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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.
J.M. FORBES & CO. LLP
Boston, Massachusetts
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.
MERIDIAN FINANCIAL, LLC
Holliston, Massachusetts
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.
FINARC INVESTMENTS, INC.
Norwood, Massachusetts
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.
FLAGSHIP WEALTH ADVISORS, LLC.
Wakefield, Massachusetts
Flagship Wealth Advisors, LLC is a highly regarded investment advisory firm operating in Wakefield, MA. With two offices, the company has established a strong presence in the local financial services industry. Led by a team of experienced professionals, Flagship Wealth Advisors, LLC comprises seven employees, four of whom specialize in delivering comprehensive investment advisory services.
With an average of approximately $72,180,000 in assets under management per investment advisor, the firm maintains a competitive position within the industry. Their compensation structure is diverse and includes a range of options such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are dedicated to 401K and individual accounts, Flagship Wealth Advisors, LLC possesses the expertise to manage employer funds as well.
The firm primarily focuses on discretionary management, with a remarkable 95% of the assets they handle falling into this category. Their clientele primarily consists of high-net-worth individuals who entrust Flagship Wealth Advisors, LLC with their significant wealth. Moreover, the firm also serves as a registered representative of a broker-dealer, expanding their range of services to meet clients' diverse financial needs.
With over 220 individual clients and a total of $288,737,000 in assets under management, Flagship Wealth Advisors, LLC has established a loyal and substantial customer base. The firm takes pride in its long-tenured advisors, such as Stephen Stabile, Richard Joyal, and Donald Joyal, who bring a wealth of experience and expertise to their clients' financial journeys.
O'BRIEN WEALTH PARTNERS LLC
Waltham, Massachusetts
O'Brien Wealth Partners LLC, based out of Waltham, MA, is a reputable local investment advisory firm with a strong track record in managing client assets. With over 220 individual clients and assets under management totaling $833,898,000, the firm has established itself as a trusted partner in wealth management. Operating from a single office, O'Brien Wealth Partners LLC offers comprehensive investment advisory services to its discerning clientele.
While the firm manages a diverse portfolio of assets, 401K and individual accounts make up less than 30% of their total assets under management. However, O'Brien Wealth Partners LLC possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are under discretionary control, ensuring flexibility and agility in decision-making.
Catering primarily to high net worth individuals, O'Brien Wealth Partners LLC is well-equipped to handle the complex financial needs of its discerning clientele. Their compensation structure encompasses various options, including a percentage of assets under management and hourly charges, allowing clients to select the most suitable arrangement.
With a team of 15 dedicated professionals, 12 of whom provide investment advisory services, O'Brien Wealth Partners LLC boasts an impressive average of approximately $69,490,000 in assets under management per investment advisor, in line with industry standards. The firm takes pride in its experienced and committed advisors, including the likes of Lauren Higgins, Elisabeth Zimmerman, and Arthur O'Brien, who have been with the company for an extended period, contributing to its continued success.
FINIVI INC.
Westborough, Massachusetts
Finivi Inc. is a reputable local investment advisory firm located in Westborough, MA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Boasting a team of eight experienced professionals, each advisor contributes to the firm's success by offering expert guidance in managing clients' investments. On average, each investment advisor handles an impressive $23,820,000 in assets under management.
The compensation structure at Finivi Inc. is diverse and caters to the needs of their clients. This includes various types such as a percentage of assets under management, hourly charges, and fixed fees. The firm has established a strong presence in the employer 401K and individual investment sectors, with around half of their assets under management originating from these sources. Their extensive experience in this space has enabled them to develop a deep understanding of the unique challenges and opportunities associated with these investment avenues.
In addition to investment advisory services, Finivi Inc. also acts as an insurance broker or agent, further expanding their offerings to meet clients' diverse financial needs. The company serves a substantial client base, boasting over 610 individual clients who entrust them with a total of more than $190,586,000 in assets under management. Notably, the firm prides itself on its seasoned advisors, with individuals like Eric Jansen, Joseph Willwerth, and Frederick Lane contributing their wealth of knowledge and expertise to the team. With their client-centric approach and extensive experience, Finivi Inc. remains a trusted partner in the world of investment advisory services.
FLAGSHIP PRIVATE WEALTH
Woburn, Massachusetts
Flagship Private Wealth, headquartered in Woburn, MA, is a small investment advisory firm with a strong focus on providing comprehensive wealth management solutions. With a team of four dedicated professionals, they offer personalized investment advisory services to a diverse client base. Each investment advisor at Flagship Private Wealth manages an average of approximately $81,670,000 in assets, aligning with industry standards.
Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, ensuring flexibility to meet individual client needs. The firm boasts over 200 individual clients, with total assets under management exceeding $252,288,000. While catering primarily to high net worth individuals, Flagship Private Wealth also possesses the capability to manage employer funds, though 401K and individual accounts make up less than 30% of their assets under management.
Flagship Private Wealth exclusively manages discretionary assets, signifying their expertise and trust placed in their investment strategies. In addition to investment advisory services, the firm offers complementary services as a registered representative of a broker-dealer, insurance broker, or agent.
With their office in Woburn, MA, Flagship Private Wealth operates within a well-connected financial hub. Notable individuals within the firm include Elizabeth Johnson, Karl Warner, and Giana Hebert, who contribute their extensive industry experience to the success of the company. Committed to providing exceptional wealth management solutions, Flagship Private Wealth continues to establish itself as a reputable advisory firm in the region.
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
Boston, Massachusetts
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.
PENSION & WEALTH MANAGEMENT ADVISORS
Waltham, Massachusetts
Pension & Wealth Management Advisors, based out of Waltham, MA, is a reputable investment advisory firm catering to a diverse clientele. With over 160 individual clients and more than $165,208,000 in assets under management, they have established themselves as trusted financial partners.
With a local presence in Waltham, MA, Pension & Wealth Management Advisors operates from a single office, delivering personalized services to their clients. Their expertise lies in managing assets for employer 401K plans as well as individual investors, making them well-versed in this specific area. Notably, all the assets they oversee are discretionary, reflecting their commitment to making informed investment decisions.
The firm's compensation structure includes various types, including a percentage of assets under management. This ensures alignment of interests between the advisors and their clients, fostering a collaborative approach to wealth management.
Pension & Wealth Management Advisors boasts a team of eight dedicated professionals, five of whom specialize in providing investment advisory services. Each investment advisor manages an average of approximately $33,040,000 in assets, demonstrating their ability to handle substantial portfolios.
The firm takes pride in the longevity of their advisory staff, with notable names like Brian Gasbarro, George Webb, and Neil Mcinnis among their most experienced team members. These individuals bring a wealth of knowledge and expertise to their client engagements, ensuring a high level of service and customized financial solutions.
In summary, Pension & Wealth Management Advisors is a trusted investment advisory firm in Waltham, MA, managing significant assets for a diverse client base. With their experience in employer 401K plans and individual investments, personalized service approach, and seasoned team of advisors, they continue to provide comprehensive and reliable financial guidance.
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PENSION & WEALTH MANAGEMENT ADVISORS
Waltham, Massachusetts
Pension & Wealth Management Advisors, based out of Waltham, MA, is a reputable investment advisory firm catering to a diverse clientele. With over 160 individual clients and more than $165,208,000 in assets under management, they have established themselves as trusted financial partners.
With a local presence in Waltham, MA, Pension & Wealth Management Advisors operates from a single office, delivering personalized services to their clients. Their expertise lies in managing assets for employer 401K plans as well as individual investors, making them well-versed in this specific area. Notably, all the assets they oversee are discretionary, reflecting their commitment to making informed investment decisions.
The firm's compensation structure includes various types, including a percentage of assets under management. This ensures alignment of interests between the advisors and their clients, fostering a collaborative approach to wealth management.
Pension & Wealth Management Advisors boasts a team of eight dedicated professionals, five of whom specialize in providing investment advisory services. Each investment advisor manages an average of approximately $33,040,000 in assets, demonstrating their ability to handle substantial portfolios.
The firm takes pride in the longevity of their advisory staff, with notable names like Brian Gasbarro, George Webb, and Neil Mcinnis among their most experienced team members. These individuals bring a wealth of knowledge and expertise to their client engagements, ensuring a high level of service and customized financial solutions.
In summary, Pension & Wealth Management Advisors is a trusted investment advisory firm in Waltham, MA, managing significant assets for a diverse client base. With their experience in employer 401K plans and individual investments, personalized service approach, and seasoned team of advisors, they continue to provide comprehensive and reliable financial guidance.
TIMBUKTU CAPITAL MANAGEMENT, LLC
Boston, Massachusetts
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.
AUREUS ASSET MANAGEMENT, LLC
Boston, Massachusetts
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.
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