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.

Good Harbor Advisors, Inc., based out of Gloucester, MA, is a distinguished small investment advisory firm with three offices. With a strong client base of over 180 individuals, they manage assets totaling $241,392,000. While employer funds constitute the majority of their assets under management, they also cater to 401K and individual accounts, which make up less than 30% of their portfolio. The firm's investment strategy is exclusively discretionary, providing clients with the expertise and freedom to navigate the market effectively. Good Harbor Advisors primarily serves high-net-worth individuals, offering tailored financial solutions to meet their specific needs. The compensation structure for their comprehensive services includes multiple options such as a percentage of assets under management, fixed fees, and hourly charges. With a team of four dedicated professionals, Good Harbor Advisors boasts a knowledgeable staff to ensure exceptional service delivery. Three of their employees serve as investment advisors, each overseeing an average of approximately $80,460,000 in assets under management. This figure aligns with the industry average, highlighting the firm's competitiveness and ability to handle significant portfolios. Good Harbor Advisors values experience and stability, as evidenced by the tenure of their advisors. Notable individuals with longstanding service to the firm include Matthew Babson, Anke Parpart, and Lonnie Mayer, whose expertise contributes to the firm's success. Overall, Good Harbor Advisors, Inc. is a reputable investment advisory firm committed to guiding clients towards their financial goals with a personalized approach and strong industry knowledge.

SHP Wealth Management, LLC is a trusted and established local investment advisory firm headquartered in Plymouth, MA. With over 11,570 individual clients, they have garnered an impressive reputation in the financial industry. Their expertise shines through their management of over $905,687,000 in assets under management. SHP Wealth Management, LLC has strategically positioned themselves with six conveniently located offices to better serve their growing client base. They have successfully built a solid foundation by managing both employer 401Ks and individual portfolios, making them well-versed in the nuances of this specialized field. Remarkably, 97% of the assets they handle are discretionary, showcasing their clients' trust in their investment decisions. The compensation structure at SHP Wealth Management, LLC is diverse and flexible, offering various options such as a percentage of assets under management and hourly charges. This adaptable approach allows them to cater to the unique needs of each client. With a total workforce of 42 employees, 21 of whom are dedicated to providing exceptional investment advisory services, SHP Wealth Management, LLC ensures that each client receives personalized attention and expert guidance. The average assets under management per investment advisor stand at an impressive $43,130,000, reflecting their commitment to delivering quality results. Notably, the firm boasts a team of seasoned professionals, including Derek Gregoire, Matthew Peck, and Keith Ellis, who have contributed significantly to the firm's long-standing success. Their wealth of experience and expertise further solidify SHP Wealth Management, LLC as a reputable and dependable partner for all their clients' financial goals.

Florek Financial, LLC is a reputable investment advisory firm located in Duxbury, MA. With a team of two dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clientele. As experts in the field, they collectively manage an impressive average of $70,200,000 in assets per investment advisor, aligning closely with industry standards. With over 20 individual clients entrusting them with their financial portfolios, Florek Financial, LLC currently oversees a remarkable $351,007,000 in assets under management. Their client base primarily consists of high net worth individuals, reflecting their proficiency in managing substantial wealth. Florek Financial, LLC distinguishes itself through its comprehensive compensation structure, which includes a variety of options such as a percentage of assets under management and performance-based fees. This flexible approach ensures that their interests remain aligned with those of their clients, fostering a mutually beneficial relationship. In addition to their core investment advisory services, Florek Financial, LLC also extends its expertise as an accountant or accounting firm, providing clients with holistic financial guidance. Established in Duxbury, MA, Florek Financial, LLC operates from a single office, showcasing their commitment to personalized and attentive service. With an impressive track record, Robert Florek and Paul Furcinito, two of the firm's longest-tenured registered advisors, bring a wealth of experience and knowledge to the organization. Overall, Florek Financial, LLC has built a strong reputation for delivering exceptional investment advisory services, catering to the unique needs of their clients while maintaining industry standards and fostering financial growth.

