Knights Of Columbus Asset Advisors LLC, headquartered in New Haven, CT, is a reputable regional investment advisory firm with two offices. With a total of 189 employees, 170 of whom specialize in providing investment advisory services, they have established a strong presence in the financial industry. The firm boasts an average of approximately $53,560,000 in assets under management per investment advisor, aligning with the industry average. Knights Of Columbus Asset Advisors LLC utilizes a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Their dedication to delivering superior service is evident in their extensive client base, which exceeds 1,750 individual clients. Impressively, these clients entrust the firm with over $25,777,553,000 in assets under management, all of which are under their discretionary control. Known for their experienced team, Knights Of Columbus Asset Advisors LLC is proud to have several highly tenured advisors leading the way. Notable names among their accomplished advisors include Edward Mulrane, Peter Anderson, and Douglas Riley. Their expertise and dedication have contributed to the firm's sterling reputation in the investment advisory field. With a commitment to delivering tailored financial solutions and a comprehensive understanding of their clients' needs, Knights Of Columbus Asset Advisors LLC continues to provide exceptional service and build lasting relationships.

Ladd Capital Management LLC, a small investment advisory firm based out of New Haven, CT, is dedicated to providing personalized financial solutions to its diverse client base. With over 20 individual clients and more than $116,934,000 in assets under management, the firm has established a reputation for delivering exceptional service and achieving financial goals. With two offices, Ladd Capital Management LLC offers convenient access to its services for clients in the New Haven area. While the firm manages a range of accounts, including 401K and individual accounts, these represent less than 30% of their assets under management. However, Ladd Capital Management LLC possesses the expertise and capability to effectively manage employer funds, demonstrating their comprehensive approach to investment advisory services. Approximately 58% of the firm's assets are under discretionary management, indicating the trust and confidence clients place in their expertise. Ladd Capital Management LLC primarily serves high net worth individuals, aligning their strategies with the unique financial goals and risk tolerance of their esteemed clientele. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests remain aligned with the success of their clients' portfolios. Ladd Capital Management LLC takes pride in its team of three dedicated employees, each specializing in providing top-notch investment advisory services. With an average of approximately $38,980,000 in assets under management per investment advisor, they strive to deliver personalized attention and tailored financial strategies to every client. Ladd Capital Management LLC boasts a roster of experienced advisors, including David Norris, Edward Lovejoy, and David Ladd, who have been with the firm for many years, contributing to its longevity and success. With a focus on excellence and a commitment to helping clients achieve their financial aspirations, Ladd Capital Management LLC remains a trusted partner in wealth management.

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC, located in Milford, CT, is a small investment advisory firm with a single office. Comprising a team of 5 professionals, 3 of whom specialize in providing investment advisory services, the firm maintains an average asset under management of approximately $62,050,000 per investment advisor, aligning with the industry average. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management and fixed fees. While Connecticut Capital Management Group, LLC handles less than 30% of their assets under management through 401K and individual accounts, they possess the capability to effectively manage employer funds. Approximately 6% of the assets they oversee are under discretionary management, indicative of their expertise in making investment decisions on behalf of their clients. Specializing in serving high-net-worth individuals, the firm caters to a substantial client base of over 50 individuals, managing assets exceeding $186,140,000. Noteworthy within the firm are Jordan Marino, Jill Lanese, and Brian Parke, esteemed advisors with extensive tenure. Connecticut Capital Management Group, LLC provides comprehensive investment advisory services, leveraging their experienced team to guide clients in achieving their financial goals. With a solid track record and a commitment to delivering tailored solutions, they maintain a trusted presence in the investment advisory landscape.

