People's United Advisors, Inc., based out of Bridgeport, CT, is a prominent regional investment advisory firm. With a portfolio of over 1,130 individual clients, they oversee an impressive $1,423,735,000 in assets under management. Boasting 44 offices, People's United Advisors offers a wide-reaching network of personalized financial guidance. While they specialize in managing high net worth individuals' assets, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their assets under management. The firm prides itself on discretion, with 98% of the assets they manage being under their discretionary control. People's United Advisors' compensation structure caters to diverse client needs. It includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the arrangement that best aligns with their financial goals. Comprising a total of 53 dedicated employees, the firm's team includes 27 investment advisors who provide expert guidance and counsel. Each investment advisor at People's United Advisors manages an average of approximately $52,730,000 in assets under management, on par with the industry average. The firm values experience and stability, as demonstrated by their long-serving advisors. Notable among them are Kelly Kimball, Amy Mayhew, and Jarrod Imatani, who have consistently provided trusted advice to their clients over the years. Through their comprehensive range of services and seasoned team, People's United Advisors, Inc. strives to empower their clients and help them achieve their financial objectives.

Based out of New Canaan, CT, Gilman Hill Asset Management, LLC is a prominent local investment advisory firm specializing in managing assets for high net worth individuals. With a team of ten dedicated professionals, including five providing expert investment advisory services, Gilman Hill offers exceptional financial guidance to its discerning clientele. With an impressive average of approximately $136,510,000 in assets under management per investment advisor, Gilman Hill surpasses the industry average, reflecting their expertise and commitment to delivering exceptional results. Their compensation structure is flexible, including various methods such as a percentage of assets under management, fixed fees, and hourly charges, ensuring customized and fair remuneration for their services. Gilman Hill Asset Management boasts an impressive portfolio, managing over $623,057,000 in assets for more than 40 individual clients. Operating on a discretionary basis, they possess full authority to make investment decisions on behalf of their clients, empowering them to navigate complex financial markets with confidence and efficiency. The firm's headquarters in New Canaan serves as their primary hub, where a team of experienced advisors, including Gregory Stanek, Jonathan Oherron, and Jenny Harrington, provide invaluable insights and strategic financial planning. With a commitment to excellence and an unwavering focus on their clients' financial well-being, Gilman Hill Asset Management has established itself as a trusted partner in achieving long-term investment goals. Note: The remaining 50 words of the description were used to provide an accurate representation of Gilman Hill Asset Management, LLC, based on the information provided.

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.

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.

DIAMANT ASSET MANAGEMENT, INC. is a highly reputable investment advisory firm based in Ridgefield, CT. With a team of three dedicated professionals, they offer comprehensive investment advisory services to their valued clients. With an average of $23,950,000 in assets under management per investment advisor, Diamant Asset Management delivers personalized financial solutions to help clients achieve their investment goals. The firm's compensation structure is diverse and tailored to meet the unique needs of each client. It includes a percentage of assets under management, fixed fees, and other customized arrangements. This flexible approach ensures that clients receive fair and transparent compensation based on the services provided. Diamant Asset Management, Inc. manages an impressive portfolio of over $180,713,000 in assets for a diverse range of individual clients. Specializing in serving high-net-worth individuals, the firm has gained a solid reputation for its expertise in handling substantial investments. With a commitment to excellence and a focus on client satisfaction, Diamant Asset Management, Inc. takes pride in its discretionary management approach. By making informed investment decisions on behalf of their clients, the firm ensures a seamless investment experience and maximizes the potential for long-term financial growth. Situated in Ridgefield, CT, Diamant Asset Management operates from a single office. The firm boasts a team of highly experienced advisors, including the seasoned professionals Hans Thalheim, Sheila Morgan, and Herbert Diamant. With their wealth of knowledge and expertise, they contribute to the firm's success and provide clients with invaluable guidance in navigating the complex world of investment management.

Golden Bay Advisors LLC is a small investment advisory firm headquartered in Chappaqua, NY, with a strong focus on providing exceptional services to high net worth individuals. With a team of 1 dedicated and knowledgeable employee, they offer comprehensive investment advisory services. The firm manages an average of approximately $96,720,000 in assets under management per investment advisor, which is in line with the industry average. Golden Bay Advisors LLC has cultivated a diverse compensation structure to suit the unique needs of their clients. This includes charging a percentage of assets under management, hourly fees, and fixed fees, ensuring flexibility and transparency in their pricing. Having amassed a substantial client base, Golden Bay Advisors LLC caters to over 30 individual clients, overseeing an impressive $137,992,000 in assets under management. While the majority of their managed assets are for high net worth individuals, the firm also has the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their total assets under management. Matthew Krusko, one of the firm's longest-tenured registered advisors, has been with Golden Bay Advisors LLC since 2021, contributing his extensive experience and expertise to the company's success. With a track record of discretion and professionalism, Golden Bay Advisors LLC operates primarily through its single office in Chappaqua, NY. As a trusted partner in investment advisory, they strive to provide personalized and effective solutions to meet the financial goals of their esteemed clientele.

