Flagship Harbor Advisors, LLC is a renowned regional investment advisory firm headquartered in Boston, MA. With a team of 52 dedicated professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. The firm stands out for its exceptional expertise and extensive experience, managing a substantial $865,320,000 in assets under management per investment advisor, surpassing industry standards. Flagship Harbor Advisors' compensation structure is multi-faceted, incorporating various types such as a percentage of assets under management and performance-based fees. This approach ensures alignment with clients' investment goals and incentivizes advisors to deliver exceptional results. Impressively, the firm boasts over 4,810 individual clients, entrusting Flagship Harbor Advisors with a substantial $1,928,861,000 in assets under management. Notably, half of their managed assets are derived from employer 401Ks or individuals, reflecting their expertise and success in this area. Furthermore, Flagship Harbor Advisors manages 100% of their assets on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. Flagship Harbor Advisors, LLC operates a vast network of 34 offices, providing convenient access to their services across the region. Among their esteemed team, several advisors have demonstrated remarkable dedication and longevity, including Timothy Higgins, John Fenton, and John Sawyer. With their commitment to exceptional client service, industry-leading expertise, and a strong presence in the Boston area, Flagship Harbor Advisors, LLC continues to be a trusted partner for individuals and employers seeking professional investment advisory services.

Centerpoint Advisors, LLC, based out of Needham, MA, is a prominent local investment advisory firm. With one office and a team of 12 skilled professionals, including 6 dedicated investment advisors, they offer a comprehensive range of investment advisory services. Centerpoint Advisors manages an average of approximately $86,700,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and performance-based fees. With a strong foothold in the industry, Centerpoint Advisors has successfully garnered nearly half of their assets under management from employer 401Ks and individual clients, highlighting their expertise and experience in this space. A notable aspect of Centerpoint Advisors' portfolio is that 98% of the assets they manage are discretionary, reflecting the trust and confidence clients have in their investment strategies. The firm proudly serves over 400 individual clients, collectively accounting for over $520,208,000 in assets under management. The team at Centerpoint Advisors boasts a wealth of knowledge and experience. Among their longest-tenured advisors are Lori Patterson, Olga Okaty, and Jennifer Wolfsberg. These seasoned professionals bring valuable insights and expertise to their clients, enhancing the quality of service provided. Centerpoint Advisors, LLC is dedicated to assisting clients in achieving their financial goals and managing their wealth effectively. With a client-centric approach and a proven track record, they continue to make a positive impact on the financial well-being of individuals and organizations alike.

Adviser Investments is a reputable regional investment advisory firm headquartered in Newton, MA, specializing in personalized financial solutions. With a strong presence in the market, they operate from four offices, providing comprehensive investment advisory services. The firm boasts a team of 109 dedicated professionals, of which 41 are skilled investment advisors committed to delivering exceptional results. Standing out from the competition, Adviser Investments manages an impressive average of approximately $156,530,000 in assets per investment advisor, well above the industry average. This exceptional track record is a testament to their expertise in generating returns and maintaining strong client relationships. Adviser Investments' compensation structure is diverse, encompassing various models such as a percentage of assets under management and hourly charges. While their managed assets primarily consist of high net worth individuals' portfolios, they also possess the capability to effectively handle employer funds. Furthermore, they hold discretionary authority over 100% of the assets they manage, granting clients peace of mind and trust in their investment strategies. The firm's extensive client base includes over 2,260 individual clients, entrusting Adviser Investments with a staggering $6,417,858,000 in assets under management. Notably, the company is known for its long-serving advisors, with seasoned professionals like Adam Strauss, James Verity, and John Kennedy leading the way. Adviser Investments has solidified its position as a trusted partner for individuals seeking comprehensive investment solutions. With their proven track record, commitment to excellence, and exceptional team of advisors, they continue to empower clients in achieving their financial goals.

Genesis Wealth Advisors, LLC, based out of Braintree, MA, is a local investment advisory firm with a solid reputation and an impressive track record. With over 210 individual clients and $164,098,000 in assets under management, Genesis Wealth Advisors, LLC is a trusted partner for individuals and employer 401Ks alike. The firm prides itself on its expertise in this space, leveraging its extensive experience to provide tailored investment solutions. With two offices in Braintree, Genesis Wealth Advisors, LLC offers convenient access to their team of highly qualified professionals. The firm boasts a staff of nine dedicated employees, with eight of them specializing in investment advisory services. Each investment advisor at the firm manages an average of approximately $20,510,000 in assets under management, showcasing their commitment to providing personalized attention to their clients. Genesis Wealth Advisors, LLC's compensation structure is designed to align their interests with their clients' goals. They offer various fee options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the payment structure that best suits their needs. The firm takes pride in its team's longevity, with several of the most experienced advisors having been with the company for years. Notable names among these trusted advisors include Ronald Aines, Arthur Debenedictis, and Nicholas De Peyster, who bring a wealth of knowledge and expertise to Genesis Wealth Advisors, LLC. As a locally based investment advisory firm, Genesis Wealth Advisors, LLC is deeply committed to serving the financial needs of their community and delivering exceptional results to their valued clients.

