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.

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.

Retirement Resources Investment Corporation, headquartered in Peabody, MA, is an esteemed investment advisory firm with a strong track record in managing assets for individual clients. With over 60 valued clients and an impressive $1,355,964,000 in assets under management, the firm has established itself as a trusted partner in securing financial futures. Operating from a single office, Retirement Resources Investment Corporation caters to the diverse needs of its clients by offering a range of compensation structures, including a percentage of assets under management and hourly charges. This flexibility allows them to tailor their services to each client's unique requirements. As a small but dedicated firm, Retirement Resources Investment Corporation prides itself on providing personalized attention and meticulous investment advisory services. With a total of 7 skilled employees, including 2 experienced investment advisors, the firm maintains a high level of expertise and ensures comprehensive support for its clients. One notable aspect of the firm is the impressive average of approximately $677,980,000 in assets under management per investment advisor, significantly surpassing the industry average. This demonstrates their commitment to delivering exceptional results and generating optimal returns for their clients' portfolios. James Phillips and Patrick Mcginn, two of the longest-tenured registered advisors with the firm, bring a wealth of knowledge and experience to the table. Their expertise, combined with the firm's meticulous approach and strong client relationships, positions Retirement Resources Investment Corporation as a leading player in the investment advisory industry, dedicated to helping individuals achieve their retirement goals.

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.

Good Harbor Advisors, Inc., based out of Gloucester, MA, is a distinguished small investment advisory firm with three offices. With a strong client base of over 180 individuals, they manage assets totaling $241,392,000. While employer funds constitute the majority of their assets under management, they also cater to 401K and individual accounts, which make up less than 30% of their portfolio. The firm's investment strategy is exclusively discretionary, providing clients with the expertise and freedom to navigate the market effectively. Good Harbor Advisors primarily serves high-net-worth individuals, offering tailored financial solutions to meet their specific needs. The compensation structure for their comprehensive services includes multiple options such as a percentage of assets under management, fixed fees, and hourly charges. With a team of four dedicated professionals, Good Harbor Advisors boasts a knowledgeable staff to ensure exceptional service delivery. Three of their employees serve as investment advisors, each overseeing an average of approximately $80,460,000 in assets under management. This figure aligns with the industry average, highlighting the firm's competitiveness and ability to handle significant portfolios. Good Harbor Advisors values experience and stability, as evidenced by the tenure of their advisors. Notable individuals with longstanding service to the firm include Matthew Babson, Anke Parpart, and Lonnie Mayer, whose expertise contributes to the firm's success. Overall, Good Harbor Advisors, Inc. is a reputable investment advisory firm committed to guiding clients towards their financial goals with a personalized approach and strong industry knowledge.

Finer Wealth Management, Inc. is a distinguished investment advisory firm headquartered in Salem, MA, renowned for providing comprehensive financial solutions to its clients. With four offices strategically located throughout the region, the company offers personalized services to individuals and employer-sponsored 401K plans alike. Led by a team of highly qualified professionals, Finer Wealth Management, Inc. boasts a talented staff of nine employees, three of whom specialize in investment advisory services. Their expertise and dedication enable them to manage an impressive average of $55,430,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is designed to accommodate diverse client needs, incorporating a range of fee types, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures clients receive customized solutions tailored to their financial goals. With an emphasis on employer-sponsored retirement plans and individual portfolios, Finer Wealth Management, Inc. has cultivated extensive experience in this space. Approximately half of their assets under management are derived from employer 401Ks or individuals, showcasing their proficiency in handling such accounts. Furthermore, the firm exclusively manages discretionary assets, affording clients peace of mind in entrusting their financial decisions to the capable hands of their advisors. Boasting a substantial client base, Finer Wealth Management, Inc. proudly serves over 190 individual clients, effectively managing assets totaling more than $166,302,000. The company takes pride in its long-standing registered advisors, Michael Finer and Gary Coon, whose extensive tenure exemplifies their commitment to client success and satisfaction. Through their unwavering dedication and expertise, Finer Wealth Management, Inc. continues to provide exceptional financial guidance, ensuring clients achieve their wealth management objectives with confidence.

