The Financial Advisors, LLC, a highly reputable investment advisory firm headquartered in Andover, MA, boasts a team of 13 dedicated professionals. With a focus on providing expert financial guidance, they have positioned themselves as industry leaders. Seven of their skilled employees specialize in delivering top-notch investment advisory services, catering to a diverse range of clients. With an impressive average of approximately $850,320,000 in assets under management per investment advisor, The Financial Advisors, LLC surpasses the industry average, reflecting their exceptional expertise and performance. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. The firm takes pride in its extensive client base, serving over 460 individual clients and managing assets worth more than $849,960,000. A significant portion of their managed assets belongs to high net worth individuals, highlighting their proficiency in catering to the unique needs of this discerning clientele. While 401K and individual accounts comprise less than 30% of their assets under management, The Financial Advisors, LLC possesses the capability to efficiently manage employer funds, demonstrating their versatility and commitment to comprehensive financial solutions. Notably, 98% of the assets they manage are discretionary, empowering clients with trust and peace of mind. Operating from two offices in Andover, MA, The Financial Advisors, LLC has established deep roots in the local community. The firm's success is built on the expertise of its seasoned advisors, including Robert Miller, Michael Kumph, and Louis Bonasera, who boast long tenures and contribute valuable insights to the team's collective knowledge and experience.

Safford Nicholas H & Co Inc, based out of Rockport, MA, is a small and highly esteemed investment advisory firm with a rich history in providing exceptional financial services. With nine dedicated employees, including four experienced investment advisors, the company consistently delivers personalized guidance to its clientele. Impressively, Safford Nicholas H & Co Inc manages a substantial $128,660,000 in assets per investment advisor, surpassing the industry average. This exceptional asset management expertise is reflected in their compensation structure, which includes various methods such as a percentage of assets under management and hourly charges. The firm boasts an impressive client base of over 30 individuals, entrusting Safford Nicholas H & Co Inc with a remarkable $1,640,410,000 in assets under management. Specializing in serving high-net-worth individuals, the company's extensive experience and comprehensive understanding of the unique financial needs of their clients have solidified their reputation as a trusted wealth management partner. With a keen eye for discretion, Safford Nicholas H & Co Inc exercises discretionary control over 3% of the assets they manage, allowing clients to entrust the firm with the decision-making process. Located in Rockport, MA, Safford Nicholas H & Co Inc operates from a single office, providing a personalized and intimate environment for client interactions. The firm's long-tenured advisors, including John Safford, Norton Sloan, and Nicholas Safford, bring a wealth of knowledge and expertise to every client engagement, ensuring a high level of professionalism and success in achieving financial goals.

Aureus Asset Management, LLC is a leading investment advisory firm headquartered in Boston, Massachusetts. With a team of 14 dedicated professionals, including 8 experienced investment advisors, Aureus is committed to delivering exceptional financial solutions to its clients. Drawing from its extensive expertise, the firm manages an impressive $5,904,646,000 in assets under management for over 20 individual clients. Aureus Asset Management sets itself apart in the industry with its high average assets under management per investment advisor, standing at approximately $373,120,000. This figure surpasses the industry average, demonstrating the firm's ability to effectively grow and protect its clients' wealth. To align their interests with their clients, Aureus employs a compensation structure that includes a percentage of assets under management and performance-based fees. With a 25% portion of discretionary assets under their management, Aureus Asset Management demonstrates its skill in providing tailored investment solutions that meet individual client objectives. As a local firm deeply rooted in Boston, Aureus operates out of a single office, fostering close relationships with their clients and the community. Aureus Asset Management boasts a team of dedicated advisors, including the highly respected Gina Koprowski, Stefan Karlsson, and Thaddeus Davis. These seasoned professionals contribute their wealth of experience to the firm's success, providing comprehensive investment advice and personalized strategies to clients. As Aureus Asset Management, LLC continues to grow and uphold its reputation as a trusted investment advisory firm, its commitment to excellence, client-centric approach, and impressive track record make it a sought-after partner for individuals seeking comprehensive financial solutions in the Boston area and beyond.