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.

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.

Finer Wealth Management, Inc. is a distinguished investment advisory firm headquartered in Salem, MA, renowned for providing comprehensive financial solutions to its clients. With four offices strategically located throughout the region, the company offers personalized services to individuals and employer-sponsored 401K plans alike. Led by a team of highly qualified professionals, Finer Wealth Management, Inc. boasts a talented staff of nine employees, three of whom specialize in investment advisory services. Their expertise and dedication enable them to manage an impressive average of $55,430,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is designed to accommodate diverse client needs, incorporating a range of fee types, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures clients receive customized solutions tailored to their financial goals. With an emphasis on employer-sponsored retirement plans and individual portfolios, Finer Wealth Management, Inc. has cultivated extensive experience in this space. Approximately half of their assets under management are derived from employer 401Ks or individuals, showcasing their proficiency in handling such accounts. Furthermore, the firm exclusively manages discretionary assets, affording clients peace of mind in entrusting their financial decisions to the capable hands of their advisors. Boasting a substantial client base, Finer Wealth Management, Inc. proudly serves over 190 individual clients, effectively managing assets totaling more than $166,302,000. The company takes pride in its long-standing registered advisors, Michael Finer and Gary Coon, whose extensive tenure exemplifies their commitment to client success and satisfaction. Through their unwavering dedication and expertise, Finer Wealth Management, Inc. continues to provide exceptional financial guidance, ensuring clients achieve their wealth management objectives with confidence.

Retirement Resources Investment Corporation, headquartered in Peabody, MA, is an esteemed investment advisory firm with a strong track record in managing assets for individual clients. With over 60 valued clients and an impressive $1,355,964,000 in assets under management, the firm has established itself as a trusted partner in securing financial futures. Operating from a single office, Retirement Resources Investment Corporation caters to the diverse needs of its clients by offering a range of compensation structures, including a percentage of assets under management and hourly charges. This flexibility allows them to tailor their services to each client's unique requirements. As a small but dedicated firm, Retirement Resources Investment Corporation prides itself on providing personalized attention and meticulous investment advisory services. With a total of 7 skilled employees, including 2 experienced investment advisors, the firm maintains a high level of expertise and ensures comprehensive support for its clients. One notable aspect of the firm is the impressive average of approximately $677,980,000 in assets under management per investment advisor, significantly surpassing the industry average. This demonstrates their commitment to delivering exceptional results and generating optimal returns for their clients' portfolios. James Phillips and Patrick Mcginn, two of the longest-tenured registered advisors with the firm, bring a wealth of knowledge and experience to the table. Their expertise, combined with the firm's meticulous approach and strong client relationships, positions Retirement Resources Investment Corporation as a leading player in the investment advisory industry, dedicated to helping individuals achieve their retirement goals.

Sachetta, LLC is a reputable local investment advisory firm based out of Lynnfield, Massachusetts, with three strategically located offices. With a total of 24 dedicated professionals, Sachetta, LLC stands out for its team of nine skilled investment advisors who provide exceptional advisory services. On average, each investment advisor manages approximately $72,210,000 in assets under management, which aligns with industry standards. Sachetta, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio predominantly consists of discretionary assets, they possess the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. Catering primarily to high net worth individuals, Sachetta, LLC oversees an impressive portfolio of assets, with over $649,921,000 under management for more than 420 individual clients. The firm's commitment to delivering exceptional service is evident through the tenure of their advisors. Notable long-standing professionals include Eric Sachetta, Michael Callahan, and Joseph Sachetta, who bring extensive experience and expertise to the table. In addition to their investment advisory services, Sachetta, LLC also offers the expertise of an accountant or accounting firm, providing clients with a comprehensive suite of financial solutions. With their strong track record and client-centric approach, Sachetta, LLC continues to solidify its position as a trusted partner in wealth management and financial planning in the Lynnfield area.

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.