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.

Based out of Nashua, NH, Peak Wealth Management LLC is a small investment advisory firm with three dedicated employees. With an average of $45,060,000 in assets under management per investment advisor, they align closely with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges. Impressively, Peak Wealth Management LLC boasts over 80 individual clients, entrusting them with over $93,582,000 in assets under management. The firm's primary focus lies in managing the assets of high net worth individuals, although they also have the capacity to handle employer funds. Notably, 100% of the assets they manage are under their discretionary authority, demonstrating their expertise and ability to make informed investment decisions. Operating from a single office, Peak Wealth Management LLC serves as a trusted advisor to their clients. They take pride in their team of experienced professionals, including the longest-tenured advisors Noah Gauthier, Steven Schnobrich, and John Garrity. Combining their industry knowledge, commitment to personalized service, and dedication to achieving their clients' financial goals, Peak Wealth Management LLC stands as a reliable and reputable investment advisory firm.

Granite State Retirement Planning, Inc., a small investment advisory firm based out of Bedford, NH, has established itself as a trusted partner in retirement planning. With over 80 individual clients and an impressive $102,157,000 in assets under management, the firm focuses on providing tailored financial solutions to meet the unique needs of each client. While Granite State Retirement Planning, Inc. manages a diverse portfolio of assets, it specializes in catering to high net worth individuals. These individuals entrust their wealth to the firm due to its proven track record in delivering sound investment strategies and exceptional client service. The firm's expertise extends beyond individual and 401K accounts, as Granite State Retirement Planning, Inc. also possesses the capabilities to effectively manage employer funds. Its comprehensive compensation structure offers flexibility to clients, including a percentage of assets under management and fixed fees. With a team of dedicated professionals, Granite State Retirement Planning, Inc. boasts a staff of one registered advisor, Dan Hagler, who has been with the firm since 2007, making him one of the longest-tenured advisors. The firm takes pride in its commitment to providing personalized investment advisory services, ensuring that each client receives the attention and expertise they deserve. As an industry-average performer, Granite State Retirement Planning, Inc. maintains an average of approximately $102,160,000 in assets under management per investment advisor. Its sole office in Bedford, NH serves as the hub for delivering top-tier retirement planning services to clients throughout the region.

Granite Financial Partners, headquartered in Milford, NH, is a reputable investment advisory firm serving a diverse clientele. With over 170 individual clients and a staggering $250,119,000 in assets under management, Granite Financial Partners is committed to providing exceptional financial solutions. The firm operates from two strategically located offices to cater to their clients' needs effectively. Although 401K and individual accounts constitute less than 30% of their total assets under management, Granite Financial Partners boasts the capability to effectively manage employer funds. Impressively, 91% of the assets they oversee are handled with discretionary authority, demonstrating their expertise and trustworthiness in making informed investment decisions. Granite Financial Partners offers a flexible compensation structure tailored to their clients' preferences. Their compensation options include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients' financial goals. With a team of six dedicated professionals, including two experienced investment advisors, Granite Financial Partners ensures personalized attention and tailored solutions for their clients. On average, each investment advisor manages approximately $125,060,000 in assets, which aligns with the industry average, highlighting their competence and expertise in the financial services sector. As a leading investment advisory firm in Milford, NH, Granite Financial Partners prides itself on delivering comprehensive financial guidance and helping clients achieve their long-term financial objectives. With their extensive experience and client-centric approach, they have established a solid reputation for excellence in the industry.

Hodge Financial Services, LLC is a highly reputable investment advisory firm based out of Hinsdale, NH. With a long-standing presence in the financial industry, they have successfully built a loyal client base consisting of over 50 individuals, entrusting them with their financial goals. Demonstrating their expertise, Hodge Financial Services manages an impressive portfolio with assets under management totaling over $146,961,000. As a small but distinguished firm, Hodge Financial Services offers personalized and comprehensive financial solutions to meet the unique needs of their clients. They specialize in providing investment advisory services and also extend their expertise as an accountant or accounting firm. While their primary focus lies in managing high net worth individual accounts, they possess the capabilities to oversee employer funds as well, showcasing their versatility. The firm's compensation structure is designed to align their interests with their clients, offering various types of fees, including a percentage of assets under management. With a commitment to exceptional service, Hodge Financial Services ensures that all of their clients' investments are managed on a discretionary basis, giving them full control over the decision-making process. With an average of approximately $146,960,000 in assets under management per investment advisor, Hodge Financial Services stands well above the industry average, highlighting their ability to handle significant financial portfolios. The firm takes pride in their team of dedicated professionals, led by Robert Hodge, one of the longest-tenured registered advisors who has been with the firm since 1997. In summary, Hodge Financial Services, LLC is a trusted and accomplished investment advisory firm serving clients with integrity and expertise. Through their tailored financial strategies, they strive to empower individuals and organizations to achieve their financial objectives.

TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios. The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures alignment between the firm's success and the clients' investment performance, fostering a mutually beneficial relationship. Having amassed an extensive client base, TRG Investment Advisors, LLC serves over 160 individual clients, entrusted with more than $740,564,000 in assets under management. While their portfolio consists mainly of non-401K and individual accounts, accounting for less than 30% of the total assets, the firm possesses the necessary capabilities to efficiently manage employer funds. Impressively, 7% of the assets under TRG Investment Advisors, LLC's management are discretionary, illustrating the high level of trust their clients place in their expertise and decision-making capabilities. With two offices, the firm offers convenient accessibility to their services, ensuring that clients receive personalized attention and tailored financial solutions. Notably, TRG Investment Advisors, LLC prides itself on its seasoned advisory team. Among their longest-tenured advisors are Steven Burnett, Allisyn Lambert, and Benjamin Taggard, whose extensive experience further solidifies the firm's reputation for delivering reliable and knowledgeable financial guidance.

