Wealthcare Investment Partners LLC, based out of Portsmouth, RI, is a leading local investment advisory firm with a strong presence in the financial industry. With over 1,360 individual clients and more than $457,674,000 in assets under management, Wealthcare Investment Partners LLC has established itself as a trusted partner in wealth management. The firm operates from two offices and boasts extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. All of the assets they handle are under their discretionary management, ensuring a high level of expertise and personalized attention. Wealthcare Investment Partners LLC offers a diverse compensation structure to accommodate the unique needs of their clients. This includes charging a percentage of assets under management, hourly rates, and fixed fees, allowing for flexibility and tailored solutions. With a total of 12 dedicated employees, including six investment advisory professionals, the firm is well-equipped to provide comprehensive financial guidance. On average, each investment advisor manages approximately $76,280,000 in assets under management, aligning with industry standards. Notably, Wealthcare Investment Partners LLC takes pride in the longevity of its advisors. Russell Winthrop, Brian Corriveau, and David Mailloux are among the firm's seasoned professionals, demonstrating a commitment to building enduring client relationships and maintaining a wealth of knowledge in the field. As Wealthcare Investment Partners LLC continues to grow, their client-centric approach and extensive expertise position them as a trusted partner for individuals seeking effective and personalized investment strategies.

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.

Successful Money Strategies Inc, based out of Fall River, MA, is a highly regarded investment advisory firm that specializes in providing successful money management strategies to a diverse clientele. With over 180 individual clients, they have amassed an impressive $161,442,000 in assets under management. The firm prides itself on delivering personalized financial advice and assistance to help clients achieve their financial goals. As a small firm with one office, Successful Money Strategies Inc offers a range of services to cater to their clients' needs. In addition to investment advisory services, they also function as an insurance broker or agent, providing comprehensive coverage options. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, demonstrating their expertise in this area. With a compensation structure that includes a percentage of assets under management and fixed fees, Successful Money Strategies Inc ensures that their interests align with their clients' financial success. They have three dedicated employees, one of whom is solely focused on providing investment advisory services. The firm's average assets under management per investment advisor, standing at approximately $161,440,000, surpasses the industry average, showcasing their ability to effectively handle substantial portfolios. A standout member of the team is Dennis O'Keefe, one of the firm's longest-tenured registered advisors, having been with Successful Money Strategies Inc since 2004. With his wealth of experience and the firm's dedication to delivering exceptional service, Successful Money Strategies Inc has earned a reputation as a trusted partner for individuals seeking sound financial guidance and successful money management strategies.

Baldwin Brothers LLC, a local investment advisory firm headquartered in Marion, MA, boasts an impressive portfolio of over 380 individual clients and manages a staggering $1,903,275,000 in assets. With five offices strategically located, they offer comprehensive financial services to clients seeking expert guidance and sound investment strategies. While Baldwin Brothers LLC caters to a diverse clientele, it primarily focuses on managing the wealth of high net worth individuals. Their expertise lies in discretionary asset management, with a remarkable 98% of the assets they oversee falling under this category. Notably, their capabilities extend beyond individual accounts, as they possess the necessary proficiency to manage employer funds, thereby catering to a wider spectrum of clients. The firm's compensation structure is designed to align with client goals and offers various options, including a percentage of assets under management and fixed fees. This flexibility ensures a tailored approach that caters to the unique needs of each client. With a dedicated team of 30 employees, Baldwin Brothers LLC maintains an impressive average of approximately $158,610,000 in assets under management per investment advisor, well above the industry average. Notably, 12 of their team members specialize in providing investment advisory services, demonstrating their commitment to delivering personalized and expert advice. Baldwin Brothers LLC takes pride in its longstanding tradition of excellence, supported by a team of seasoned professionals. Among their esteemed advisors, William Marvel, Michael Baldwin, and David Barrett stand out as some of the firm's longest-tenured experts. Their collective expertise and commitment to client satisfaction have solidified Baldwin Brothers LLC's reputation as a trusted and leading investment advisory firm.

