Cambridge Cape Cod Advisors, LLC is a highly regarded investment advisory firm located in Sandwich, MA. With over 60 individual clients and a substantial $147,851,000 in assets under management, the company provides comprehensive financial guidance and investment strategies tailored to each client's unique goals. As a small firm, Cambridge Cape Cod Advisors, LLC prides itself on its personalized approach and commitment to building long-lasting relationships with clients. While the majority of their assets managed are for high net worth individuals, the firm also possesses the expertise to handle employer funds, although such accounts represent a smaller portion of their overall assets. With a team of two dedicated and experienced employees, each offering investment advisory services, Cambridge Cape Cod Advisors, LLC ensures that clients receive individualized attention and expert guidance. The average assets under management per investment advisor stands at approximately $73,930,000, aligning with industry standards. Cambridge Cape Cod Advisors, LLC employs various compensation structures, including fixed fees, ensuring transparency and a focus on delivering value to their clients. Notably, Gregory Fenton and Vincent Renaut are two of the longest-tenured registered advisors within the firm, contributing their wealth of knowledge and expertise to the team. With their strong track record, commitment to client satisfaction, and strategic financial planning, Cambridge Cape Cod Advisors, LLC continues to be a trusted partner in helping individuals and organizations achieve their financial objectives.

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.

Lenk Ladner Investment Solutions LLC, headquartered in Osterville, MA, is a reputable investment advisory firm with a proven track record of success. With a team of three dedicated employees, they offer comprehensive investment advisory services to a diverse client base. Their impressive average of $396,370,000 in assets under management per investment advisor surpasses industry standards, reflecting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Lenk Ladner Investment Solutions LLC boasts over 140 individual clients, entrusting them with a combined total of over $265,372,000 in assets under management. Their client base primarily comprises high-net-worth individuals, although they also possess the capability to manage employer funds, although representing less than 30% of their assets under management. With 80% of the assets they manage being discretionary, Lenk Ladner Investment Solutions LLC demonstrates their ability to make informed investment decisions on behalf of their clients. The firm operates from a single office and has been serving the Osterville community since its establishment. Among their experienced team of registered advisors, Carie Carney stands out as one of the longest-tenured professionals, having been with the firm since 2013. Lenk Ladner Investment Solutions LLC prides itself on providing personalized investment advisory services, leveraging their expertise and commitment to help clients achieve their financial goals. With their impressive assets under management, exceptional team, and strong client relationships, they continue to make a significant impact in the financial industry.

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.

Beacon Financial Planning, Inc is a reputable local investment advisory firm headquartered in Hyannis, MA. With two offices strategically located in the area, they have been providing comprehensive financial planning services since their establishment. Led by a team of dedicated professionals, Beacon Financial Planning, Inc boasts a total of eight skilled employees, with six specializing in investment advisory services. With an impressive track record, Beacon Financial Planning, Inc manages an average of $40,730,000 in assets under management per investment advisor. Their compensation structure is diversified, including a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with their clients'. One of Beacon Financial Planning, Inc's areas of expertise lies in managing employer 401Ks and individual portfolios, which together account for approximately half of their assets under management. With an unwavering commitment to excellence, they have acquired substantial experience in this domain. Catering primarily to high net worth individuals, Beacon Financial Planning, Inc diligently oversees a vast portfolio of clients. Their client base comprises over 330 individuals, and they currently manage assets worth over $244,403,000. Notably, Beacon Financial Planning, Inc boasts a team of highly experienced advisors, with some of the longest-tenured professionals being Kathleen Kane, Kelli Grew, and Michaela Herlihy. These seasoned experts bring a wealth of knowledge and expertise to the firm, fostering trust and long-term relationships with their clients. With a strong presence in the local financial industry, Beacon Financial Planning, Inc is committed to providing personalized, reliable, and results-driven financial planning services to their esteemed clientele.

Florek Financial, LLC is a reputable investment advisory firm located in Duxbury, MA. With a team of two dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clientele. As experts in the field, they collectively manage an impressive average of $70,200,000 in assets per investment advisor, aligning closely with industry standards. With over 20 individual clients entrusting them with their financial portfolios, Florek Financial, LLC currently oversees a remarkable $351,007,000 in assets under management. Their client base primarily consists of high net worth individuals, reflecting their proficiency in managing substantial wealth. Florek Financial, LLC distinguishes itself through its comprehensive compensation structure, which includes a variety of options such as a percentage of assets under management and performance-based fees. This flexible approach ensures that their interests remain aligned with those of their clients, fostering a mutually beneficial relationship. In addition to their core investment advisory services, Florek Financial, LLC also extends its expertise as an accountant or accounting firm, providing clients with holistic financial guidance. Established in Duxbury, MA, Florek Financial, LLC operates from a single office, showcasing their commitment to personalized and attentive service. With an impressive track record, Robert Florek and Paul Furcinito, two of the firm's longest-tenured registered advisors, bring a wealth of experience and knowledge to the organization. Overall, Florek Financial, LLC has built a strong reputation for delivering exceptional investment advisory services, catering to the unique needs of their clients while maintaining industry standards and fostering financial growth.

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.

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.

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.