Prentiss Smith & Company, Inc., a local investment advisory firm based out of Brattleboro, VT, is known for their exceptional services in managing assets and providing investment advice. With a team of nine dedicated professionals, seven of whom specialize in investment advisory services, the firm delivers personalized financial solutions to a diverse client base. Impressively, each investment advisor at Prentiss Smith & Company manages an average of approximately $196,550,000 in assets, surpassing the industry average and reflecting their expertise in wealth management. The firm's compensation structure includes a variety of options such as a percentage of assets under management and performance-based fees, ensuring a client-focused approach. Catering to over 320 individual clients, Prentiss Smith & Company effectively oversees more than $402,004,000 in assets. Notably, a significant portion of their managed assets, about half, originates from employer 401Ks and individuals, a testament to their strong track record in this sector. The firm has developed valuable experience in these areas, fostering trust and long-term partnerships with their clients. With 99% of their assets managed on a discretionary basis, Prentiss Smith & Company provides comprehensive portfolio management, empowering clients to entrust the firm with their investment decisions. Supported by two offices, the company's commitment to delivering exceptional results is evident through the contributions of their experienced team members. Notable individuals such as Ethan Birchard, Penelope Kaufman, and Gertrude Saville, who have been with the firm for an extended period, bring stability and expertise to their clients' financial journeys. Overall, Prentiss Smith & Company, Inc. stands out as a leading investment advisory firm, combining local presence, a strong team, extensive assets under management, and a client-centric approach to meet the unique financial needs of their valued clients.

Bennington Financial Planning Group, headquartered in Bennington, VT, is a reputable investment advisory firm providing comprehensive financial planning services. With a team of three highly skilled professionals, they offer personalized investment advisory services to a diverse clientele. Boasting an impressive average of $50,020,000 in assets under management per investment advisor, the firm's expertise aligns with the industry average. Their compensation structure is designed to meet clients' needs and preferences, offering options such as a percentage of assets under management and hourly charges. Bennington Financial Planning Group has demonstrated significant proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management derived from these sources. Notably, 95% of the assets they manage are discretionary, showcasing their ability to make strategic investment decisions. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, ensuring a comprehensive range of financial solutions for their clients. With a substantial client base of over 230 individuals, Bennington Financial Planning Group effectively manages assets totaling more than $150,047,000. The firm takes pride in its experienced team, including Brian Mckenna, Michael Mckenna, and Donald Mckenna, who have been with the company for many years. Their commitment to delivering exceptional financial planning advice has earned them a solid reputation within the community. Bennington Financial Planning Group's dedication, expertise, and client-centric approach make them a trusted partner for individuals seeking professional financial guidance.

Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

Willow is a small investment advisory firm based out of Pittsfield, MA, with two offices. With a total of four employees, two of whom provide investment advisory services, Willow offers comprehensive financial guidance to its clients. They manage an average of approximately $66,180,000 in assets per investment advisor, which aligns with the industry average. Willow's compensation structure includes various types, such as a percentage of assets under management, ensuring a vested interest in their clients' financial success. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to manage employer funds. Notably, all the assets managed by Willow are discretionary, granting them flexibility in making investment decisions on behalf of their clients. The majority of assets managed by Willow are dedicated to serving high-net-worth individuals. With a client base of over 160 individuals, the firm oversees more than $132,360,000 in assets under management. Lydia Renders and Paul Farella stand as two of the longest tenured registered advisors at Willow, embodying the firm's commitment to providing experienced and reliable financial advice. As a trusted partner, Willow aims to help clients navigate the complexities of investment management while striving to maximize their financial growth and security. By leveraging their industry expertise and personalized approach, Willow seeks to build enduring relationships and assist clients in achieving their long-term financial goals.

MML Investors Services, LLC, a national investment advisory firm headquartered in Springfield, MA, boasts an extensive network of 1,156 offices across the country. With a robust team of 7,379 dedicated professionals, 4,951 of whom specialize in providing top-notch investment advisory services, MML Investors Services, LLC is well-equipped to meet the diverse financial needs of its clients. Their impressive track record is highlighted by an average of $11,870,000 in assets under management per investment advisor. MML Investors Services, LLC offers a comprehensive compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. A significant portion of their assets under management, over 80%, stems from employer 401(k) plans and individual portfolios. Leveraging their expertise, MML Investors Services, LLC excels in managing 401(k) plans for both employers and employees, providing exceptional guidance and support. With a remarkable 55% of assets managed on a discretionary basis, MML Investors Services, LLC demonstrates their ability to make informed investment decisions that align with their clients' financial goals. Their commitment to personalized service is reflected in their vast client base of over 321,640 individuals, entrusting the firm with a staggering $58,787,051,000 in assets under management. The company takes pride in their accomplished team, with several of the longest-tenured advisors, such as Dennis Flanagan, David Marley, and John Wilson, contributing to their success. MML Investors Services, LLC continues to uphold its reputation as a trusted and reputable partner in wealth management and investment advisory services.