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.

Great Oak Capital Partners, LLC, headquartered in South Easton, MA, is a leading investment advisory firm catering to a diverse clientele. With over $268,000,000 in assets under management, they serve more than 460 individual clients, offering personalized financial solutions. The firm operates from two offices, employing a total of four professionals, three of whom specialize in providing investment advisory services. Renowned for their expertise in managing employer 401Ks and individual portfolios, Great Oak Capital Partners excels in delivering tailored investment strategies to meet their clients' financial goals. An impressive 96% of their assets under management are discretionary, allowing the firm to make informed decisions on behalf of their clients. The advisors at Great Oak Capital Partners possess a deep understanding of the investment landscape and employ their experience to deliver exceptional results. In terms of compensation structure, Great Oak Capital Partners offers various options, including a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose a payment model that best aligns with their preferences. The firm's investment advisors manage an average of approximately $89,330,000 in assets, which is in line with the industry average. Great Oak Capital Partners takes pride in its team of highly experienced professionals, including Mark McAuley, John Noonan, and William Sylvia Jr., who have been with the firm for a significant period. Great Oak Capital Partners, LLC, combines its extensive knowledge, personalized approach, and dedication to delivering outstanding service to solidify its position as a trusted partner in the financial industry.

W.H. Cornerstone Investments Inc., a small investment advisory firm based out of Kingston, MA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four talented professionals, including two experienced investment advisors, they deliver personalized investment advisory services. With an average of approximately $52,320,000 in assets under management per investment advisor, W.H. Cornerstone Investments Inc. maintains a competitive standing within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. The firm takes pride in serving a diverse client base of over 70 individuals, overseeing a total of more than $128,044,000 in assets. While the majority of these assets are managed for high net worth individuals, W.H. Cornerstone Investments Inc. also has the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. W.H. Cornerstone Investments Inc. operates under a discretionary management approach, allowing them to make investment decisions on behalf of their clients without requiring prior approval. In addition to investment advisory services, the firm extends its expertise as an insurance broker or agent. With one office in Kingston, MA, W.H. Cornerstone Investments Inc. has established a strong presence in the local community. The firm takes pride in its long-tenured advisors, including Graham Voigt, William Harris, and Paula Harris, who bring extensive knowledge and experience to their clients.

FMA Wealth Management, LLC is a small investment advisory firm based out of Duxbury, MA. With their office located in the heart of the town, they cater to clients in the surrounding areas and beyond. Led by James Morris, one of their longest tenured registered advisors, FMA Wealth Management specializes in providing comprehensive investment advisory services. With a team of two dedicated professionals, FMA Wealth Management prides itself on delivering personalized financial solutions to their clients. They manage a substantial amount of assets, averaging approximately $130,400,000 per investment advisor, which surpasses the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. FMA Wealth Management has built a solid reputation for their expertise in managing employer 401Ks and individual accounts, which constitute around half of their assets under management. Their extensive experience in this domain has allowed them to develop a deep understanding of the intricacies involved in retirement planning and investment strategies. Catering primarily to high-net-worth individuals, FMA Wealth Management boasts a diverse client base, serving over 110 individual clients with assets under management totaling more than $130,399,000. As a testament to their commitment to exceptional service, FMA Wealth Management manages 100% of their clients' assets on a discretionary basis, ensuring a proactive approach to wealth management. As they continue to grow and thrive, FMA Wealth Management remains dedicated to delivering personalized financial solutions, upholding their reputation as a trusted investment advisory firm in the Duxbury area and beyond.

Betro Mileszko & Company is a small investment advisory firm located in Foxboro, MA. With a single office, the firm is dedicated to providing comprehensive investment advisory services. Out of their total of two employees, one is focused on delivering expert investment advice. The firm maintains an average assets under management (AUM) of approximately $114,660,000 per investment advisor, which aligns with the industry average. The compensation structure at Betro Mileszko & Company includes various types, such as a percentage of AUM. Although less than 30% of their AUM consists of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. A significant portion, 92% of the assets they manage, is discretionary, indicating the firm's expertise in making investment decisions on behalf of their clients. With a primary focus on high net worth individuals, Betro Mileszko & Company manages the assets of over 70 individual clients, totaling more than $114,656,000 in AUM. Among the team, Felix Betro and John Mileszko hold the distinction of being the longest-tenured registered advisors, showcasing their experience and commitment to the firm's clients. Betro Mileszko & Company prides itself on its personalized approach to investment advisory services, striving to build long-term relationships with their clients based on trust and a deep understanding of their unique financial goals. With their expertise and dedication, they aim to help clients navigate the complex world of investments and achieve their desired outcomes.