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.

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.

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.

Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

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.

TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios. The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures alignment between the firm's success and the clients' investment performance, fostering a mutually beneficial relationship. Having amassed an extensive client base, TRG Investment Advisors, LLC serves over 160 individual clients, entrusted with more than $740,564,000 in assets under management. While their portfolio consists mainly of non-401K and individual accounts, accounting for less than 30% of the total assets, the firm possesses the necessary capabilities to efficiently manage employer funds. Impressively, 7% of the assets under TRG Investment Advisors, LLC's management are discretionary, illustrating the high level of trust their clients place in their expertise and decision-making capabilities. With two offices, the firm offers convenient accessibility to their services, ensuring that clients receive personalized attention and tailored financial solutions. Notably, TRG Investment Advisors, LLC prides itself on its seasoned advisory team. Among their longest-tenured advisors are Steven Burnett, Allisyn Lambert, and Benjamin Taggard, whose extensive experience further solidifies the firm's reputation for delivering reliable and knowledgeable financial guidance.

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.

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.

Finivi Inc. is a reputable local investment advisory firm located in Westborough, MA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Boasting a team of eight experienced professionals, each advisor contributes to the firm's success by offering expert guidance in managing clients' investments. On average, each investment advisor handles an impressive $23,820,000 in assets under management. The compensation structure at Finivi Inc. is diverse and caters to the needs of their clients. This includes various types such as a percentage of assets under management, hourly charges, and fixed fees. The firm has established a strong presence in the employer 401K and individual investment sectors, with around half of their assets under management originating from these sources. Their extensive experience in this space has enabled them to develop a deep understanding of the unique challenges and opportunities associated with these investment avenues. In addition to investment advisory services, Finivi Inc. also acts as an insurance broker or agent, further expanding their offerings to meet clients' diverse financial needs. The company serves a substantial client base, boasting over 610 individual clients who entrust them with a total of more than $190,586,000 in assets under management. Notably, the firm prides itself on its seasoned advisors, with individuals like Eric Jansen, Joseph Willwerth, and Frederick Lane contributing their wealth of knowledge and expertise to the team. With their client-centric approach and extensive experience, Finivi Inc. remains a trusted partner in the world of investment advisory services.