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.

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.

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.

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.

Northeast Planning Associates, Inc. is a reputable regional investment advisory firm located in Bedford, NH. With a team of 126 dedicated professionals, they provide comprehensive financial planning and investment advisory services to a diverse client base. Among their staff, 69 advisors specialize in delivering personalized investment advice to individuals and organizations. With an average of $85,980,000 in assets under management per investment advisor, Northeast Planning Associates, Inc. maintains an industry-average performance. They offer a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that align with their financial goals. Boasting over 850 individual clients, Northeast Planning Associates, Inc. manages an impressive $255,647,000 in assets. Over 80% of these assets are attributed to employer 401K plans and individual portfolios, making them particularly skilled in managing retirement plans for employers and employees alike. Notably, all the assets under their management are handled on a discretionary basis, granting the firm the authority to make investment decisions on behalf of their clients. Spanning across 33 offices, Northeast Planning Associates, Inc. has established a strong presence in the region. Their success can be attributed in part to the expertise of their experienced advisors, including the esteemed professionals Thomas Harnish, Craig Grover, and Donald Burnham, who have served the firm with distinction for many years. As a trusted investment advisory firm, Northeast Planning Associates, Inc. is committed to delivering tailored financial solutions and helping clients navigate their wealth management needs with integrity and expertise.

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.

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.

NEFPG is a small investment advisory firm headquartered in Burlington, MA. With six dedicated employees, including three experienced investment advisors, NEFPG provides exceptional financial services to a diverse clientele. Renowned for their expertise, NEFPG's investment advisors manage an impressive average of $7,544,490,000 in assets under management per advisor, surpassing the industry average. NEFPG's compensation structure is designed to align their success with that of their clients. They employ various types of compensation, such as a percentage of assets under management, ensuring a mutually beneficial partnership. Currently, NEFPG serves over 140 individual clients, overseeing assets totaling more than $202,453,000. Although NEFPG predominantly manages assets for high-net-worth individuals, they are also capable of effectively handling employer funds, expanding their services to include management of 401K and individual accounts. Notably, 54% of the assets managed by NEFPG are discretionary, reflecting their ability to make independent investment decisions on behalf of their clients. In addition to their investment advisory services, NEFPG acts as a registered representative of a broker-dealer and offers insurance brokerage services. Their commitment to providing comprehensive financial solutions distinguishes them as a trusted partner in navigating the complex landscape of investment opportunities. NEFPG operates from a single office in Burlington, MA. The firm boasts a team of highly experienced advisors, including Michael McCully, Bradford Nichols, and Richard Wojcik, who have established long-standing tenures with the company. With their expertise, NEFPG continues to deliver exceptional financial guidance to their valued clients.

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.

Boyd Financial Strategies, Inc. is a reputable small investment advisory firm headquartered in Auburn, MA. With over 140 individual clients and an impressive $97,676,000 in assets under management, they have established themselves as a trusted partner in financial planning. The company operates from a single office and offers a range of services, including insurance brokering and agency assistance. Notably, Boyd Financial Strategies, Inc. possesses extensive expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. They have a proven track record in this area and ensure that all the assets they oversee are under their discretionary control. The firm's compensation structure is diversified, encompassing various models such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This flexibility allows them to cater to the unique needs and preferences of their diverse clientele. Boyd Financial Strategies, Inc. boasts a dedicated team of three employees, with two of them specializing in investment advisory services. On average, each investment advisor manages approximately $48,840,000 in assets, aligning with industry norms. The firm takes pride in its experienced professionals, with longstanding advisors including Peter Boyd, Rosemarie Boyd, and John Boyd. By leveraging their extensive knowledge, personalized approach, and commitment to providing sound financial guidance, Boyd Financial Strategies, Inc. empowers their clients to make informed investment decisions and pursue their long-term financial goals.

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.

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.