Find Top Financial Advisors Near Peterborough, New Hampshire
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THE FINANCIAL ADVISORS, LLC
Andover, Massachusetts
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.
ELDRIDGE INVESTMENT ADVISORS INC
Manchester, New Hampshire
Eldridge Investment Advisors Inc, based in Manchester, NH, is a local investment advisory firm that provides comprehensive financial services. With eight dedicated professionals on board, they specialize in offering expert investment advice to their clients. Each investment advisor at Eldridge Investment Advisors Inc manages an average of approximately $86,180,000 in assets, aligning with industry standards.
The firm's compensation structure is diversified and includes various models, such as a percentage of assets under management. With over 340 individual clients entrusting them with their financial portfolios, Eldridge Investment Advisors Inc oversees a substantial total of $585,239,000 in assets under management.
While their focus primarily lies on individual accounts and 401Ks, which together account for less than 30% of their total assets, Eldridge Investment Advisors Inc also possesses the capability to manage employer funds, showcasing their versatility and adaptability.
Eldridge Investment Advisors Inc manages 100% of the assets under their care through a discretionary approach, allowing them the freedom to make informed investment decisions on behalf of their clients. With their wealth of experience and expertise, the firm has built a strong reputation in the local community.
Headed by seasoned advisors, including Craig Garner, Kevin Whitmore, and Susan Eldridge, Eldridge Investment Advisors Inc combines their team's knowledge and skills to provide personalized investment strategies tailored to their clients' unique financial goals and risk tolerance.
With their commitment to excellence and their clients' financial well-being, Eldridge Investment Advisors Inc continues to serve as a trusted partner, guiding individuals and organizations towards financial success.
GRANITE FINANCIAL PARTNERS
Milford, New Hampshire
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.
O'BRIEN WEALTH PARTNERS LLC
Waltham, Massachusetts
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.
FLAGSHIP PRIVATE WEALTH
Woburn, Massachusetts
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.
TWELVE POINTS WEALTH MANAGEMENT
Concord, Massachusetts
Twelve Points Wealth Management, based in Concord, MA, is a distinguished investment advisory firm that boasts a team of 17 dedicated professionals, with 9 of them specializing in providing expert investment advice. Their diverse compensation structure includes subscription fees, ensuring a tailored approach to meet the unique needs of their clients.
With an impressive portfolio, Twelve Points Wealth Management manages over $833,664,000 in assets under management for more than 340 individual clients. While the firm's expertise extends beyond 401K and individual accounts, they possess the capability to effectively manage employer funds, expanding their reach in the market.
A notable aspect of Twelve Points Wealth Management's approach is their discretion in managing 43% of the assets they oversee, exemplifying their commitment to strategic decision-making and optimal investment outcomes. Operating out of two conveniently located offices, the firm is deeply rooted in the local community, ensuring a personal touch in their service.
The firm prides itself on its talented team of advisors, including Francesca Federico, Emanuel Frangiadakis, and David Clayman, who have garnered extensive experience and earned the trust of clients throughout their tenure. Their expertise and dedication contribute to Twelve Points Wealth Management's reputation as a reliable and trusted partner in navigating the complexities of wealth management.
With a track record of success and a client-centric approach, Twelve Points Wealth Management remains committed to delivering exceptional investment advisory services to its clients, helping them achieve their financial goals and secure a prosperous future.
HART & PATTERSON FINANCIAL GROUP LLP
Amherst, Massachusetts
Hart & Patterson Financial Group LLP is a small investment advisory firm based out of Amherst, MA. With a single office, the company employs a total of four professionals, two of whom specialize in providing investment advisory services. With an average of approximately $112,360,000 in assets under management per investment advisor, they align with the industry average. Hart & Patterson Financial Group LLP utilizes a compensation structure that includes various types, such as a percentage of assets under management and fixed fees.
Distinguishing themselves in the market, the firm manages a diverse portfolio, with approximately half of their assets under management stemming from employer 401Ks or individual clients. Their extensive experience in this space has allowed them to excel in meeting the unique needs and demands of these clients. Notably, all the assets they manage are discretionary, granting them full authority and responsibility in making investment decisions on behalf of their clients.
Boasting a substantial client base, Hart & Patterson Financial Group LLP serves over 140 individual clients, skillfully managing their combined assets, which exceed an impressive $224,722,000. The firm prides itself on its dedicated and experienced team, with registered advisors Vikki Lenhart and Lucia Reed being among the longest-tenured professionals within the company. Hart & Patterson Financial Group LLP remains committed to providing personalized investment advice and delivering optimal results for their valued clientele.
RF&L WEALTH MANAGEMENT, LLC
Acton, Massachusetts
RF&L Wealth Management, LLC is a leading investment advisory firm based out of Acton, MA. With a strong focus on delivering personalized financial solutions, RF&L serves over 60 individual clients, managing an impressive $241,387,000 in assets. The firm operates from three offices, strategically positioned to cater to a diverse clientele.
While RF&L Wealth Management has a diversified portfolio, with less than 30% of assets under management coming from 401K and individual accounts, they possess the expertise to manage employer funds as well. Notably, 91% of the assets they oversee are discretionary, reflecting their clients' trust in their investment decisions.
Specializing in serving high net worth individuals, RF&L's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. This flexible approach ensures that their interests are aligned with those of their clients, fostering a mutually beneficial relationship.
With a team of three highly skilled professionals, all dedicated to providing exceptional investment advisory services, RF&L delivers comprehensive financial guidance to their clients. Each advisor manages an average of approximately $80,460,000 in assets, demonstrating their commitment to delivering quality service and managing substantial portfolios.
At RF&L Wealth Management, experience is key. The firm boasts a team of seasoned advisors, including Ryan Hass, Andrew Hass, and Rodney Hass, who have been with the company for many years. Their expertise, combined with the firm's client-centric approach, has earned RF&L a reputation for excellence in the investment advisory industry.
TRG INVESTMENT ADVISORS, LLC
Brattleboro, Vermont
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.
TRUST ADVISORY GROUP LTD
Woburn, Massachusetts
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.
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TRUST ADVISORY GROUP LTD
Woburn, Massachusetts
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.
BTS ASSET MANAGEMENT, INC.
Lincoln, Massachusetts
BTS Asset Management, Inc. is a reputable investment advisory firm based in Lincoln, MA. With a total of 21 dedicated employees, including four experienced professionals providing investment advisory services, BTS Asset Management stands out in the industry. Their investment advisors manage an impressive average of approximately $452,250,000 in assets, which is significantly higher than the industry average.
The company's compensation structure is diverse, encompassing various types such as a percentage of assets under management. This ensures that the interests of the clients and advisors are aligned, fostering a mutually beneficial relationship.
BTS Asset Management boasts a substantial client base, serving over 1,650 individual clients with a remarkable $377,395,000 in assets under management. Notably, their expertise shines in managing employer 401Ks and individual assets, constituting around half of their total assets under management. This experience positions them well in this particular market segment.
As a small investment advisory firm, BTS Asset Management operates from a single office in Lincoln, MA. They take pride in their team of long-tenured advisors, including Gary Shilman, Vilis Pasts, and Matthew Pasts. These professionals bring a wealth of knowledge and experience to the firm, further enhancing the quality of service provided to their valued clients.
With a 100% discretionary management approach, BTS Asset Management offers comprehensive and personalized investment solutions to meet the unique needs and goals of their clients. Their commitment to delivering exceptional service and their track record of successful asset management make BTS Asset Management, Inc. a trusted partner in the financial industry.
FINIVI INC.
Westborough, Massachusetts
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.