Find Top Financial Advisors Near Osterville, Massachusetts
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WEALTHCARE INVESTMENT PARTNERS LLC
Portsmouth, Rhode Island
Wealthcare Investment Partners LLC, based out of Portsmouth, RI, is a leading local investment advisory firm with a strong presence in the financial industry. With over 1,360 individual clients and more than $457,674,000 in assets under management, Wealthcare Investment Partners LLC has established itself as a trusted partner in wealth management.
The firm operates from two offices and boasts extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. All of the assets they handle are under their discretionary management, ensuring a high level of expertise and personalized attention.
Wealthcare Investment Partners LLC offers a diverse compensation structure to accommodate the unique needs of their clients. This includes charging a percentage of assets under management, hourly rates, and fixed fees, allowing for flexibility and tailored solutions.
With a total of 12 dedicated employees, including six investment advisory professionals, the firm is well-equipped to provide comprehensive financial guidance. On average, each investment advisor manages approximately $76,280,000 in assets under management, aligning with industry standards.
Notably, Wealthcare Investment Partners LLC takes pride in the longevity of its advisors. Russell Winthrop, Brian Corriveau, and David Mailloux are among the firm's seasoned professionals, demonstrating a commitment to building enduring client relationships and maintaining a wealth of knowledge in the field.
As Wealthcare Investment Partners LLC continues to grow, their client-centric approach and extensive expertise position them as a trusted partner for individuals seeking effective and personalized investment strategies.
CORRIGAN FINANCIAL INC
Middletown, Rhode Island
Corrigan Financial Inc, a local investment advisory firm based out of Middletown, RI, serves over 1,030 individual clients, managing an impressive $931,917,000 in assets. With 1 office, they have established themselves as a trusted entity within the financial industry. Boasting extensive experience in managing employer 401Ks and individual investments, they possess a deep understanding of this domain.
With 100% of the assets they manage being discretionary, Corrigan Financial Inc provides their clients with the flexibility and autonomy needed to meet their financial goals. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose a payment method that aligns with their preferences.
The firm's 17 dedicated employees work diligently to deliver exceptional investment advisory services, with 11 of them specializing in this area. On average, each investment advisor oversees approximately $84,720,000 in assets under management, in line with the industry average. Notably, Corrigan Financial Inc takes pride in its team of highly experienced professionals, including Ralph Salvatore, Andre Khalfayan, and Christine Winslow, who have been with the firm for many years.
Corrigan Financial Inc's commitment to personalized service and their expertise in managing diverse portfolios make them a valuable partner for clients seeking comprehensive financial guidance. Whether it's retirement planning, wealth management, or other investment strategies, the firm's mission is to help individuals and employers navigate the complexities of the financial landscape with confidence and success.
YOUNG RICHARD C & CO LTD
Newport, Rhode Island
Young Richard C & Co Ltd, based out of Newport, RI, is a reputable investment advisory firm with a strong focus on providing personalized financial services to their clients. With a total of 14 dedicated employees, 8 of whom specialize in investment advisory services, they offer a high level of expertise and attention to detail.
The firm boasts an impressive average of approximately $42,850,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios effectively. Young Richard C & Co Ltd's compensation structure is flexible, incorporating various types of fees, such as a percentage of assets under management and hourly charges, ensuring clients have options that suit their specific needs.
Having established a robust client base, Young Richard C & Co Ltd serves over 370 individual clients, overseeing a remarkable $1,364,908,000 in assets under management. The majority of these assets belong to high-net-worth individuals, underscoring the firm's expertise in managing substantial wealth. While 401K and individual accounts account for less than 30% of their assets under management, the firm also possesses the capacity to effectively handle employer funds.
With offices in two locations, Young Richard C & Co Ltd is deeply rooted in the local community. The firm takes pride in its long-standing advisors, including Christopher Stack, Edward Smith, and Richard Young, who bring years of experience and industry knowledge to their clients. Young Richard C & Co Ltd's commitment to excellence and personalized service positions them as a trusted partner in helping clients achieve their financial goals.
SLOCUM, GORDON & CO. LLP
Newport, Rhode Island
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.
