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.

Sensible Financial Planning And Management, LLC is a reputable investment advisory firm headquartered in Waltham, MA, with two offices. With a team of 18 dedicated professionals, 13 of whom specialize in investment advisory services, the firm offers comprehensive financial planning and management solutions to clients. Leveraging their expertise, Sensible Financial Planning And Management, LLC assists individuals and organizations in achieving their financial goals. The firm maintains an average of approximately $54,260,000 in assets under management per investment advisor, which aligns with the industry average. Sensible Financial Planning And Management, LLC implements a diverse compensation structure, including 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 capability to effectively manage employer funds. Notably, 94% of the assets under their management are discretionary, allowing for flexibility in investment decisions. Sensible Financial Planning And Management, LLC primarily caters to high-net-worth individuals, overseeing over $705,385,000 in assets under management for more than 90 individual clients. The firm takes pride in its team of experienced advisors, with notable names like Frank Napolitano, Richard Fine, and Frederick Miller, Jr. having demonstrated a long-standing commitment to the company and its clients. With a focus on delivering personalized financial guidance and utilizing a robust investment strategy, Sensible Financial Planning And Management, LLC strives to empower clients with the knowledge and tools necessary to make informed financial decisions, ultimately ensuring their long-term financial success.

PRIO WEALTH LP: Transforming Wealth Management in Boston, MA With a commitment to providing top-notch investment advisory services, PRIO WEALTH LP is a leading local firm based in Boston, MA. Boasting a team of 28 talented professionals, 14 of whom specialize in investment advisory services, PRIO WEALTH LP is dedicated to optimizing clients' financial portfolios and delivering superior results. With an average of $79,460,000 in assets under management per investment advisor, PRIO WEALTH LP consistently meets industry standards. Their compensation structure is diversified, incorporating various models such as a percentage of assets under management. This ensures a client-centric approach, aligning their interests with the success of their clients' investments. Catering to over 200 individual clients, PRIO WEALTH LP manages an impressive total of $3,288,110,000 in assets. Primarily serving high-net-worth individuals, the firm demonstrates its expertise in wealth management and a deep understanding of the unique needs of affluent clients. Notably, PRIO WEALTH LP prides itself on its discretionary management style, providing clients with peace of mind and entrusting the firm with complete authority over investment decisions. This approach showcases their confidence in navigating complex market dynamics and their unwavering dedication to achieving optimal outcomes. Operating from a single office in Boston, MA, PRIO WEALTH LP is deeply rooted in the local community. The firm's longevity is a testament to the expertise and commitment of their advisors, with esteemed professionals like Jeffrey St. Mary, Kelly Morgan, and John Bratschi, who have established themselves as pillars of the organization. With a solid foundation, a client-centric approach, and a team of experienced advisors, PRIO WEALTH LP stands out as a trusted partner in wealth management, delivering unparalleled financial guidance and unlocking the true potential of clients' investments.

Northstar Financial Planning, LLC, a prominent local investment advisory firm based in Windham, NH, is dedicated to providing comprehensive financial planning services to a diverse range of clients. With a team of nine highly skilled professionals, including six investment advisors, they offer expert guidance and management for individuals and organizations seeking to maximize their financial potential. With an average of approximately $75,740,000 in assets under management per investment advisor, Northstar Financial Planning, LLC demonstrates a solid track record of success. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring a tailored approach to meet their clients' needs. Currently, Northstar Financial Planning, LLC oversees a robust client base of over 90 individuals, with total assets under management exceeding $184,000,000. Primarily catering to high net worth individuals, they possess extensive experience in managing substantial portfolios. While 401K and individual accounts constitute less than 30% of their assets under management, Northstar Financial Planning, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 83% of the assets they manage are discretionary, enabling them to make informed decisions aligned with their clients' financial goals. Northstar Financial Planning, LLC distinguishes itself through its long-standing presence in the industry and a reputation for delivering exceptional service. Notably, their team includes esteemed advisors such as Kristina George, Alexa Darbe, and Robin Young, who boast extensive tenure within the firm. With a commitment to providing tailored financial solutions, Northstar Financial Planning, LLC continues to empower their clients to achieve lasting financial success through prudent and strategic planning.

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.

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.

