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.

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.

Trust Advisory Group Ltd is a well-established regional investment advisory firm headquartered in Woburn, MA. With an extensive network of 41 offices, they offer their comprehensive services to clients across the region. Comprised of a dedicated team of 43 employees, Trust Advisory Group Ltd specializes in providing expert investment advisory services to their diverse clientele. With an impressive average of approximately $12,190,000 in assets under management per investment advisor, Trust Advisory Group Ltd ensures that their clients' financial portfolios receive the utmost attention and expertise. Their compensation structure is flexible and tailored to meet individual needs, including options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, Trust Advisory Group Ltd excels in managing employer 401Ks and individual assets, which constitute approximately half of their assets under management. Their extensive experience in this space ensures that clients receive reliable guidance and strategies for maximizing their investments. Furthermore, a significant portion of the assets they manage, amounting to 61%, is discretionary, providing clients with the advantage of professional decision-making. In addition to their investment advisory services, Trust Advisory Group Ltd also serves as a registered representative of a broker-dealer and acts as an insurance broker or agent, expanding their offerings to cater to various financial needs. With over 2,000 individual clients and an impressive $499,698,000 in assets under management, Trust Advisory Group Ltd has earned a reputation for their commitment to client success. The firm boasts a team of experienced advisors, including respected individuals such as Luigi Altieri, Martin Gavin, and William Jones, who have played pivotal roles in the company's growth and success. Their longstanding tenure and extensive industry knowledge further solidify Trust Advisory Group Ltd's position as a trusted and reliable partner in the realm of investment advisory services.

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.

IQVESTMENT, LLC, a small investment advisory firm based in Woburn, MA, is committed to providing exceptional financial management services to individuals and employers alike. With one office located in Woburn, they have a team of nine dedicated professionals, including two skilled investment advisors who offer expert guidance to their clients. With an impressive average of $22,190,000 in assets under management per investment advisor, IQVESTMENT, LLC has established a solid track record of delivering outstanding results. Their compensation structure is flexible and tailored to meet the diverse needs of their clients, including options such as a percentage of assets under management and fixed fees. The firm focuses on managing employer 401(k) plans and individual investments, with over 80% of their assets under management originating from employer-sponsored 401(k) plans and individual investors. This specialization enables IQVESTMENT, LLC to offer specialized expertise in effectively managing 401(k) plans for both employers and employees. As a discretionary asset manager, IQVESTMENT, LLC assumes full responsibility for managing 100% of the assets entrusted to them. Their experienced team diligently analyzes market trends, conducts thorough research, and applies prudent investment strategies to maximize returns and minimize risk for their clients. IQVESTMENT, LLC's impressive client base consists of over 960 individual clients, representing more than $44,381,000 in assets under management. With a proven track record of success, IQVESTMENT, LLC is well-positioned to continue providing exceptional investment advisory services to help individuals and employers achieve their financial goals.

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.

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.

Garrett Nagle & Co., Inc. is a reputable investment advisory firm headquartered in Woburn, Massachusetts. With a team of four dedicated professionals, including two investment advisors, they offer top-notch financial services to their valued clients. Known for their expertise in managing high net worth individuals' assets, Garrett Nagle & Co., Inc. has established itself as a leader in the industry. Impressively, their investment advisors have an average of $808,990,000 in assets under management per advisor, significantly surpassing the industry average. This exceptional track record speaks to their ability to deliver exceptional results and grow their clients' portfolios effectively. The firm's compensation structure is diverse, including a percentage of assets under management, among other types. With over 30 individual clients and assets under management totaling more than $83,496,000, Garrett Nagle & Co., Inc. caters primarily to high net worth individuals seeking professional investment advice. Although a smaller firm, Garrett Nagle & Co., Inc. possesses the capability to manage employer funds, although such accounts and 401Ks make up less than 30% of their assets under management. Notably, the firm operates under a discretionary management style, providing clients with peace of mind by allowing their team to make investment decisions on their behalf. With a strong local presence, Garrett Nagle & Co., Inc. proudly serves its clients from their office in Woburn, Massachusetts. Their commitment to excellence, expertise, and a personalized approach sets them apart in the investment advisory landscape, making them a trusted partner for individuals seeking professional financial guidance.

93 Financial Group, LLC is a reputable investment advisory firm based in Woburn, MA. With over 1,020 individual clients and a staggering $563,696,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual investments, they possess extensive experience in this sector. Dedicated to providing top-notch financial services, 93 Financial Group, LLC offers comprehensive investment advice and serves as an insurance broker or agent. Their team of eight employees, including five investment advisors, works diligently to ensure the success of their clients' portfolios. With an average of $112,740,000 in assets under management per investment advisor, they are on par with the industry average. 93 Financial Group, LLC operates under a discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. Their compensation structure includes various methods, such as a percentage of the assets under management, ensuring a fair and transparent relationship. The firm takes pride in its longstanding advisors, including Paul Welch, James Welch, and John Welch, who have contributed significantly to its success. With one office located in Woburn, MA, 93 Financial Group, LLC is deeply rooted in the local community and dedicated to helping individuals and employers achieve their financial goals. Whether clients seek investment guidance or insurance services, 93 Financial Group, LLC offers expert advice and a personalized approach to wealth management.

Boston Standard Wealth Management, LLC is a small investment advisory firm based out of Winchester, MA, with two offices. With a total of five employees, four of whom provide investment advisory services, they offer comprehensive wealth management solutions. With an average of approximately $92,090,000 in assets under management per investment advisor, Boston Standard Wealth Management, LLC aligns with industry averages. The firm employs a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. Their expertise lies in managing employer 401Ks and individual portfolios, accounting for around half of their assets under management. They have gained valuable experience in this specific area. Operating with a discretionary approach, Boston Standard Wealth Management, LLC exercises full authority in managing 100% of the assets entrusted to them. This provides clients with peace of mind and allows the firm to make informed investment decisions on their behalf. With a client base of over 310 individuals, Boston Standard Wealth Management, LLC oversees assets worth more than $368,367,000. The firm boasts a team of experienced advisors, including Zachary Bouchard, Lee Eudy, and Robert Tafuri, who have demonstrated long-standing commitment to their clients' financial success. Boston Standard Wealth Management, LLC distinguishes itself as a trusted partner in the field of investment advisory services. With a focus on personalized strategies and diligent portfolio management, they aim to help their clients achieve their financial goals while ensuring their financial well-being in the long term.

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.