Willow is a small investment advisory firm based out of Pittsfield, MA, with two offices. With a total of four employees, two of whom provide investment advisory services, Willow offers comprehensive financial guidance to its clients. They manage an average of approximately $66,180,000 in assets per investment advisor, which aligns with the industry average. Willow's compensation structure includes various types, such as a percentage of assets under management, ensuring a vested interest in their clients' financial success. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to manage employer funds. Notably, all the assets managed by Willow are discretionary, granting them flexibility in making investment decisions on behalf of their clients. The majority of assets managed by Willow are dedicated to serving high-net-worth individuals. With a client base of over 160 individuals, the firm oversees more than $132,360,000 in assets under management. Lydia Renders and Paul Farella stand as two of the longest tenured registered advisors at Willow, embodying the firm's commitment to providing experienced and reliable financial advice. As a trusted partner, Willow aims to help clients navigate the complexities of investment management while striving to maximize their financial growth and security. By leveraging their industry expertise and personalized approach, Willow seeks to build enduring relationships and assist clients in achieving their long-term financial goals.

Renaissance Investment Group, LLC is a highly reputable and successful investment advisory firm headquartered in Lenox, MA. With a team of nine talented professionals, including four dedicated investment advisors, they provide exceptional financial guidance to a diverse client base. Their impressive track record is evidenced by their average assets under management per investment advisor, which stands at approximately $469,870,000, surpassing the industry average. Renaissance Investment Group's compensation structure reflects their commitment to delivering exceptional results. They employ various methods, such as a percentage of assets under management and performance-based fees, ensuring alignment with client objectives and rewarding success. The firm boasts over 130 individual clients who entrust them with managing their assets, totaling over $486,621,000. Notably, a significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this domain. Renowned for their proficiency in discretionary asset management, Renaissance Investment Group, LLC consistently demonstrates their ability to make informed investment decisions on behalf of their clients. Operating out of a single office, located in Lenox, MA, the firm maintains a close-knit and client-centric approach to their services. At Renaissance Investment Group, LLC, clients benefit from the extensive knowledge and experience of their longest tenured advisors, including Trevor Forbes, Thomas Malinowski, and Christopher King. These esteemed professionals have played instrumental roles in shaping the firm's success and have earned the trust and respect of their clients throughout the years. Overall, Renaissance Investment Group, LLC stands out as a premier investment advisory firm, delivering superior financial guidance and management to individuals and businesses alike. Their remarkable expertise, impressive client base, and commitment to excellence solidify their position as a leader in the industry.

MML Investors Services, LLC, a national investment advisory firm headquartered in Springfield, MA, boasts an extensive network of 1,156 offices across the country. With a robust team of 7,379 dedicated professionals, 4,951 of whom specialize in providing top-notch investment advisory services, MML Investors Services, LLC is well-equipped to meet the diverse financial needs of its clients. Their impressive track record is highlighted by an average of $11,870,000 in assets under management per investment advisor. MML Investors Services, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. A significant portion of their assets under management, over 80%, stems from employer 401(k) plans and individual portfolios. Leveraging their expertise, MML Investors Services, LLC excels in managing 401(k) plans for both employers and employees, providing exceptional guidance and support. With a remarkable 55% of assets managed on a discretionary basis, MML Investors Services, LLC demonstrates their ability to make informed investment decisions that align with their clients' financial goals. Their commitment to personalized service is reflected in their vast client base of over 321,640 individuals, entrusting the firm with a staggering $58,787,051,000 in assets under management. The company takes pride in their accomplished team, with several of the longest-tenured advisors, such as Dennis Flanagan, David Marley, and John Wilson, contributing to their success. MML Investors Services, LLC continues to uphold its reputation as a trusted and reputable partner in wealth management and investment advisory services.

