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.

PRIO WEALTH LP: Transforming Wealth Management in Boston, MA With a commitment to providing top-notch investment advisory services, PRIO WEALTH LP is a leading local firm based in Boston, MA. Boasting a team of 28 talented professionals, 14 of whom specialize in investment advisory services, PRIO WEALTH LP is dedicated to optimizing clients' financial portfolios and delivering superior results. With an average of $79,460,000 in assets under management per investment advisor, PRIO WEALTH LP consistently meets industry standards. Their compensation structure is diversified, incorporating various models such as a percentage of assets under management. This ensures a client-centric approach, aligning their interests with the success of their clients' investments. Catering to over 200 individual clients, PRIO WEALTH LP manages an impressive total of $3,288,110,000 in assets. Primarily serving high-net-worth individuals, the firm demonstrates its expertise in wealth management and a deep understanding of the unique needs of affluent clients. Notably, PRIO WEALTH LP prides itself on its discretionary management style, providing clients with peace of mind and entrusting the firm with complete authority over investment decisions. This approach showcases their confidence in navigating complex market dynamics and their unwavering dedication to achieving optimal outcomes. Operating from a single office in Boston, MA, PRIO WEALTH LP is deeply rooted in the local community. The firm's longevity is a testament to the expertise and commitment of their advisors, with esteemed professionals like Jeffrey St. Mary, Kelly Morgan, and John Bratschi, who have established themselves as pillars of the organization. With a solid foundation, a client-centric approach, and a team of experienced advisors, PRIO WEALTH LP stands out as a trusted partner in wealth management, delivering unparalleled financial guidance and unlocking the true potential of clients' investments.

Penobscot Investment Management Company, Inc., headquartered in Boston, MA, is a highly reputable local investment advisory firm. With 14 dedicated employees, 7 of whom specialize in providing top-notch investment advisory services, they have built a solid foundation of expertise and experience. Penobscot boasts an impressive average of approximately $405,480,000 in assets under management per investment advisor, well above the industry average, highlighting their ability to handle substantial portfolios. Their compensation structure is comprehensive, including various types such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' needs. Penobscot serves over 200 individual clients, with a remarkable total of over $693,177,000 in assets under management. Notably, the majority of the assets they manage are for high net worth individuals, demonstrating their specialization in this market segment. While less than 30% of their assets under management come from 401K and individual accounts, Penobscot Investment Management Company, Inc. possesses the capability to efficiently manage employer funds. An impressive 82% of the assets they oversee are handled on a discretionary basis, indicating their clients' trust in their investment strategies. The firm's dedication to client success is exemplified by their highly tenured advisors, including Jonathan Phillips, Daniel Ford, and Douglas Hart. These experienced professionals contribute to Penobscot's commitment to delivering superior investment advisory services. With a strong presence in the heart of Boston, Penobscot Investment Management Company, Inc. operates from a single office, serving as a local and trusted partner for their esteemed clientele.

TFC Financial Management Inc is a reputable investment advisory firm headquartered in Boston, MA, boasting a rich history and a strong presence in the financial industry. With one office serving as their strategic hub, TFC Financial Management Inc has established itself as a trusted partner for clients seeking expert guidance in managing their wealth. With a dedicated team of 20 professionals, including 9 specialized investment advisors, TFC Financial Management Inc delivers comprehensive investment advisory services. Their team is highly experienced and possesses extensive knowledge in the field of financial management, ensuring that clients receive tailored strategies to meet their unique financial goals. Impressively, TFC Financial Management Inc maintains an average of approximately $136,280,000 in assets under management per investment advisor, which exceeds the industry standard. The firm's compensation structure reflects their commitment to client success, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. A distinguishing feature of TFC Financial Management Inc is that all the assets they manage are discretionary, meaning they have full authority to make investment decisions on behalf of their clients. The majority of these assets are held by high-net-worth individuals, with over 120 individual clients entrusting the firm with more than $1,226,535,000 in assets under management. At TFC Financial Management Inc, clients benefit from the expertise of their accomplished advisors. Notable veterans of the firm, including Leann Sullivan, Renee Kwok, and Frederick Pryor, contribute their extensive industry knowledge and dedication to providing exceptional service. In summary, TFC Financial Management Inc is a well-established investment advisory firm in Boston, MA, known for their exceptional track record, experienced team, and commitment to managing substantial assets on behalf of their high-net-worth clients.

