Aureus Asset Management, LLC is a leading investment advisory firm headquartered in Boston, Massachusetts. With a team of 14 dedicated professionals, including 8 experienced investment advisors, Aureus is committed to delivering exceptional financial solutions to its clients. Drawing from its extensive expertise, the firm manages an impressive $5,904,646,000 in assets under management for over 20 individual clients. Aureus Asset Management sets itself apart in the industry with its high average assets under management per investment advisor, standing at approximately $373,120,000. This figure surpasses the industry average, demonstrating the firm's ability to effectively grow and protect its clients' wealth. To align their interests with their clients, Aureus employs a compensation structure that includes a percentage of assets under management and performance-based fees. With a 25% portion of discretionary assets under their management, Aureus Asset Management demonstrates its skill in providing tailored investment solutions that meet individual client objectives. As a local firm deeply rooted in Boston, Aureus operates out of a single office, fostering close relationships with their clients and the community. Aureus Asset Management boasts a team of dedicated advisors, including the highly respected Gina Koprowski, Stefan Karlsson, and Thaddeus Davis. These seasoned professionals contribute their wealth of experience to the firm's success, providing comprehensive investment advice and personalized strategies to clients. As Aureus Asset Management, LLC continues to grow and uphold its reputation as a trusted investment advisory firm, its commitment to excellence, client-centric approach, and impressive track record make it a sought-after partner for individuals seeking comprehensive financial solutions in the Boston area and beyond.

J.M. Forbes & Co. LLP, based out of Boston, MA, is a prominent local investment advisory firm dedicated to serving the financial needs of their clients. With a team of 19 highly skilled professionals, including 6 experienced investment advisors, the firm has established a solid reputation in the industry. The average assets under management per investment advisor amount to approximately $126,360,000, which aligns with the industry average. J.M. Forbes & Co. LLP caters to a diverse clientele, managing over $1,021,564,000 in assets for more than 660 individual clients. While the majority of their assets under management are for high net worth individuals, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts represent a smaller portion of their overall assets. With a compensation structure that includes various types such as a percentage of assets under management and fixed fees, J.M. Forbes & Co. LLP ensures that their clients receive personalized and comprehensive financial services tailored to their unique needs. Operating from a single office in Boston, the firm takes pride in their long-standing history and expertise. Notably, some of the most tenured advisors at J.M. Forbes & Co. LLP include Malcolm Davidson, Paul Elias, and Thomas Brosnan, who contribute their wealth of experience and knowledge to the firm's continued success. Overall, J.M. Forbes & Co. LLP stands as a trusted partner, providing exceptional investment advisory services to individuals and institutions seeking expert guidance and financial growth.

Finarc Investments, Inc. is a reputable investment advisory firm based in Norwood, MA. With one office, they have established themselves as a trusted partner in the financial industry. The firm boasts a dedicated team of five employees, three of whom specialize in providing expert investment advisory services. Each advisor manages an average of approximately $41,320,000 in assets under management, showcasing their extensive experience and knowledge. At Finarc Investments, Inc., their compensation structure is diverse and flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm handles less than 30% of their assets under management through 401K and individual accounts, they possess the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Specializing in catering to high net worth individuals, Finarc Investments, Inc. boasts an impressive roster of over 50 individual clients with a combined $123,969,000 in assets under management. The firm takes pride in their long-standing relationships with clients, many of whom have entrusted their financial well-being to them for years. Leading the team of advisors are seasoned professionals including Kristina Regan, John Choe, and Matthew Slaney, who bring a wealth of expertise and industry knowledge to the firm. With a commitment to providing personalized and comprehensive investment advisory services, Finarc Investments, Inc. continues to solidify its reputation as a trusted partner in helping clients achieve their financial goals.

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.

