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.

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.

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.

Mark Sheptoff Financial Planning LLC, based out of Glastonbury, CT, is a small investment advisory firm providing comprehensive financial planning services to clients. With over 140 individual clients and more than $376,273,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in serving high net worth individuals, Mark Sheptoff Financial Planning LLC offers personalized strategies tailored to meet each client's unique financial goals and objectives. They possess the expertise to manage various types of accounts, including 401(k)s and individual accounts, although these represent less than 30% of their assets under management. The firm's compensation structure includes different options such as a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests with their clients. With a focus on discretionary asset management, they have full authority to make investment decisions on behalf of their clients. Mark Sheptoff Financial Planning LLC operates from a single office and boasts a team of three employees, with one dedicated to providing investment advisory services. Each investment advisor averages approximately $376,270,000 in assets under management, surpassing the industry average. Mark Sheptoff himself is one of the firm's longest-tenured registered advisors, having been with the company since 2020. His extensive experience and commitment to delivering personalized financial solutions have earned him a reputation as a reliable and knowledgeable advisor in the field.

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.

Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management. Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services. With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.

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.

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.

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.