Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $115,320,000 in assets under management, aligning with the industry average. The compensation structure at Compass Wealth Management LLC includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent a minority of their assets under management, the firm possesses the capability to manage employer funds. Notably, all the assets they manage are discretionary, granting them full authority to make investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With a client base of over 190 individuals, Compass Wealth Management LLC oversees more than $461,263,000 in assets under management. The company prides itself on its seasoned advisors, including Jason Bear, William Matthes, and Carolyn Matthes, who have demonstrated long tenures and extensive experience in the field. Overall, Compass Wealth Management LLC distinguishes itself as a reliable investment advisory firm, offering personalized services to affluent clients in Guilford, CT, and beyond. Their commitment to strategic financial planning and expertise in managing substantial assets positions them as a trusted partner for individuals seeking to grow and protect their wealth.

Federmann Financial Advisors Inc. is a small investment advisory firm based out of Rocky Point, NY. With 4 dedicated employees, including Robert Kleinman, Anthony Visintin, and Lisa Kelly, this firm provides personalized financial guidance to their clients. Three of their employees specialize in offering investment advisory services, demonstrating their expertise in this area. With over 30 individual clients, Federmann Financial Advisors Inc. manages a substantial amount of assets under management, totaling over $61,833,000. The majority of these assets belong to high net worth individuals who trust the firm to handle their financial portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary capabilities to effectively manage employer funds. Federmann Financial Advisors Inc. operates with a discretionary approach, granting them full control and authority to make investment decisions on behalf of their clients. Their compensation structure is diverse and includes different types, such as a percentage of assets under management and fixed fees. This ensures that their interests align with those of their clients, fostering a strong partnership based on mutual success. With an average of approximately $91,410,000 in assets under management per investment advisor, Federmann Financial Advisors Inc. demonstrates their ability to effectively handle client portfolios. Although this figure is average compared to the industry standard, their personalized approach and dedication to client satisfaction set them apart. With their office in Rocky Point, NY, Federmann Financial Advisors Inc. serves as a trusted financial partner, offering comprehensive advisory services to help clients achieve their financial goals.

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.

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.

Marathon Wealth Management, Inc. is a small investment advisory firm based out of Melville, NY, with a single office. With a team of two dedicated professionals, including one providing investment advisory services, they offer personalized financial solutions to their clientele. Drawing upon their expertise, Marathon Wealth Management, Inc. manages an impressive average of approximately $100,000,000 in assets per investment advisor, aligning well with the industry average. Their compensation structure is versatile, comprising various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can select the most suitable arrangement for their needs. Renowned for their extensive experience in the realm of employer 401Ks and individual portfolios, Marathon Wealth Management, Inc. boasts a substantial portion of their assets under management originating from these sources. Additionally, they exclusively manage all of their clients' assets on a discretionary basis, reflecting their commitment to making informed decisions on their behalf. With over 60 individual clients entrusting Marathon Wealth Management, Inc. with their financial well-being, the firm currently oversees more than $100,000,000 in assets. Among the accomplished team, Aaron Lieberman stands out as one of the longest tenured registered advisors, having been with the company since 2021. Marathon Wealth Management, Inc. prides itself on delivering tailored investment advice and comprehensive financial solutions, combining expertise with a client-centric approach. By leveraging their industry knowledge and personalized strategies, they strive to empower their clients on their financial journeys, helping them reach their long-term goals.

Personal Asset Strategies, Inc. is a reputable investment advisory firm headquartered in Westbury, NY, with an extensive track record in managing personal and employer funds. With over 30 individual clients and a staggering $36,668,000 in assets under management, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Despite having 401K and individual accounts accounting for less than 30% of their assets under management, Personal Asset Strategies, Inc. possesses the expertise and capability to effectively manage employer funds. Notably, the firm exercises complete discretion over 100% of the assets entrusted to their care. Committed to tailoring their services to meet the unique needs of their clients, Personal Asset Strategies, Inc. offers a diverse compensation structure. This includes various options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. By offering flexible payment options, the firm ensures alignment with their clients' financial goals. With a total of 5 employees, including 2 dedicated investment advisors, Personal Asset Strategies, Inc. maintains a highly personalized and attentive approach. Each investment advisor manages an average of approximately $18,330,000 in assets, enabling them to provide focused and individualized attention to their clients' portfolios. Personal Asset Strategies, Inc. prides itself on their commitment to delivering superior investment advisory services, placing their clients' financial well-being at the forefront. With their extensive experience and unwavering dedication, the firm continues to build long-lasting relationships and secure prosperous futures for their valued clientele.

