellence and dedicated to helping clients achieve their financial goals with confidence.

First Financial Advisory Services Inc is a local investment advisory firm based out of Westerly, RI, with two offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts an impressive average of $33,000,000 in assets under management per investment advisor, showcasing their expertise and ability to handle substantial portfolios. First Financial Advisory Services Inc employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This diverse range of payment methods ensures that clients can choose the option that best suits their needs and preferences. One of the firm's key strengths lies in managing employer 401Ks and individual accounts, which collectively account for approximately half of their assets under management. They have extensive experience in this area and have consistently delivered reliable and favorable outcomes for their clients. With over 400 individual clients, First Financial Advisory Services Inc manages an impressive $198,001,000 in assets. The firm takes pride in its team of seasoned advisors, including notable names such as Peter Robinson, Matthew Cunningham, and Geraldine Cunningham, who have been with the firm for an extended period. Their expertise and dedication contribute to the firm's stellar reputation in the industry. First Financial Advisory Services Inc remains committed to delivering personalized, client-centric services and helping individuals and businesses navigate the complex world of investments with confidence and success.

Ladd Capital Management LLC, a small investment advisory firm based out of New Haven, CT, is dedicated to providing personalized financial solutions to its diverse client base. With over 20 individual clients and more than $116,934,000 in assets under management, the firm has established a reputation for delivering exceptional service and achieving financial goals. With two offices, Ladd Capital Management LLC offers convenient access to its services for clients in the New Haven area. While the firm manages a range of accounts, including 401K and individual accounts, these represent less than 30% of their assets under management. However, Ladd Capital Management LLC possesses the expertise and capability to effectively manage employer funds, demonstrating their comprehensive approach to investment advisory services. Approximately 58% of the firm's assets are under discretionary management, indicating the trust and confidence clients place in their expertise. Ladd Capital Management LLC primarily serves high net worth individuals, aligning their strategies with the unique financial goals and risk tolerance of their esteemed clientele. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests remain aligned with the success of their clients' portfolios. Ladd Capital Management LLC takes pride in its team of three dedicated employees, each specializing in providing top-notch investment advisory services. With an average of approximately $38,980,000 in assets under management per investment advisor, they strive to deliver personalized attention and tailored financial strategies to every client. Ladd Capital Management LLC boasts a roster of experienced advisors, including David Norris, Edward Lovejoy, and David Ladd, who have been with the firm for many years, contributing to its longevity and success. With a focus on excellence and a commitment to helping clients achieve their financial aspirations, Ladd Capital Management LLC remains a trusted partner in wealth management.

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.

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.