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.

GFS Wealth Management Advisors, Inc. dba Ganim Financial is a well-established investment advisory firm headquartered in Shelton, CT, operating from a single office. With a team of 6 highly skilled professionals, GFS Wealth Management Advisors offers comprehensive investment advisory services to its diverse clientele. Each investment advisor at the firm manages an average of approximately $22,470,000 in assets, showcasing their expertise and experience in the financial industry. GFS Wealth Management Advisors, Inc. dba Ganim Financial adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While a majority of their assets under management are allocated to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts account for less than 30% of their assets. The firm's investment philosophy centers around discretion, as 100% of the assets they manage are discretionary. With a strong focus on delivering exceptional service, GFS Wealth Management Advisors caters to over 90 individual clients, with a total of $134,804,000 in assets under management. GFS Wealth Management Advisors, Inc. dba Ganim Financial takes pride in its experienced team of advisors, with Christopher Ganim, Robert Lockery, and Lawrence Ganim among their longest tenured professionals. Their dedication to providing personalized financial guidance has contributed to the firm's reputation as a trusted and reliable partner for individuals seeking to achieve their financial goals.

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.

Kennedy Wealth And Tax Management, Inc., a small investment advisory firm located in Southbury, CT, is dedicated to providing comprehensive wealth management and tax planning services to its clients. With a team of four dedicated professionals, they offer personalized financial solutions tailored to meet the unique needs and goals of each individual client. Out of the total workforce, two registered advisors at Kennedy Wealth And Tax Management, Inc. specialize in investment advisory services. With an average of approximately $123,310,000 in assets under management per investment advisor, they maintain an industry-average performance. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests with their clients. Boasting over 80 individual clients, Kennedy Wealth And Tax Management, Inc. manages a substantial amount of assets, with over $168,092,000 under their expert guidance. While the majority of these assets belong to high net worth individuals, the firm also caters to 401K and individual accounts, albeit representing less than 30% of their total assets under management. Moreover, they possess the expertise and capability to manage employer funds, further expanding their service offering. Kennedy Wealth And Tax Management, Inc. distinguishes itself through its discretionary management approach, with a significant 94% of the assets they oversee being handled on a discretionary basis. This allows the firm to make informed investment decisions on behalf of their clients, in line with their financial objectives and risk tolerance. Gregory Bunger and Kevin Kennedy, two of the firm's longest tenured registered advisors, play a pivotal role in upholding the company's commitment to excellence in wealth management and tax planning services. With their expertise and the collective knowledge of the team, Kennedy Wealth And Tax Management, Inc. continues to provide valuable financial guidance and build long-lasting relationships with their clients.

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.

Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.

Marshall & Sterling Wealth Advisors, Inc. is a highly regarded local investment advisory firm based out of Poughkeepsie, NY, with a strong presence in the financial industry. With over 480 individual clients and more than $422,467,000 in assets under management, they have established themselves as a trusted partner in managing wealth. With three office locations, Marshall & Sterling Wealth Advisors, Inc. is well-positioned to serve their diverse client base effectively. They have garnered extensive experience in handling employer 401Ks and individual investments, accounting for approximately half of their assets under management. Moreover, an impressive 61% of the assets they oversee are under discretionary management, showcasing their expertise in making strategic investment decisions. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to cater to clients' unique needs and preferences. Marshall & Sterling Wealth Advisors, Inc. prides itself on its team of 14 dedicated employees, with eight of them specializing in providing top-notch investment advisory services. On average, each investment advisor manages around $52,810,000 in assets, aligning with the industry average. Marshall & Sterling Wealth Advisors, Inc. is proud of its roster of highly experienced advisors. Some of the firm's longest tenured professionals, such as Craig Pesce, Chintan Shukla, and Jesse Uttendorfer, bring their wealth of knowledge and expertise to ensure clients receive exceptional financial guidance and personalized solutions. With a steadfast commitment to client satisfaction and a proven track record of success, Marshall & Sterling Wealth Advisors, Inc. is a go-to choice for individuals and organizations seeking reliable wealth management services in the Poughkeepsie area.

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.