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.

Northeast Planning Associates, Inc. is a reputable regional investment advisory firm located in Bedford, NH. With a team of 126 dedicated professionals, they provide comprehensive financial planning and investment advisory services to a diverse client base. Among their staff, 69 advisors specialize in delivering personalized investment advice to individuals and organizations. With an average of $85,980,000 in assets under management per investment advisor, Northeast Planning Associates, Inc. maintains an industry-average performance. They offer a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that align with their financial goals. Boasting over 850 individual clients, Northeast Planning Associates, Inc. manages an impressive $255,647,000 in assets. Over 80% of these assets are attributed to employer 401K plans and individual portfolios, making them particularly skilled in managing retirement plans for employers and employees alike. Notably, all the assets under their management are handled on a discretionary basis, granting the firm the authority to make investment decisions on behalf of their clients. Spanning across 33 offices, Northeast Planning Associates, Inc. has established a strong presence in the region. Their success can be attributed in part to the expertise of their experienced advisors, including the esteemed professionals Thomas Harnish, Craig Grover, and Donald Burnham, who have served the firm with distinction for many years. As a trusted investment advisory firm, Northeast Planning Associates, Inc. is committed to delivering tailored financial solutions and helping clients navigate their wealth management needs with integrity and expertise.

Affinity Investment Group, LLC, based out of Exeter, NH, is a reputable small investment advisory firm with a strong presence in the industry. Boasting over 430 individual clients, they have successfully amassed an impressive $368,147,000 in assets under management. With their expertise and dedication, Affinity Investment Group caters to a diverse clientele, including employer 401Ks and individuals. The firm's extensive experience in managing employer 401Ks and individual assets sets them apart in the market. A remarkable 83% of the assets they oversee are under their discretionary management, a testament to their expertise and ability to make informed investment decisions. Affinity Investment Group's compensation structure is designed to provide flexibility and choice to their clients. They offer various options, including a percentage of assets under management, fixed fees, and commissions, ensuring that clients can select the arrangement that best suits their needs. With a team of 7 dedicated employees, including 4 seasoned investment advisors, Affinity Investment Group offers personalized and comprehensive investment advisory services. Their average assets under management per investment advisor stand at approximately $92,040,000, which aligns with the industry average. Among the standout features of Affinity Investment Group are their longest tenured advisors. Gregory Gagne, Lucas Gagne, and James Ellis have played pivotal roles in the firm's success, leveraging their extensive knowledge and experience to deliver exceptional service to clients. Overall, Affinity Investment Group, LLC is a trusted partner for individuals and businesses seeking professional investment advisory services. With their proven track record, commitment to client satisfaction, and a broad range of expertise, they continue to establish themselves as a leading presence in the industry.

Essential Planning, LLC, a small investment advisory firm headquartered in Portsmouth, NH, specializes in providing comprehensive financial planning and investment management services. With a team of nine dedicated professionals, including three experienced investment advisors, they deliver tailored solutions to their diverse clientele. Their exceptional performance is evident in their impressive average of $2,614,240,000 in assets under management per investment advisor, which significantly surpasses industry standards. This achievement can be attributed to their diligent approach, deep expertise, and commitment to delivering excellent results. Essential Planning, LLC prides itself on its diverse compensation structure, which includes various models such as a percentage of assets under management and performance-based fees. This approach ensures that their interests are closely aligned with their clients' financial success. The firm currently serves over 340 individual clients, effectively managing more than $310,367,000 in assets. Notably, nearly half of these assets stem from employer 401K plans and individual investors, indicating their extensive experience and proficiency in this segment of the market. A testament to their longevity and stability, Essential Planning, LLC boasts a team of seasoned advisors, including Andrew Lord, Hunter Lord, and Paul Doran, who have been with the firm for a significant period. This continuity and expertise contribute to their ability to provide consistent, reliable guidance to their valued clients. With two office locations, Essential Planning, LLC is well-positioned to serve clients throughout the Portsmouth area. As a trusted partner, they are committed to delivering comprehensive financial planning solutions and personalized investment strategies to help individuals and businesses achieve their long-term financial goals.