Meridian Financial, LLC, based out of Holliston, MA, is a reputable small investment advisory firm serving a diverse client base of over 80 individuals. With an impressive $193,114,000 in assets under management, Meridian Financial prides itself on delivering exceptional financial guidance to help clients achieve their investment goals. Operating from two offices, Meridian Financial specializes in managing assets from employer 401Ks and individual clients, boasting extensive expertise in this domain. All of the firm's assets under management are discretionary, ensuring clients trust Meridian Financial's professional judgment in making investment decisions on their behalf. Meridian Financial offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This approach enables the firm to tailor its services to meet the unique needs of each client effectively. With a dedicated team of four employees, including two experienced investment advisors, Meridian Financial ensures personalized attention and comprehensive support for its clients. Each investment advisor handles an average of approximately $96,560,000 in assets under management, aligning with industry standards. Among the firm's notable registered advisors, Georgia Bruggeman and Rana Choubah stand out as two of the longest tenured professionals. Their extensive knowledge and commitment to providing top-notch financial advice contribute to Meridian Financial's solid reputation and track record of success. Meridian Financial, LLC continues to grow and evolve, committed to delivering tailored investment solutions and fostering long-term financial success for its valued clientele.

Westfield Capital Management Company, L.P., headquartered in Boston, MA, is a prominent local investment advisory firm. With over $13,315,529,000 in assets under management, the company caters to a diverse clientele of over 130 individual clients. As a discretionary asset manager, Westfield Capital Management Company, L.P. maintains full authority over investment decisions on behalf of its clients. With a commitment to excellence, Westfield Capital Management Company, L.P. boasts a team of 59 dedicated professionals, of which 18 provide investment advisory services. Their skilled advisors possess a wealth of expertise in navigating the complexities of the financial markets. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. An impressive statistic that sets Westfield Capital Management Company, L.P. apart is their average of approximately $739,750,000 in assets under management per investment advisor, surpassing the industry average. This highlights their ability to effectively manage substantial portfolios while providing personalized attention to each client's unique investment goals. With a focus on long-term client relationships, Westfield Capital Management Company, L.P. takes pride in its experienced team members. William Muggia, one of their esteemed registered advisors, has been with the firm since 2008, showcasing their commitment to stability and continuity in serving clients. As Westfield Capital Management Company, L.P. continues to thrive in the competitive investment advisory landscape, their track record of success and dedication to client satisfaction solidify their position as a trusted partner for individuals seeking expert financial guidance.

Timbuktu Capital Management, LLC is a small investment advisory firm based out of Boston, MA. With over a decade of experience, they have built a solid reputation in the industry. Currently managing assets worth over $154,192,000, they cater to a diverse clientele of more than 50 individual clients. Timbuktu Capital Management, LLC offers a range of services, including real estate brokering, dealing, and agency representation. Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively handle employer funds. Approximately 33% of the assets they manage are discretionary, allowing them to make strategic investment decisions on behalf of their clients. Timbuktu Capital Management, LLC employs a compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. With a total of three employees, two of whom provide investment advisory services, they maintain a client-focused approach, ensuring personalized attention to each individual's financial goals and needs. One noteworthy figure within the firm is Ousmane Diagne, who has been a registered advisor with Timbuktu Capital Management, LLC since 2010. His extensive tenure and expertise contribute to the firm's success and reliability. On average, each investment advisor at the firm manages approximately $77,100,000 in assets, aligning with the industry average. Timbuktu Capital Management, LLC remains committed to delivering exceptional investment advisory services to their clients, leveraging their expertise and experience to help clients achieve their financial objectives.

Armstrong Advisory Group Inc., based out of Needham, MA, is a reputable local investment advisory firm offering a comprehensive range of financial services. With 25 dedicated employees, including 11 experienced investment advisors, they provide expert guidance and management to a diverse clientele. On average, each investment advisor oversees approximately $54,040,000 in assets under management, aligning with industry standards. Boasting an impressive portfolio, Armstrong Advisory Group Inc. currently manages over $1,019,992,000 in assets for more than 740 individual clients, primarily catering to high net worth individuals. While the majority of their managed assets serve this client segment, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts make up less than 30% of their assets under management. The compensation structure at Armstrong Advisory Group Inc. comprises various types, including a percentage of assets under management and fixed fees, ensuring their advisors are incentivized to deliver optimal results for their clients. In addition to investment advisory services, the firm also serves as an insurance broker or agent, further expanding their service offerings. With ten offices spread across the region, Armstrong Advisory Group Inc. maintains a strong local presence. The firm takes pride in its long-tenured advisors, such as Mark Schaffer, Andrew Haff, and Marc Fandetti, who bring extensive industry knowledge and expertise to their clients' financial planning journeys. Armstrong Advisory Group Inc. remains committed to providing exceptional service and customized solutions to help clients achieve their financial goals.

