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.

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.

O'Brien Wealth Partners LLC, based out of Waltham, MA, is a reputable local investment advisory firm with a strong track record in managing client assets. With over 220 individual clients and assets under management totaling $833,898,000, the firm has established itself as a trusted partner in wealth management. Operating from a single office, O'Brien Wealth Partners LLC offers comprehensive investment advisory services to its discerning clientele. While the firm manages a diverse portfolio of assets, 401K and individual accounts make up less than 30% of their total assets under management. However, O'Brien Wealth Partners LLC possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are under discretionary control, ensuring flexibility and agility in decision-making. Catering primarily to high net worth individuals, O'Brien Wealth Partners LLC is well-equipped to handle the complex financial needs of its discerning clientele. Their compensation structure encompasses various options, including a percentage of assets under management and hourly charges, allowing clients to select the most suitable arrangement. With a team of 15 dedicated professionals, 12 of whom provide investment advisory services, O'Brien Wealth Partners LLC boasts an impressive average of approximately $69,490,000 in assets under management per investment advisor, in line with industry standards. The firm takes pride in its experienced and committed advisors, including the likes of Lauren Higgins, Elisabeth Zimmerman, and Arthur O'Brien, who have been with the company for an extended period, contributing to its continued success.

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.

Finivi Inc. is a reputable local investment advisory firm located in Westborough, MA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Boasting a team of eight experienced professionals, each advisor contributes to the firm's success by offering expert guidance in managing clients' investments. On average, each investment advisor handles an impressive $23,820,000 in assets under management. The compensation structure at Finivi Inc. is diverse and caters to the needs of their clients. This includes various types such as a percentage of assets under management, hourly charges, and fixed fees. The firm has established a strong presence in the employer 401K and individual investment sectors, with around half of their assets under management originating from these sources. Their extensive experience in this space has enabled them to develop a deep understanding of the unique challenges and opportunities associated with these investment avenues. In addition to investment advisory services, Finivi Inc. also acts as an insurance broker or agent, further expanding their offerings to meet clients' diverse financial needs. The company serves a substantial client base, boasting over 610 individual clients who entrust them with a total of more than $190,586,000 in assets under management. Notably, the firm prides itself on its seasoned advisors, with individuals like Eric Jansen, Joseph Willwerth, and Frederick Lane contributing their wealth of knowledge and expertise to the team. With their client-centric approach and extensive experience, Finivi Inc. remains a trusted partner in the world of investment advisory services.

Triton Financial Group, Inc., a small investment advisory firm based out of Marlborough, MA, serves a diverse clientele consisting of over 220 individual clients. With a total of $210,128,000 in assets under management, Triton Financial Group specializes in providing comprehensive financial solutions to high net worth individuals. Although 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to manage employer funds. The core strength of Triton Financial Group lies in its discretionary management approach, as 98% of the assets they oversee are handled through this method. The firm operates with a client-centered philosophy, offering a variety of compensation structures including a percentage of assets under management, hourly charges, and fixed fees to suit the unique needs of their clients. Employing a team of two highly qualified professionals, Triton Financial Group boasts an impressive average of $210,130,000 in assets under management per investment advisor, which surpasses industry standards. Michael Whitman and Robert Gustafson, both well-established registered advisors, bring years of experience and expertise to the firm. With its dedication to providing personalized financial guidance and a track record of success, Triton Financial Group, Inc. continues to solidify its position as a trusted partner for high net worth individuals seeking expert investment advice.

Shepherd Financial Partners, LLC, a local investment advisory firm based out of Winchester, MA, is dedicated to providing comprehensive financial planning and investment management services. With a team of 23 talented professionals, including 9 dedicated investment advisors, Shepherd Financial Partners delivers personalized solutions tailored to the unique needs of its clients. As an industry average, each investment advisor at Shepherd Financial Partners manages approximately $102,390,000 in assets under management. The firm's compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with client goals. Shepherd Financial Partners proudly serves over 420 individual clients, managing a substantial $798,565,000 in assets. The majority of these assets belong to high-net-worth individuals, demonstrating the firm's expertise in catering to affluent clientele. While 401K and individual accounts comprise less than 30% of their assets under management, Shepherd Financial Partners possesses the capacity to effectively manage employer funds, enhancing their service offerings. With four offices, Shepherd Financial Partners serves clients locally and strives to build long-lasting relationships founded on trust and transparency. Among their esteemed advisors, James Lister, Steve Kuhlman, and Paul Bourgeois stand as the firm's longest-tenured professionals, showcasing their deep experience and commitment to excellence. At Shepherd Financial Partners, every client's financial well-being is paramount. By providing comprehensive financial advice and investment management, the firm empowers individuals and families to achieve their long-term financial goals while navigating the complexities of the ever-changing financial landscape.

