MML Investors Services, LLC, a national investment advisory firm headquartered in Springfield, MA, boasts an extensive network of 1,156 offices across the country. With a robust team of 7,379 dedicated professionals, 4,951 of whom specialize in providing top-notch investment advisory services, MML Investors Services, LLC is well-equipped to meet the diverse financial needs of its clients. Their impressive track record is highlighted by an average of $11,870,000 in assets under management per investment advisor. MML Investors Services, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. A significant portion of their assets under management, over 80%, stems from employer 401(k) plans and individual portfolios. Leveraging their expertise, MML Investors Services, LLC excels in managing 401(k) plans for both employers and employees, providing exceptional guidance and support. With a remarkable 55% of assets managed on a discretionary basis, MML Investors Services, LLC demonstrates their ability to make informed investment decisions that align with their clients' financial goals. Their commitment to personalized service is reflected in their vast client base of over 321,640 individuals, entrusting the firm with a staggering $58,787,051,000 in assets under management. The company takes pride in their accomplished team, with several of the longest-tenured advisors, such as Dennis Flanagan, David Marley, and John Wilson, contributing to their success. MML Investors Services, LLC continues to uphold its reputation as a trusted and reputable partner in wealth management and investment advisory services.

West Branch Capital LLC, based out of Amherst, MA, is a prominent local investment advisory firm with a strong track record in managing high net worth individuals' assets. With 10 dedicated employees, including 5 experienced investment advisors, West Branch Capital provides comprehensive financial services tailored to its clients' specific needs. Impressively, the firm boasts an average of approximately $193,300,000 in assets under management per investment advisor, surpassing the industry average. Its compensation structure is designed to align the interests of the clients and the advisors, incorporating a percentage of assets under management and performance-based fees. With over 250 individual clients, West Branch Capital manages a substantial sum of assets totaling over $435,763,000. While the majority of assets are from high net worth individuals, the firm also has the capacity to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. West Branch Capital's expertise lies in discretionary management, as 95% of the assets they oversee are managed with discretion. The firm's success can be attributed to the expertise and dedication of its team, including long-tenured advisors such as Howard Singer, James Ho, and Ayaz Mahmud. They leverage their extensive experience and knowledge to deliver exceptional investment advisory services. With four offices strategically located, West Branch Capital LLC remains committed to providing personalized financial solutions, diligently working to help its clients achieve their financial goals and secure their financial future.

Hart & Patterson Financial Group LLP is a small investment advisory firm based out of Amherst, MA. With a single office, the company employs a total of four professionals, two of whom specialize in providing investment advisory services. With an average of approximately $112,360,000 in assets under management per investment advisor, they align with the industry average. Hart & Patterson Financial Group LLP utilizes a compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Distinguishing themselves in the market, the firm manages a diverse portfolio, with approximately half of their assets under management stemming from employer 401Ks or individual clients. Their extensive experience in this space has allowed them to excel in meeting the unique needs and demands of these clients. Notably, all the assets they manage are discretionary, granting them full authority and responsibility in making investment decisions on behalf of their clients. Boasting a substantial client base, Hart & Patterson Financial Group LLP serves over 140 individual clients, skillfully managing their combined assets, which exceed an impressive $224,722,000. The firm prides itself on its dedicated and experienced team, with registered advisors Vikki Lenhart and Lucia Reed being among the longest-tenured professionals within the company. Hart & Patterson Financial Group LLP remains committed to providing personalized investment advice and delivering optimal results for their valued clientele.

Stakeholders Capital, based out of Amherst, MA, is a leading investment advisory firm with a strong track record in managing assets for high net worth individuals. With a team of 8 dedicated professionals, including 4 investment advisors, they possess a wealth of expertise in delivering exceptional financial guidance. With an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, Stakeholders Capital surpasses industry standards. Their compensation structure is diverse, incorporating a percentage of assets under management among other types. Catering to over 80 individual clients, Stakeholders Capital manages an extensive portfolio of over $145,689,000 in assets. The majority of these assets are entrusted by high net worth individuals seeking specialized financial services. While 401K and individual accounts constitute less than 30% of their assets under management, Stakeholders Capital demonstrates the capability to oversee employer funds. Operating as an insurance broker or agent, they offer comprehensive services beyond investment advisory. With two offices, the firm ensures accessibility and convenience for their clients. Terrance Mollner, one of the firm's longest-tenured registered advisors, has been with Stakeholders Capital since 2013, bringing years of experience and expertise to the team. Stakeholders Capital distinguishes itself with a discretionary management approach, overseeing 89% of the assets they handle. Their commitment to personalized service and their exceptional asset management capabilities make them a trusted partner for clients seeking to optimize their financial portfolios.