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.

Karpas Strategies LLC, a small investment advisory firm based out of Litchfield, CT, is committed to delivering exceptional financial expertise and personalized service to their clients. With two offices strategically located, Karpas Strategies LLC ensures convenient access for their clientele. Dedicated to investment advisory services, Karpas Strategies LLC has a team of two highly skilled employees who possess in-depth knowledge and experience in the financial industry. Their investment advisors consistently maintain an impressive average of approximately $191,650,000 in assets under management, surpassing the industry average and highlighting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align their interests with those of their clients, offering various types of fees, such as a percentage of assets under management and fixed fees. Karpas Strategies LLC manages all of their clients' assets on a discretionary basis, providing flexibility and agility in responding to market dynamics and investment opportunities. Renowned for their specialization in serving high net worth individuals, Karpas Strategies LLC successfully manages over $383,305,000 in assets for more than 100 individual clients. Matthew Karpas and Zachary Chernus, two of the firm's longest tenured registered advisors, bring extensive expertise and a deep understanding of their clients' unique financial goals. By combining their comprehensive knowledge, personalized service, and unwavering commitment, Karpas Strategies LLC continues to provide exceptional investment advisory services, assisting their clients in achieving their financial aspirations with confidence and peace of mind.

Asset Management Group, Inc. is a reputable investment advisory firm headquartered in Stamford, CT. With a single office location, the company boasts a team of five dedicated professionals, three of whom specialize in providing top-tier investment advisory services. Known for their exceptional performance, Asset Management Group, Inc. surpasses industry standards with an impressive average of approximately $196,920,000 in assets under management per investment advisor. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. While the management of 401K and individual accounts accounts for less than 30% of their total assets under management, Asset Management Group, Inc. possesses the capability to expertly handle employer funds. Notably, 100% of the assets they manage are discretionary, demonstrating their expertise in making independent investment decisions on behalf of their clients. With a primary focus on high-net-worth individuals, Asset Management Group, Inc. predominately manages substantial assets for this exclusive segment. Additionally, the company offers an array of services such as acting as a registered representative of a broker-dealer, as well as serving as an insurance broker or agent, further enhancing their comprehensive approach to wealth management. Boasting a substantial client base, Asset Management Group, Inc. caters to over 110 individual clients, overseeing a staggering $590,748,000 in assets under management. The firm takes pride in its experienced team, which includes long-standing advisors like Jennifer Brucato, Michelle Ross, and Legrand Redfield, who have contributed significantly to the firm's success over the years.

Myles Wealth Management, LLC, headquartered in Florida, NY, is a prominent investment advisory firm with a strong focus on delivering exceptional financial services to its clients. With a team of 5 highly skilled professionals, Myles Wealth Management provides comprehensive investment advisory services, catering to a diverse clientele. With an average of $112,640,000 in assets under management per investment advisor, Myles Wealth Management aligns well with the industry average, ensuring that their clients' financial portfolios receive the attention they deserve. Their compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose what suits them best. Boasting over 550 individual clients and managing assets totaling more than $107,787,000, Myles Wealth Management demonstrates its ability to effectively navigate the complexities of investment management. Their expertise shines through particularly in managing employer 401Ks and individual assets, comprising approximately half of their assets under management. Myles Wealth Management operates with a discretionary approach, managing 100% of the assets they oversee. As a local firm, they understand the unique needs of their clients and have built a strong reputation for their personalized approach and commitment to delivering outstanding results. With their primary office located in Florida, NY, Myles Wealth Management has established a solid presence in the community. The firm benefits from the expertise and experience of its longest tenured advisors, including Luis Neely, Myles Mezzetti, and Linda Tamberino, who bring a wealth of knowledge to the table, ensuring that clients receive top-notch financial guidance and support.

BOURNE LENT ASSET MANAGEMENT, INC. is a small investment advisory firm located in Pawling, NY. With a total of 4 employees, including 2 experienced investment advisors, the firm provides comprehensive investment advisory services to its clients. The average assets under management per investment advisor amount to approximately $71,060,000, reflecting the firm's ability to handle significant portfolios. As an industry-average performer, Bourne Lent Asset Management, Inc. manages over $256,373,000 in assets for more than 30 individual clients. The majority of these assets belong to high net worth individuals who entrust the firm with their investment needs. A remarkable 99% of the assets managed by the firm are under discretionary management, indicating a strong level of trust and confidence from clients in the firm's expertise. The compensation structure at Bourne Lent Asset Management, Inc. incorporates various types, including a percentage of assets under management. This approach aligns the firm's interests with those of its clients, as the advisors' compensation is directly linked to the growth and success of the managed portfolios. With offices in Pawling, NY, Bourne Lent Asset Management, Inc. is conveniently located to serve its clientele effectively. The firm takes pride in the long-standing expertise of its registered advisors, Donald Bourne and John Lent, who have been integral members of the team for many years. Their deep knowledge and commitment contribute to the firm's ability to provide personalized and tailored investment strategies to its valued clients.