The Colony Group, LLC, headquartered in Boston, MA, is a prominent regional investment advisory firm with a rich history in the financial industry. With a team of 360 dedicated professionals, 210 of whom specialize in investment advisory services, they deliver exceptional financial guidance to their clients. As experts in wealth management, The Colony Group offers a comprehensive range of compensation structures, tailored to meet the unique needs of their diverse clientele. These structures include hourly charges and other fee-based arrangements, ensuring transparency and aligning their interests with those of their clients. Impressively, The Colony Group serves over 1,260 individual clients, overseeing an impressive $18,829,209,000 in assets under management. While a significant portion of these assets caters to high net worth individuals, the firm also extends its expertise to managing employer funds, showcasing their versatility in the market. With approximately 87% of the assets under management being discretionary, The Colony Group possesses the authority to make investment decisions on behalf of their clients. This discretion allows them to efficiently navigate the dynamic financial landscape and seize promising opportunities to optimize returns. The Colony Group's commitment to excellence is reflected in its extensive network of 21 offices, strategically positioned to offer personalized services throughout the region. The firm takes pride in its highly experienced team, including esteemed advisors such as Seth Hieken, Jay Lupica, and Jonathan Thrun, who bring deep industry knowledge and expertise to every client relationship. With a steadfast dedication to their clients' financial success, The Colony Group, LLC continues to solidify its position as a trusted partner in wealth management.

Massachusetts Wealth Management, LLC is a small investment advisory firm based out of North Andover, MA. With a single office, the firm is dedicated to providing comprehensive investment advisory services to its clients. With three employees in total, two of whom specialize in investment advisory services, Massachusetts Wealth Management, LLC maintains a client-centric approach to managing assets. With an average of approximately $100,360,000 in assets under management per investment advisor, Massachusetts Wealth Management, LLC aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management. Notably, the firm manages 100% of the assets on a discretionary basis, offering clients peace of mind and expert decision-making. Focusing primarily on high-net-worth individuals, Massachusetts Wealth Management, LLC oversees the management of assets exceeding $200,718,000 for over 30 individual clients. Samuel Conte and Kaitlyn Conte are recognized as two of the firm's most tenured registered advisors, providing clients with their extensive expertise and experience in the industry. With a commitment to delivering personalized financial strategies tailored to each client's unique needs, Massachusetts Wealth Management, LLC strives to build and preserve wealth over the long term. By providing professional guidance and employing sound investment strategies, the firm aims to help clients achieve their financial goals and secure their financial future.

Claro Advisors, LLC, a prominent local investment advisory firm based in Boston, MA, specializes in providing comprehensive financial guidance and investment management services. With 22 dedicated employees, including 18 highly skilled investment advisors, Claro Advisors boasts a team of professionals committed to delivering exceptional results for their clients. As an average industry performer, Claro Advisors manages an impressive average of approximately $47,080,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with clients' goals and interests. With a substantial client base of over 610 individuals, Claro Advisors expertly oversees assets valued at more than $787,343,000. While less than 30% of their assets are comprised of 401K and individual accounts, Claro Advisors possesses the expertise to effectively manage employer funds, demonstrating their versatility and commitment to meeting diverse client needs. An impressive 93% of the assets under Claro Advisors' management are discretionary, showcasing their clients' trust in the firm's expertise and decision-making capabilities. Operating from seven strategically located offices, Claro Advisors is well-positioned to serve clients throughout the Boston area and beyond. Claro Advisors takes pride in its team of highly experienced professionals, several of whom have enjoyed long tenures at the firm. Notable individuals such as Jennifer Street, Dana Rowen, and Michael Kurkulonis contribute their extensive expertise to Claro Advisors' success, fostering a culture of excellence and client-centric service. Overall, Claro Advisors, LLC stands as a trusted partner for individuals and organizations seeking expert financial guidance, providing tailored solutions and exemplary service that consistently exceeds expectations.