Assabet Advisors, LLC is a small investment advisory firm headquartered in Holden, MA, and operates a single office. With a total of two highly experienced employees, Assabet Advisors offers top-notch investment advisory services. Their expertise has enabled them to manage an average of approximately $63,080,000 in assets per investment advisor, aligning with the industry average. As for their compensation structure, Assabet Advisors employs various methods, including a percentage of assets under management. While their asset portfolio comprises less than 30% from 401K and individual accounts, they possess the capability to effectively manage employer funds. Notably, an impressive 98% of the assets they oversee are under their discretion, showcasing their expertise and trustworthiness. Catering primarily to high-net-worth individuals, Assabet Advisors, LLC serves over 30 individual clients with a combined $126,155,000 in assets under management. The firm takes pride in their commitment to excellence, as exemplified by the tenure of registered advisors Wayne Ushman and Robert Jacobsen, who are among the longest-serving professionals at Assabet Advisors. With a strong focus on personalized investment strategies, Assabet Advisors, LLC diligently evaluates clients' financial goals and risk tolerance to tailor solutions that maximize their investments. Their dedication to client satisfaction and their deep understanding of the financial landscape make Assabet Advisors a reliable choice for individuals seeking comprehensive investment advisory services.

Boyd Financial Strategies, Inc. is a reputable small investment advisory firm headquartered in Auburn, MA. With over 140 individual clients and an impressive $97,676,000 in assets under management, they have established themselves as a trusted partner in financial planning. The company operates from a single office and offers a range of services, including insurance brokering and agency assistance. Notably, Boyd Financial Strategies, Inc. possesses extensive expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. They have a proven track record in this area and ensure that all the assets they oversee are under their discretionary control. The firm's compensation structure is diversified, encompassing various models such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This flexibility allows them to cater to the unique needs and preferences of their diverse clientele. Boyd Financial Strategies, Inc. boasts a dedicated team of three employees, with two of them specializing in investment advisory services. On average, each investment advisor manages approximately $48,840,000 in assets, aligning with industry norms. The firm takes pride in its experienced professionals, with longstanding advisors including Peter Boyd, Rosemarie Boyd, and John Boyd. By leveraging their extensive knowledge, personalized approach, and commitment to providing sound financial guidance, Boyd Financial Strategies, Inc. empowers their clients to make informed investment decisions and pursue their long-term financial goals.

CARL P. SHERR & CO., LLC is a reputable investment advisory firm headquartered in Worcester, MA. With over 50 years of experience in the financial industry, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their wealth. Operating out of a single office, the firm is home to a dedicated team of five professionals, three of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at CARL P. SHERR & CO., LLC oversees approximately $117,020,000 in assets under management, a figure that aligns with industry standards. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients, encompassing various options such as a percentage of assets under management and hourly charges. While the majority of their assets under management are discretionary, less than 30% are allocated to 401K and individual accounts. However, CARL P. SHERR & CO., LLC possesses the expertise and capability to effectively manage employer funds, offering comprehensive investment solutions. With a strong focus on high net worth individuals, the firm currently serves over 130 individual clients, collectively representing an impressive $351,046,000 in assets under management. CARL P. SHERR & CO., LLC takes pride in its team of seasoned advisors, with Jennifer Simes, Edward Sherr, and Gary Sherr being among the longest-tenured professionals at the firm. Their extensive knowledge and experience contribute to the firm's reputation for delivering sound investment advice and fostering long-term client relationships.

