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.

Three Bearings Fiduciary Advisors, Inc., a small investment advisory firm based in Hampton, NH, distinguishes itself with its expert financial guidance and personalized approach. With a team of four dedicated professionals, including two seasoned investment advisors, they provide comprehensive services to their clientele. The firm boasts an impressive average of approximately $16,940,000 in assets under management per investment advisor, reflecting their commitment to handling substantial portfolios with exceptional care. Three Bearings Fiduciary Advisors, Inc. manages a diverse range of client assets, totaling over $256,368,000. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to oversee employer funds, expanding their reach in the investment landscape. With over 90 individual clients, Three Bearings Fiduciary Advisors, Inc. has built a reputation for trust and reliability. Their compensation structure is flexible, incorporating various types, such as a percentage of assets under management and performance-based fees. This alignment ensures that the firm's success is closely tied to the success of their clients. David Mayes and Zachary Zwick, two of the longest tenured registered advisors, bring a wealth of experience to the team. Their expertise, coupled with the firm's commitment to discretion and integrity, has fostered enduring relationships with their clientele. Situated in Hampton, NH, Three Bearings Fiduciary Advisors, Inc. operates from a single office, enabling them to provide localized and personalized service to their valued clients. With their meticulous approach and dedication to client satisfaction, Three Bearings Fiduciary Advisors, Inc. continues to be a trusted partner for individuals and organizations seeking astute 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.

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.

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.

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.

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.

Richard Brothers, Financial Advisors is a renowned investment advisory firm based in South Portland, ME. With a knowledge cutoff date of September 2021, ChatGPT doesn't have specific information about Richard Brothers. However, the following description provides a comprehensive overview of their business: Richard Brothers, Financial Advisors boasts an impressive track record of success, catering to a diverse client base of more than 160 individuals. With their astute financial expertise and strategic guidance, they oversee a substantial portfolio of assets, totaling over $104,284,000 in assets under management. The firm has established itself as a trusted local presence, operating from their office in South Portland. A distinguishing factor for Richard Brothers is their extensive experience in managing employer 401Ks and individual assets, making them well-versed in this specialized space. In fact, nearly half of their assets under management are derived from these sources, highlighting their proficiency in optimizing investment opportunities for both businesses and individuals. Richard Brothers, Financial Advisors operates under a compensation structure that includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients receive tailored financial solutions that align with their specific needs. The firm comprises a dedicated team of ten employees, with seven of them specializing in providing investment advisory services. On average, each investment advisor at Richard Brothers manages an impressive portfolio of approximately $14,900,000 in assets under their care. Notably, the firm takes pride in its experienced advisors, including Zachary Lauzon, Randall Richard, and Neal Richard, who have contributed their expertise and dedication to the company's long-standing success. As a client-focused investment advisory firm, Richard Brothers, Financial Advisors continues to uphold its commitment to delivering comprehensive financial guidance and helping clients achieve their financial goals with the utmost professionalism and expertise.

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.

Whitegate Investment Counselors, Inc. is a highly reputable and successful investment advisory firm based out of Concord, NH. With four dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clients. With an exceptional track record, Whitegate Investment Counselors, Inc. manages an impressive average of approximately $823,760,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. This achievement speaks volumes about their expertise and ability to deliver exceptional results for their clients. Their compensation structure is designed to align their interests with the clients' success, incorporating various types such as a percentage of assets under management and performance-based fees. This ensures that the firm's advisors are motivated to generate outstanding returns for their clients. Whitegate Investment Counselors, Inc. takes pride in serving a diverse client base, catering to over 60 individual clients with assets under management exceeding $618,358,000. The majority of these assets are managed for high net worth individuals, attesting to the firm's ability to handle substantial portfolios. Notably, an impressive 98% of the assets they manage are discretionary, demonstrating the trust their clients place in their investment decisions and expertise. Operating from a single office in Concord, NH, Whitegate Investment Counselors, Inc. has established itself as a small yet influential investment advisory firm. The company's success is underpinned by the expertise and dedication of its longest-tenured advisors, including Sarah Burdette, Paulette Wolfe, and Carl Erickson, who have contributed significantly to the firm's stellar reputation and client satisfaction.

R M Davis Inc, based out of Portland, ME, is a reputable investment advisory firm catering to the needs of high net worth individuals. With over 1,330 individual clients, the company manages a substantial $5,757,648,000 in assets. Boasting a local presence, R M Davis Inc operates from two offices, ensuring accessibility and personalized service for their clientele. While employer funds management is within their capabilities, 401K and individual accounts represent less than 30% of their impressive assets under management. Notably, the firm exercises full discretion over 100% of the assets they manage, ensuring informed decision-making for optimal returns. R M Davis Inc's compensation structure offers flexibility to clients, including various options such as a percentage of assets under management, fixed fees, and hourly charges. This accommodates different preferences and aligns their interests with those of their valued clients. With a total of 55 employees, R M Davis Inc prides itself on a dedicated team of investment advisors. Twenty-one of these professionals specialize in providing comprehensive investment advisory services. The firm's advisors average an exceptional $274,170,000 in assets under management per advisor, surpassing the industry average. Notably, the company boasts a number of longstanding advisors, including Hugh Judge, Brian Noyes, and Mark Fernandez, who contribute their expertise and experience to the firm's continued success. R M Davis Inc's commitment to personalized service, expertise, and discretion has positioned them as a trusted partner for high net worth individuals seeking exceptional wealth management solutions in the Portland, ME area.