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.

Beacon Financial Planning, Inc is a reputable local investment advisory firm headquartered in Hyannis, MA. With two offices strategically located in the area, they have been providing comprehensive financial planning services since their establishment. Led by a team of dedicated professionals, Beacon Financial Planning, Inc boasts a total of eight skilled employees, with six specializing in investment advisory services. With an impressive track record, Beacon Financial Planning, Inc manages an average of $40,730,000 in assets under management per investment advisor. Their compensation structure is diversified, including a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with their clients'. One of Beacon Financial Planning, Inc's areas of expertise lies in managing employer 401Ks and individual portfolios, which together account for approximately half of their assets under management. With an unwavering commitment to excellence, they have acquired substantial experience in this domain. Catering primarily to high net worth individuals, Beacon Financial Planning, Inc diligently oversees a vast portfolio of clients. Their client base comprises over 330 individuals, and they currently manage assets worth over $244,403,000. Notably, Beacon Financial Planning, Inc boasts a team of highly experienced advisors, with some of the longest-tenured professionals being Kathleen Kane, Kelli Grew, and Michaela Herlihy. These seasoned experts bring a wealth of knowledge and expertise to the firm, fostering trust and long-term relationships with their clients. With a strong presence in the local financial industry, Beacon Financial Planning, Inc is committed to providing personalized, reliable, and results-driven financial planning services to their esteemed clientele.

Florek Financial, LLC is a reputable investment advisory firm located in Duxbury, MA. With a team of two dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clientele. As experts in the field, they collectively manage an impressive average of $70,200,000 in assets per investment advisor, aligning closely with industry standards. With over 20 individual clients entrusting them with their financial portfolios, Florek Financial, LLC currently oversees a remarkable $351,007,000 in assets under management. Their client base primarily consists of high net worth individuals, reflecting their proficiency in managing substantial wealth. Florek Financial, LLC distinguishes itself through its comprehensive compensation structure, which includes a variety of options such as a percentage of assets under management and performance-based fees. This flexible approach ensures that their interests remain aligned with those of their clients, fostering a mutually beneficial relationship. In addition to their core investment advisory services, Florek Financial, LLC also extends its expertise as an accountant or accounting firm, providing clients with holistic financial guidance. Established in Duxbury, MA, Florek Financial, LLC operates from a single office, showcasing their commitment to personalized and attentive service. With an impressive track record, Robert Florek and Paul Furcinito, two of the firm's longest-tenured registered advisors, bring a wealth of experience and knowledge to the organization. Overall, Florek Financial, LLC has built a strong reputation for delivering exceptional investment advisory services, catering to the unique needs of their clients while maintaining industry standards and fostering financial growth.

Pallas Capital Advisors, LLC is a leading investment advisory firm headquartered in Braintree, MA. With a team of 22 dedicated professionals, the majority of whom are investment advisors, Pallas Capital provides top-notch financial guidance and management services. Their expertise is reflected in their impressive average assets under management per investment advisor, which stands at approximately $545,480,000, significantly surpassing industry norms. The firm's compensation structure is designed to align with client needs and preferences. Pallas Capital offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. Pallas Capital Advisors has built a strong client base, serving over 470 individual clients with total assets under management exceeding $1,539,021,000. Notably, a substantial portion of these assets belongs to high-net-worth individuals, reflecting the firm's expertise in managing substantial wealth. While the majority of assets managed are discretionary, Pallas Capital also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Operating out of Braintree, MA, Pallas Capital Advisors maintains five offices, ensuring convenient accessibility for their diverse clientele. The firm prides itself on its experienced team, with notable long-tenured advisors such as Charles Evangelakos, James Landry, and Jack Mccroken, who contribute to the firm's reputation for excellence and stability in the industry.

U.S. Financial Advisors, headquartered in Braintree, MA, is a trusted local investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With over 200 individual clients, the firm manages an impressive $295,798,000 in assets. Boasting two offices, U.S. Financial Advisors serves as a reliable insurance broker or agent, offering a comprehensive range of services to meet their clients' diverse needs. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. With a team of 14 dedicated employees, including six investment advisory professionals, U.S. Financial Advisors delivers exceptional service to their clientele. On average, each investment advisor manages approximately $49,300,000 in assets, aligning with the industry average. The firm prides itself on its experienced staff, including long-tenured advisors such as Robert Napolitano, Matthew Lanza, and Thomas Fletcher, who bring a wealth of knowledge and expertise to the table. U.S. Financial Advisors' compensation structure is designed to be flexible and transparent, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients receive tailored financial advice while maintaining transparency in the fee structure. Overall, U.S. Financial Advisors is a reputable investment advisory firm that prioritizes the financial well-being of its clients. Through their comprehensive services, experienced team, and strong track record, they strive to empower individuals and businesses in achieving their financial goals.