Congress Asset Management Company, LLP, based out of Boston, MA, is a regional investment advisory firm with a strong reputation in the industry. With a total of 67 employees, 25 of whom are dedicated to providing investment advisory services, Congress Asset Management Company offers a personalized approach to managing clients' assets. Their impressive average of approximately $135,250,000 in assets under management per investment advisor exceeds the industry average, reflecting their expertise and ability to handle substantial portfolios. The firm's compensation structure is flexible, including various types such as a percentage of assets under management and hourly charges, ensuring alignment with clients' needs. With over 4,700 individual clients and a remarkable $10,099,099,000 in assets under management, Congress Asset Management Company maintains a strong client base. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds as well. Furthermore, all the assets they manage are discretionary, allowing for agile decision-making and quick response to market changes. Apart from their investment advisory services, Congress Asset Management Company also serves as a registered representative of a broker-dealer, expanding their range of offerings and providing additional value to their clients. With one office located in Boston, MA, Congress Asset Management Company boasts a team of experienced advisors, including notable individuals like Amy Noyes, Gregg Okeefe, and Jeffrey Porter, who have demonstrated long-term dedication and expertise in their respective roles.

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.

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.

GW & WADE, LLC is a well-established regional investment advisory firm headquartered in Wellesley, MA, with six offices strategically located across the region. With a team of 87 dedicated professionals, GW & WADE provides comprehensive investment advisory services to a diverse clientele. Of their total workforce, 41 highly skilled individuals specialize in investment advisory, leveraging their expertise to serve clients effectively. With an average of approximately $125,670,000 in assets under management per investment advisor, GW & WADE's advisors maintain a performance level in line with industry standards. The firm's compensation structure is designed to align with clients' needs and preferences. They offer various compensation types, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring flexibility and transparency in client relationships. With over 1,690 individual clients, GW & WADE manages an impressive $8,902,726,000 in assets. The majority of these assets belong to high-net-worth individuals, reflecting the firm's specialization in meeting the unique financial needs of affluent clients. While 401K and individual accounts account for less than 30% of the assets under management, GW & WADE possesses the expertise to manage employer funds if required. One notable aspect of GW & WADE, LLC is their discretionary management approach. They oversee 100% of the assets they manage, allowing clients to delegate investment decisions confidently. Boasting a rich history and deep industry knowledge, GW & WADE, LLC has nurtured a team of experienced advisors. Among the firm's long-tenured advisors are Philip Jameson, Roger Wade, and Timothy Pinch, who contribute their wealth of experience and expertise to the success of the firm and the satisfaction of their clients.

Polaris Capital Management, LLC is a reputable investment advisory firm headquartered in Boston, MA, specializing in providing comprehensive financial services. With a single office, they have established themselves as a trusted local partner for clients seeking expert investment guidance. The firm boasts a team of 21 dedicated professionals, 8 of whom offer top-notch investment advisory services to their esteemed clientele. Polaris Capital Management, LLC distinguishes itself from its peers with an impressive average of approximately $1,553,130,000 in assets under management per investment advisor, surpassing the industry average. This exceptional performance is a testament to their extensive expertise and commitment to delivering outstanding results for their clients. In terms of compensation, Polaris Capital Management, LLC employs a multi-tiered structure that includes a percentage of assets under management and performance-based fees. By aligning their incentives with the success of their clients' portfolios, the firm ensures a strong focus on delivering optimal returns. All of the assets managed by Polaris Capital Management, LLC are discretionary, reflecting their clients' trust in their investment acumen and decision-making abilities. With over $12,425,022,000 in assets under management across more than 10 individual clients, the firm has successfully positioned itself as a preferred choice for wealth management services. The firm takes pride in its team of experienced advisors, including Bin Xiao, Sumanta Biswas, and Bernard Horn, who have demonstrated exceptional dedication and longevity within the organization. Their wealth of knowledge and proven track record contribute to Polaris Capital Management, LLC's continued success in the industry.

Boston Family Office LLC, based out of Boston, MA, is a local investment advisory firm specializing in providing comprehensive financial solutions to high net worth individuals. With a team of 16 dedicated professionals, including 9 experienced investment advisors, they offer personalized guidance and expert advice tailored to their clients' unique financial goals. As an established firm in the industry, Boston Family Office LLC manages a substantial amount of assets under management, averaging around $96,130,000 per investment advisor. This figure aligns with the industry average, highlighting their competitive position in the market. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent arrangement for both the firm and their clients. With over 80 individual clients, Boston Family Office LLC oversees an impressive portfolio totaling over $1,599,535,000 in assets under management. The majority of these assets belong to high net worth individuals, reflecting the firm's ability to cater to the unique needs of affluent clientele. Remarkably, 98% of the assets they manage are discretionary, demonstrating the trust and confidence their clients place in their expertise. Boston Family Office LLC operates from a single office in Boston, MA, and boasts a team of experienced advisors, including Eliza Rowe, George Beal, and George Putnam, who have been with the firm for many years. These seasoned professionals bring a wealth of knowledge and experience to the table, further enhancing the firm's capabilities in delivering exceptional financial services. Overall, Boston Family Office LLC stands as a reputable and trusted partner for individuals seeking sophisticated wealth management solutions, combining their deep industry knowledge, personalized approach, and long-standing expertise to help clients achieve their financial aspirations.