Finarc Investments, Inc. is a reputable investment advisory firm based in Norwood, MA. With one office, they have established themselves as a trusted partner in the financial industry. The firm boasts a dedicated team of five employees, three of whom specialize in providing expert investment advisory services. Each advisor manages an average of approximately $41,320,000 in assets under management, showcasing their extensive experience and knowledge. At Finarc Investments, Inc., their compensation structure is diverse and flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm handles less than 30% of their assets under management through 401K and individual accounts, they possess the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Specializing in catering to high net worth individuals, Finarc Investments, Inc. boasts an impressive roster of over 50 individual clients with a combined $123,969,000 in assets under management. The firm takes pride in their long-standing relationships with clients, many of whom have entrusted their financial well-being to them for years. Leading the team of advisors are seasoned professionals including Kristina Regan, John Choe, and Matthew Slaney, who bring a wealth of expertise and industry knowledge to the firm. With a commitment to providing personalized and comprehensive investment advisory services, Finarc Investments, Inc. continues to solidify its reputation as a trusted partner in helping clients achieve their financial goals.

Meridian Financial, LLC, based out of Holliston, MA, is a reputable small investment advisory firm serving a diverse client base of over 80 individuals. With an impressive $193,114,000 in assets under management, Meridian Financial prides itself on delivering exceptional financial guidance to help clients achieve their investment goals. Operating from two offices, Meridian Financial specializes in managing assets from employer 401Ks and individual clients, boasting extensive expertise in this domain. All of the firm's assets under management are discretionary, ensuring clients trust Meridian Financial's professional judgment in making investment decisions on their behalf. Meridian Financial offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This approach enables the firm to tailor its services to meet the unique needs of each client effectively. With a dedicated team of four employees, including two experienced investment advisors, Meridian Financial ensures personalized attention and comprehensive support for its clients. Each investment advisor handles an average of approximately $96,560,000 in assets under management, aligning with industry standards. Among the firm's notable registered advisors, Georgia Bruggeman and Rana Choubah stand out as two of the longest tenured professionals. Their extensive knowledge and commitment to providing top-notch financial advice contribute to Meridian Financial's solid reputation and track record of success. Meridian Financial, LLC continues to grow and evolve, committed to delivering tailored investment solutions and fostering long-term financial success for its valued clientele.

Armstrong Advisory Group Inc., based out of Needham, MA, is a reputable local investment advisory firm offering a comprehensive range of financial services. With 25 dedicated employees, including 11 experienced investment advisors, they provide expert guidance and management to a diverse clientele. On average, each investment advisor oversees approximately $54,040,000 in assets under management, aligning with industry standards. Boasting an impressive portfolio, Armstrong Advisory Group Inc. currently manages over $1,019,992,000 in assets for more than 740 individual clients, primarily catering to high net worth individuals. While the majority of their managed assets serve this client segment, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts make up less than 30% of their assets under management. The compensation structure at Armstrong Advisory Group Inc. comprises various types, including a percentage of assets under management and fixed fees, ensuring their advisors are incentivized to deliver optimal results for their clients. In addition to investment advisory services, the firm also serves as an insurance broker or agent, further expanding their service offerings. With ten offices spread across the region, Armstrong Advisory Group Inc. maintains a strong local presence. The firm takes pride in its long-tenured advisors, such as Mark Schaffer, Andrew Haff, and Marc Fandetti, who bring extensive industry knowledge and expertise to their clients' financial planning journeys. Armstrong Advisory Group Inc. remains committed to providing exceptional service and customized solutions to help clients achieve their financial goals.

Cottage Street Advisors, based out of Marion, MA, is a small investment advisory firm with three offices. With a total of three employees, two of whom provide investment advisory services, they have established themselves as a trusted partner in the financial industry. With an average of approximately $95,290,000 in assets under management per investment advisor, they maintain a competitive position compared to the industry average. Cottage Street Advisors offers a diverse compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. While their 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. All of the assets they manage are handled with discretionary authority, ensuring a comprehensive and personalized approach to their clients' investment strategies. The firm primarily caters to high net worth individuals, boasting a substantial client base of over 60 individuals with a combined total of more than $190,576,000 in assets under management. Michael Davis and Jason Haviland, two of the longest-tenured registered advisors at Cottage Street Advisors, bring a wealth of experience and knowledge to the firm, further solidifying its reputation as a reliable and respected financial advisory service provider. Cottage Street Advisors is committed to delivering superior investment advisory services, tailored to meet the unique goals and financial aspirations of their clients. With their expertise, personalized approach, and dedication to excellence, they strive to provide comprehensive financial solutions that foster long-term growth and financial well-being.

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.

