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.

Hall Capital Management Company, Inc. is a small investment advisory firm based out of Barrington, RI with two offices. With a total of eight dedicated employees, three of whom provide investment advisory services, the firm maintains a client-centric approach to wealth management. Hall Capital Management Company, Inc. prides itself on managing a significant portfolio, with an average of approximately $93,130,000 in assets under management per investment advisor, which aligns with industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. Hall Capital Management Company, Inc. caters to a diverse client base of over 380 individuals, with a combined $334,573,000 in assets under management. The firm specializes in managing assets for high-net-worth individuals, while also possessing the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Notably, Hall Capital Management Company, Inc. exclusively manages discretionary assets, providing clients with a hands-off approach to their investments. In addition to their core investment advisory services, Hall Capital Management Company, Inc. offers expertise in accounting through an in-house accountant or accounting firm. The firm has a history of long-tenured advisors, including John Teixeira, Stephen Clair, and Robert Hall, who bring a wealth of experience and expertise to the organization. With their client-focused approach, experienced advisors, and commitment to managing assets responsibly, Hall Capital Management Company, Inc. continues to serve as a trusted partner for individuals seeking comprehensive wealth management solutions.

Parsons Capital Management Inc is a highly regarded local investment advisory firm based out of Providence, RI. With five well-established offices, they have been providing comprehensive financial services to clients since their inception. Known for their expertise in investment management, Parsons Capital Management Inc boasts a team of 18 dedicated professionals, with 10 of them specializing in investment advisory services. The firm's exceptional performance is evidenced by their impressive average of approximately $168,300,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and goals. Although 401K and individual accounts make up less than 30% of their assets under management, Parsons Capital Management Inc possesses the capabilities to effectively manage employer funds. An astounding 99% of the assets they manage are under discretionary management, reflecting the trust and confidence their clients place in their expertise. Catering primarily to high-net-worth individuals, Parsons Capital Management Inc serves a diverse clientele of over 350 individual clients, managing a substantial $1,683,044,000 in assets. The firm's success is further attributed to their experienced advisors, with notable names such as David Von Hemert, Edwin Fischer, and Peter Hunt, who have provided consistent and reliable service over many years. Overall, Parsons Capital Management Inc has earned a stellar reputation for their unwavering commitment to personalized investment strategies, meticulous attention to detail, and exceptional client satisfaction.

Ransom Advisory is a small investment advisory firm based out of Providence, RI, boasting a single office and a dedicated team of professionals. With a focus on providing exceptional investment advisory services, Ransom Advisory distinguishes itself with its impressive average of approximately $194,520,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. It includes various types of compensation, such as a percentage of assets under management, ensuring that the advisors have a vested interest in achieving optimal results for their clients. While Ransom Advisory primarily manages assets for high net worth individuals, it also possesses the expertise and capability to handle employer funds, albeit representing a smaller portion of their assets under management. Notably, all of the assets entrusted to Ransom Advisory are managed on a discretionary basis, reflecting the high level of trust and confidence placed in the firm by its clients. With a client base of over 50 individuals, Ransom Advisory manages a substantial amount of assets, exceeding $194,524,000. Charles Ransom, one of the firm's registered advisors, has been an integral part of the team since 2022, showcasing his experience and dedication to delivering exceptional service. Overall, Ransom Advisory stands out as a reputable investment advisory firm, known for its high level of professionalism, extensive experience, and impressive track record in managing substantial assets for its discerning clients.

New England Investment Consultants, Ltd. is a reputable local investment advisory firm based in Providence, RI. With a single office, they have established themselves as a trusted partner for individuals seeking expert financial guidance. With all five employees dedicated to providing investment advisory services, New England Investment Consultants, Ltd. demonstrates their commitment to delivering personalized and focused attention to each client. Setting themselves apart from the industry average, the firm boasts an impressive average of approximately $202,660,000 in assets under management per investment advisor. This remarkable figure speaks to their expertise and ability to handle substantial portfolios effectively. New England Investment Consultants, Ltd. offers a flexible compensation structure to accommodate their clients' diverse needs. This includes options such as a percentage of assets under management, hourly charges, and fixed fees. By providing various payment models, they ensure clients have choices that align with their preferences and financial goals. Having built a loyal client base, New England Investment Consultants, Ltd. serves over 320 individuals with assets under management exceeding $1,013,288,000. These numbers reflect the trust placed in the firm by their clients and the track record of success they have achieved over the years. Among their accomplished team, Sergio Decurtis stands as one of the longest-tenured registered advisors, having been with the company since 2007. His extensive experience and commitment to client satisfaction exemplify the firm's dedication to providing reliable and lasting financial advice. New England Investment Consultants, Ltd. continues to demonstrate their excellence in investment advisory services, solidifying their position as a leading firm in the Providence, RI area.

Weybosset Research & Management, LLC is a small investment advisory firm based out of Providence, RI. With over 150 individual clients and more than $282,854,000 in assets under management, they specialize in serving high net worth individuals. The firm employs a team of four professionals, three of whom provide investment advisory services. The advisors at Weybosset Research & Management, LLC have extensive experience and expertise in managing investment portfolios. They have an average of approximately $23,480,000 in assets under management per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management. While the majority of the assets they manage are for high net worth individuals, Weybosset Research & Management, LLC also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Additionally, the firm manages all the assets they oversee on a discretionary basis, providing clients with a hands-off approach to their investments. Weybosset Research & Management, LLC operates out of a single office in Providence, RI. Fla Lewis and Justin Deutsch are two of the firm's longest tenured registered advisors, bringing their extensive knowledge and experience to the table. With a commitment to delivering personalized investment advisory services, Weybosset Research & Management, LLC aims to help their clients achieve their financial goals and secure their financial future.