Ledgewood Wealth Advisors, LLC is a small investment advisory firm based out of Exeter, NH, with one office. With a team of two dedicated employees, Ledgewood Wealth Advisors provides comprehensive investment advisory services to its clients. The firm manages an average of approximately $75,850,000 in assets per investment advisor, which aligns with the industry average. Ledgewood Wealth Advisors adopts a flexible compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily focuses on managing assets for high net worth individuals, they also possess the expertise and capability to manage employer funds, though 401K and individual accounts account for less than 30% of their assets under management. With a commitment to discretionary asset management, Ledgewood Wealth Advisors assumes full responsibility for decision-making on behalf of their clients. The firm boasts an impressive portfolio of over 40 individual clients, with total assets under management surpassing $151,691,000. Robert Wofchuck and Lawrence Sarkozy stand as two of the firm's longest-tenured registered advisors, bringing their extensive experience and knowledge to provide personalized financial guidance. Ledgewood Wealth Advisors prides itself on offering tailored investment strategies and maintaining strong relationships with their clients, ensuring their financial goals are met effectively.

Barker Financial Group, Inc., a small investment advisory firm based out of Topsfield, MA, boasts a solid reputation in the financial industry. With over 150 individual clients, they manage an impressive $187,742,000 in assets. While 401K and individual accounts make up less than 30% of their total assets under management, Barker Financial Group has the expertise and capability to effectively handle employer funds. Notably, all of the assets they manage are discretionary, demonstrating the trust their clients place in their investment strategies. Catering primarily to high net worth individuals, Barker Financial Group excels at managing substantial portfolios. Their compensation structure is diverse, accommodating different client preferences. They offer options such as a percentage of assets under management, hourly charges, and fixed fees. With three dedicated employees, all providing exceptional investment advisory services, Barker Financial Group maintains a favorable advisor-to-assets ratio. On average, each investment advisor oversees approximately $62,580,000 in assets under management, aligning closely with the industry average. This balance ensures personalized attention and tailored financial solutions for each client. Mary Ellen Deroche, James Barker, and Douglas Huddleston are among the firm's longest tenured advisors, contributing their extensive expertise and experience to the success of Barker Financial Group. Their commitment to delivering exceptional service has fostered enduring relationships with their clients. As Barker Financial Group, Inc. continues to thrive, their two offices in Topsfield, MA serve as strategic hubs for delivering top-notch investment advisory services, fostering financial growth, and helping clients achieve their long-term goals.

Loudon Investment Management, LLC is a reputable investment advisory firm headquartered in West Lebanon, NH. With over 30 individual clients and assets under management exceeding $168,043,000, the company has established a strong presence in the financial industry. Specializing in discretionary management, Loudon Investment Management primarily caters to high net worth individuals, although they also possess the capability to oversee employer funds. With a team of four dedicated professionals, including three investment advisors, Loudon Investment Management ensures personalized and expert service for their discerning clientele. The firm's average assets under management per investment advisor amount to approximately $56,010,000, demonstrating their ability to handle substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management. Loudon Investment Management's success can be attributed to the extensive experience and knowledge of their team. Douglas Loudon, Emily Sands, and Lynn O'Mealia are among the firm's longest tenured advisors, contributing to its strong track record and client satisfaction. As a small investment advisory firm, Loudon Investment Management maintains a commitment to providing exceptional financial guidance and ensuring the growth and preservation of their clients' wealth. Their expertise and personalized approach make them a trusted partner for individuals seeking reliable and effective investment strategies. With a focus on delivering results, Loudon Investment Management continues to build upon its strong reputation in the industry.