Trinitypoint Wealth, LLC, headquartered in Milford, CT, is a respected local investment advisory firm with a strong presence in the financial industry. With two offices, the firm employs a total of 17 dedicated professionals, 11 of whom specialize in providing comprehensive investment advisory services to their esteemed clientele. Boasting an impressive average of approximately $104,460,000 in assets under management per investment advisor, Trinitypoint Wealth, LLC maintains a competitive position within the industry. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring a flexible and tailored approach to client needs. While 401(k) and individual accounts comprise less than 30% of their total assets under management, Trinitypoint Wealth, LLC possesses the expertise to effectively manage employer funds, broadening their scope of services. Notably, a significant portion—90%—of the assets they handle are under discretionary management, showcasing their clients' trust in the firm's investment strategies. With a robust client base of over 680 individuals, Trinitypoint Wealth, LLC demonstrates their ability to attract and retain clients effectively. Their impressive assets under management exceed $1,149,032,000, reflecting the firm's proven track record of success in preserving and growing their clients' wealth. The longevity and experience of their advisors contribute to Trinitypoint Wealth, LLC's reputation. Notable among these seasoned professionals are Lise Robinson, James Betzig, and Jana L'Etoile, who have made significant contributions to the firm's success over the years. Overall, Trinitypoint Wealth, LLC exemplifies a reputable investment advisory firm that offers personalized and comprehensive financial solutions to help clients achieve their unique goals and secure their financial future.

Constitution Investment Advisory And Portfolio Management, based out of Shelton, CT, is a distinguished investment advisory firm catering to a diverse client base. With over 120 individual clients and a remarkable $179,044,000 in assets under management, they have established themselves as trusted financial advisors. This small but dynamic firm operates from two offices, serving clients with personalized and comprehensive investment solutions. While managing discretionary assets exclusively, Constitution Investment Advisory And Portfolio Management holds expertise in handling employer funds alongside individual and 401K accounts, which collectively constitute less than 30% of their assets. With a predominant focus on high net worth individuals, the firm's dedicated team crafts tailored investment strategies to achieve clients' financial goals. Constitution Investment Advisory And Portfolio Management boasts a compensation structure that includes various options, such as a percentage of assets under management, ensuring alignment of interests with their clients. The firm's success is driven by a team of four committed professionals, including two investment advisors who deliver exceptional guidance. On average, each investment advisor oversees approximately $89,520,000 in assets under management, aligning with industry standards. Constitution Investment Advisory And Portfolio Management takes pride in its experienced advisors, with Richard Mercado, Anthony Bavedas, and Gregory Bavedas being among the firm's longest-tenured professionals. Their wealth of knowledge and expertise contribute significantly to the firm's strong track record and client satisfaction. With a steadfast commitment to integrity, personalized service, and delivering superior investment outcomes, Constitution Investment Advisory And Portfolio Management continues to be a trusted partner in helping clients navigate the complexities of the financial landscape.

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.

Wright Private Asset Management LLC, a reputable investment advisory firm headquartered in Shelton, CT, is committed to providing comprehensive financial solutions to its clients. With a team of 17 dedicated professionals, including 6 experienced investment advisors, they strive to deliver personalized and tailored investment strategies. At Wright Private Asset Management LLC, their investment advisors have an average of $125,570,000 in assets under management per advisor, which aligns with the industry standard. They employ a diverse compensation structure, offering various options such as a percentage of assets under management and hourly charges, ensuring transparency and flexibility for their clients. Catering to over 30 individual clients, Wright Private Asset Management LLC effectively manages over $49,567,000 in assets. Although 401K and individual accounts account for less than 30% of their total assets under management, the firm possesses the capability to manage employer funds, catering to the diverse needs of their clientele. Wright Private Asset Management LLC manages all of their clients' assets on a discretionary basis, exemplifying their expertise and commitment to making informed investment decisions. As a local firm, they have deep roots in the Shelton community and pride themselves on delivering top-notch financial guidance to their clients. With a single office location, Wright Private Asset Management LLC provides a personalized and accessible experience for their clients. Their skilled team and comprehensive approach make them a trusted partner in achieving financial goals and securing a prosperous future.

Procyon Advisors, LLC, based out of Shelton, CT, is a renowned regional investment advisory firm with a solid reputation in the financial industry. With over 730 individual clients and an impressive $4,940,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Procyon Advisors operates from seven offices strategically located to cater to their diverse client base. The firm's comprehensive approach to investment management is reflected in the fact that 25% of the assets they manage are discretionary, allowing clients to benefit from their expertise and experience. The compensation structure at Procyon Advisors is designed to provide flexibility to clients, offering options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their individual preferences and investment goals. With a team of 37 dedicated professionals, including 29 investment advisors, Procyon Advisors provides personalized and tailored financial guidance to their clients. Each investment advisor manages an impressive average of approximately $170,340,000 in assets, surpassing the industry average. This achievement speaks volumes about the expertise and success of the firm's advisors. Procyon Advisors takes pride in its experienced team, including some of the longest-tenured advisors in the firm, such as Jeffrey Farrar, Phil Fiore, and Thomas Gahan. Their collective knowledge and commitment contribute to the firm's strong track record and continued success. Overall, Procyon Advisors, LLC stands out as a leading investment advisory firm, offering comprehensive services, impressive assets under management, and a team of highly skilled professionals dedicated to helping clients achieve their financial goals.

