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.

Retirement Resources Investment Corporation, headquartered in Peabody, MA, is an esteemed investment advisory firm with a strong track record in managing assets for individual clients. With over 60 valued clients and an impressive $1,355,964,000 in assets under management, the firm has established itself as a trusted partner in securing financial futures. Operating from a single office, Retirement Resources Investment Corporation caters to the diverse needs of its clients by offering a range of compensation structures, including a percentage of assets under management and hourly charges. This flexibility allows them to tailor their services to each client's unique requirements. As a small but dedicated firm, Retirement Resources Investment Corporation prides itself on providing personalized attention and meticulous investment advisory services. With a total of 7 skilled employees, including 2 experienced investment advisors, the firm maintains a high level of expertise and ensures comprehensive support for its clients. One notable aspect of the firm is the impressive average of approximately $677,980,000 in assets under management per investment advisor, significantly surpassing the industry average. This demonstrates their commitment to delivering exceptional results and generating optimal returns for their clients' portfolios. James Phillips and Patrick Mcginn, two of the longest-tenured registered advisors with the firm, bring a wealth of knowledge and experience to the table. Their expertise, combined with the firm's meticulous approach and strong client relationships, positions Retirement Resources Investment Corporation as a leading player in the investment advisory industry, dedicated to helping individuals achieve their retirement goals.

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.

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.

Finer Wealth Management, Inc. is a distinguished investment advisory firm headquartered in Salem, MA, renowned for providing comprehensive financial solutions to its clients. With four offices strategically located throughout the region, the company offers personalized services to individuals and employer-sponsored 401K plans alike. Led by a team of highly qualified professionals, Finer Wealth Management, Inc. boasts a talented staff of nine employees, three of whom specialize in investment advisory services. Their expertise and dedication enable them to manage an impressive average of $55,430,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is designed to accommodate diverse client needs, incorporating a range of fee types, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures clients receive customized solutions tailored to their financial goals. With an emphasis on employer-sponsored retirement plans and individual portfolios, Finer Wealth Management, Inc. has cultivated extensive experience in this space. Approximately half of their assets under management are derived from employer 401Ks or individuals, showcasing their proficiency in handling such accounts. Furthermore, the firm exclusively manages discretionary assets, affording clients peace of mind in entrusting their financial decisions to the capable hands of their advisors. Boasting a substantial client base, Finer Wealth Management, Inc. proudly serves over 190 individual clients, effectively managing assets totaling more than $166,302,000. The company takes pride in its long-standing registered advisors, Michael Finer and Gary Coon, whose extensive tenure exemplifies their commitment to client success and satisfaction. Through their unwavering dedication and expertise, Finer Wealth Management, Inc. continues to provide exceptional financial guidance, ensuring clients achieve their wealth management objectives with confidence.