CARL P. SHERR & CO., LLC is a reputable investment advisory firm headquartered in Worcester, MA. With over 50 years of experience in the financial industry, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their wealth. Operating out of a single office, the firm is home to a dedicated team of five professionals, three of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at CARL P. SHERR & CO., LLC oversees approximately $117,020,000 in assets under management, a figure that aligns with industry standards. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients, encompassing various options such as a percentage of assets under management and hourly charges. While the majority of their assets under management are discretionary, less than 30% are allocated to 401K and individual accounts. However, CARL P. SHERR & CO., LLC possesses the expertise and capability to effectively manage employer funds, offering comprehensive investment solutions. With a strong focus on high net worth individuals, the firm currently serves over 130 individual clients, collectively representing an impressive $351,046,000 in assets under management. CARL P. SHERR & CO., LLC takes pride in its team of seasoned advisors, with Jennifer Simes, Edward Sherr, and Gary Sherr being among the longest-tenured professionals at the firm. Their extensive knowledge and experience contribute to the firm's reputation for delivering sound investment advice and fostering long-term client relationships.

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.

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.

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.

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.

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.

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.

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.

Boyd Financial Strategies, Inc. is a reputable small investment advisory firm headquartered in Auburn, MA. With over 140 individual clients and an impressive $97,676,000 in assets under management, they have established themselves as a trusted partner in financial planning. The company operates from a single office and offers a range of services, including insurance brokering and agency assistance. Notably, Boyd Financial Strategies, Inc. possesses extensive expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. They have a proven track record in this area and ensure that all the assets they oversee are under their discretionary control. The firm's compensation structure is diversified, encompassing various models such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This flexibility allows them to cater to the unique needs and preferences of their diverse clientele. Boyd Financial Strategies, Inc. boasts a dedicated team of three employees, with two of them specializing in investment advisory services. On average, each investment advisor manages approximately $48,840,000 in assets, aligning with industry norms. The firm takes pride in its experienced professionals, with longstanding advisors including Peter Boyd, Rosemarie Boyd, and John Boyd. By leveraging their extensive knowledge, personalized approach, and commitment to providing sound financial guidance, Boyd Financial Strategies, Inc. empowers their clients to make informed investment decisions and pursue their long-term financial goals.

Adviceone Advisory Services, LLC, based out of Glastonbury, CT, is a well-established local investment advisory firm with a strong reputation in the financial industry. With over 790 individual clients and an impressive $1,147,578,000 in assets under management, they are committed to providing exceptional wealth management solutions to their clients. As a firm, Adviceone Advisory Services, LLC prides itself on its expertise in managing discretionary assets, with 100% of the assets they oversee falling under this category. While 401K and individual accounts make up less than 30% of their total assets, the firm possesses the necessary capability to effectively manage employer funds. Their client base primarily consists of high net worth individuals, reflecting their specialization in catering to the unique financial needs of affluent clientele. With three offices to serve their clients, Adviceone Advisory Services, LLC employs a team of 44 dedicated professionals. Among them, 15 are experienced investment advisors who provide expert guidance and personalized strategies to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a transparent and tailored approach to client relationships. Adviceone Advisory Services, LLC boasts an average of approximately $76,510,000 in assets under management per investment advisor, aligning with the industry average. Notably, the firm takes pride in its team's longevity, with advisors like Neil Goldberg, Charles Johnson, and Michael Grossman having served the company for an extended period, contributing to its stability and continuity. Through their comprehensive range of services, Adviceone Advisory Services, LLC continues to empower their clients to achieve their financial goals with confidence and security.

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.