Beirne Wealth Consulting Services, LLC, located in Shelton, CT, is a well-established local investment advisory firm with a strong track record. With over 310 individual clients and a remarkable $1,897,105,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Beirne Wealth Consulting Services, LLC offers comprehensive investment advisory services to a diverse range of clients. Their team of 11 experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique goals and circumstances. With 29% of their managed assets falling under the discretionary category, Beirne Wealth Consulting Services, LLC showcases their expertise in actively managing portfolios and making informed investment decisions on behalf of their clients. Their compensation structure is designed to align their interests with their clients'. They employ various fee structures, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their business practices. Notably, Beirne Wealth Consulting Services, LLC boasts an impressive average of approximately $172,460,000 in assets under management per investment advisor, surpassing the industry average. This highlights their ability to efficiently and effectively handle substantial portfolios while delivering exceptional service. The firm takes pride in its dedicated team, which includes some of the longest-tenured advisors in the industry. Professionals like Lindsey Allard, John Beirne, and John-Oliver Beirne bring extensive knowledge and experience to their roles, contributing to the firm's reputation for excellence. With a commitment to integrity, expertise, and client-centered service, Beirne Wealth Consulting Services, LLC stands as a premier investment advisory firm in Shelton, CT, offering comprehensive financial solutions and helping clients achieve their long-term financial objectives.

Dunbar Associates, LLC is a reputable investment advisory firm headquartered in Monroe, CT. With a dedicated team of two experienced professionals, they offer comprehensive investment advisory services to a diverse clientele. Their office in Monroe serves as a hub for delivering personalized financial solutions tailored to their clients' unique goals and risk tolerance. With an average of $54,930,000 in assets under management per investment advisor, Dunbar Associates maintains a solid standing within the industry. Their compensation structure is flexible, incorporating various approaches such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Notably, 34% of the assets they oversee are discretionary, indicating a high level of trust bestowed upon Dunbar Associates by their clients. Their client base comprises over 50 individuals, collectively entrusting the firm with more than $109,866,000 in assets under management. The firm boasts a team of seasoned professionals, including Keith Cuomo and Robert Dunbar, who have exhibited unwavering dedication as registered advisors for Dunbar Associates. With their combined expertise and commitment, the firm maintains a track record of delivering sound investment advice and fostering long-lasting client relationships. Dunbar Associates, LLC continues to uphold its reputation as a trusted partner, consistently providing comprehensive investment advisory services that enable their clients to navigate the ever-changing financial landscape with confidence.

Springboard Asset Management LLC is a small investment advisory firm based out of Cheshire, CT, with a strong focus on managing assets for high net worth individuals. With over 60 individual clients, they have successfully amassed an impressive $97,758,000 in assets under management. The firm's expertise lies in handling employer 401Ks and individual portfolios, making them well-versed in this particular domain. Springboard Asset Management LLC operates from a single office, strategically located in Cheshire, CT. They offer a range of compensation structures to suit their clients' needs, including a percentage of assets under management and fixed fees. As a discretionary asset management firm, they have full authority to make investment decisions on behalf of their clients. With a team of two dedicated professionals providing investment advisory services, Springboard Asset Management LLC boasts an average of $48,880,000 in assets under management per investment advisor, which aligns with industry standards. Notably, Charles Green and Rebecca Green are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive expertise to client portfolios. Springboard Asset Management LLC prides itself on providing personalized and tailored investment strategies to help clients achieve their financial goals. With a strong track record of success and a commitment to delivering exceptional service, they are positioned as a trusted partner for individuals seeking comprehensive wealth management solutions in the Cheshire, CT area and beyond.