Breckinridge Capital Advisors Inc, a regional investment advisory firm based out of Boston, MA, distinguishes itself with a reputation for excellence and a strong commitment to its clients. With 91 employees, including 47 dedicated investment advisors, Breckinridge provides a comprehensive range of investment advisory services. Their two office locations ensure convenient accessibility for their diverse clientele. Notably, Breckinridge Capital Advisors Inc boasts an impressive average of approximately $898,930,000 in assets under management per investment advisor, significantly surpassing the industry average. This exceptional figure attests to their expertise in managing substantial portfolios and generating optimal returns for their clients. The firm's compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts represent less than 30% of their assets under management, Breckinridge possesses the capability to effectively oversee employer funds, a testament to their extensive proficiency in institutional investing. At Breckinridge Capital Advisors Inc, all of the assets they manage are discretionary, empowering them to make informed decisions and take advantage of timely opportunities in the market. With over $42,249,723,000 in assets under management and a clientele base exceeding 8,710 individual clients, the firm has established a remarkable track record of success and trust in the investment advisory industry. The firm's longevity is underscored by the presence of esteemed advisors such as James Spidle, Christopher Day, and Peter Coffin, who have demonstrated their expertise and dedication over many years. Breckinridge Capital Advisors Inc remains committed to delivering exceptional service, comprehensive guidance, and innovative solutions to their clients, ensuring their financial goals are achieved with confidence.

The De Burlo Group, Inc., headquartered in Boston, MA, is a reputable investment advisory firm with a strong presence in the financial industry. With over 50 words from ChatGPT's knowledge, the firm has gained recognition for its expertise and professionalism. The De Burlo Group, Inc. operates from a single office and boasts a team of 8 highly skilled professionals, 4 of whom specialize in providing exceptional investment advisory services. Known for their outstanding performance, they manage an impressive average of $207,700,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure reflects their commitment to delivering tailored financial solutions. They offer various types of compensation, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to suit their clients' diverse needs. With a focus on discretion, The De Burlo Group, Inc. manages 100% of the assets under their care. The firm has garnered a loyal client base, serving over 40 individual clients with a combined asset under management of more than $830,780,000. Notably, The De Burlo Group, Inc. prides itself on its long-tenured advisors, with professionals like Richard Vincent, Robin Dushman, and Comegys De Burlo contributing their expertise and knowledge to the firm's success. With a solid track record and a commitment to personalized service, The De Burlo Group, Inc. continues to thrive in the competitive landscape of investment advisory services.

Broadwater Capital Management LLC, based out of Boston, MA, is a small investment advisory firm dedicated to providing personalized financial solutions. With over 50 individual clients and a remarkable $144,369,000 in assets under management, Broadwater Capital Management LLC prides itself on delivering exceptional service and tailored investment strategies. While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to manage employer funds, offering comprehensive solutions for diverse client needs. Broadwater Capital Management LLC exercises full discretion over the 100% of assets they manage, allowing them to make informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Broadwater Capital Management LLC stands out in the industry with its compensation structure that includes various types, such as a percentage of assets under management. Their team of highly skilled professionals, comprising a total of one employee, are solely dedicated to providing top-notch investment advisory services. Impressively, each investment advisor at Broadwater Capital Management LLC manages an average of approximately $144,370,000 in assets under management, surpassing the industry average. Among their experienced staff, Brent Garcia stands as one of the longest-tenured registered advisors, having been with the firm since 2003. Broadwater Capital Management LLC continues to thrive by fostering long-term client relationships built on trust, expertise, and a commitment to achieving financial success for their clients.

TFC Financial Management Inc is a reputable investment advisory firm headquartered in Boston, MA, boasting a rich history and a strong presence in the financial industry. With one office serving as their strategic hub, TFC Financial Management Inc has established itself as a trusted partner for clients seeking expert guidance in managing their wealth. With a dedicated team of 20 professionals, including 9 specialized investment advisors, TFC Financial Management Inc delivers comprehensive investment advisory services. Their team is highly experienced and possesses extensive knowledge in the field of financial management, ensuring that clients receive tailored strategies to meet their unique financial goals. Impressively, TFC Financial Management Inc maintains an average of approximately $136,280,000 in assets under management per investment advisor, which exceeds the industry standard. The firm's compensation structure reflects their commitment to client success, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. A distinguishing feature of TFC Financial Management Inc is that all the assets they manage are discretionary, meaning they have full authority to make investment decisions on behalf of their clients. The majority of these assets are held by high-net-worth individuals, with over 120 individual clients entrusting the firm with more than $1,226,535,000 in assets under management. At TFC Financial Management Inc, clients benefit from the expertise of their accomplished advisors. Notable veterans of the firm, including Leann Sullivan, Renee Kwok, and Frederick Pryor, contribute their extensive industry knowledge and dedication to providing exceptional service. In summary, TFC Financial Management Inc is a well-established investment advisory firm in Boston, MA, known for their exceptional track record, experienced team, and commitment to managing substantial assets on behalf of their high-net-worth clients.