AAF Wealth Management, LLC is a local investment advisory firm based out of Westborough, MA. With a total of 9 employees, 6 of whom provide investment advisory services, AAF Wealth Management offers comprehensive financial solutions to a diverse clientele. Their team of experienced advisors, including Andrew Hammond, Jonathan Bloom, and Carmen Grinkis, brings a wealth of knowledge and expertise to guide clients in achieving their financial goals. With an average of approximately $75,380,000 in assets under management per investment advisor, AAF Wealth Management maintains an industry-average level of assets. They cater to over 120 individual clients, managing a substantial amount of assets totaling over $385,348,000. While 401K and individual accounts constitute less than 30% of their assets under management, the firm also possesses the capability to manage employer funds. An integral part of AAF Wealth Management's success lies in their compensation structure, which includes various types such as a percentage of assets under management and fixed fees. By offering flexible options, they ensure alignment with their clients' needs and objectives. In addition to investment advisory services, AAF Wealth Management also extends their expertise as an accountant or accounting firm. Their commitment to delivering personalized financial solutions and maintaining long-lasting client relationships has established them as a trusted partner in wealth management. With their office in Westborough, MA, AAF Wealth Management remains deeply rooted in the local community while providing professional financial guidance to clients seeking financial stability and growth.

Axis Wealth Partners, LLC is a leading investment advisory firm based out of East Providence, RI. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they provide exceptional financial guidance and wealth management services. Their impressive average of $172,460,000 in assets under management per investment advisor sets them apart in the industry. Axis Wealth Partners, LLC has built a strong reputation for delivering superior results. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals. With over 460 individual clients and more than $172,663,000 in assets under management, the firm has a proven track record of success. A significant portion of their assets under management comes from employer 401Ks and individual clients, reflecting their expertise in this space. Notably, 99% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. Operating from three offices, Axis Wealth Partners, LLC has established a local presence and remains deeply committed to serving the community. The firm boasts a team of highly tenured advisors, including Jane Mcauliffe, Joshua Pacheco, and Daniel Da Ponte, who bring extensive knowledge and expertise to their clients' financial journeys. Whether clients seek long-term investment strategies, retirement planning, or comprehensive wealth management, Axis Wealth Partners, LLC stands ready to provide personalized solutions tailored to their unique needs. With a steadfast focus on client success and a commitment to excellence, they continue to be a trusted partner in navigating the complexities of the financial landscape.

Twelve Points Wealth Management, based in Concord, MA, is a distinguished investment advisory firm that boasts a team of 17 dedicated professionals, with 9 of them specializing in providing expert investment advice. Their diverse compensation structure includes subscription fees, ensuring a tailored approach to meet the unique needs of their clients. With an impressive portfolio, Twelve Points Wealth Management manages over $833,664,000 in assets under management for more than 340 individual clients. While the firm's expertise extends beyond 401K and individual accounts, they possess the capability to effectively manage employer funds, expanding their reach in the market. A notable aspect of Twelve Points Wealth Management's approach is their discretion in managing 43% of the assets they oversee, exemplifying their commitment to strategic decision-making and optimal investment outcomes. Operating out of two conveniently located offices, the firm is deeply rooted in the local community, ensuring a personal touch in their service. The firm prides itself on its talented team of advisors, including Francesca Federico, Emanuel Frangiadakis, and David Clayman, who have garnered extensive experience and earned the trust of clients throughout their tenure. Their expertise and dedication contribute to Twelve Points Wealth Management's reputation as a reliable and trusted partner in navigating the complexities of wealth management. With a track record of success and a client-centric approach, Twelve Points Wealth Management remains committed to delivering exceptional investment advisory services to its clients, helping them achieve their financial goals and secure a prosperous future.

Fidelity Personal And Workplace Advisors, headquartered in Boston, MA, is a reputable national investment advisory firm operating from 3,094 offices across the country. With a dedicated team of 13,507 employees, all extensively trained in providing comprehensive investment advisory services, Fidelity Personal And Workplace Advisors has established itself as a leader in the industry. On average, each investment advisor manages approximately $48,310,000 in assets under management, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a flexible approach that suits clients' needs. A notable strength of Fidelity Personal And Workplace Advisors lies in their expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This vast experience positions them well in the retirement planning and wealth management space. Impressively, all assets under their management, totaling a staggering $652,548,368,000, are discretionary, reflecting the high level of trust clients place in the firm. With over 978,620 individual clients benefiting from their services, Fidelity Personal And Workplace Advisors has demonstrated their ability to deliver personalized investment strategies and exceptional financial outcomes. The firm takes pride in its team of experienced advisors, with several notable long-tenured individuals such as Brent Jackman, Andrew Stilley, and A Mcdougal. Their extensive knowledge and commitment to client success further enhance the firm's reputation and ensure top-quality service for all clients. In summary, Fidelity Personal And Workplace Advisors is a leading investment advisory firm with a vast national presence, extensive experience in retirement planning, a comprehensive compensation structure, and a dedicated team of experienced advisors.