MML Investors Services, LLC, a national investment advisory firm headquartered in Springfield, MA, boasts an extensive network of 1,156 offices across the country. With a robust team of 7,379 dedicated professionals, 4,951 of whom specialize in providing top-notch investment advisory services, MML Investors Services, LLC is well-equipped to meet the diverse financial needs of its clients. Their impressive track record is highlighted by an average of $11,870,000 in assets under management per investment advisor. MML Investors Services, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. A significant portion of their assets under management, over 80%, stems from employer 401(k) plans and individual portfolios. Leveraging their expertise, MML Investors Services, LLC excels in managing 401(k) plans for both employers and employees, providing exceptional guidance and support. With a remarkable 55% of assets managed on a discretionary basis, MML Investors Services, LLC demonstrates their ability to make informed investment decisions that align with their clients' financial goals. Their commitment to personalized service is reflected in their vast client base of over 321,640 individuals, entrusting the firm with a staggering $58,787,051,000 in assets under management. The company takes pride in their accomplished team, with several of the longest-tenured advisors, such as Dennis Flanagan, David Marley, and John Wilson, contributing to their success. MML Investors Services, LLC continues to uphold its reputation as a trusted and reputable partner in wealth management and investment advisory services.

West Branch Capital LLC, based out of Amherst, MA, is a prominent local investment advisory firm with a strong track record in managing high net worth individuals' assets. With 10 dedicated employees, including 5 experienced investment advisors, West Branch Capital provides comprehensive financial services tailored to its clients' specific needs. Impressively, the firm boasts an average of approximately $193,300,000 in assets under management per investment advisor, surpassing the industry average. Its compensation structure is designed to align the interests of the clients and the advisors, incorporating a percentage of assets under management and performance-based fees. With over 250 individual clients, West Branch Capital manages a substantial sum of assets totaling over $435,763,000. While the majority of assets are from high net worth individuals, the firm also has the capacity to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. West Branch Capital's expertise lies in discretionary management, as 95% of the assets they oversee are managed with discretion. The firm's success can be attributed to the expertise and dedication of its team, including long-tenured advisors such as Howard Singer, James Ho, and Ayaz Mahmud. They leverage their extensive experience and knowledge to deliver exceptional investment advisory services. With four offices strategically located, West Branch Capital LLC remains committed to providing personalized financial solutions, diligently working to help its clients achieve their financial goals and secure their financial future.

Hart & Patterson Financial Group LLP is a small investment advisory firm based out of Amherst, MA. With a single office, the company employs a total of four professionals, two of whom specialize in providing investment advisory services. With an average of approximately $112,360,000 in assets under management per investment advisor, they align with the industry average. Hart & Patterson Financial Group LLP utilizes a compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Distinguishing themselves in the market, the firm manages a diverse portfolio, with approximately half of their assets under management stemming from employer 401Ks or individual clients. Their extensive experience in this space has allowed them to excel in meeting the unique needs and demands of these clients. Notably, all the assets they manage are discretionary, granting them full authority and responsibility in making investment decisions on behalf of their clients. Boasting a substantial client base, Hart & Patterson Financial Group LLP serves over 140 individual clients, skillfully managing their combined assets, which exceed an impressive $224,722,000. The firm prides itself on its dedicated and experienced team, with registered advisors Vikki Lenhart and Lucia Reed being among the longest-tenured professionals within the company. Hart & Patterson Financial Group LLP remains committed to providing personalized investment advice and delivering optimal results for their valued clientele.

Stakeholders Capital, based out of Amherst, MA, is a leading investment advisory firm with a strong track record in managing assets for high net worth individuals. With a team of 8 dedicated professionals, including 4 investment advisors, they possess a wealth of expertise in delivering exceptional financial guidance. With an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, Stakeholders Capital surpasses industry standards. Their compensation structure is diverse, incorporating a percentage of assets under management among other types. Catering to over 80 individual clients, Stakeholders Capital manages an extensive portfolio of over $145,689,000 in assets. The majority of these assets are entrusted by high net worth individuals seeking specialized financial services. While 401K and individual accounts constitute less than 30% of their assets under management, Stakeholders Capital demonstrates the capability to oversee employer funds. Operating as an insurance broker or agent, they offer comprehensive services beyond investment advisory. With two offices, the firm ensures accessibility and convenience for their clients. Terrance Mollner, one of the firm's longest-tenured registered advisors, has been with Stakeholders Capital since 2013, bringing years of experience and expertise to the team. Stakeholders Capital distinguishes itself with a discretionary management approach, overseeing 89% of the assets they handle. Their commitment to personalized service and their exceptional asset management capabilities make them a trusted partner for clients seeking to optimize their financial portfolios.

Keynote Financial Services, LLC, a small investment advisory firm based out of Vernon, CT, is dedicated to providing comprehensive financial solutions to its clients. With over 160 individual clients and more than $134,423,000 in assets under management, they have established a reputation for excellence in the industry. While 401K and individual accounts make up less than 30% of their assets under management, Keynote Financial Services, LLC possesses the expertise to efficiently manage employer funds. Their clients, predominantly high net worth individuals, benefit from their extensive experience and tailored investment strategies. The firm's compensation structure offers flexibility and transparency, incorporating various models such as a percentage of assets under management and hourly charges. Keynote Financial Services, LLC aims to ensure that their clients' interests align with their own, fostering long-term partnerships built on trust and mutual success. With a dedicated team of two employees, all of whom are registered advisors providing investment advisory services, Keynote Financial Services, LLC maintains a client-focused approach. The average assets under management per investment advisor amount to approximately $67,210,000, in line with industry standards. Kent Zahner and James Desrocher, two of the longest tenured registered advisors at Keynote Financial Services, LLC, bring a wealth of experience and expertise to the firm. Their commitment to delivering personalized financial advice and exceptional service further enhances the firm's standing in the industry. Through their comprehensive range of financial services and their unwavering dedication to their clients' financial goals, Keynote Financial Services, LLC continues to solidify its position as a trusted partner in wealth management.

Sound Portfolio Advisors, LLC is a small investment advisory firm based out of Mystic, CT. With over 70 individual clients and more than $106,448,000 in assets under management, they specialize in providing personalized investment solutions. While 401K and individual accounts make up less than 30% of their managed assets, Sound Portfolio Advisors, LLC possesses the capability to effectively manage employer funds. The firm operates one office and all the assets they manage are discretionary. With a focus on high net worth individuals, Sound Portfolio Advisors, LLC caters to clients seeking comprehensive wealth management strategies. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment with their clients' interests. The firm prides itself on its experienced team, consisting of three dedicated employees, two of whom provide investment advisory services. On average, each investment advisor manages approximately $53,220,000 in assets, which is on par with industry standards. Theodore Parker and Bryan Watts, both seasoned registered advisors, have been with the company for an extended period, contributing their expertise and deep understanding of the investment landscape. Sound Portfolio Advisors, LLC combines their in-depth knowledge, personalized approach, and dedication to delivering exceptional client service to help individuals navigate the complexities of investing and achieve their financial goals.

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.

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.

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.

Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.