Cottage Street Advisors, based out of Marion, MA, is a small investment advisory firm with three offices. With a total of three employees, two of whom provide investment advisory services, they have established themselves as a trusted partner in the financial industry. With an average of approximately $95,290,000 in assets under management per investment advisor, they maintain a competitive position compared to the industry average. Cottage Street Advisors offers a diverse compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. While their 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. All of the assets they manage are handled with discretionary authority, ensuring a comprehensive and personalized approach to their clients' investment strategies. The firm primarily caters to high net worth individuals, boasting a substantial client base of over 60 individuals with a combined total of more than $190,576,000 in assets under management. Michael Davis and Jason Haviland, two of the longest-tenured registered advisors at Cottage Street Advisors, bring a wealth of experience and knowledge to the firm, further solidifying its reputation as a reliable and respected financial advisory service provider. Cottage Street Advisors is committed to delivering superior investment advisory services, tailored to meet the unique goals and financial aspirations of their clients. With their expertise, personalized approach, and dedication to excellence, they strive to provide comprehensive financial solutions that foster long-term growth and financial well-being.

Lenk Ladner Investment Solutions LLC, headquartered in Osterville, MA, is a reputable investment advisory firm with a proven track record of success. With a team of three dedicated employees, they offer comprehensive investment advisory services to a diverse client base. Their impressive average of $396,370,000 in assets under management per investment advisor surpasses industry standards, reflecting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Lenk Ladner Investment Solutions LLC boasts over 140 individual clients, entrusting them with a combined total of over $265,372,000 in assets under management. Their client base primarily comprises high-net-worth individuals, although they also possess the capability to manage employer funds, although representing less than 30% of their assets under management. With 80% of the assets they manage being discretionary, Lenk Ladner Investment Solutions LLC demonstrates their ability to make informed investment decisions on behalf of their clients. The firm operates from a single office and has been serving the Osterville community since its establishment. Among their experienced team of registered advisors, Carie Carney stands out as one of the longest-tenured professionals, having been with the firm since 2013. Lenk Ladner Investment Solutions LLC prides itself on providing personalized investment advisory services, leveraging their expertise and commitment to help clients achieve their financial goals. With their impressive assets under management, exceptional team, and strong client relationships, they continue to make a significant impact in the financial industry.

Beacon Financial Planning, Inc is a reputable local investment advisory firm headquartered in Hyannis, MA. With two offices strategically located in the area, they have been providing comprehensive financial planning services since their establishment. Led by a team of dedicated professionals, Beacon Financial Planning, Inc boasts a total of eight skilled employees, with six specializing in investment advisory services. With an impressive track record, Beacon Financial Planning, Inc manages an average of $40,730,000 in assets under management per investment advisor. Their compensation structure is diversified, including a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with their clients'. One of Beacon Financial Planning, Inc's areas of expertise lies in managing employer 401Ks and individual portfolios, which together account for approximately half of their assets under management. With an unwavering commitment to excellence, they have acquired substantial experience in this domain. Catering primarily to high net worth individuals, Beacon Financial Planning, Inc diligently oversees a vast portfolio of clients. Their client base comprises over 330 individuals, and they currently manage assets worth over $244,403,000. Notably, Beacon Financial Planning, Inc boasts a team of highly experienced advisors, with some of the longest-tenured professionals being Kathleen Kane, Kelli Grew, and Michaela Herlihy. These seasoned experts bring a wealth of knowledge and expertise to the firm, fostering trust and long-term relationships with their clients. With a strong presence in the local financial industry, Beacon Financial Planning, Inc is committed to providing personalized, reliable, and results-driven financial planning services to their esteemed clientele.

Cambridge Cape Cod Advisors, LLC is a highly regarded investment advisory firm located in Sandwich, MA. With over 60 individual clients and a substantial $147,851,000 in assets under management, the company provides comprehensive financial guidance and investment strategies tailored to each client's unique goals. As a small firm, Cambridge Cape Cod Advisors, LLC prides itself on its personalized approach and commitment to building long-lasting relationships with clients. While the majority of their assets managed are for high net worth individuals, the firm also possesses the expertise to handle employer funds, although such accounts represent a smaller portion of their overall assets. With a team of two dedicated and experienced employees, each offering investment advisory services, Cambridge Cape Cod Advisors, LLC ensures that clients receive individualized attention and expert guidance. The average assets under management per investment advisor stands at approximately $73,930,000, aligning with industry standards. Cambridge Cape Cod Advisors, LLC employs various compensation structures, including fixed fees, ensuring transparency and a focus on delivering value to their clients. Notably, Gregory Fenton and Vincent Renaut are two of the longest-tenured registered advisors within the firm, contributing their wealth of knowledge and expertise to the team. With their strong track record, commitment to client satisfaction, and strategic financial planning, Cambridge Cape Cod Advisors, LLC continues to be a trusted partner in helping individuals and organizations achieve their financial objectives.

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.