Park Avenue Securities LLC is a leading national investment advisory firm headquartered in New York, NY. With a team of 1825 dedicated professionals, the majority of whom specialize in providing investment advisory services, they offer comprehensive financial solutions to a diverse client base. Boasting an impressive average of approximately $1,020,000 in assets under management per investment advisor, Park Avenue Securities LLC has established a reputation for delivering personalized and effective wealth management strategies. Their compensation structure is designed to align with client needs, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With over 45,580 individual clients and a remarkable $9,912,742,000 in assets under management, Park Avenue Securities LLC has successfully catered to a wide range of financial goals and investment objectives. Notably, they have garnered considerable expertise in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Impressively, 83% of the assets they manage are discretionary, a testament to their trusted advisory services and strong track record. Operating from 386 offices across the country, Park Avenue Securities LLC combines a national presence with local expertise, ensuring their clients receive personalized attention and tailored solutions. The firm takes pride in its team of experienced advisors, and some of the longest-tenured professionals include Charles Woodbury, Brian Leen, and Michael Koehn. Their depth of knowledge and commitment to client success are emblematic of Park Avenue Securities LLC's unwavering dedication to delivering top-tier financial guidance and investment management services.

Royal Alliance Associates, Inc. is a highly reputable national investment advisory firm headquartered in Jersey City, NJ. With over 90,480 individual clients and an impressive $29,536,150,000 in assets under management, they have established themselves as a leading player in the financial services industry. Operating from 1,010 offices nationwide, Royal Alliance Associates, Inc. offers comprehensive investment advisory services, specializing in managing employer 401Ks and individual portfolios. With extensive experience in this domain, they have developed a solid understanding of the unique needs and challenges faced by both employers and individuals in the investment landscape. A notable aspect of Royal Alliance Associates, Inc.'s approach is their discretionary management of 83% of the assets they oversee, providing clients with a hands-off investment experience while leveraging their expertise to maximize returns. Their compensation structure is designed to accommodate different preferences, encompassing a range of options such as a percentage of assets under management, fixed fees, and hourly charges. Employing a team of 3,704 dedicated professionals, with 2,075 specifically focused on investment advisory services, Royal Alliance Associates, Inc. ensures that each client receives personalized attention and tailored financial solutions. Their investment advisors boast an impressive average of $14,230,000 in assets under management, a testament to their expertise and ability to deliver exceptional results. Notably, Royal Alliance Associates, Inc. takes pride in the long-standing commitment of their advisors, with esteemed professionals like Lauren Pedersen, Janice Gage, and James Marroquin exemplifying the firm's dedication to maintaining experienced and trusted individuals on their team. With a solid track record, comprehensive services, and a client-centric approach, Royal Alliance Associates, Inc. continues to be a trusted partner for individuals and employers seeking expert guidance in achieving their financial goals.

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.

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.

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.

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.

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.

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.

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.