Ransom Advisory is a small investment advisory firm based out of Providence, RI, boasting a single office and a dedicated team of professionals. With a focus on providing exceptional investment advisory services, Ransom Advisory distinguishes itself with its impressive average of approximately $194,520,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. It includes various types of compensation, such as a percentage of assets under management, ensuring that the advisors have a vested interest in achieving optimal results for their clients. While Ransom Advisory primarily manages assets for high net worth individuals, it also possesses the expertise and capability to handle employer funds, albeit representing a smaller portion of their assets under management. Notably, all of the assets entrusted to Ransom Advisory are managed on a discretionary basis, reflecting the high level of trust and confidence placed in the firm by its clients. With a client base of over 50 individuals, Ransom Advisory manages a substantial amount of assets, exceeding $194,524,000. Charles Ransom, one of the firm's registered advisors, has been an integral part of the team since 2022, showcasing his experience and dedication to delivering exceptional service. Overall, Ransom Advisory stands out as a reputable investment advisory firm, known for its high level of professionalism, extensive experience, and impressive track record in managing substantial assets for its discerning clients.

Cutter Financial Group LLC, a small investment advisory firm headquartered in Falmouth, MA, stands out as a trusted partner in managing financial assets. With over 500 individual clients and more than $192,553,000 in assets under management, they have established a strong presence in the industry. Their success can be attributed to their expertise in handling employer 401Ks and individual investments, which make up approximately half of their assets under management. The firm prides itself on providing comprehensive financial solutions with a client-centric approach. Offering a range of services, Cutter Financial Group LLC manages 100% of their clients' assets on a discretionary basis. Their compensation structure includes various options, such as a percentage of assets under management, ensuring alignment with their clients' interests. With three offices strategically located in Falmouth, Cutter Financial Group LLC is accessible to their clients and maintains a local presence. The firm boasts a team of six dedicated professionals, three of whom are investment advisors. Each investment advisor manages an average of around $64,180,000 in assets, in line with industry standards. Cutter Financial Group LLC takes pride in the expertise and tenure of its advisors. Ethan Kapsambelis, Jennifer Farrington, and Jeffrey Cutter, some of the longest-tenured advisors at the firm, bring a wealth of experience to their clients' financial journeys. As a reputable investment advisory firm, Cutter Financial Group LLC continues to empower their clients with tailored financial solutions and personalized guidance, solidifying their position as a leading player in the industry.

Betro Mileszko & Company is a small investment advisory firm located in Foxboro, MA. With a single office, the firm is dedicated to providing comprehensive investment advisory services. Out of their total of two employees, one is focused on delivering expert investment advice. The firm maintains an average assets under management (AUM) of approximately $114,660,000 per investment advisor, which aligns with the industry average. The compensation structure at Betro Mileszko & Company includes various types, such as a percentage of AUM. Although less than 30% of their AUM consists of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. A significant portion, 92% of the assets they manage, is discretionary, indicating the firm's expertise in making investment decisions on behalf of their clients. With a primary focus on high net worth individuals, Betro Mileszko & Company manages the assets of over 70 individual clients, totaling more than $114,656,000 in AUM. Among the team, Felix Betro and John Mileszko hold the distinction of being the longest-tenured registered advisors, showcasing their experience and commitment to the firm's clients. Betro Mileszko & Company prides itself on its personalized approach to investment advisory services, striving to build long-term relationships with their clients based on trust and a deep understanding of their unique financial goals. With their expertise and dedication, they aim to help clients navigate the complex world of investments and achieve their desired outcomes.

Wealth Management Resources, Inc. is a highly regarded local investment advisory firm based out of Smithfield, RI. With a single office serving their clients, the firm has established a strong presence in the area. Comprised of a dedicated team of 11 professionals, 7 of whom specialize in providing comprehensive investment advisory services, Wealth Management Resources, Inc. boasts a wealth of expertise and knowledge. With an impressive average of approximately $37,280,000 in assets under management per investment advisor, the firm has demonstrated their ability to effectively handle substantial portfolios. Their compensation structure is flexible, encompassing various types, including a percentage of assets under management, fixed fees, commissions, and hourly charges. Wealth Management Resources, Inc. excels in managing employer 401Ks and individual accounts, which together account for approximately half of their total assets under management. The firm's extensive experience in this domain ensures that clients receive comprehensive guidance tailored to their unique financial goals and objectives. Impressively, 96% of the assets they manage are discretionary, providing clients with the confidence that their investments are being handled with the utmost care and expertise. With over 490 individual clients and a remarkable $260,984,000 in assets under management, Wealth Management Resources, Inc. has established a strong client base built on trust, reliability, and proven results. Several of the longest-tenured advisors at the firm, including Scott Everly, Kevin Worthley, and Arthur Everly, bring a wealth of experience and industry knowledge to their clients. Their dedication to personalized service and commitment to achieving clients' financial aspirations set Wealth Management Resources, Inc. apart as a trusted and reputable partner in wealth management.

