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.

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.

First National Corporation, a local investment advisory firm headquartered in Rockland, MA, stands out in the industry with its impressive track record and exceptional team. With a total of nine dedicated employees, seven of whom specialize in providing investment advisory services, First National Corporation demonstrates a commitment to personalized client experiences. Boasting an average of $198,270,000 in assets under management per investment advisor, significantly higher than the industry average, First National Corporation has garnered a reputation for delivering outstanding financial results for its clients. The firm's compensation structure reflects its client-centric approach, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With over 480 individual clients and managing assets exceeding $1,071,507,000, First National Corporation has established itself as a trusted partner in wealth management. While the firm's portfolio comprises less than 30% in 401K and individual accounts, it possesses the capability to effectively manage employer funds, expanding its reach and expertise. Emphasizing discretion and trust, 95% of the assets under First National Corporation's management are discretionary, allowing clients to rely on their expertise and decision-making prowess. The firm's local presence extends across three offices, enabling convenient access and personalized service for clients. First National Corporation's success is further amplified by its team of experienced advisors, including notable figures like Philip Nehro, Michael Hebert, and Jason Skolnick. Their extensive tenure in the firm underscores their dedication and expertise in navigating complex financial landscapes. In summary, First National Corporation combines its local presence, talented team, and impressive track record to offer comprehensive investment advisory services tailored to each client's unique needs.

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.

Claybrook Capital, LLC is a small investment advisory firm based out of Wellesley, MA, boasting two strategically located offices. With a dedicated team of three employees, including two skilled investment advisors, Claybrook Capital offers comprehensive financial solutions. The firm's impressive average of approximately $147,890,000 in assets under management per investment advisor surpasses industry standards, reflecting their expertise and commitment to delivering exceptional results. Claybrook Capital's compensation structure is designed to align with their clients' needs. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their relationships. Notably, the firm manages 100% of its assets on a discretionary basis, enabling them to make informed decisions and seize investment opportunities swiftly. Specializing in serving high-net-worth individuals, Claybrook Capital oversees a substantial portfolio of over $295,788,000 in assets under management for more than 20 individual clients. Two of the firm's most experienced registered advisors, Jerry Nigro and Virginia Aaron, have contributed significantly to the company's long-standing success and reputation. With a commitment to personalized service and a track record of exceptional performance, Claybrook Capital, LLC sets itself apart in the competitive investment advisory landscape. As they continue to expand their client base and cultivate fruitful relationships, the firm remains dedicated to helping individuals achieve their financial goals with strategic guidance and sound investment strategies.

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.

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.

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.

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.

CARL P. SHERR & CO., LLC is a reputable investment advisory firm headquartered in Worcester, MA. With over 50 years of experience in the financial industry, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their wealth. Operating out of a single office, the firm is home to a dedicated team of five professionals, three of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at CARL P. SHERR & CO., LLC oversees approximately $117,020,000 in assets under management, a figure that aligns with industry standards. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients, encompassing various options such as a percentage of assets under management and hourly charges. While the majority of their assets under management are discretionary, less than 30% are allocated to 401K and individual accounts. However, CARL P. SHERR & CO., LLC possesses the expertise and capability to effectively manage employer funds, offering comprehensive investment solutions. With a strong focus on high net worth individuals, the firm currently serves over 130 individual clients, collectively representing an impressive $351,046,000 in assets under management. CARL P. SHERR & CO., LLC takes pride in its team of seasoned advisors, with Jennifer Simes, Edward Sherr, and Gary Sherr being among the longest-tenured professionals at the firm. Their extensive knowledge and experience contribute to the firm's reputation for delivering sound investment advice and fostering long-term client relationships.