West Branch Capital LLC, based out of Amherst, MA, is a prominent local investment advisory firm with a strong track record in managing high net worth individuals' assets. With 10 dedicated employees, including 5 experienced investment advisors, West Branch Capital provides comprehensive financial services tailored to its clients' specific needs. Impressively, the firm boasts an average of approximately $193,300,000 in assets under management per investment advisor, surpassing the industry average. Its compensation structure is designed to align the interests of the clients and the advisors, incorporating a percentage of assets under management and performance-based fees. With over 250 individual clients, West Branch Capital manages a substantial sum of assets totaling over $435,763,000. While the majority of assets are from high net worth individuals, the firm also has the capacity to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. West Branch Capital's expertise lies in discretionary management, as 95% of the assets they oversee are managed with discretion. The firm's success can be attributed to the expertise and dedication of its team, including long-tenured advisors such as Howard Singer, James Ho, and Ayaz Mahmud. They leverage their extensive experience and knowledge to deliver exceptional investment advisory services. With four offices strategically located, West Branch Capital LLC remains committed to providing personalized financial solutions, diligently working to help its clients achieve their financial goals and secure their financial future.

Hart & Patterson Financial Group LLP is a small investment advisory firm based out of Amherst, MA. With a single office, the company employs a total of four professionals, two of whom specialize in providing investment advisory services. With an average of approximately $112,360,000 in assets under management per investment advisor, they align with the industry average. Hart & Patterson Financial Group LLP utilizes a compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Distinguishing themselves in the market, the firm manages a diverse portfolio, with approximately half of their assets under management stemming from employer 401Ks or individual clients. Their extensive experience in this space has allowed them to excel in meeting the unique needs and demands of these clients. Notably, all the assets they manage are discretionary, granting them full authority and responsibility in making investment decisions on behalf of their clients. Boasting a substantial client base, Hart & Patterson Financial Group LLP serves over 140 individual clients, skillfully managing their combined assets, which exceed an impressive $224,722,000. The firm prides itself on its dedicated and experienced team, with registered advisors Vikki Lenhart and Lucia Reed being among the longest-tenured professionals within the company. Hart & Patterson Financial Group LLP remains committed to providing personalized investment advice and delivering optimal results for their valued clientele.

Stakeholders Capital, based out of Amherst, MA, is a leading investment advisory firm with a strong track record in managing assets for high net worth individuals. With a team of 8 dedicated professionals, including 4 investment advisors, they possess a wealth of expertise in delivering exceptional financial guidance. With an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, Stakeholders Capital surpasses industry standards. Their compensation structure is diverse, incorporating a percentage of assets under management among other types. Catering to over 80 individual clients, Stakeholders Capital manages an extensive portfolio of over $145,689,000 in assets. The majority of these assets are entrusted by high net worth individuals seeking specialized financial services. While 401K and individual accounts constitute less than 30% of their assets under management, Stakeholders Capital demonstrates the capability to oversee employer funds. Operating as an insurance broker or agent, they offer comprehensive services beyond investment advisory. With two offices, the firm ensures accessibility and convenience for their clients. Terrance Mollner, one of the firm's longest-tenured registered advisors, has been with Stakeholders Capital since 2013, bringing years of experience and expertise to the team. Stakeholders Capital distinguishes itself with a discretionary management approach, overseeing 89% of the assets they handle. Their commitment to personalized service and their exceptional asset management capabilities make them a trusted partner for clients seeking to optimize their financial portfolios.

Assabet Advisors, LLC is a small investment advisory firm headquartered in Holden, MA, and operates a single office. With a total of two highly experienced employees, Assabet Advisors offers top-notch investment advisory services. Their expertise has enabled them to manage an average of approximately $63,080,000 in assets per investment advisor, aligning with the industry average. As for their compensation structure, Assabet Advisors employs various methods, including a percentage of assets under management. While their asset portfolio comprises less than 30% from 401K and individual accounts, they possess the capability to effectively manage employer funds. Notably, an impressive 98% of the assets they oversee are under their discretion, showcasing their expertise and trustworthiness. Catering primarily to high-net-worth individuals, Assabet Advisors, LLC serves over 30 individual clients with a combined $126,155,000 in assets under management. The firm takes pride in their commitment to excellence, as exemplified by the tenure of registered advisors Wayne Ushman and Robert Jacobsen, who are among the longest-serving professionals at Assabet Advisors. With a strong focus on personalized investment strategies, Assabet Advisors, LLC diligently evaluates clients' financial goals and risk tolerance to tailor solutions that maximize their investments. Their dedication to client satisfaction and their deep understanding of the financial landscape make Assabet Advisors a reliable choice for individuals seeking comprehensive investment advisory services.

