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.

Toomey Investment Management, Inc is a highly reputable investment advisory firm headquartered in Wallingford, CT. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to their esteemed clientele. Their exceptional expertise has enabled them to amass an impressive average of $165,450,000 in assets under management per investment advisor, surpassing industry standards. Toomey Investment Management, Inc prides itself on offering a diverse compensation structure tailored to meet their clients' unique needs. This structure includes various options such as a percentage of assets under management, hourly charges, and fixed fees. Their commitment to client satisfaction is evident in their extensive client base, comprising over 1,120 individual clients with a combined total of over $183,370,000 in assets under management. Renowned for their proficiency in managing employer 401Ks and individual accounts, Toomey Investment Management, Inc has solid experience in this space. Nearly half of their assets under management originate from these sources, demonstrating their strong grasp of the intricacies involved. Notably, 98% of the assets they manage are under discretionary management, showcasing their clients' trust in their expertise. In addition to their investment advisory services, Toomey Investment Management, Inc offers a range of complementary services to cater to their clients' financial needs. They serve as a registered representative of a broker-dealer, an insurance broker or agent, as well as an accountant or accounting firm, providing a comprehensive suite of solutions under one roof. Operating from a single office, Toomey Investment Management, Inc has cultivated enduring relationships with their clients. The firm boasts a team of highly experienced advisors, including Daniel Perreault, Austin Toomey, and Brendan Toomey, who have been with the company for an extended period, reinforcing their commitment to providing exceptional service and guidance.

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.

Bard Financial Services, Inc. is a reputable investment advisory firm headquartered in Branford, CT. With six dedicated professionals on their team, they offer comprehensive financial solutions to meet their clients' needs. Three of their experienced advisors specialize in providing expert investment advisory services, helping clients make informed decisions to grow and manage their wealth effectively. With an impressive average of approximately $424,170,000 in assets under management per investment advisor, Bard Financial Services stands out in the industry. Their compensation structure is flexible, including a percentage of assets under management, ensuring alignment with their clients' financial goals. Boasting a diverse client base of over 550 individuals, Bard Financial Services manages a substantial amount of assets totaling over $493,968,000. Notably, they have amassed extensive expertise in handling employer 401Ks and individual accounts, constituting nearly half of their managed assets. Their success in this specialized area showcases their competence and understanding of the unique complexities involved. In addition to investment advisory services, Bard Financial Services offers a range of other valuable solutions. They serve as registered representatives of a broker-dealer, as well as insurance brokers or agents, providing clients with access to a wide array of investment options and insurance products to protect their financial well-being. As a small firm, Bard Financial Services prides itself on personalized attention and maintaining strong relationships with their clients. Their office in Branford, CT serves as a hub for delivering exceptional financial guidance. Notably, some of the firm's most experienced and tenured advisors include Mickey Goldberg, Jeffrey Welsh, and Kenneth Spitzbard, whose expertise enhances the firm's reputation and reliability.

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.

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.

Infinex Investments, Inc. is a highly reputable regional investment advisory firm based in Meriden, CT, specializing in managing assets for individual and corporate clients. With over 7,120 individual clients and a staggering $2,814,654,000 in assets under management, Infinex Investments, Inc. has established itself as a trusted partner in the financial industry. The firm operates through a vast network of 532 offices, providing personalized services to cater to clients' unique investment needs. In addition to investment advisory services, Infinex Investments, Inc. also offers insurance brokerage solutions, ensuring comprehensive financial protection for their clients. They have gained extensive expertise in managing employer 401Ks and individual portfolios, accounting for approximately half of their impressive assets under management. Moreover, 31% of the assets they handle are under discretionary management, demonstrating their proficiency in navigating the complex financial landscape. With a team of 764 dedicated professionals, including 539 experienced investment advisors, Infinex Investments, Inc. maintains a client-focused approach. Each investment advisor averages an impressive $5,220,000 in assets under management, emphasizing their commitment to delivering tailored financial strategies and maximizing returns for their clients. Notably, Infinex Investments, Inc. takes pride in its long-tenured advisors, such as William Coe, David Maikowski, and Elyssia Poland, who have consistently demonstrated exceptional expertise and provided valuable guidance to their clients. The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges to ensure transparency and alignment with clients' goals. Infinex Investments, Inc. continues to be a trusted partner in the financial realm, combining extensive industry knowledge, a vast network, and a client-centric approach to drive success and prosperity for their clients.