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.

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.

Abbot Financial Management, Inc is a reputable investment advisory firm located in North Andover, MA, boasting a successful track record in managing assets for high net worth individuals. With two well-established offices, Abbot Financial Management, Inc caters to over 120 individual clients, overseeing a substantial $242,650,000 in assets under management. Led by a team of experienced professionals, Abbot Financial Management, Inc prides itself on delivering personalized investment advisory services to its discerning clientele. Among their four dedicated employees, three specialize in providing expert investment advice, utilizing their extensive knowledge and expertise to optimize client portfolios. Notable advisors within the firm include Dennis Wassung, Robert Mclemore, and Andrew Novelline, who boast an impressive tenure with the company. While the average assets under management per investment advisor stands at approximately $80,880,000, a figure in line with industry standards, Abbot Financial Management, Inc ensures that each client receives individual attention and tailored strategies to meet their unique financial goals. The firm's compensation structure offers various options, including a percentage of assets under management. Although 401K and individual accounts constitute less than 30% of their assets under management, Abbot Financial Management, Inc possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are under a discretionary arrangement, allowing the firm to make informed investment decisions on behalf of their clients. With a strong emphasis on trust, professionalism, and client satisfaction, Abbot Financial Management, Inc continues to thrive as a reliable partner in the financial industry, supporting the financial growth and prosperity of their esteemed clientele.

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.

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.

Flying Point Financial, Inc. is a reputable investment advisory firm headquartered in North Andover, MA, and operates two offices within the region. With a dedicated team of five employees, three of whom specialize in investment advisory services, the firm provides comprehensive financial guidance to a diverse clientele. Drawing upon their extensive industry knowledge, Flying Point Financial, Inc. manages an average of approximately $48,410,000 in assets per investment advisor, aligning with the industry average. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their clients. One of Flying Point Financial, Inc.'s notable strengths lies in their expertise in handling employer 401K plans and individual accounts, which account for roughly half of their assets under management. Their experience in this specific space has allowed them to cultivate a deep understanding of the intricacies and unique challenges associated with these types of investments. Currently, the firm oversees a substantial portfolio of over 180 individual clients, collectively managing assets totaling more than $145,240,000. With a client-centric approach, Flying Point Financial, Inc. strives to provide personalized financial strategies that align with their clients' goals and aspirations. The firm boasts a team of highly experienced advisors, including Amy Mastromonaco, Kevin Kennedy, and Elaine Morgillo, who have established long tenures at the company. These seasoned professionals bring a wealth of knowledge and expertise to the table, further bolstering Flying Point Financial, Inc.'s reputation and commitment to delivering exceptional financial services.

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.

Three Bearings Fiduciary Advisors, Inc., a small investment advisory firm based in Hampton, NH, distinguishes itself with its expert financial guidance and personalized approach. With a team of four dedicated professionals, including two seasoned investment advisors, they provide comprehensive services to their clientele. The firm boasts an impressive average of approximately $16,940,000 in assets under management per investment advisor, reflecting their commitment to handling substantial portfolios with exceptional care. Three Bearings Fiduciary Advisors, Inc. manages a diverse range of client assets, totaling over $256,368,000. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to oversee employer funds, expanding their reach in the investment landscape. With over 90 individual clients, Three Bearings Fiduciary Advisors, Inc. has built a reputation for trust and reliability. Their compensation structure is flexible, incorporating various types, such as a percentage of assets under management and performance-based fees. This alignment ensures that the firm's success is closely tied to the success of their clients. David Mayes and Zachary Zwick, two of the longest tenured registered advisors, bring a wealth of experience to the team. Their expertise, coupled with the firm's commitment to discretion and integrity, has fostered enduring relationships with their clientele. Situated in Hampton, NH, Three Bearings Fiduciary Advisors, Inc. operates from a single office, enabling them to provide localized and personalized service to their valued clients. With their meticulous approach and dedication to client satisfaction, Three Bearings Fiduciary Advisors, Inc. continues to be a trusted partner for individuals and organizations seeking astute investment advisory services.

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.

The Harbor Group, Inc., based out of Bedford, NH, is a reputable local investment advisory firm with 18 dedicated employees. Among them, 8 specialize in providing investment advisory services, catering to a diverse client base of over 400 individuals. With assets under management totaling more than $1,325,621,000, The Harbor Group, Inc. demonstrates their expertise in managing substantial portfolios. Their compensation structure encompasses various types, including a percentage of assets under management. Averaging approximately $92,600,000 in assets per investment advisor, The Harbor Group, Inc. maintains an industry-average level of performance. Their focus primarily revolves around employer 401K plans, with over 80% of their assets under management originating from such plans or individual clients. Distinguished by their competence in discretionary asset management, the firm's services extend beyond mere advisory capacities. The Harbor Group, Inc. possesses the qualifications and experience required to skillfully oversee 401K plans for both employers and employees. Within the company's office in Bedford, NH, a team of seasoned advisors contributes to its success. Among the notable advisors are Ryan Callaghan, Vickie Worrad, and Timothy Riley, whose longstanding commitment to The Harbor Group, Inc. demonstrates their expertise and dedication to client satisfaction. With their comprehensive wealth management solutions, The Harbor Group, Inc. is poised to guide clients through a range of investment opportunities while ensuring their financial goals are met effectively and efficiently.

Lumbard & Kellner, LLC, a small investment advisory firm based out of Hollis, NH, is dedicated to managing and growing the financial assets of their clients. With over 40 individual clients and an impressive $302,964,000 in assets under management, Lumbard & Kellner, LLC offers personalized investment strategies and solutions. Although 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the expertise and resources to effectively manage employer funds. They pride themselves on the discretionary nature of their services, as 100% of the assets they oversee are handled with careful consideration and discretion. Lumbard & Kellner, LLC primarily caters to high net worth individuals, providing them with tailored investment advice and comprehensive wealth management services. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. With a team of four dedicated employees, all of whom are experienced investment advisors, Lumbard & Kellner, LLC delivers exceptional service and expertise to their clients. Their average assets under management per investment advisor amount to approximately $75,740,000, which falls within the industry average. The firm takes pride in the longevity of their advisors, with notable figures such as James Conway, Drew Kellner, and John Lumbard boasting extensive tenures within the organization. Their combined knowledge and experience contribute to Lumbard & Kellner, LLC's reputation as a trusted partner in wealth management and investment advisory services.