Pallas Capital Advisors, LLC is a leading investment advisory firm headquartered in Braintree, MA. With a team of 22 dedicated professionals, the majority of whom are investment advisors, Pallas Capital provides top-notch financial guidance and management services. Their expertise is reflected in their impressive average assets under management per investment advisor, which stands at approximately $545,480,000, significantly surpassing industry norms. The firm's compensation structure is designed to align with client needs and preferences. Pallas Capital offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. Pallas Capital Advisors has built a strong client base, serving over 470 individual clients with total assets under management exceeding $1,539,021,000. Notably, a substantial portion of these assets belongs to high-net-worth individuals, reflecting the firm's expertise in managing substantial wealth. While the majority of assets managed are discretionary, Pallas Capital also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Operating out of Braintree, MA, Pallas Capital Advisors maintains five offices, ensuring convenient accessibility for their diverse clientele. The firm prides itself on its experienced team, with notable long-tenured advisors such as Charles Evangelakos, James Landry, and Jack Mccroken, who contribute to the firm's reputation for excellence and stability in the industry.

Argonautica Private Wealth Management, Inc is a renowned investment advisory firm based out of Wellesley, MA. With over 50 individual clients and more than $383,506,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Argonautica Private Wealth Management, Inc offers comprehensive financial services, including insurance brokerage and agency services. Specializing in serving high net worth individuals, the firm prudently manages a majority of discretionary assets, accounting for 93% of the total assets they oversee. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. With a team of six dedicated professionals, three of whom provide investment advisory services, they offer personalized attention and expertise to each client. Argonautica Private Wealth Management, Inc's investment advisors possess extensive experience in the field, exemplified by their longest tenured advisors, Frank Rambusch, Mary Lecca, and Gary Raymond. Their collective knowledge and proven track record contribute to the firm's success in delivering tailored financial solutions. Maintaining an average of approximately $127,840,000 in assets under management per investment advisor, Argonautica Private Wealth Management, Inc aligns with the industry standard. With a commitment to integrity, expertise, and client satisfaction, they strive to build enduring relationships and help their clients achieve their financial goals. Whether it's wealth preservation, investment growth, or insurance needs, Argonautica Private Wealth Management, Inc provides comprehensive and reliable solutions to secure their clients' financial future.

Proctor Financial, based out of Sherborn, MA, is a small investment advisory firm with a strong focus on personalized financial services. With a team of 7 dedicated professionals, including 3 experienced investment advisors, they offer comprehensive guidance to clients seeking effective wealth management solutions. With an average of $47,210,000 in assets under management per investment advisor, Proctor Financial maintains a solid track record in the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and performance-based fees. These flexible options ensure that the firm's interests align with their clients' financial goals. Boasting over 130 individual clients and managing assets totaling more than $297,555,000, Proctor Financial primarily caters to high net worth individuals. While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Moreover, all the assets under their management are discretionary, providing clients with a hands-off investment experience. In addition to their investment advisory services, Proctor Financial also offers the expertise of an accountant or accounting firm. This comprehensive approach enables clients to benefit from a wide range of financial services under one roof. With a single office location, Proctor Financial prides itself on building long-lasting relationships with their clients. Tony Proctor and Stephen Doucette, two of the firm's most experienced registered advisors, provide stability and continuity to the organization, further enhancing the trust and confidence their clients place in Proctor Financial's services.

U.S. Financial Advisors, headquartered in Braintree, MA, is a trusted local investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With over 200 individual clients, the firm manages an impressive $295,798,000 in assets. Boasting two offices, U.S. Financial Advisors serves as a reliable insurance broker or agent, offering a comprehensive range of services to meet their clients' diverse needs. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. With a team of 14 dedicated employees, including six investment advisory professionals, U.S. Financial Advisors delivers exceptional service to their clientele. On average, each investment advisor manages approximately $49,300,000 in assets, aligning with the industry average. The firm prides itself on its experienced staff, including long-tenured advisors such as Robert Napolitano, Matthew Lanza, and Thomas Fletcher, who bring a wealth of knowledge and expertise to the table. U.S. Financial Advisors' compensation structure is designed to be flexible and transparent, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients receive tailored financial advice while maintaining transparency in the fee structure. Overall, U.S. Financial Advisors is a reputable investment advisory firm that prioritizes the financial well-being of its clients. Through their comprehensive services, experienced team, and strong track record, they strive to empower individuals and businesses in achieving their financial goals.

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.

Finivi Inc. is a reputable local investment advisory firm located in Westborough, MA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Boasting a team of eight experienced professionals, each advisor contributes to the firm's success by offering expert guidance in managing clients' investments. On average, each investment advisor handles an impressive $23,820,000 in assets under management. The compensation structure at Finivi Inc. is diverse and caters to the needs of their clients. This includes various types such as a percentage of assets under management, hourly charges, and fixed fees. The firm has established a strong presence in the employer 401K and individual investment sectors, with around half of their assets under management originating from these sources. Their extensive experience in this space has enabled them to develop a deep understanding of the unique challenges and opportunities associated with these investment avenues. In addition to investment advisory services, Finivi Inc. also acts as an insurance broker or agent, further expanding their offerings to meet clients' diverse financial needs. The company serves a substantial client base, boasting over 610 individual clients who entrust them with a total of more than $190,586,000 in assets under management. Notably, the firm prides itself on its seasoned advisors, with individuals like Eric Jansen, Joseph Willwerth, and Frederick Lane contributing their wealth of knowledge and expertise to the team. With their client-centric approach and extensive experience, Finivi Inc. remains a trusted partner in the world of investment advisory services.