Slocum, Gordon & Co. LLP is a well-established investment advisory firm headquartered in Newport, RI. With a solid reputation in the industry, they provide expert financial guidance and comprehensive investment services. The firm operates out of one office and currently employs five talented professionals, two of whom specialize in investment advisory services. Slocum, Gordon & Co. LLP manages a diverse portfolio of assets under management, with an average of approximately $120,660,000 per investment advisor. Their compensation structure is flexible and includes a variety of options, such as a percentage of assets under management and hourly charges. While the firm's focus primarily lies in discretionary management of assets, they also offer services related to legal matters, acting as a lawyer or law firm. Their extensive expertise enables them to effectively navigate complex legal frameworks and provide valuable insights to their clients. Slocum, Gordon & Co. LLP proudly serves a diverse range of clients, boasting over 70 individual clients who entrust them with a substantial $241,323,000 in assets under management. Jeffrey Gordon, one of the firm's registered advisors, has been with the company since 2005, contributing his vast experience and knowledge to the team. With their commitment to delivering personalized financial strategies and a deep understanding of the investment landscape, Slocum, Gordon & Co. LLP continues to uphold their reputation as a trusted and reliable partner for their clients' financial needs.

First Financial Advisory Services Inc is a local investment advisory firm based out of Westerly, RI, with two offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts an impressive average of $33,000,000 in assets under management per investment advisor, showcasing their expertise and ability to handle substantial portfolios. First Financial Advisory Services Inc employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This diverse range of payment methods ensures that clients can choose the option that best suits their needs and preferences. One of the firm's key strengths lies in managing employer 401Ks and individual accounts, which collectively account for approximately half of their assets under management. They have extensive experience in this area and have consistently delivered reliable and favorable outcomes for their clients. With over 400 individual clients, First Financial Advisory Services Inc manages an impressive $198,001,000 in assets. The firm takes pride in its team of seasoned advisors, including notable names such as Peter Robinson, Matthew Cunningham, and Geraldine Cunningham, who have been with the firm for an extended period. Their expertise and dedication contribute to the firm's stellar reputation in the industry. First Financial Advisory Services Inc remains committed to delivering personalized, client-centric services and helping individuals and businesses navigate the complex world of investments with confidence and success.

SHP Wealth Management, LLC is a trusted and established local investment advisory firm headquartered in Plymouth, MA. With over 11,570 individual clients, they have garnered an impressive reputation in the financial industry. Their expertise shines through their management of over $905,687,000 in assets under management. SHP Wealth Management, LLC has strategically positioned themselves with six conveniently located offices to better serve their growing client base. They have successfully built a solid foundation by managing both employer 401Ks and individual portfolios, making them well-versed in the nuances of this specialized field. Remarkably, 97% of the assets they handle are discretionary, showcasing their clients' trust in their investment decisions. The compensation structure at SHP Wealth Management, LLC is diverse and flexible, offering various options such as a percentage of assets under management and hourly charges. This adaptable approach allows them to cater to the unique needs of each client. With a total workforce of 42 employees, 21 of whom are dedicated to providing exceptional investment advisory services, SHP Wealth Management, LLC ensures that each client receives personalized attention and expert guidance. The average assets under management per investment advisor stand at an impressive $43,130,000, reflecting their commitment to delivering quality results. Notably, the firm boasts a team of seasoned professionals, including Derek Gregoire, Matthew Peck, and Keith Ellis, who have contributed significantly to the firm's long-standing success. Their wealth of experience and expertise further solidify SHP Wealth Management, LLC as a reputable and dependable partner for all their clients' financial goals.