MERLIN ASSET MANAGEMENT
Newport, Rhode Island
MERLIN ASSET MANAGEMENT:
Merlin Asset Management is a small investment advisory firm headquartered in Newport, RI, with two office locations. With over 10 individual clients, they oversee an impressive $51,863,000 in assets under management. The firm prides itself on providing personalized and discretionary investment advisory services to their esteemed clientele.
With a compensation structure that includes various types, such as a percentage of assets under management, Merlin Asset Management ensures alignment with their clients' best interests. The team consists of one dedicated employee who excels in delivering comprehensive investment advice. Each investment advisor handles an average of approximately $51,860,000 in assets under management, demonstrating proficiency in managing portfolios compared to industry standards.
Michael Obuchowski, one of the firm's most tenured registered advisors, has been an integral part of Merlin Asset Management since 2016. His extensive experience and expertise contribute to the firm's ability to provide exceptional financial guidance and deliver favorable outcomes for their clients.
Merlin Asset Management's commitment to maintaining a highly personalized approach, combined with their strong track record of managing significant assets, establishes them as a trusted partner in the investment advisory space. With a focus on achieving client goals and optimizing financial outcomes, Merlin Asset Management continues to solidify their position as a reputable and reliable wealth management firm in Newport, RI.
HALL CAPITAL MANAGEMENT COMPANY, INC.
Barrington, Rhode Island
Hall Capital Management Company, Inc. is a small investment advisory firm based out of Barrington, RI with two offices. With a total of eight dedicated employees, three of whom provide investment advisory services, the firm maintains a client-centric approach to wealth management. Hall Capital Management Company, Inc. prides itself on managing a significant portfolio, with an average of approximately $93,130,000 in assets under management per investment advisor, which aligns with industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients.
Hall Capital Management Company, Inc. caters to a diverse client base of over 380 individuals, with a combined $334,573,000 in assets under management. The firm specializes in managing assets for high-net-worth individuals, while also possessing the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Notably, Hall Capital Management Company, Inc. exclusively manages discretionary assets, providing clients with a hands-off approach to their investments.
In addition to their core investment advisory services, Hall Capital Management Company, Inc. offers expertise in accounting through an in-house accountant or accounting firm. The firm has a history of long-tenured advisors, including John Teixeira, Stephen Clair, and Robert Hall, who bring a wealth of experience and expertise to the organization. With their client-focused approach, experienced advisors, and commitment to managing assets responsibly, Hall Capital Management Company, Inc. continues to serve as a trusted partner for individuals seeking comprehensive wealth management solutions.
GREAT OAK CAPITAL PARTNERS, LLC
South Easton, Massachusetts
Great Oak Capital Partners, LLC, headquartered in South Easton, MA, is a leading investment advisory firm catering to a diverse clientele. With over $268,000,000 in assets under management, they serve more than 460 individual clients, offering personalized financial solutions. The firm operates from two offices, employing a total of four professionals, three of whom specialize in providing investment advisory services.
Renowned for their expertise in managing employer 401Ks and individual portfolios, Great Oak Capital Partners excels in delivering tailored investment strategies to meet their clients' financial goals. An impressive 96% of their assets under management are discretionary, allowing the firm to make informed decisions on behalf of their clients. The advisors at Great Oak Capital Partners possess a deep understanding of the investment landscape and employ their experience to deliver exceptional results.
In terms of compensation structure, Great Oak Capital Partners offers various options, including a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose a payment model that best aligns with their preferences.
The firm's investment advisors manage an average of approximately $89,330,000 in assets, which is in line with the industry average. Great Oak Capital Partners takes pride in its team of highly experienced professionals, including Mark McAuley, John Noonan, and William Sylvia Jr., who have been with the firm for a significant period.
Great Oak Capital Partners, LLC, combines its extensive knowledge, personalized approach, and dedication to delivering outstanding service to solidify its position as a trusted partner in the financial industry.
W.H. CORNERSTONE INVESTMENTS INC.
Kingston, Massachusetts
W.H. Cornerstone Investments Inc., a small investment advisory firm based out of Kingston, MA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four talented professionals, including two experienced investment advisors, they deliver personalized investment advisory services.