Timecapital Investor Advisory Services Inc is a small investment advisory firm based out of Port Jefferson Station, NY. With a team of two dedicated professionals, they offer comprehensive investment advisory services to their clients. Each investment advisor at Timecapital handles an average of $80,080,000 in assets under management, which is in line with the industry average. Their compensation structure is designed to accommodate different client needs and preferences. They offer various fee types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the most suitable option for their investment goals. Timecapital Investor Advisory Services Inc boasts an impressive portfolio, managing assets totaling over $230,753,000 for more than 180 individual clients. The majority of these assets are held by high net worth individuals, although the firm also caters to 401K and individual accounts, which account for less than 30% of their assets under management. Moreover, they possess the capability to effectively manage employer funds. With 48% of their managed assets being discretionary, Timecapital Investor Advisory Services Inc demonstrates their expertise in making investment decisions on behalf of their clients. They have established a reputation for providing reliable and informed investment advice, ensuring the financial well-being of their clients. Alex Rohman, one of the firm's registered advisors, has been with Timecapital since 2016, making him one of the longest-tenured members of the team. His experience and expertise contribute to the firm's commitment to delivering exceptional advisory services to their valued clientele. Overall, Timecapital Investor Advisory Services Inc is a trusted partner for individuals and organizations seeking professional investment guidance in the Port Jefferson Station area.

The Wealth Alliance, LLC, a prominent investment advisory firm based in Melville, NY, boasts a portfolio of over 620 individual clients and manages an impressive $1,476,685,000 in assets. With three strategically located offices, the firm caters to a diverse range of clients, providing comprehensive financial solutions and expert advice. Although 401K and individual accounts constitute a minority of their assets under management, The Wealth Alliance possesses the expertise to effectively oversee employer funds. The firm operates under a discretionary management approach, assuming full responsibility for the assets entrusted to them. Catering predominantly to high net worth individuals, The Wealth Alliance offers a variety of compensation structures, including a percentage of assets under management, fixed fees, and hourly charges. With a dedicated team of 21 employees, including eight seasoned investment advisors, the firm maintains an impressive average of approximately $184,590,000 in assets under management per advisor, well above the industry standard. Notable among the firm's experienced advisors are Peter Silber, Paul Camhi, and Eric Diton, who have consistently delivered exceptional service to clients over the years. Their expertise and commitment to achieving financial success for clients have contributed to The Wealth Alliance's solid reputation and longstanding client relationships. In summary, The Wealth Alliance, LLC is a local investment advisory firm with a robust client base and substantial assets under management. Committed to providing personalized financial solutions, their team of dedicated professionals offers comprehensive advisory services, making them a trusted partner in helping clients navigate the complex world of investments.

PARTNERS CAPITAL SERVICES, INC. is a leading local investment advisory firm headquartered in Hauppauge, NY, with two offices serving a diverse clientele. With over 200 individual clients and a remarkable $114,004,000 in assets under management, they have established themselves as a trusted partner in wealth management. While 401K and individual accounts constitute less than 30% of their assets, Partners Capital Services, Inc. possesses the expertise and capability to effectively manage employer funds. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests. With a team of 20 dedicated professionals, including 12 experienced investment advisors, Partners Capital Services, Inc. provides personalized financial guidance to their esteemed clients. Each investment advisor manages an impressive average of approximately $9,500,000 in assets under management, showcasing their proficiency in delivering tailored solutions. Notably, Partners Capital Services, Inc. boasts a roster of highly tenured advisors, including Frank Palumbo, John Gardini, and Edward Cahill. These industry veterans bring a wealth of knowledge and experience, enhancing the firm's ability to navigate complex financial landscapes and offer strategic insights to clients. As a local investment advisory firm, Partners Capital Services, Inc. is deeply committed to the prosperity and financial well-being of their clients. With their proven track record, extensive expertise, and unwavering dedication, they continue to empower individuals and organizations to achieve their financial goals, providing a solid foundation for a prosperous future.

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.