Axis Wealth Partners, LLC is a leading investment advisory firm based out of East Providence, RI. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they provide exceptional financial guidance and wealth management services. Their impressive average of $172,460,000 in assets under management per investment advisor sets them apart in the industry. Axis Wealth Partners, LLC has built a strong reputation for delivering superior results. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals. With over 460 individual clients and more than $172,663,000 in assets under management, the firm has a proven track record of success. A significant portion of their assets under management comes from employer 401Ks and individual clients, reflecting their expertise in this space. Notably, 99% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. Operating from three offices, Axis Wealth Partners, LLC has established a local presence and remains deeply committed to serving the community. The firm boasts a team of highly tenured advisors, including Jane Mcauliffe, Joshua Pacheco, and Daniel Da Ponte, who bring extensive knowledge and expertise to their clients' financial journeys. Whether clients seek long-term investment strategies, retirement planning, or comprehensive wealth management, Axis Wealth Partners, LLC stands ready to provide personalized solutions tailored to their unique needs. With a steadfast focus on client success and a commitment to excellence, they continue to be a trusted partner in navigating the complexities of the financial landscape.

Sheeley & Partners Wealth Management, LLC, a small investment advisory firm based out of Providence, RI, is dedicated to providing comprehensive wealth management services. With a total of three highly skilled employees, their team offers expert investment advisory services to a diverse client base. On average, each investment advisor manages approximately $110,100,000 in assets, which aligns with the industry average. The firm's compensation structure is flexible and includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive personalized services tailored to their unique financial goals and needs. Sheeley & Partners Wealth Management, LLC prides itself on its impressive portfolio, overseeing more than $103,906,000 in assets under management for over 70 individual clients. While the majority of their assets are managed for high net worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a sole office in Providence, the firm has established a strong presence in the local community. The team boasts a wealth of experience, with advisors such as Megan Legere, George Greer, and Lesley Sheeley, who have remained dedicated to the firm for many years. Sheeley & Partners Wealth Management, LLC sets itself apart by offering discretionary management for all the assets they oversee. This allows clients to trust in the expertise of their advisors to make informed investment decisions on their behalf, providing peace of mind and ensuring the best possible outcomes.

Barrett & Company, based out of Providence, RI, is a local investment advisory firm providing comprehensive financial services. With 12 skilled professionals, including Peter Jacavone, Suzanne Conley, and Wilson Saville, the firm offers expert investment advisory services to a diverse clientele. They manage over $309,379,000 in assets under management, with an average of $61,880,000 per investment advisor. Barrett & Company's compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. The firm's expertise lies in managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. They have developed a strong track record in this space, earning the trust of numerous clients. Remarkably, 92% of the assets they manage are under their discretionary management, highlighting their ability to make sound investment decisions on behalf of their clients. With a deep commitment to client satisfaction, Barrett & Company boasts a large client base, servicing over 390 individual clients. Their dedication to personalized service and tailored investment strategies has earned them a reputable standing within the industry. Located in Providence, RI, Barrett & Company operates from a single office, allowing for cohesive collaboration among their team of professionals. As a local firm, they are deeply rooted in the community and strive to build long-lasting relationships with their clients, providing them with the financial guidance they need to achieve their goals.

Strategicpoint Investment Advisors LLC, based out of Providence, RI, is a leading investment advisory firm with a strong track record of success. With 13 dedicated professionals on their team, including 7 highly skilled investment advisors, Strategicpoint provides exceptional financial guidance and wealth management services to their clients. With an impressive average of approximately $472,490,000 in assets under management per investment advisor, Strategicpoint stands out for their ability to handle substantial portfolios. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management, fixed fees, and performance-based fees. Catering to over 400 individual clients, Strategicpoint expertly manages assets exceeding $637,570,000. Their clientele primarily consists of high net worth individuals, although they also offer their expertise to 401(k) and individual accounts, which collectively represent less than 30% of their assets under management. Additionally, Strategicpoint possesses the necessary capabilities to effectively manage employer funds. Strategicpoint Investment Advisors LLC operates locally in Providence, RI, and operates out of two offices. The firm takes pride in their team of experienced advisors, including notable professionals such as Sean Giles, Richard Anzelone, and Betsey Purinton, who have been with the company for an extended period of time. With 100% of the assets they manage being discretionary, Strategicpoint Investment Advisors LLC empowers their clients by making informed investment decisions on their behalf. Their commitment to excellence and personalized service sets them apart within the industry, making them a trusted partner for individuals seeking strategic financial planning and wealth management solutions.

Lincoln Capital Corporation is a small investment advisory firm based out of East Greenwich, RI, with two offices. With a team of six employees, four of whom specialize in investment advisory services, the firm has established itself as a trusted partner in managing clients' assets. With an average of approximately $75,840,000 in assets under management per investment advisor, Lincoln Capital Corporation aligns with the industry average. Their compensation structure includes a variety of options, such as a percentage of assets under management and fixed fees, ensuring flexibility for both the firm and its clients. While the firm's managed assets are predominantly discretionary, comprising 99% of the total, they also possess the expertise to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Catering mainly to high net worth individuals, Lincoln Capital Corporation boasts a client base of over 140 individuals, with a substantial $303,374,000 in assets under management. This success is attributable to their experienced team, which includes long-standing advisors such as Alexander Albert, Sean McGuirk, and Brittany Moran. As a respected investment advisory firm, Lincoln Capital Corporation strives to provide tailored solutions to meet their clients' financial goals. With a strong track record, personalized service, and a commitment to delivering results, the firm has solidified its position in the competitive financial industry.