Zevin Asset Management, LLC is a prominent investment advisory firm based out of Boston, MA. With 12 dedicated employees, including 6 experienced investment advisors, the company provides expert financial guidance to a diverse clientele. Their average assets under management per investment advisor, totaling approximately $48,040,000, aligns with the industry average. Zevin Asset Management, LLC employs a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients have access to tailored services that suit their individual needs and investment goals. With over 90 individual clients, Zevin Asset Management, LLC manages a substantial portfolio valued at over $671,504,000. Notably, 100% of the assets under their management are discretionary, showcasing their expertise and ability to make informed investment decisions on behalf of their clients. As a local firm deeply rooted in the Boston community, Zevin Asset Management, LLC takes pride in providing personalized and attentive service. They operate from a single office location, fostering strong relationships with their clients through face-to-face interactions. The firm boasts a team of highly tenured advisors, including Christopher Harris, Jane Li, and Steven Dray, who contribute their extensive experience and expertise to the company's success. Their collective knowledge enables Zevin Asset Management, LLC to deliver superior investment strategies and build lasting partnerships with their valued clients.

Siharum Advisors, LLC is a reputable investment advisory firm headquartered in Boston, MA, dedicated to providing top-notch financial services. With their main office located in the heart of the city, Siharum Advisors operates with a team of eight highly skilled professionals. Among these experts, three specialize in offering comprehensive investment advisory services, leveraging their extensive knowledge and experience in the industry. Renowned for their exceptional performance, Siharum Advisors maintains an impressive average of approximately $163,200,000 in assets under management per investment advisor, surpassing the industry standard. Their compensation structure is diverse and includes various methods such as a percentage of assets under management and fixed fees. Notably, 71% of the assets they oversee are discretionary, indicating the trust placed in their expertise by their valued clients. Siharum Advisors primarily caters to high net worth individuals, effectively managing their significant assets. With a substantial client base of over 20 individuals, Siharum Advisors is responsible for overseeing an impressive $489,593,000 in assets under management. Balamurugan Cumaresan and Paul Matherwiez are two notable registered advisors who have been with the firm for an extended period, contributing their expertise and dedication to the company's success. With their commitment to delivering exceptional financial services, Siharum Advisors, LLC continues to be a trusted partner for high net worth individuals seeking comprehensive and personalized investment solutions.

Nichols & Pratt Advisers LLP, a local investment advisory firm based out of Boston, MA, is renowned for their expertise in managing substantial assets for high net worth individuals. With over 20 individual clients and a staggering $1,945,292,000 in assets under management, they have established themselves as a trusted partner in wealth management. Boasting a team of 25 dedicated professionals, Nichols & Pratt Advisers LLP provides comprehensive investment advisory services. Ten of their seasoned employees specialize in delivering personalized strategies and guidance to their discerning clientele. With an average of $194,530,000 in assets under management per investment advisor, significantly higher than the industry average, the firm is committed to delivering exceptional service and results. The compensation structure at Nichols & Pratt Advisers LLP is designed to align their interests with those of their clients. They offer various types of compensation, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. Notably, Richard Nichols stands as one of the firm's longest-tenured registered advisors, having been with Nichols & Pratt Advisers LLP since 2022. His extensive experience and dedication to providing exceptional service contribute to the firm's reputation for excellence. With their deep understanding of the financial landscape and a commitment to personalized wealth management strategies, Nichols & Pratt Advisers LLP continues to deliver superior results and strengthen their position as a trusted partner in helping clients achieve their financial goals.

Headquartered in Arden, NC, Kenneth Frenke & Co is a distinguished investment advisory firm that caters to a diverse clientele. With a team of three knowledgeable professionals solely dedicated to investment advisory services, they consistently exceed industry norms. Each investment advisor at Kenneth Frenke & Co manages an average of around $381,070,000 in assets, far surpassing the industry average. The firm's compensation structure offers flexibility and choice, including various options such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With a robust client base of over 40 individuals, Kenneth Frenke & Co expertly oversees a remarkable $153,202,000 in assets under management. Their extensive experience managing employer 401Ks and individual portfolios positions them as trusted experts in this domain. Notably, all the assets managed by Kenneth Frenke & Co are discretionary, reflecting their clients' confidence in the firm's decision-making abilities. This discretionary management approach allows for agile and proactive investment strategies tailored to individual client goals. Operating from three offices in Arden, NC, Kenneth Frenke & Co has established a local presence to better serve their clients. The firm takes pride in the tenure of their advisors, including Kenneth Downer, Ronald Zimmerman, and the firm's namesake, Kenneth Frenke. Their years of experience contribute to the firm's reputation for delivering consistent and personalized financial guidance. Kenneth Frenke & Co continues to thrive as a respected investment advisory firm, known for their exceptional asset management expertise, client-centered approach, and dedication to helping clients achieve their financial aspirations.