Boyd Financial Strategies, Inc. is a reputable small investment advisory firm headquartered in Auburn, MA. With over 140 individual clients and an impressive $97,676,000 in assets under management, they have established themselves as a trusted partner in financial planning. The company operates from a single office and offers a range of services, including insurance brokering and agency assistance. Notably, Boyd Financial Strategies, Inc. possesses extensive expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. They have a proven track record in this area and ensure that all the assets they oversee are under their discretionary control. The firm's compensation structure is diversified, encompassing various models such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This flexibility allows them to cater to the unique needs and preferences of their diverse clientele. Boyd Financial Strategies, Inc. boasts a dedicated team of three employees, with two of them specializing in investment advisory services. On average, each investment advisor manages approximately $48,840,000 in assets, aligning with industry norms. The firm takes pride in its experienced professionals, with longstanding advisors including Peter Boyd, Rosemarie Boyd, and John Boyd. By leveraging their extensive knowledge, personalized approach, and commitment to providing sound financial guidance, Boyd Financial Strategies, Inc. empowers their clients to make informed investment decisions and pursue their long-term financial goals.

CARL P. SHERR & CO., LLC is a reputable investment advisory firm headquartered in Worcester, MA. With over 50 years of experience in the financial industry, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their wealth. Operating out of a single office, the firm is home to a dedicated team of five professionals, three of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at CARL P. SHERR & CO., LLC oversees approximately $117,020,000 in assets under management, a figure that aligns with industry standards. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients, encompassing various options such as a percentage of assets under management and hourly charges. While the majority of their assets under management are discretionary, less than 30% are allocated to 401K and individual accounts. However, CARL P. SHERR & CO., LLC possesses the expertise and capability to effectively manage employer funds, offering comprehensive investment solutions. With a strong focus on high net worth individuals, the firm currently serves over 130 individual clients, collectively representing an impressive $351,046,000 in assets under management. CARL P. SHERR & CO., LLC takes pride in its team of seasoned advisors, with Jennifer Simes, Edward Sherr, and Gary Sherr being among the longest-tenured professionals at the firm. Their extensive knowledge and experience contribute to the firm's reputation for delivering sound investment advice and fostering long-term client relationships.

Thames Financial Management is a small investment advisory firm based out of Norwich, CT. With three dedicated employees, including one providing investment advisory services, the firm prides itself on delivering personalized financial solutions to its clients. With an average of approximately $44,030,000 in assets under management per investment advisor, Thames Financial Management demonstrates its commitment to effectively managing clients' wealth. The firm's compensation structure is designed to align with clients' interests and includes various types, such as a percentage of assets under management and hourly charges. With over 190 individual clients and more than $197,428,000 in assets under management, Thames Financial Management has established a strong presence in the financial services industry. Catering primarily to high-net-worth individuals, the firm manages a significant portion of their assets, with discretionary accounts representing 56% of the assets under management. Although 401K and individual accounts account for less than 30% of the firm's assets, Thames Financial Management possesses the expertise and capability to handle employer funds. Thames Financial Management operates from a single office in Norwich, CT, and boasts a team of experienced advisors. Among the firm's longest-tenured advisors are Andrew Sawyer, Steven Bokoff, and Michael Goldblatt, who contribute their extensive knowledge and expertise to the success of the firm. With a commitment to providing exceptional service and managing wealth effectively, Thames Financial Management is a trusted partner in helping clients achieve their financial goals.

Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management. Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services. With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.