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THE FINANCIAL ADVISORS, LLC
THE FINANCIAL ADVISORS, LLC
Andover, Massachusetts
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.
YOUNG RICHARD C & CO LTD
YOUNG RICHARD C & CO LTD
Newport, Rhode Island
Young Richard C & Co Ltd, based out of Newport, RI, is a reputable investment advisory firm with a strong focus on providing personalized financial services to their clients. With a total of 14 dedicated employees, 8 of whom specialize in investment advisory services, they offer a high level of expertise and attention to detail. The firm boasts an impressive average of approximately $42,850,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios effectively. Young Richard C & Co Ltd's compensation structure is flexible, incorporating various types of fees, such as a percentage of assets under management and hourly charges, ensuring clients have options that suit their specific needs. Having established a robust client base, Young Richard C & Co Ltd serves over 370 individual clients, overseeing a remarkable $1,364,908,000 in assets under management. The majority of these assets belong to high-net-worth individuals, underscoring the firm's expertise in managing substantial wealth. While 401K and individual accounts account for less than 30% of their assets under management, the firm also possesses the capacity to effectively handle employer funds. With offices in two locations, Young Richard C & Co Ltd is deeply rooted in the local community. The firm takes pride in its long-standing advisors, including Christopher Stack, Edward Smith, and Richard Young, who bring years of experience and industry knowledge to their clients. Young Richard C & Co Ltd's commitment to excellence and personalized service positions them as a trusted partner in helping clients achieve their financial goals.
HALL CAPITAL MANAGEMENT COMPANY, INC.
HALL CAPITAL MANAGEMENT COMPANY, INC.
Barrington, Rhode Island
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.
MERLIN ASSET MANAGEMENT
MERLIN ASSET MANAGEMENT
Newport, Rhode Island
MERLIN ASSET MANAGEMENT: Merlin Asset Management is a small investment advisory firm headquartered in Newport, RI, with two office locations. With over 10 individual clients, they oversee an impressive $51,863,000 in assets under management. The firm prides itself on providing personalized and discretionary investment advisory services to their esteemed clientele. With a compensation structure that includes various types, such as a percentage of assets under management, Merlin Asset Management ensures alignment with their clients' best interests. The team consists of one dedicated employee who excels in delivering comprehensive investment advice. Each investment advisor handles an average of approximately $51,860,000 in assets under management, demonstrating proficiency in managing portfolios compared to industry standards. Michael Obuchowski, one of the firm's most tenured registered advisors, has been an integral part of Merlin Asset Management since 2016. His extensive experience and expertise contribute to the firm's ability to provide exceptional financial guidance and deliver favorable outcomes for their clients. Merlin Asset Management's commitment to maintaining a highly personalized approach, combined with their strong track record of managing significant assets, establishes them as a trusted partner in the investment advisory space. With a focus on achieving client goals and optimizing financial outcomes, Merlin Asset Management continues to solidify their position as a reputable and reliable wealth management firm in Newport, RI.
MCGUIRE WEALTH MANAGEMENT
MCGUIRE WEALTH MANAGEMENT
Wakefield, Rhode Island
McGuire Wealth Management is a highly regarded investment advisory firm based out of Wakefield, RI, boasting a strong presence in the financial industry. With a single office, the firm is known for its personalized approach and dedication to providing exceptional investment advisory services. Comprising a team of three knowledgeable professionals, McGuire Wealth Management maintains an impressive average of approximately $186,080,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure offers various types, including a percentage of assets under management. Notably, all of the assets managed by McGuire Wealth Management are discretionary, indicating a high level of trust and confidence placed in their expertise. Catering predominantly to high-net-worth individuals, the firm oversees a substantial portfolio of assets. With over 130 individual clients, they currently manage an impressive sum exceeding $558,229,000 in assets. A key strength of McGuire Wealth Management lies in the experience and expertise of its registered advisors. Sean McGuire and Dennis McGuire, both with a long tenure, contribute to the firm's reputation for delivering exceptional financial advice. Their combined knowledge and dedication make McGuire Wealth Management a trusted partner for clients seeking comprehensive wealth management solutions. As McGuire Wealth Management continues to expand its client base and assets under management, the firm remains committed to maintaining its personalized approach, ensuring each client receives tailored investment strategies that align with their financial goals and objectives. With their proven track record and commitment to excellence, McGuire Wealth Management stands as a leading investment advisory firm in the Wakefield, RI area.
LINCOLN CAPITAL CORPORATION
LINCOLN CAPITAL CORPORATION
East Greenwich, Rhode Island
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.
SLOCUM, GORDON & CO. LLP
SLOCUM, GORDON & CO. LLP
Newport, Rhode Island
Slocum, Gordon & Co. LLP is a well-established investment advisory firm headquartered in Newport, RI. With a solid reputation in the industry, they provide expert financial guidance and comprehensive investment services. The firm operates out of one office and currently employs five talented professionals, two of whom specialize in investment advisory services. Slocum, Gordon & Co. LLP manages a diverse portfolio of assets under management, with an average of approximately $120,660,000 per investment advisor. Their compensation structure is flexible and includes a variety of options, such as a percentage of assets under management and hourly charges. While the firm's focus primarily lies in discretionary management of assets, they also offer services related to legal matters, acting as a lawyer or law firm. Their extensive expertise enables them to effectively navigate complex legal frameworks and provide valuable insights to their clients. Slocum, Gordon & Co. LLP proudly serves a diverse range of clients, boasting over 70 individual clients who entrust them with a substantial $241,323,000 in assets under management. Jeffrey Gordon, one of the firm's registered advisors, has been with the company since 2005, contributing his vast experience and knowledge to the team. With their commitment to delivering personalized financial strategies and a deep understanding of the investment landscape, Slocum, Gordon & Co. LLP continues to uphold their reputation as a trusted and reliable partner for their clients' financial needs.
AXIS WEALTH PARTNERS, LLC
AXIS WEALTH PARTNERS, LLC
East Providence, Rhode Island
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.
RANSOM ADVISORY
RANSOM ADVISORY
Providence, Rhode Island
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.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
Providence, Rhode Island
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.
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WEYBOSSET RESEARCH & MANAGEMENT, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC
Providence, Rhode Island
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.
CORRIGAN FINANCIAL INC
CORRIGAN FINANCIAL INC
Middletown, Rhode Island
Corrigan Financial Inc, a local investment advisory firm based out of Middletown, RI, serves over 1,030 individual clients, managing an impressive $931,917,000 in assets. With 1 office, they have established themselves as a trusted entity within the financial industry. Boasting extensive experience in managing employer 401Ks and individual investments, they possess a deep understanding of this domain. With 100% of the assets they manage being discretionary, Corrigan Financial Inc provides their clients with the flexibility and autonomy needed to meet their financial goals. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose a payment method that aligns with their preferences. The firm's 17 dedicated employees work diligently to deliver exceptional investment advisory services, with 11 of them specializing in this area. On average, each investment advisor oversees approximately $84,720,000 in assets under management, in line with the industry average. Notably, Corrigan Financial Inc takes pride in its team of highly experienced professionals, including Ralph Salvatore, Andre Khalfayan, and Christine Winslow, who have been with the firm for many years. Corrigan Financial Inc's commitment to personalized service and their expertise in managing diverse portfolios make them a valuable partner for clients seeking comprehensive financial guidance. Whether it's retirement planning, wealth management, or other investment strategies, the firm's mission is to help individuals and employers navigate the complexities of the financial landscape with confidence and success.
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