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.

New England Investment Consultants, Ltd. is a reputable local investment advisory firm based in Providence, RI. With a single office, they have established themselves as a trusted partner for individuals seeking expert financial guidance. With all five employees dedicated to providing investment advisory services, New England Investment Consultants, Ltd. demonstrates their commitment to delivering personalized and focused attention to each client. Setting themselves apart from the industry average, the firm boasts an impressive average of approximately $202,660,000 in assets under management per investment advisor. This remarkable figure speaks to their expertise and ability to handle substantial portfolios effectively. New England Investment Consultants, Ltd. offers a flexible compensation structure to accommodate their clients' diverse needs. This includes options such as a percentage of assets under management, hourly charges, and fixed fees. By providing various payment models, they ensure clients have choices that align with their preferences and financial goals. Having built a loyal client base, New England Investment Consultants, Ltd. serves over 320 individuals with assets under management exceeding $1,013,288,000. These numbers reflect the trust placed in the firm by their clients and the track record of success they have achieved over the years. Among their accomplished team, Sergio Decurtis stands as one of the longest-tenured registered advisors, having been with the company since 2007. His extensive experience and commitment to client satisfaction exemplify the firm's dedication to providing reliable and lasting financial advice. New England Investment Consultants, Ltd. continues to demonstrate their excellence in investment advisory services, solidifying their position as a leading firm in the Providence, RI area.

Wealth Management Resources, Inc. is a highly regarded local investment advisory firm based out of Smithfield, RI. With a single office serving their clients, the firm has established a strong presence in the area. Comprised of a dedicated team of 11 professionals, 7 of whom specialize in providing comprehensive investment advisory services, Wealth Management Resources, Inc. boasts a wealth of expertise and knowledge. With an impressive average of approximately $37,280,000 in assets under management per investment advisor, the firm has demonstrated their ability to effectively handle substantial portfolios. Their compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, commissions, and hourly charges. Wealth Management Resources, Inc. excels in managing employer 401Ks and individual accounts, which together account for approximately half of their total assets under management. The firm's extensive experience in this domain ensures that clients receive comprehensive guidance tailored to their unique financial goals and objectives. Impressively, 96% of the assets they manage are discretionary, providing clients with the confidence that their investments are being handled with the utmost care and expertise. With over 490 individual clients and a remarkable $260,984,000 in assets under management, Wealth Management Resources, Inc. has established a strong client base built on trust, reliability, and proven results. Several of the longest-tenured advisors at the firm, including Scott Everly, Kevin Worthley, and Arthur Everly, bring a wealth of experience and industry knowledge to their clients. Their dedication to personalized service and commitment to achieving clients' financial aspirations set Wealth Management Resources, Inc. apart as a trusted and reputable partner in wealth management.

Parsons Capital Management Inc is a highly regarded local investment advisory firm based out of Providence, RI. With five well-established offices, they have been providing comprehensive financial services to clients since their inception. Known for their expertise in investment management, Parsons Capital Management Inc boasts a team of 18 dedicated professionals, with 10 of them specializing in investment advisory services. The firm's exceptional performance is evidenced by their impressive average of approximately $168,300,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and goals. Although 401K and individual accounts make up less than 30% of their assets under management, Parsons Capital Management Inc possesses the capabilities to effectively manage employer funds. An astounding 99% of the assets they manage are under discretionary management, reflecting the trust and confidence their clients place in their expertise. Catering primarily to high-net-worth individuals, Parsons Capital Management Inc serves a diverse clientele of over 350 individual clients, managing a substantial $1,683,044,000 in assets. The firm's success is further attributed to their experienced advisors, with notable names such as David Von Hemert, Edwin Fischer, and Peter Hunt, who have provided consistent and reliable service over many years. Overall, Parsons Capital Management Inc has earned a stellar reputation for their unwavering commitment to personalized investment strategies, meticulous attention to detail, and exceptional client satisfaction.

Sheeley & Partners Wealth Management, LLC, a small investment advisory firm based out of Providence, RI, is dedicated to providing comprehensive wealth management services. With a total of three highly skilled employees, their team offers expert investment advisory services to a diverse client base. On average, each investment advisor manages approximately $110,100,000 in assets, which aligns with the industry average. The firm's compensation structure is flexible and includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive personalized services tailored to their unique financial goals and needs. Sheeley & Partners Wealth Management, LLC prides itself on its impressive portfolio, overseeing more than $103,906,000 in assets under management for over 70 individual clients. While the majority of their assets are managed for high net worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a sole office in Providence, the firm has established a strong presence in the local community. The team boasts a wealth of experience, with advisors such as Megan Legere, George Greer, and Lesley Sheeley, who have remained dedicated to the firm for many years. Sheeley & Partners Wealth Management, LLC sets itself apart by offering discretionary management for all the assets they oversee. This allows clients to trust in the expertise of their advisors to make informed investment decisions on their behalf, providing peace of mind and ensuring the best possible outcomes.

