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.

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.

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.

Stance Capital LLC, a small investment advisory firm headquartered in Boston, MA, is dedicated to providing expert financial guidance and personalized investment solutions. With a single office, the firm boasts a talented team of three professionals, two of whom offer specialized investment advisory services. With an average of $70,160,000 in assets under management per investment advisor, Stance Capital LLC aligns with industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring their interests are aligned with their clients'. Impressively, Stance Capital LLC manages a substantial $140,327,000 in assets across more than 10 individual clients. The firm exercises discretion over approximately 66% of these assets, indicating their expertise in making autonomous investment decisions on behalf of their clients. William Davis and Kyle Balkissoon, two highly experienced registered advisors, have been key members of Stance Capital LLC since its inception. Their tenure is a testament to the firm's commitment to fostering lasting relationships with both clients and employees. Stance Capital LLC prioritizes maintaining a high level of professionalism, integrity, and client-centricity in their operations. By staying up-to-date with the latest market trends and leveraging their expertise, Stance Capital LLC aims to help clients achieve their financial goals and secure their long-term financial well-being.

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.