With an average of approximately $52,320,000 in assets under management per investment advisor, W.H. Cornerstone Investments Inc. maintains a competitive standing within the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
The firm takes pride in serving a diverse client base of over 70 individuals, overseeing a total of more than $128,044,000 in assets. While the majority of these assets are managed for high net worth individuals, W.H. Cornerstone Investments Inc. also has the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management.
W.H. Cornerstone Investments Inc. operates under a discretionary management approach, allowing them to make investment decisions on behalf of their clients without requiring prior approval. In addition to investment advisory services, the firm extends its expertise as an insurance broker or agent.
With one office in Kingston, MA, W.H. Cornerstone Investments Inc. has established a strong presence in the local community. The firm takes pride in its long-tenured advisors, including Graham Voigt, William Harris, and Paula Harris, who bring extensive knowledge and experience to their clients.
SUCCESSFUL MONEY STRATEGIES INC
Fall River, Massachusetts
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.
BALDWIN BROTHERS LLC
Marion, Massachusetts
Baldwin Brothers LLC, a local investment advisory firm headquartered in Marion, MA, boasts an impressive portfolio of over 380 individual clients and manages a staggering $1,903,275,000 in assets. With five offices strategically located, they offer comprehensive financial services to clients seeking expert guidance and sound investment strategies.
While Baldwin Brothers LLC caters to a diverse clientele, it primarily focuses on managing the wealth of high net worth individuals. Their expertise lies in discretionary asset management, with a remarkable 98% of the assets they oversee falling under this category. Notably, their capabilities extend beyond individual accounts, as they possess the necessary proficiency to manage employer funds, thereby catering to a wider spectrum of clients.
The firm's compensation structure is designed to align with client goals and offers various options, including a percentage of assets under management and fixed fees. This flexibility ensures a tailored approach that caters to the unique needs of each client.
With a dedicated team of 30 employees, Baldwin Brothers LLC maintains an impressive average of approximately $158,610,000 in assets under management per investment advisor, well above the industry average. Notably, 12 of their team members specialize in providing investment advisory services, demonstrating their commitment to delivering personalized and expert advice.
Baldwin Brothers LLC takes pride in its longstanding tradition of excellence, supported by a team of seasoned professionals. Among their esteemed advisors, William Marvel, Michael Baldwin, and David Barrett stand out as some of the firm's longest-tenured experts. Their collective expertise and commitment to client satisfaction have solidified Baldwin Brothers LLC's reputation as a trusted and leading investment advisory firm.
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BALDWIN BROTHERS LLC
Marion, Massachusetts
Baldwin Brothers LLC, a local investment advisory firm headquartered in Marion, MA, boasts an impressive portfolio of over 380 individual clients and manages a staggering $1,903,275,000 in assets. With five offices strategically located, they offer comprehensive financial services to clients seeking expert guidance and sound investment strategies.
While Baldwin Brothers LLC caters to a diverse clientele, it primarily focuses on managing the wealth of high net worth individuals. Their expertise lies in discretionary asset management, with a remarkable 98% of the assets they oversee falling under this category. Notably, their capabilities extend beyond individual accounts, as they possess the necessary proficiency to manage employer funds, thereby catering to a wider spectrum of clients.
The firm's compensation structure is designed to align with client goals and offers various options, including a percentage of assets under management and fixed fees. This flexibility ensures a tailored approach that caters to the unique needs of each client.
With a dedicated team of 30 employees, Baldwin Brothers LLC maintains an impressive average of approximately $158,610,000 in assets under management per investment advisor, well above the industry average. Notably, 12 of their team members specialize in providing investment advisory services, demonstrating their commitment to delivering personalized and expert advice.
Baldwin Brothers LLC takes pride in its longstanding tradition of excellence, supported by a team of seasoned professionals. Among their esteemed advisors, William Marvel, Michael Baldwin, and David Barrett stand out as some of the firm's longest-tenured experts. Their collective expertise and commitment to client satisfaction have solidified Baldwin Brothers LLC's reputation as a trusted and leading investment advisory firm.
COTTAGE STREET ADVISORS
Marion, Massachusetts
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.
LENK LADNER INVESTMENT SOLUTIONS LLC
Osterville, Massachusetts
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.
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