SCS Capital Management LLC is a highly reputable regional investment advisory firm headquartered in Boston, MA. With a strong presence in the financial industry, they operate from five strategically located offices. Committed to delivering exceptional service, SCS Capital Management LLC boasts a team of 130 dedicated professionals, 35 of whom specialize in providing top-notch investment advisory services. Known for their exceptional track record, SCS Capital Management LLC manages an impressive average of approximately $828,070,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. A significant portion of SCS Capital Management LLC's assets under management originates from employer 401Ks and individual investors, showcasing their expertise in catering to these specific sectors. An outstanding 86% of the assets they manage are discretionary, enabling them to provide customized and tailored investment strategies to meet their clients' unique needs. In addition to their investment advisory services, SCS Capital Management LLC also serves as a commodity pool operator or commodity trading advisor, regardless of registration status. Their expansive client base of over 200 individuals entrusts them with a staggering $28,982,522,000 in assets under management. The firm takes pride in its experienced team, with some of the longest tenured advisors including Christopher Stone, Douglas Ederle, and Derek Dobecki. Their wealth of knowledge and expertise contributes to the firm's success and solidifies their reputation as a trusted partner for clients seeking comprehensive and sophisticated investment solutions.

BTS Asset Management, Inc. is a reputable investment advisory firm based in Lincoln, MA. With a total of 21 dedicated employees, including four experienced professionals providing investment advisory services, BTS Asset Management stands out in the industry. Their investment advisors manage an impressive average of approximately $452,250,000 in assets, which is significantly higher than the industry average. The company's compensation structure is diverse, encompassing various types such as a percentage of assets under management. This ensures that the interests of the clients and advisors are aligned, fostering a mutually beneficial relationship. BTS Asset Management boasts a substantial client base, serving over 1,650 individual clients with a remarkable $377,395,000 in assets under management. Notably, their expertise shines in managing employer 401Ks and individual assets, constituting around half of their total assets under management. This experience positions them well in this particular market segment. As a small investment advisory firm, BTS Asset Management operates from a single office in Lincoln, MA. They take pride in their team of long-tenured advisors, including Gary Shilman, Vilis Pasts, and Matthew Pasts. These professionals bring a wealth of knowledge and experience to the firm, further enhancing the quality of service provided to their valued clients. With a 100% discretionary management approach, BTS Asset Management offers comprehensive and personalized investment solutions to meet the unique needs and goals of their clients. Their commitment to delivering exceptional service and their track record of successful asset management make BTS Asset Management, Inc. a trusted partner in the financial industry.

Polaris Capital Management, LLC is a reputable investment advisory firm headquartered in Boston, MA, specializing in providing comprehensive financial services. With a single office, they have established themselves as a trusted local partner for clients seeking expert investment guidance. The firm boasts a team of 21 dedicated professionals, 8 of whom offer top-notch investment advisory services to their esteemed clientele. Polaris Capital Management, LLC distinguishes itself from its peers with an impressive average of approximately $1,553,130,000 in assets under management per investment advisor, surpassing the industry average. This exceptional performance is a testament to their extensive expertise and commitment to delivering outstanding results for their clients. In terms of compensation, Polaris Capital Management, LLC employs a multi-tiered structure that includes a percentage of assets under management and performance-based fees. By aligning their incentives with the success of their clients' portfolios, the firm ensures a strong focus on delivering optimal returns. All of the assets managed by Polaris Capital Management, LLC are discretionary, reflecting their clients' trust in their investment acumen and decision-making abilities. With over $12,425,022,000 in assets under management across more than 10 individual clients, the firm has successfully positioned itself as a preferred choice for wealth management services. The firm takes pride in its team of experienced advisors, including Bin Xiao, Sumanta Biswas, and Bernard Horn, who have demonstrated exceptional dedication and longevity within the organization. Their wealth of knowledge and proven track record contribute to Polaris Capital Management, LLC's continued success in the industry.

Brighthouse Investment Advisers, LLC is a highly reputable and trusted local investment advisory firm based in Boston, MA. With over 7,270 individual clients, they possess an impressive track record of managing assets totaling more than $133,620,059,000. Their dedication to excellence and commitment to their clients' financial success have solidified their position as a leader in the industry. With one office in Boston, Brighthouse Investment Advisers, LLC is strategically located to cater to a diverse clientele seeking personalized investment solutions. The firm offers a comprehensive range of services, including commodity pool operator and commodity trading advisor services, both registered and exempt from registration. They excel in discretionary asset management, with an astounding 99% of the assets they oversee falling under this category. Brighthouse Investment Advisers, LLC boasts a skilled team of 29 employees, 9 of whom are dedicated investment advisors. Each advisor manages an average of approximately $14,846,670,000 in assets, significantly surpassing the industry average. This exceptional level of expertise allows them to deliver tailored investment strategies that align with their clients' financial goals and risk tolerance. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. Brighthouse Investment Advisers, LLC prides itself on maintaining the highest ethical standards, providing transparent and reliable advice to guide clients through the complexities of the financial market. With their proven track record and commitment to excellence, they are a trusted partner for individuals seeking expert investment advisory services.

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.