AFG Fiduciary Services, headquartered in Hingham, MA, is a distinguished investment advisory firm providing comprehensive financial services. With a team of four highly experienced professionals, they deliver personalized solutions to a diverse clientele. Averaging an impressive $52,550,000 in assets under management per investment advisor, AFG Fiduciary Services aligns with industry standards. Their compensation structure caters to clients' unique needs, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. Boasting over 80 individual clients, AFG Fiduciary Services expertly manages assets exceeding $175,000,000. The firm primarily focuses on serving high net worth individuals, although they possess the capability to effectively oversee employer funds, despite 401K and individual accounts accounting for less than 30% of their assets under management. Notably, 94% of the assets entrusted to AFG Fiduciary Services are under their discretionary management, reflecting a high level of trust and confidence from their clients. Operating from two offices, this small but dynamic firm has cultivated a team of seasoned advisors. Brian Kenney, Peter Cushing, and Joseph McCarthy, among others, are recognized for their long-standing commitment to delivering exceptional financial guidance. At AFG Fiduciary Services, clients receive personalized attention, meticulous wealth management strategies, and an unwavering dedication to their financial well-being. With a strong reputation for professionalism and integrity, AFG Fiduciary Services continues to provide top-tier investment advisory services in Hingham, MA, and beyond.

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.

MG Financial LLC, based out of Braintree, MA, is a small investment advisory firm that provides personalized financial services to high net worth individuals. With a team of seven dedicated professionals, including four investment advisors, they strive to deliver exceptional wealth management solutions. With an impressive average of approximately $36,470,000 in assets under management per investment advisor, MG Financial LLC has established itself as a trusted partner in the financial industry. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' goals and objectives. Managing over $1,065,578,000 in assets for more than 20 individual clients, MG Financial LLC demonstrates their expertise in handling substantial wealth portfolios. The firm's focus primarily lies in catering to high net worth individuals, utilizing their in-depth knowledge and experience to provide comprehensive investment strategies. As a discretionary investment advisory firm, MG Financial LLC has the authority to make investment decisions on behalf of their clients without seeking prior approval. This approach allows for swift and responsive actions, ensuring the best interests of their clients are always prioritized. With their headquarters located in Braintree, MA, MG Financial LLC operates from a single office. Their commitment to personalized service and their ability to navigate the complex financial landscape make them a valued choice for affluent individuals seeking to preserve and grow their wealth.

PRW Wealth Management LLC, based out of Quincy, MA, is a prominent local investment advisory firm with a rich history of providing comprehensive financial solutions to its clients. With 13 dedicated employees, including seven highly experienced investment advisors, PRW Wealth Management LLC offers expert guidance and personalized strategies to a diverse client base. The firm boasts an impressive average of approximately $41,940,000 in assets under management per investment advisor, reflecting their exceptional ability to handle substantial portfolios. PRW Wealth Management LLC employs a flexible compensation structure that includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. With over 100 individual clients, PRW Wealth Management LLC manages a substantial amount of assets, totaling over $487,641,000. Catering primarily to high net worth individuals, they have established a solid reputation for managing significant amounts of discretionary assets, which account for an impressive 96% of their total assets under management. While the majority of their clients' assets are in the form of personal investments, PRW Wealth Management LLC also possesses the capability to manage employer funds, further showcasing their versatility and expertise in the industry. With one office in Quincy, MA, the firm has become a trusted resource for individuals seeking effective wealth management solutions. PRW Wealth Management LLC takes pride in their team of seasoned advisors, some of whom have been with the firm for many years. Notable members of their long-tenured team include William Payne, Elliot Herman, and Richard Renwick, who bring a wealth of knowledge and experience to every client relationship. With their commitment to excellence and client-focused approach, PRW Wealth Management LLC continues to be a leading force in the investment advisory industry.

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.