Explore jobs
Find specific jobs
Explore careers
Explore professions
Best companies
Explore companies
Charter Oak Financial competitors
Zippia score 3.4
Charter Oak Financial main competitors are Five Rings Financial, Valic, and World Financial Group.
Competitor Summary. See how Charter Oak Financial compares to its main competitors:
- Syncis has the most employees (3,000).
- Employees at Five Rings Financial earn more than most of the competitors, with an average yearly salary of $90,518.
Work at Charter Oak Financial?
Share your experience
Charter Oak Financial vs competitors
| Company | Founding date | Zippia score | Headquarters | # of Locations | Revenue | Employees |
|---|---|---|---|---|---|---|
| 1886 | 3.4  | Holyoke, MA | 1 | $3.1M | 300 | |
| - | 3.9 | Mechanicsburg, PA | 1 | $12.0M | 156 | |
| 1975 | 2.8 | Portland, OR | 1 | $2.0M | 30 | |
| 2009 | 3.9 | Gardena, CA | 1 | $31.0M | 3,000 | |
| 2011 | 3.2 | South Jordan, UT | 1 | $24.0M | 3,000 | |
| 1994 | 3.4 | Needham, MA | 1 | $15.9M | 40 | |
| - | 3.8 | Indianapolis, IN | 1 | $63.0M | 419 | |
| 1874 | 4.6 | New York, NY | 1 | $2.1B | 3,000 | |
| - | 3.8 | Boston, MA | 1 | $2.5M | 50 | |
| 2001 | 4.7 | Duluth, GA | 1 | $257.0M | 500 | |
| 1997 | 4.2 | Southfield, MI | 1 | $28.0M | 175 | |
| 1983 | 3.7 | Farmington, CT | 1 | $22.6M | 50 | |
Peachtree Planning | 1987 | 3.5 | Atlanta, GA | 1 | $440,000 | 7 |
| 1960 | 3.9 | Minneapolis, MN | 1 | $53.2M | 125 | |
| 1984 | 3.8 | Lake Bluff, IL | 1 | $6.0M | 175 | |
| 1950 | 3.3 | Shelton, CT | 1 | $740,000 | 50 | |
| 1955 | 4.6 | Amarillo, TX | 1 | $940.0M | 999 | |
| 2008 | 3.8 | Dallas, TX | 1 | $13.0M | 3,000 | |
| 2004 | 4.2 | Littleton, CO | 1 | $16.0M | 444 |
Rate how well Charter Oak Financial differentiates itself from its competitors.
Charter Oak Financial salaries vs competitors
Among Charter Oak Financial competitors, employees at Five Rings Financial earn the most with an average yearly salary of $90,518.
Compare Charter Oak Financial salaries vs competitors
| Company | Average salary | Hourly salary | Salary score |
|---|---|---|---|
Charter Oak Financial | $47,429 | $22.80 | - |
uFinancial Group | $61,234 | $29.44 | - |
Ferguson Wellman Capital Management | $62,932 | $30.26 | - |
Syncis | $57,191 | $27.50 | - |
Managed Wealth Financial | $61,566 | $29.60 | - |
The Bulfinch Group | $64,901 | $31.20 | - |
Compare Charter Oak Financial job title salaries vs competitors
| Company | Highest salary | Hourly salary |
|---|---|---|
Charter Oak Financial | $35,583 | $17.11 |
World Financial Group | $43,077 | $20.71 |
Five Rings Financial | $41,305 | $19.86 |
Personal Economics Group/a General Agency of the companies of OneAmerica | $40,831 | $19.63 |
The Bulfinch Group | $38,811 | $18.66 |
Valic | $37,505 | $18.03 |
New England Financial | $37,063 | $17.82 |
Foster Klima | $36,962 | $17.77 |
uFinancial Group | $36,881 | $17.73 |
Managed Wealth Financial | $36,732 | $17.66 |
Ferguson Wellman Capital Management | $36,639 | $17.61 |
MW Advisors | $35,915 | $17.27 |
Michigan Financial Companies | $35,691 | $17.16 |
Barnum Financial Group | $35,658 | $17.14 |
Pearre and Associates | $35,632 | $17.13 |
Foresters Financial | $35,549 | $17.09 |
Peachtree Planning | $35,546 | $17.09 |
WestPoint Financial Group | $35,516 | $17.08 |
Syncis | $35,459 | $17.05 |
Do you work at Charter Oak Financial?
Does Charter Oak Financial effectively differentiate itself from competitors?
Charter Oak Financial jobs
Charter Oak Financial demographics vs competitors
Compare gender at Charter Oak Financial vs competitors
| Job title | Male | Female |
|---|---|---|
| Foster Klima | 63% | 38% |
| The Bulfinch Group | 64% | 36% |
| Foresters Financial | 68% | 32% |
| WestPoint Financial Group | 72% | 28% |
| Charter Oak Financial | - | - |
Male
Female
100%
75%
50%
25%
0%
0%
25%
50%
75%
100%
Compare race at Charter Oak Financial vs competitors
| Company | White | Hispanic or Latino | Black or African American | Asian | Unknown | Diversity score |
|---|---|---|---|---|---|---|
| 59% | 18% | 10% | 9% | 4% | 8.1 | |
| 78% | 9% | 5% | 6% | 3% | 6.3 | |
| 74% | 10% | 8% | 5% | 3% | 6.2 | |
| 74% | 9% | 8% | 5% | 4% | 6.5 |
Charter Oak Financial and similar companies CEOs
Louis Gagnon
Foresters FinancialTom Dempsey
World Financial GroupPaul Blanco
Barnum Financial GroupDoug Flink
Foster KlimaLes Schlais
SyncisCharter Oak Financial competitors FAQs
Have more questions? See all answers to common company questions.
Search for jobs
Related company competitors
Working at related companies
Competitors jobs
Most in demand jobs
Updated January 29, 2026