Find Top Financial Advisors Near Amherst, Massachusetts
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FINIVI INC.
Westborough, Massachusetts
Finivi Inc. is a reputable local investment advisory firm located in Westborough, MA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Boasting a team of eight experienced professionals, each advisor contributes to the firm's success by offering expert guidance in managing clients' investments. On average, each investment advisor handles an impressive $23,820,000 in assets under management.
The compensation structure at Finivi Inc. is diverse and caters to the needs of their clients. This includes various types such as a percentage of assets under management, hourly charges, and fixed fees. The firm has established a strong presence in the employer 401K and individual investment sectors, with around half of their assets under management originating from these sources. Their extensive experience in this space has enabled them to develop a deep understanding of the unique challenges and opportunities associated with these investment avenues.
In addition to investment advisory services, Finivi Inc. also acts as an insurance broker or agent, further expanding their offerings to meet clients' diverse financial needs. The company serves a substantial client base, boasting over 610 individual clients who entrust them with a total of more than $190,586,000 in assets under management. Notably, the firm prides itself on its seasoned advisors, with individuals like Eric Jansen, Joseph Willwerth, and Frederick Lane contributing their wealth of knowledge and expertise to the team. With their client-centric approach and extensive experience, Finivi Inc. remains a trusted partner in the world of investment advisory services.
TRITON FINANCIAL GROUP, INC.
Marlborough, Massachusetts
Triton Financial Group, Inc., a small investment advisory firm based out of Marlborough, MA, serves a diverse clientele consisting of over 220 individual clients. With a total of $210,128,000 in assets under management, Triton Financial Group specializes in providing comprehensive financial solutions to high net worth individuals. Although 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to manage employer funds.
The core strength of Triton Financial Group lies in its discretionary management approach, as 98% of the assets they oversee are handled through this method. The firm operates with a client-centered philosophy, offering a variety of compensation structures including a percentage of assets under management, hourly charges, and fixed fees to suit the unique needs of their clients.
Employing a team of two highly qualified professionals, Triton Financial Group boasts an impressive average of $210,130,000 in assets under management per investment advisor, which surpasses industry standards. Michael Whitman and Robert Gustafson, both well-established registered advisors, bring years of experience and expertise to the firm.
With its dedication to providing personalized financial guidance and a track record of success, Triton Financial Group, Inc. continues to solidify its position as a trusted partner for high net worth individuals seeking expert investment advice.
HODGE FINANCIAL SERVICES, LLC
Hinsdale, New Hampshire
Hodge Financial Services, LLC is a highly reputable investment advisory firm based out of Hinsdale, NH. With a long-standing presence in the financial industry, they have successfully built a loyal client base consisting of over 50 individuals, entrusting them with their financial goals. Demonstrating their expertise, Hodge Financial Services manages an impressive portfolio with assets under management totaling over $146,961,000.
As a small but distinguished firm, Hodge Financial Services offers personalized and comprehensive financial solutions to meet the unique needs of their clients. They specialize in providing investment advisory services and also extend their expertise as an accountant or accounting firm. While their primary focus lies in managing high net worth individual accounts, they possess the capabilities to oversee employer funds as well, showcasing their versatility.
The firm's compensation structure is designed to align their interests with their clients, offering various types of fees, including a percentage of assets under management. With a commitment to exceptional service, Hodge Financial Services ensures that all of their clients' investments are managed on a discretionary basis, giving them full control over the decision-making process.
With an average of approximately $146,960,000 in assets under management per investment advisor, Hodge Financial Services stands well above the industry average, highlighting their ability to handle significant financial portfolios. The firm takes pride in their team of dedicated professionals, led by Robert Hodge, one of the longest-tenured registered advisors who has been with the firm since 1997.
In summary, Hodge Financial Services, LLC is a trusted and accomplished investment advisory firm serving clients with integrity and expertise. Through their tailored financial strategies, they strive to empower individuals and organizations to achieve their financial objectives.
TRG INVESTMENT ADVISORS, LLC
Brattleboro, Vermont
TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios.
The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures alignment between the firm's success and the clients' investment performance, fostering a mutually beneficial relationship.
Having amassed an extensive client base, TRG Investment Advisors, LLC serves over 160 individual clients, entrusted with more than $740,564,000 in assets under management. While their portfolio consists mainly of non-401K and individual accounts, accounting for less than 30% of the total assets, the firm possesses the necessary capabilities to efficiently manage employer funds.
Impressively, 7% of the assets under TRG Investment Advisors, LLC's management are discretionary, illustrating the high level of trust their clients place in their expertise and decision-making capabilities. With two offices, the firm offers convenient accessibility to their services, ensuring that clients receive personalized attention and tailored financial solutions.
Notably, TRG Investment Advisors, LLC prides itself on its seasoned advisory team. Among their longest-tenured advisors are Steven Burnett, Allisyn Lambert, and Benjamin Taggard, whose extensive experience further solidifies the firm's reputation for delivering reliable and knowledgeable financial guidance.
PRENTISS SMITH & COMPANY, INC.
Brattleboro, Vermont
Prentiss Smith & Company, Inc., a local investment advisory firm based out of Brattleboro, VT, is known for their exceptional services in managing assets and providing investment advice. With a team of nine dedicated professionals, seven of whom specialize in investment advisory services, the firm delivers personalized financial solutions to a diverse client base.
