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.

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.

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.

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.

The Retirement Planning Company Of New England, Inc., located in Warwick, RI, is a small investment advisory firm with a strong focus on retirement planning. With a total of four employees, the company boasts a dedicated team of three experienced advisors who provide comprehensive investment advisory services. The firm manages an average of approximately $81,640,000 in assets per investment advisor, which aligns with the industry average. The Retirement Planning Company Of New England, Inc. prides itself on its diverse compensation structure, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 420 individuals, and they manage a substantial amount of assets totaling over $228,244,000. Notably, half of these assets are sourced from employer 401Ks and individuals, reflecting the firm's expertise in this area. With a strong track record in the retirement planning sector, the company's expertise is evident, as 93% of the assets they manage are under their discretionary control. The Retirement Planning Company Of New England, Inc. distinguishes itself through its personalized approach and commitment to helping clients achieve their retirement goals. Operating out of one office in Warwick, RI, the company has cultivated a team of experienced advisors. Notable among them are Sotirios Pappas, Edward Viar, and David Allaire, who have been with the firm for an extended period, demonstrating their commitment to delivering excellent service and trusted advice to their clients.

Pallas Capital Advisors, LLC is a leading investment advisory firm headquartered in Braintree, MA. With a team of 22 dedicated professionals, the majority of whom are investment advisors, Pallas Capital provides top-notch financial guidance and management services. Their expertise is reflected in their impressive average assets under management per investment advisor, which stands at approximately $545,480,000, significantly surpassing industry norms. The firm's compensation structure is designed to align with client needs and preferences. Pallas Capital offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. Pallas Capital Advisors has built a strong client base, serving over 470 individual clients with total assets under management exceeding $1,539,021,000. Notably, a substantial portion of these assets belongs to high-net-worth individuals, reflecting the firm's expertise in managing substantial wealth. While the majority of assets managed are discretionary, Pallas Capital also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Operating out of Braintree, MA, Pallas Capital Advisors maintains five offices, ensuring convenient accessibility for their diverse clientele. The firm prides itself on its experienced team, with notable long-tenured advisors such as Charles Evangelakos, James Landry, and Jack Mccroken, who contribute to the firm's reputation for excellence and stability in the industry.

U.S. Financial Advisors, headquartered in Braintree, MA, is a trusted local investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With over 200 individual clients, the firm manages an impressive $295,798,000 in assets. Boasting two offices, U.S. Financial Advisors serves as a reliable insurance broker or agent, offering a comprehensive range of services to meet their clients' diverse needs. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. With a team of 14 dedicated employees, including six investment advisory professionals, U.S. Financial Advisors delivers exceptional service to their clientele. On average, each investment advisor manages approximately $49,300,000 in assets, aligning with the industry average. The firm prides itself on its experienced staff, including long-tenured advisors such as Robert Napolitano, Matthew Lanza, and Thomas Fletcher, who bring a wealth of knowledge and expertise to the table. U.S. Financial Advisors' compensation structure is designed to be flexible and transparent, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients receive tailored financial advice while maintaining transparency in the fee structure. Overall, U.S. Financial Advisors is a reputable investment advisory firm that prioritizes the financial well-being of its clients. Through their comprehensive services, experienced team, and strong track record, they strive to empower individuals and businesses in achieving their financial goals.

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.

AFG Fiduciary Services, headquartered in Hingham, MA, is a distinguished investment advisory firm providing comprehensive financial services. With a team of four highly experienced professionals, they deliver personalized solutions to a diverse clientele. Averaging an impressive $52,550,000 in assets under management per investment advisor, AFG Fiduciary Services aligns with industry standards. Their compensation structure caters to clients' unique needs, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. Boasting over 80 individual clients, AFG Fiduciary Services expertly manages assets exceeding $175,000,000. The firm primarily focuses on serving high net worth individuals, although they possess the capability to effectively oversee employer funds, despite 401K and individual accounts accounting for less than 30% of their assets under management. Notably, 94% of the assets entrusted to AFG Fiduciary Services are under their discretionary management, reflecting a high level of trust and confidence from their clients. Operating from two offices, this small but dynamic firm has cultivated a team of seasoned advisors. Brian Kenney, Peter Cushing, and Joseph McCarthy, among others, are recognized for their long-standing commitment to delivering exceptional financial guidance. At AFG Fiduciary Services, clients receive personalized attention, meticulous wealth management strategies, and an unwavering dedication to their financial well-being. With a strong reputation for professionalism and integrity, AFG Fiduciary Services continues to provide top-tier investment advisory services in Hingham, MA, and beyond.

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.

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.