SK Wealth Management, LLC, based out of Providence, RI, is a prominent local investment advisory firm specializing in comprehensive wealth management solutions. With six dedicated employees, including five skilled investment advisors, the firm delivers tailored financial guidance to a diverse client base. SK Wealth Management boasts an impressive average of approximately $91,210,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure offers clients flexibility, encompassing options such as a percentage of assets under management and hourly charges. With over 190 individual clients and an impressive $377,173,000 in assets under management, SK Wealth Management primarily serves high-net-worth individuals. While the firm manages less than 30% of its assets in 401K and individual accounts, it possesses the expertise to effectively handle employer funds. Notably, 98% of the assets entrusted to SK Wealth Management are under the firm's discretionary management. Located in Providence, RI, SK Wealth Management operates from a single office. The firm takes pride in its experienced team of advisors, including Cheryl Dugas Ethier, Matthew Neyland, and Jason Archambault, who have been instrumental in fostering long-term client relationships and delivering exceptional financial advice. By offering comprehensive wealth management services and prioritizing client satisfaction, SK Wealth Management, LLC remains a trusted partner in navigating the complex world of finance for individuals seeking personalized investment strategies in the Providence, RI area and beyond.

Weybosset Research & Management, LLC is a small investment advisory firm based out of Providence, RI. With over 150 individual clients and more than $282,854,000 in assets under management, they specialize in serving high net worth individuals. The firm employs a team of four professionals, three of whom provide investment advisory services. The advisors at Weybosset Research & Management, LLC have extensive experience and expertise in managing investment portfolios. They have an average of approximately $23,480,000 in assets under management per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management. While the majority of the assets they manage are for high net worth individuals, Weybosset Research & Management, LLC also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Additionally, the firm manages all the assets they oversee on a discretionary basis, providing clients with a hands-off approach to their investments. Weybosset Research & Management, LLC operates out of a single office in Providence, RI. Fla Lewis and Justin Deutsch are two of the firm's longest tenured registered advisors, bringing their extensive knowledge and experience to the table. With a commitment to delivering personalized investment advisory services, Weybosset Research & Management, LLC aims to help their clients achieve their financial goals and secure their financial future.

Briggs Advisory Group, Inc., a leading local investment advisory firm based out of Lincoln, RI, specializes in managing assets for a diverse client base. With over 330 individual clients and a remarkable $421,358,000 in assets under management, Briggs Advisory Group, Inc. has established itself as a trusted partner in the financial industry. Their expertise lies in managing employer 401Ks and individual portfolios, representing approximately half of their assets under management. With a comprehensive understanding of the investment landscape, Briggs Advisory Group, Inc. offers tailored financial solutions to meet their clients' unique needs. The firm operates from a single office in Lincoln, RI, and boasts a team of eight dedicated professionals, six of whom provide expert investment advisory services. Each advisor manages an average of $70,230,000 in assets, aligning with industry standards. Briggs Advisory Group, Inc. prides itself on its discretionary asset management approach, offering clients the peace of mind that their investments are diligently monitored and adjusted as needed. Their compensation structure is flexible, providing various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select a payment method that suits their preferences and aligns with the value provided. Notably, the firm's success is attributed to the expertise of its longest-tenured advisors, including Dawn Filliatreault Wood, James Couch, and Harold Briggs. Their extensive experience and commitment to delivering exceptional service have solidified the firm's reputation as a trusted and reliable financial partner. Briggs Advisory Group, Inc. continues to thrive, helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services.

C2C Wealth Management, LLC is a well-established investment advisory firm headquartered in Mansfield, MA. With over 150 individual clients and an impressive $756,993,000 in assets under management, they have built a strong reputation for providing exceptional financial services. Despite being a small firm, C2C Wealth Management, LLC operates from a single office and boasts an extensive range of expertise. While 401K and individual accounts constitute less than 30% of their assets under management, C2C Wealth Management, LLC possesses the capability to effectively manage employer funds. Notably, all the assets they oversee are handled on a discretionary basis, showcasing their clients' trust in their expertise. The firm primarily focuses on managing the assets of high net worth individuals, reflecting their dedication to delivering personalized and tailored financial solutions. C2C Wealth Management, LLC has a team of four highly skilled professionals, all of whom specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor amount to an impressive $189,250,000, surpassing the industry average. The firm's success can be attributed to its talented and dedicated staff, including seasoned advisors like Lance Ichikawa, Maureen Mackowski, and Louis Della Valle, who have been with the firm for a significant period. C2C Wealth Management, LLC's compensation structure includes various types, with a percentage of assets under management being one of the methods employed. This ensures a mutual alignment of interests between the firm and its clients, fostering a long-term and fruitful relationship. With their wealth of experience and commitment to excellence, C2C Wealth Management, LLC is well-positioned to continue delivering outstanding financial solutions to its discerning clientele.

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.

Ransom Advisory is a small investment advisory firm based out of Providence, RI, boasting a single office and a dedicated team of professionals. With a focus on providing exceptional investment advisory services, Ransom Advisory distinguishes itself with its impressive average of approximately $194,520,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. It includes various types of compensation, such as a percentage of assets under management, ensuring that the advisors have a vested interest in achieving optimal results for their clients. While Ransom Advisory primarily manages assets for high net worth individuals, it also possesses the expertise and capability to handle employer funds, albeit representing a smaller portion of their assets under management. Notably, all of the assets entrusted to Ransom Advisory are managed on a discretionary basis, reflecting the high level of trust and confidence placed in the firm by its clients. With a client base of over 50 individuals, Ransom Advisory manages a substantial amount of assets, exceeding $194,524,000. Charles Ransom, one of the firm's registered advisors, has been an integral part of the team since 2022, showcasing his experience and dedication to delivering exceptional service. Overall, Ransom Advisory stands out as a reputable investment advisory firm, known for its high level of professionalism, extensive experience, and impressive track record in managing substantial assets for its discerning clients.