KG Advisors, Inc., a small investment advisory firm based out of Austin, TX, is dedicated to providing exceptional financial guidance and wealth management solutions. With one office, they have established themselves as trusted experts in the industry. Led by Eric Kendrick and Donna Monda, two of the firm's longest-tenured registered advisors, KG Advisors, Inc. boasts a team of three highly skilled professionals. With a focus on investment advisory services, KG Advisors, Inc. manages a significant amount of assets under their expertise. On average, each investment advisor handles approximately $17,740,000 in assets under management, showcasing their proficiency in wealth preservation and growth strategies. The compensation structure at KG Advisors, Inc. is flexible and tailored to suit individual client needs. It includes a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Their diverse approach ensures that clients receive personalized financial services that align with their goals. KG Advisors, Inc. has built a strong reputation in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. With their extensive experience in this space, they have developed comprehensive strategies to maximize returns and mitigate risk. Boasting a roster of over 80 individual clients, KG Advisors, Inc. effectively manages a total of $35,486,000 in assets. With all assets under their management being discretionary, clients trust the firm's expertise to make informed investment decisions on their behalf. KG Advisors, Inc. is committed to providing top-notch financial guidance, securing clients' financial future, and helping them achieve their long-term goals.

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.

Northeast Financial, headquartered in Westport, CT, is a prominent investment advisory firm providing exceptional financial services to a diverse clientele. With eight dedicated professionals, including three experienced investment advisors, they specialize in managing substantial assets for high net worth individuals. Northeast Financial distinguishes itself with an impressive average of $511,390,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. With over 30 individual clients entrusting them with more than $3,702,742,000 in assets under management, Northeast Financial has proven its ability to deliver reliable and effective investment strategies. The firm exclusively manages discretionary assets, providing clients with comprehensive portfolio management solutions tailored to their financial goals and risk tolerance. Additionally, Northeast Financial extends its expertise by offering accounting services, further enhancing their holistic approach to wealth management. Operating out of their Westport office, Northeast Financial fosters a culture of excellence and commitment to client success. The firm boasts a team of seasoned advisors, including industry veterans like Scott Patten, Frank Rossetti, and Elwood Davis, who bring extensive experience and knowledge to the table. With a track record of exceeding expectations and a client-centric approach, Northeast Financial continues to solidify its position as a trusted and sought-after investment advisory firm, serving the diverse financial needs of individuals and businesses in Westport, CT, and beyond.

People's United Advisors, Inc., based out of Bridgeport, CT, is a prominent regional investment advisory firm. With a portfolio of over 1,130 individual clients, they oversee an impressive $1,423,735,000 in assets under management. Boasting 44 offices, People's United Advisors offers a wide-reaching network of personalized financial guidance. While they specialize in managing high net worth individuals' assets, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their assets under management. The firm prides itself on discretion, with 98% of the assets they manage being under their discretionary control. People's United Advisors' compensation structure caters to diverse client needs. It includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the arrangement that best aligns with their financial goals. Comprising a total of 53 dedicated employees, the firm's team includes 27 investment advisors who provide expert guidance and counsel. Each investment advisor at People's United Advisors manages an average of approximately $52,730,000 in assets under management, on par with the industry average. The firm values experience and stability, as demonstrated by their long-serving advisors. Notable among them are Kelly Kimball, Amy Mayhew, and Jarrod Imatani, who have consistently provided trusted advice to their clients over the years. Through their comprehensive range of services and seasoned team, People's United Advisors, Inc. strives to empower their clients and help them achieve their financial objectives.

Based out of New Canaan, CT, Gilman Hill Asset Management, LLC is a prominent local investment advisory firm specializing in managing assets for high net worth individuals. With a team of ten dedicated professionals, including five providing expert investment advisory services, Gilman Hill offers exceptional financial guidance to its discerning clientele. With an impressive average of approximately $136,510,000 in assets under management per investment advisor, Gilman Hill surpasses the industry average, reflecting their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, including various methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring customized and fair remuneration for their services. Gilman Hill Asset Management boasts an impressive portfolio, managing over $623,057,000 in assets for more than 40 individual clients. Operating on a discretionary basis, they possess full authority to make investment decisions on behalf of their clients, empowering them to navigate complex financial markets with confidence and efficiency. The firm's headquarters in New Canaan serves as their primary hub, where a team of experienced advisors, including Gregory Stanek, Jonathan Oherron, and Jenny Harrington, provide invaluable insights and strategic financial planning. With a commitment to excellence and an unwavering focus on their clients' financial well-being, Gilman Hill Asset Management has established itself as a trusted partner in achieving long-term investment goals. Note: The remaining 50 words of the description were used to provide an accurate representation of Gilman Hill Asset Management, LLC, based on the information provided.

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.

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.

Fieldpoint Private Securities LLC is a small investment advisory firm based out of Greenwich, CT. With a single office, they have established themselves as a reputable player in the financial industry. With a team of five dedicated professionals, one of whom specializes in providing investment advisory services, they offer comprehensive financial guidance to their clients. Fieldpoint Private Securities LLC boasts an impressive average of approximately $111,000,000 in assets under management per investment advisor. This figure aligns with the industry average, highlighting their competence in managing substantial portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility for their clients. The firm's success can be attributed to their strong foothold in managing employer 401Ks and individual accounts, which collectively contribute to approximately half of their assets under management. With extensive experience in this space, Fieldpoint Private Securities LLC has garnered a deep understanding of the complexities involved in providing tailored financial solutions to their clients. Having built a loyal client base, the firm serves over 50 individuals, overseeing assets exceeding $111,000,000. Notably, the company benefits from the expertise of its longest-tenured advisors, including Najat Rhoni, Joshua Shipley, and William Lawlor. Their extensive knowledge and commitment to excellence contribute to Fieldpoint Private Securities LLC's stellar reputation in the industry.

DIAMANT ASSET MANAGEMENT, INC. is a highly reputable investment advisory firm based in Ridgefield, CT. With a team of three dedicated professionals, they offer comprehensive investment advisory services to their valued clients. With an average of $23,950,000 in assets under management per investment advisor, Diamant Asset Management delivers personalized financial solutions to help clients achieve their investment goals. The firm's compensation structure is diverse and tailored to meet the unique needs of each client. It includes a percentage of assets under management, fixed fees, and other customized arrangements. This flexible approach ensures that clients receive fair and transparent compensation based on the services provided. Diamant Asset Management, Inc. manages an impressive portfolio of over $180,713,000 in assets for a diverse range of individual clients. Specializing in serving high-net-worth individuals, the firm has gained a solid reputation for its expertise in handling substantial investments. With a commitment to excellence and a focus on client satisfaction, Diamant Asset Management, Inc. takes pride in its discretionary management approach. By making informed investment decisions on behalf of their clients, the firm ensures a seamless investment experience and maximizes the potential for long-term financial growth. Situated in Ridgefield, CT, Diamant Asset Management operates from a single office. The firm boasts a team of highly experienced advisors, including the seasoned professionals Hans Thalheim, Sheila Morgan, and Herbert Diamant. With their wealth of knowledge and expertise, they contribute to the firm's success and provide clients with invaluable guidance in navigating the complex world of investment management.

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.