Impressively, each investment advisor at Prentiss Smith & Company manages an average of approximately $196,550,000 in assets, surpassing the industry average and reflecting their expertise in wealth management. The firm's compensation structure includes a variety of options such as a percentage of assets under management and performance-based fees, ensuring a client-focused approach.
Catering to over 320 individual clients, Prentiss Smith & Company effectively oversees more than $402,004,000 in assets. Notably, a significant portion of their managed assets, about half, originates from employer 401Ks and individuals, a testament to their strong track record in this sector. The firm has developed valuable experience in these areas, fostering trust and long-term partnerships with their clients.
With 99% of their assets managed on a discretionary basis, Prentiss Smith & Company provides comprehensive portfolio management, empowering clients to entrust the firm with their investment decisions. Supported by two offices, the company's commitment to delivering exceptional results is evident through the contributions of their experienced team members. Notable individuals such as Ethan Birchard, Penelope Kaufman, and Gertrude Saville, who have been with the firm for an extended period, bring stability and expertise to their clients' financial journeys.
Overall, Prentiss Smith & Company, Inc. stands out as a leading investment advisory firm, combining local presence, a strong team, extensive assets under management, and a client-centric approach to meet the unique financial needs of their valued clients.
BENNINGTON FINANCIAL PLANNING GROUP
Bennington, Vermont
Bennington Financial Planning Group, headquartered in Bennington, VT, is a reputable investment advisory firm providing comprehensive financial planning services. With a team of three highly skilled professionals, they offer personalized investment advisory services to a diverse clientele. Boasting an impressive average of $50,020,000 in assets under management per investment advisor, the firm's expertise aligns with the industry average.
Their compensation structure is designed to meet clients' needs and preferences, offering options such as a percentage of assets under management and hourly charges. Bennington Financial Planning Group has demonstrated significant proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management derived from these sources. Notably, 95% of the assets they manage are discretionary, showcasing their ability to make strategic investment decisions.
In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, ensuring a comprehensive range of financial solutions for their clients. With a substantial client base of over 230 individuals, Bennington Financial Planning Group effectively manages assets totaling more than $150,047,000.
The firm takes pride in its experienced team, including Brian Mckenna, Michael Mckenna, and Donald Mckenna, who have been with the company for many years. Their commitment to delivering exceptional financial planning advice has earned them a solid reputation within the community. Bennington Financial Planning Group's dedication, expertise, and client-centric approach make them a trusted partner for individuals seeking professional financial guidance.
WILLIAMS FINANCIAL, LLC
Bennington, Vermont
Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services.
The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning.
A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions.
Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs.
The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards.
Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.
BERKSHIRE MONEY MANAGEMENT, INC.
Dalton, Massachusetts
Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management.
Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees.
Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services.
With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.
WILLOW
Pittsfield, Massachusetts
Willow is a small investment advisory firm based out of Pittsfield, MA, with two offices. With a total of four employees, two of whom provide investment advisory services, Willow offers comprehensive financial guidance to its clients. They manage an average of approximately $66,180,000 in assets per investment advisor, which aligns with the industry average.
Willow's compensation structure includes various types, such as a percentage of assets under management, ensuring a vested interest in their clients' financial success. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to manage employer funds. Notably, all the assets managed by Willow are discretionary, granting them flexibility in making investment decisions on behalf of their clients.
The majority of assets managed by Willow are dedicated to serving high-net-worth individuals. With a client base of over 160 individuals, the firm oversees more than $132,360,000 in assets under management. Lydia Renders and Paul Farella stand as two of the longest tenured registered advisors at Willow, embodying the firm's commitment to providing experienced and reliable financial advice.
As a trusted partner, Willow aims to help clients navigate the complexities of investment management while striving to maximize their financial growth and security. By leveraging their industry expertise and personalized approach, Willow seeks to build enduring relationships and assist clients in achieving their long-term financial goals.
RENAISSANCE INVESTMENT GROUP, LLC
Lenox, Massachusetts
Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average.
Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain.
Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services.
At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years.
Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.
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RENAISSANCE INVESTMENT GROUP, LLC
Lenox, Massachusetts
Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average.
Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain.
Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services.
At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years.
Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.
MML INVESTORS SERVICES, LLC
Springfield, Massachusetts
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.
AAF WEALTH MANAGEMENT, LLC
Westborough, Massachusetts
AAF Wealth Management, LLC is a local investment advisory firm based out of Westborough, MA. With a total of 9 employees, 6 of whom provide investment advisory services, AAF Wealth Management offers comprehensive financial solutions to a diverse clientele. Their team of experienced advisors, including Andrew Hammond, Jonathan Bloom, and Carmen Grinkis, brings a wealth of knowledge and expertise to guide clients in achieving their financial goals.
With an average of approximately $75,380,000 in assets under management per investment advisor, AAF Wealth Management maintains an industry-average level of assets. They cater to over 120 individual clients, managing a substantial amount of assets totaling over $385,348,000. While 401K and individual accounts constitute less than 30% of their assets under management, the firm also possesses the capability to manage employer funds.
An integral part of AAF Wealth Management's success lies in their compensation structure, which includes various types such as a percentage of assets under management and fixed fees. By offering flexible options, they ensure alignment with their clients' needs and objectives.
In addition to investment advisory services, AAF Wealth Management also extends their expertise as an accountant or accounting firm. Their commitment to delivering personalized financial solutions and maintaining long-lasting client relationships has established them as a trusted partner in wealth management.
With their office in Westborough, MA, AAF Wealth Management remains deeply rooted in the local community while providing professional financial guidance to clients seeking financial stability and growth.
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