The Retirement Planning Company Of New England, Inc., located in Warwick, RI, is a small investment advisory firm with a strong focus on retirement planning. With a total of four employees, the company boasts a dedicated team of three experienced advisors who provide comprehensive investment advisory services. The firm manages an average of approximately $81,640,000 in assets per investment advisor, which aligns with the industry average. The Retirement Planning Company Of New England, Inc. prides itself on its diverse compensation structure, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 420 individuals, and they manage a substantial amount of assets totaling over $228,244,000. Notably, half of these assets are sourced from employer 401Ks and individuals, reflecting the firm's expertise in this area. With a strong track record in the retirement planning sector, the company's expertise is evident, as 93% of the assets they manage are under their discretionary control. The Retirement Planning Company Of New England, Inc. distinguishes itself through its personalized approach and commitment to helping clients achieve their retirement goals. Operating out of one office in Warwick, RI, the company has cultivated a team of experienced advisors. Notable among them are Sotirios Pappas, Edward Viar, and David Allaire, who have been with the firm for an extended period, demonstrating their commitment to delivering excellent service and trusted advice to their clients.

Sheeley & Partners Wealth Management, LLC, a small investment advisory firm based out of Providence, RI, is dedicated to providing comprehensive wealth management services. With a total of three highly skilled employees, their team offers expert investment advisory services to a diverse client base. On average, each investment advisor manages approximately $110,100,000 in assets, which aligns with the industry average. The firm's compensation structure is flexible and includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive personalized services tailored to their unique financial goals and needs. Sheeley & Partners Wealth Management, LLC prides itself on its impressive portfolio, overseeing more than $103,906,000 in assets under management for over 70 individual clients. While the majority of their assets are managed for high net worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a sole office in Providence, the firm has established a strong presence in the local community. The team boasts a wealth of experience, with advisors such as Megan Legere, George Greer, and Lesley Sheeley, who have remained dedicated to the firm for many years. Sheeley & Partners Wealth Management, LLC sets itself apart by offering discretionary management for all the assets they oversee. This allows clients to trust in the expertise of their advisors to make informed investment decisions on their behalf, providing peace of mind and ensuring the best possible outcomes.

Lincoln Capital Corporation is a small investment advisory firm based out of East Greenwich, RI, with two offices. With a team of six employees, four of whom specialize in investment advisory services, the firm has established itself as a trusted partner in managing clients' assets. With an average of approximately $75,840,000 in assets under management per investment advisor, Lincoln Capital Corporation aligns with the industry average. Their compensation structure includes a variety of options, such as a percentage of assets under management and fixed fees, ensuring flexibility for both the firm and its clients. While the firm's managed assets are predominantly discretionary, comprising 99% of the total, they also possess the expertise to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Catering mainly to high net worth individuals, Lincoln Capital Corporation boasts a client base of over 140 individuals, with a substantial $303,374,000 in assets under management. This success is attributable to their experienced team, which includes long-standing advisors such as Alexander Albert, Sean McGuirk, and Brittany Moran. As a respected investment advisory firm, Lincoln Capital Corporation strives to provide tailored solutions to meet their clients' financial goals. With a strong track record, personalized service, and a commitment to delivering results, the firm has solidified its position in the competitive financial industry.

Successful Money Strategies Inc, based out of Fall River, MA, is a highly regarded investment advisory firm that specializes in providing successful money management strategies to a diverse clientele. With over 180 individual clients, they have amassed an impressive $161,442,000 in assets under management. The firm prides itself on delivering personalized financial advice and assistance to help clients achieve their financial goals. As a small firm with one office, Successful Money Strategies Inc offers a range of services to cater to their clients' needs. In addition to investment advisory services, they also function as an insurance broker or agent, providing comprehensive coverage options. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, demonstrating their expertise in this area. With a compensation structure that includes a percentage of assets under management and fixed fees, Successful Money Strategies Inc ensures that their interests align with their clients' financial success. They have three dedicated employees, one of whom is solely focused on providing investment advisory services. The firm's average assets under management per investment advisor, standing at approximately $161,440,000, surpasses the industry average, showcasing their ability to effectively handle substantial portfolios. A standout member of the team is Dennis O'Keefe, one of the firm's longest-tenured registered advisors, having been with Successful Money Strategies Inc since 2004. With his wealth of experience and the firm's dedication to delivering exceptional service, Successful Money Strategies Inc has earned a reputation as a trusted partner for individuals seeking sound financial guidance and successful money management strategies.