Commonwealth Financial Network, headquartered in Waltham, MA, is a nationally recognized investment advisory firm. With over 333,910 individual clients, they manage an impressive $146,387,008,000 in assets. The firm operates through 1,760 offices, offering their services to clients across the country. Notably, Commonwealth Financial Network has established a strong presence in the employer 401K and individual asset management space, with approximately half of their assets under management originating from these sources. Their extensive experience in this area has positioned them as experts in handling retirement and individual investment portfolios. A remarkable 97% of the assets managed by Commonwealth Financial Network are discretionary, showcasing their ability to make independent investment decisions on behalf of their clients. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a team of 4,300 employees, 2,900 of whom are dedicated to providing investment advisory services, Commonwealth Financial Network ensures that each client receives personalized attention and guidance. On average, their investment advisors oversee around $50,480,000 in assets under management, aligning with the industry average. The firm takes pride in its highly experienced advisors, with notable names like Arden Widmann, Peter Wheeler, and Steven Wisdom. These long-tenured professionals bring a wealth of expertise and knowledge to Commonwealth Financial Network, contributing to the firm's reputation for delivering exceptional financial guidance and results.

Integrated Wealth Concepts LLC, based out of Waltham, MA, is a well-established regional investment advisory firm with an impressive track record. With over 10,390 individual clients and a staggering $7,465,968,000 in assets under management, they have earned a reputation for excellence in the industry. Integrated Wealth Concepts LLC operates from 58 offices strategically located to serve their extensive client base. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they manage are discretionary, reflecting the trust and confidence placed in their professional guidance. The firm primarily caters to high-net-worth individuals, who constitute the majority of their clientele. With a compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, Integrated Wealth Concepts LLC ensures transparency and alignment of interests with their clients. Dedicated to providing comprehensive investment advisory services, Integrated Wealth Concepts LLC boasts a total of 178 employees, all of whom are involved in delivering exceptional client experiences. On average, each investment advisor manages approximately $41,940,000 in assets, demonstrating their expertise and ability to handle substantial portfolios. The firm takes pride in its team of experienced professionals, with several longstanding advisors making notable contributions to the company's success. Noteworthy individuals include Kenneth Richardson, Kathleen McCullough, and Joshua Stark, who have played pivotal roles in shaping the firm's reputation and client satisfaction. With its impressive client base, substantial assets under management, and commitment to excellence, Integrated Wealth Concepts LLC stands as a trusted partner for individuals seeking expert guidance and wealth management solutions.

Monument Group Wealth Advisors, LLC, based out of Concord, MA, is a small investment advisory firm with a solid reputation in the industry. With six dedicated employees, three of whom specialize in investment advisory services, they offer expert financial guidance to a diverse clientele. Their impressive average of $121,490,000 in assets under management per investment advisor falls within the industry average, highlighting their ability to effectively handle clients' portfolios. Monument Group Wealth Advisors, LLC maintains a well-rounded compensation structure, incorporating various models such as a percentage of assets under management and fixed fees. This approach ensures that clients receive customized services tailored to their specific needs and goals. Boasting a robust portfolio, Monument Group Wealth Advisors, LLC manages over $429,359,000 in assets for more than 30 individual clients. The majority of these assets are held by high-net-worth individuals, reflecting the firm's expertise in catering to this exclusive segment of the market. An impressive 99% of the assets they manage are discretionary, showcasing their clients' trust in their expertise and decision-making abilities. With their headquarters in Concord, MA, Monument Group Wealth Advisors, LLC operates from a single office, providing a personalized and focused approach to wealth management. The firm takes pride in its experienced team of advisors, including Gregory Racki, Lee McGowan, and Byron Woodman, who have contributed significantly to the company's success over the years. Their dedication and expertise have solidified Monument Group Wealth Advisors, LLC as a trusted partner in helping clients navigate the complexities of wealth management.

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.