Betro Mileszko & Company is a small investment advisory firm located in Foxboro, MA. With a single office, the firm is dedicated to providing comprehensive investment advisory services. Out of their total of two employees, one is focused on delivering expert investment advice. The firm maintains an average assets under management (AUM) of approximately $114,660,000 per investment advisor, which aligns with the industry average. The compensation structure at Betro Mileszko & Company includes various types, such as a percentage of AUM. Although less than 30% of their AUM consists of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. A significant portion, 92% of the assets they manage, is discretionary, indicating the firm's expertise in making investment decisions on behalf of their clients. With a primary focus on high net worth individuals, Betro Mileszko & Company manages the assets of over 70 individual clients, totaling more than $114,656,000 in AUM. Among the team, Felix Betro and John Mileszko hold the distinction of being the longest-tenured registered advisors, showcasing their experience and commitment to the firm's clients. Betro Mileszko & Company prides itself on its personalized approach to investment advisory services, striving to build long-term relationships with their clients based on trust and a deep understanding of their unique financial goals. With their expertise and dedication, they aim to help clients navigate the complex world of investments and achieve their desired outcomes.

Flagship Wealth Advisors, LLC is a highly regarded investment advisory firm operating in Wakefield, MA. With two offices, the company has established a strong presence in the local financial services industry. Led by a team of experienced professionals, Flagship Wealth Advisors, LLC comprises seven employees, four of whom specialize in delivering comprehensive investment advisory services. With an average of approximately $72,180,000 in assets under management per investment advisor, the firm maintains a competitive position within the industry. Their compensation structure is diverse and includes a range of options such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are dedicated to 401K and individual accounts, Flagship Wealth Advisors, LLC possesses the expertise to manage employer funds as well. The firm primarily focuses on discretionary management, with a remarkable 95% of the assets they handle falling into this category. Their clientele primarily consists of high-net-worth individuals who entrust Flagship Wealth Advisors, LLC with their significant wealth. Moreover, the firm also serves as a registered representative of a broker-dealer, expanding their range of services to meet clients' diverse financial needs. With over 220 individual clients and a total of $288,737,000 in assets under management, Flagship Wealth Advisors, LLC has established a loyal and substantial customer base. The firm takes pride in its long-tenured advisors, such as Stephen Stabile, Richard Joyal, and Donald Joyal, who bring a wealth of experience and expertise to their clients' financial journeys.

Sachetta, LLC is a reputable local investment advisory firm based out of Lynnfield, Massachusetts, with three strategically located offices. With a total of 24 dedicated professionals, Sachetta, LLC stands out for its team of nine skilled investment advisors who provide exceptional advisory services. On average, each investment advisor manages approximately $72,210,000 in assets under management, which aligns with industry standards. Sachetta, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio predominantly consists of discretionary assets, they possess the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. Catering primarily to high net worth individuals, Sachetta, LLC oversees an impressive portfolio of assets, with over $649,921,000 under management for more than 420 individual clients. The firm's commitment to delivering exceptional service is evident through the tenure of their advisors. Notable long-standing professionals include Eric Sachetta, Michael Callahan, and Joseph Sachetta, who bring extensive experience and expertise to the table. In addition to their investment advisory services, Sachetta, LLC also offers the expertise of an accountant or accounting firm, providing clients with a comprehensive suite of financial solutions. With their strong track record and client-centric approach, Sachetta, LLC continues to solidify its position as a trusted partner in wealth management and financial planning in the Lynnfield area.

Flagship Private Wealth, headquartered in Woburn, MA, is a small investment advisory firm with a strong focus on providing comprehensive wealth management solutions. With a team of four dedicated professionals, they offer personalized investment advisory services to a diverse client base. Each investment advisor at Flagship Private Wealth manages an average of approximately $81,670,000 in assets, aligning with industry standards. Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, ensuring flexibility to meet individual client needs. The firm boasts over 200 individual clients, with total assets under management exceeding $252,288,000. While catering primarily to high net worth individuals, Flagship Private Wealth also possesses the capability to manage employer funds, though 401K and individual accounts make up less than 30% of their assets under management. Flagship Private Wealth exclusively manages discretionary assets, signifying their expertise and trust placed in their investment strategies. In addition to investment advisory services, the firm offers complementary services as a registered representative of a broker-dealer, insurance broker, or agent. With their office in Woburn, MA, Flagship Private Wealth operates within a well-connected financial hub. Notable individuals within the firm include Elizabeth Johnson, Karl Warner, and Giana Hebert, who contribute their extensive industry experience to the success of the company. Committed to providing exceptional wealth management solutions, Flagship Private Wealth continues to establish itself as a reputable advisory firm in the region.

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.