Cox Capital Management LLC is a reputable investment advisory firm headquartered in Andover, MA, and boasts a distinguished presence in the financial industry. With a single office, the company has established itself as a prominent player in the region. Comprised of a talented team of five professionals, Cox Capital Management LLC excels in providing top-notch investment advisory services. Their expertise and dedication are evident in their impressive track record. On average, each investment advisor at Cox Capital Management LLC oversees approximately $90,940,000 in assets under management, a figure that aligns with the industry average. The company employs a diverse compensation structure, including a percentage of assets under management and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all the assets managed by Cox Capital Management LLC are discretionary, enabling them to make informed investment decisions on behalf of their clients. Cox Capital Management LLC primarily serves high-net-worth individuals, managing the majority of its assets for this esteemed clientele. The firm has fostered lasting relationships with over 110 individual clients, who collectively entrust Cox Capital Management LLC with a remarkable $272,832,000 in assets under management. The organization takes pride in its dedicated advisors, with long-tenured professionals such as Harrison Oakes, William Cox, and Ethan Brown contributing their extensive knowledge and experience to the firm's success.

Bartley Financial Advisors, LLC is a reputable investment advisory firm based in Bedford, NH, with two offices catering to clients' financial needs. With a team of three dedicated professionals, one of whom specializes in investment advisory services, Bartley Financial Advisors, LLC is committed to providing personalized financial guidance. With an average of $116,070,000 in assets under management per investment advisor, they maintain a solid standing within the industry. The firm's compensation structure is diverse, incorporating various approaches such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their total assets under management, Bartley Financial Advisors, LLC possesses the necessary expertise to handle employer funds as well. Remarkably, approximately 82% of the assets they manage are discretionary, demonstrating their clients' trust in their judgment. Primarily serving high net worth individuals, Bartley Financial Advisors, LLC takes pride in their extensive client base, consisting of over 50 individuals, whose combined assets under management exceed $116,069,000. Robert Bartley, one of the firm's founding members, has been a registered advisor since 2000, showcasing his extensive experience and dedication to the field. Bartley Financial Advisors, LLC continues to provide comprehensive financial services and strives to assist clients in achieving their long-term investment goals.

Boston Hill Advisors, LLC is a local investment advisory firm based out of North Andover, MA, with three offices strategically located to serve their clients. With a total of 20 employees, 12 of whom specialize in providing investment advisory services, Boston Hill Advisors has built a strong team of knowledgeable professionals. The firm manages an average of approximately $82,360,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose a payment arrangement that suits their needs. Notably, around half of Boston Hill Advisors' assets under management come from employer 401Ks and individuals, demonstrating their expertise and trustworthiness in this area. Moreover, an impressive 96% of the assets they manage are discretionary, giving them the freedom to make informed investment decisions on behalf of their clients. With over 830 individual clients and an impressive $988,333,000 in assets under management, Boston Hill Advisors has proven their ability to attract and retain a diverse client base. The firm boasts a team of experienced advisors, including Joseph Trainor, Ronald Siggens, and Michael Edwards, who have provided valuable guidance to their clients for many years. Boston Hill Advisors, LLC is dedicated to helping their clients achieve their financial goals through personalized investment strategies and expert advice. With their local presence and extensive experience, they are well-positioned to serve the investment needs of individuals and employers in North Andover and beyond.

Northstar Financial Planning, LLC, a prominent local investment advisory firm based in Windham, NH, is dedicated to providing comprehensive financial planning services to a diverse range of clients. With a team of nine highly skilled professionals, including six investment advisors, they offer expert guidance and management for individuals and organizations seeking to maximize their financial potential. With an average of approximately $75,740,000 in assets under management per investment advisor, Northstar Financial Planning, LLC demonstrates a solid track record of success. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring a tailored approach to meet their clients' needs. Currently, Northstar Financial Planning, LLC oversees a robust client base of over 90 individuals, with total assets under management exceeding $184,000,000. Primarily catering to high net worth individuals, they possess extensive experience in managing substantial portfolios. While 401K and individual accounts constitute less than 30% of their assets under management, Northstar Financial Planning, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 83% of the assets they manage are discretionary, enabling them to make informed decisions aligned with their clients' financial goals. Northstar Financial Planning, LLC distinguishes itself through its long-standing presence in the industry and a reputation for delivering exceptional service. Notably, their team includes esteemed advisors such as Kristina George, Alexa Darbe, and Robin Young, who boast extensive tenure within the firm. With a commitment to providing tailored financial solutions, Northstar Financial Planning, LLC continues to empower their clients to achieve lasting financial success through prudent and strategic planning.