Scientific Investment Management, based out of Boston, MA, is a reputable investment advisory firm specializing in managing assets for both individual and employer clients. With over 20 individual clients and $350,000 in assets under management, they have built a solid track record in delivering exceptional financial guidance. Dedicated to providing comprehensive investment solutions, Scientific Investment Management leverages their expertise to effectively manage employer 401K plans and individual portfolios. In fact, more than 80% of their assets under management comprise employer 401K plans and individual investments, showcasing their proficiency in this domain. Scientific Investment Management boasts a team of highly qualified professionals, led by James Falvey, one of the longest tenured registered advisors at the firm, having joined in 2020. Their advisors possess extensive experience and offer personalized investment advisory services, ensuring clients receive tailored strategies aligned with their financial goals. With a commitment to transparency and client-centric services, Scientific Investment Management operates under a discretionary model, where 100% of the assets they manage are handled with discretion. This approach empowers them to make informed investment decisions on behalf of their clients, leveraging their expertise and market insights. The firm's compensation structure is flexible and diverse, including a percentage of assets under management. With one office and a total of one employee, Scientific Investment Management ensures a close-knit working environment, enabling a personalized and attentive approach to each client's investment needs. Scientific Investment Management maintains a strong reputation for delivering exceptional financial guidance, making them a trusted partner for individuals and employers seeking professional investment management services.

Marble Harbor Investment Counsel, LLC is a highly esteemed local investment advisory firm headquartered in Boston, MA. With a single office, Marble Harbor serves as a trusted financial partner to clients seeking expert guidance and effective wealth management solutions. The firm boasts a team of 10 dedicated professionals, with 6 of them specializing in providing comprehensive investment advisory services. Demonstrating their industry prowess, Marble Harbor Investment Counsel manages an impressive average of approximately $168,530,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is thoughtfully designed to align with client success, incorporating various methods such as a percentage of assets under management, fixed fees, and performance-based fees. Marble Harbor operates with full discretion over the entirety of the assets they manage, indicating their clients' trust in the firm's expertise and decision-making abilities. The majority of their clientele consists of high-net-worth individuals, with over 70 individual clients entrusting the firm with assets totaling more than $1,011,166,000. Notably, Marble Harbor Investment Counsel prides itself on the longevity and experience of its advisors. Key members of the team, such as Patrick Robb, Paul Davis, and Lawrence Harrington, have been instrumental in the firm's success, bringing their wealth of knowledge and expertise to each client relationship. Marble Harbor Investment Counsel, LLC stands as a beacon of excellence in the financial advisory industry, offering personalized and strategic investment solutions to help clients achieve their long-term financial goals.

TFC Financial Management Inc is a reputable investment advisory firm headquartered in Boston, MA, boasting a rich history and a strong presence in the financial industry. With one office serving as their strategic hub, TFC Financial Management Inc has established itself as a trusted partner for clients seeking expert guidance in managing their wealth. With a dedicated team of 20 professionals, including 9 specialized investment advisors, TFC Financial Management Inc delivers comprehensive investment advisory services. Their team is highly experienced and possesses extensive knowledge in the field of financial management, ensuring that clients receive tailored strategies to meet their unique financial goals. Impressively, TFC Financial Management Inc maintains an average of approximately $136,280,000 in assets under management per investment advisor, which exceeds the industry standard. The firm's compensation structure reflects their commitment to client success, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. A distinguishing feature of TFC Financial Management Inc is that all the assets they manage are discretionary, meaning they have full authority to make investment decisions on behalf of their clients. The majority of these assets are held by high-net-worth individuals, with over 120 individual clients entrusting the firm with more than $1,226,535,000 in assets under management. At TFC Financial Management Inc, clients benefit from the expertise of their accomplished advisors. Notable veterans of the firm, including Leann Sullivan, Renee Kwok, and Frederick Pryor, contribute their extensive industry knowledge and dedication to providing exceptional service. In summary, TFC Financial Management Inc is a well-established investment advisory firm in Boston, MA, known for their exceptional track record, experienced team, and commitment to managing substantial assets on behalf of their high-net-worth clients.