Keynote Financial Services, LLC, a small investment advisory firm based out of Vernon, CT, is dedicated to providing comprehensive financial solutions to its clients. With over 160 individual clients and more than $134,423,000 in assets under management, they have established a reputation for excellence in the industry. While 401K and individual accounts make up less than 30% of their assets under management, Keynote Financial Services, LLC possesses the expertise to efficiently manage employer funds. Their clients, predominantly high net worth individuals, benefit from their extensive experience and tailored investment strategies. The firm's compensation structure offers flexibility and transparency, incorporating various models such as a percentage of assets under management and hourly charges. Keynote Financial Services, LLC aims to ensure that their clients' interests align with their own, fostering long-term partnerships built on trust and mutual success. With a dedicated team of two employees, all of whom are registered advisors providing investment advisory services, Keynote Financial Services, LLC maintains a client-focused approach. The average assets under management per investment advisor amount to approximately $67,210,000, in line with industry standards. Kent Zahner and James Desrocher, two of the longest tenured registered advisors at Keynote Financial Services, LLC, bring a wealth of experience and expertise to the firm. Their commitment to delivering personalized financial advice and exceptional service further enhances the firm's standing in the industry. Through their comprehensive range of financial services and their unwavering dedication to their clients' financial goals, Keynote Financial Services, LLC continues to solidify its position as a trusted partner in wealth management.

Professional Planning Group, based out of Westerly, RI, is a well-established investment advisory firm with a strong track record. With over 1,030 individual clients and a staggering $937,180,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm's expertise lies in managing assets for both employer 401Ks and individual clients, making them well-versed in the nuances of these investment vehicles. In fact, approximately half of their assets under management come from these sources, reflecting their extensive experience in this space. Furthermore, an impressive 93% of the assets they manage are discretionary, indicating the level of trust their clients have placed in their judgment. Professional Planning Group operates from a single office and provides a range of comprehensive services. As a registered representative of a broker-dealer, insurance broker, or agent, they offer holistic financial solutions tailored to their clients' unique needs. Their compensation structure is flexible, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment with their clients' interests. With a total of 18 employees, including nine dedicated investment advisors, the firm boasts an average of approximately $104,130,000 in assets under management per advisor, a figure in line with industry standards. Notably, Professional Planning Group prides itself on its experienced team, with key advisors such as Peter Wallace, Eileen Esposito, and Malcolm Makin having the longest tenures at the firm. Professional Planning Group's success is built on their commitment to personalized service, expertise in managing diverse investment portfolios, and their dedication to helping clients achieve their financial goals.

Napatree Capital LLC, a local investment advisory firm headquartered in Westerly, RI, is committed to providing exceptional financial services. With two offices strategically located in the area, Napatree Capital serves a diverse range of clients seeking investment advisory expertise. The firm boasts a team of five highly skilled professionals, all dedicated to delivering personalized and comprehensive investment advisory services. With an impressive track record, Napatree Capital manages an average of $34,040,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Napatree Capital excels in discretionary asset management, as evidenced by the fact that 71% of the assets they handle are under discretionary management. Demonstrating their commitment to excellence, the firm currently serves over 40 individual clients, overseeing a remarkable $170,188,000 in assets under management. With a seasoned team of advisors, Napatree Capital is proud to have individuals such as Michael Moses, James Maynard, and Jeffrey Liguori among its longest-tenured professionals. Their extensive experience and deep understanding of the financial industry further strengthen the firm's ability to meet their clients' unique investment needs. Whether clients seek comprehensive financial planning, portfolio management, or retirement strategies, Napatree Capital LLC stands as a trusted partner, providing reliable guidance and empowering individuals and businesses to achieve their financial goals.

Wealth Management Resources, Inc. is a highly regarded local investment advisory firm based out of Smithfield, RI. With a single office serving their clients, the firm has established a strong presence in the area. Comprised of a dedicated team of 11 professionals, 7 of whom specialize in providing comprehensive investment advisory services, Wealth Management Resources, Inc. boasts a wealth of expertise and knowledge. With an impressive average of approximately $37,280,000 in assets under management per investment advisor, the firm has demonstrated their ability to effectively handle substantial portfolios. Their compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, commissions, and hourly charges. Wealth Management Resources, Inc. excels in managing employer 401Ks and individual accounts, which together account for approximately half of their total assets under management. The firm's extensive experience in this domain ensures that clients receive comprehensive guidance tailored to their unique financial goals and objectives. Impressively, 96% of the assets they manage are discretionary, providing clients with the confidence that their investments are being handled with the utmost care and expertise. With over 490 individual clients and a remarkable $260,984,000 in assets under management, Wealth Management Resources, Inc. has established a strong client base built on trust, reliability, and proven results. Several of the longest-tenured advisors at the firm, including Scott Everly, Kevin Worthley, and Arthur Everly, bring a wealth of experience and industry knowledge to their clients. Their dedication to personalized service and commitment to achieving clients' financial aspirations set Wealth Management Resources, Inc. apart as a trusted and reputable partner in wealth management.