Fidelity Personal And Workplace Advisors, headquartered in Boston, MA, is a reputable national investment advisory firm operating from 3,094 offices across the country. With a dedicated team of 13,507 employees, all extensively trained in providing comprehensive investment advisory services, Fidelity Personal And Workplace Advisors has established itself as a leader in the industry. On average, each investment advisor manages approximately $48,310,000 in assets under management, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a flexible approach that suits clients' needs. A notable strength of Fidelity Personal And Workplace Advisors lies in their expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This vast experience positions them well in the retirement planning and wealth management space. Impressively, all assets under their management, totaling a staggering $652,548,368,000, are discretionary, reflecting the high level of trust clients place in the firm. With over 978,620 individual clients benefiting from their services, Fidelity Personal And Workplace Advisors has demonstrated their ability to deliver personalized investment strategies and exceptional financial outcomes. The firm takes pride in its team of experienced advisors, with several notable long-tenured individuals such as Brent Jackman, Andrew Stilley, and A Mcdougal. Their extensive knowledge and commitment to client success further enhance the firm's reputation and ensure top-quality service for all clients. In summary, Fidelity Personal And Workplace Advisors is a leading investment advisory firm with a vast national presence, extensive experience in retirement planning, a comprehensive compensation structure, and a dedicated team of experienced advisors.

John Hancock Personal Financial Services, LLC, headquartered in Boston, MA, is a reputable investment advisory firm with a local presence and a strong track record. With one office, the firm employs a total of 166 professionals, a small percentage of whom specialize in providing comprehensive investment advisory services. Demonstrating their expertise, each investment advisor manages an average of $182,020,000 in assets, a figure significantly higher than the industry average. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Over 80% of their substantial assets under management come from employer-sponsored 401K plans and individual investors, indicating their proficiency in handling both corporate and personal finances. Their experience and qualifications make them well-suited for managing 401K plans for employers and their employees alike. Notably, all assets managed by John Hancock Personal Financial Services, LLC are discretionary, showcasing the trust and autonomy clients place in the firm's expertise. They serve a diverse client base, boasting over 26,020 individual clients with a substantial combined asset value of $1,820,194,000 under management. At John Hancock Personal Financial Services, LLC, several advisors stand out for their long-standing commitment to the firm. Notable among them are Stephanie Flynn-Schofield, Robert Lamb, and Jeffrey Fernandes, who have consistently delivered exceptional financial guidance to clients. Overall, John Hancock Personal Financial Services, LLC is a well-established investment advisory firm with a solid reputation, extensive experience, and a client-centric approach, making them a reliable choice for individuals and employers seeking professional financial management services.

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.

Commonwealth Financial Network, headquartered in Waltham, MA, is a nationally recognized investment advisory firm. With over 333,910 individual clients, they manage an impressive $146,387,008,000 in assets. The firm operates through 1,760 offices, offering their services to clients across the country. Notably, Commonwealth Financial Network has established a strong presence in the employer 401K and individual asset management space, with approximately half of their assets under management originating from these sources. Their extensive experience in this area has positioned them as experts in handling retirement and individual investment portfolios. A remarkable 97% of the assets managed by Commonwealth Financial Network are discretionary, showcasing their ability to make independent investment decisions on behalf of their clients. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a team of 4,300 employees, 2,900 of whom are dedicated to providing investment advisory services, Commonwealth Financial Network ensures that each client receives personalized attention and guidance. On average, their investment advisors oversee around $50,480,000 in assets under management, aligning with the industry average. The firm takes pride in its highly experienced advisors, with notable names like Arden Widmann, Peter Wheeler, and Steven Wisdom. These long-tenured professionals bring a wealth of expertise and knowledge to Commonwealth Financial Network, contributing to the firm's reputation for delivering exceptional financial guidance and results.

Sensible Financial Planning And Management, LLC is a reputable investment advisory firm headquartered in Waltham, MA, with two offices. With a team of 18 dedicated professionals, 13 of whom specialize in investment advisory services, the firm offers comprehensive financial planning and management solutions to clients. Leveraging their expertise, Sensible Financial Planning And Management, LLC assists individuals and organizations in achieving their financial goals. The firm maintains an average of approximately $54,260,000 in assets under management per investment advisor, which aligns with the industry average. Sensible Financial Planning And Management, LLC implements a diverse compensation structure, including 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 capability to effectively manage employer funds. Notably, 94% of the assets under their management are discretionary, allowing for flexibility in investment decisions. Sensible Financial Planning And Management, LLC primarily caters to high-net-worth individuals, overseeing over $705,385,000 in assets under management for more than 90 individual clients. The firm takes pride in its team of experienced advisors, with notable names like Frank Napolitano, Richard Fine, and Frederick Miller, Jr. having demonstrated a long-standing commitment to the company and its clients. With a focus on delivering personalized financial guidance and utilizing a robust investment strategy, Sensible Financial Planning And Management, LLC strives to empower clients with the knowledge and tools necessary to make informed financial decisions, ultimately ensuring their long-term financial success.

SCS Capital Management LLC is a highly reputable regional investment advisory firm headquartered in Boston, MA. With a strong presence in the financial industry, they operate from five strategically located offices. Committed to delivering exceptional service, SCS Capital Management LLC boasts a team of 130 dedicated professionals, 35 of whom specialize in providing top-notch investment advisory services. Known for their exceptional track record, SCS Capital Management LLC manages an impressive average of approximately $828,070,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. A significant portion of SCS Capital Management LLC's assets under management originates from employer 401Ks and individual investors, showcasing their expertise in catering to these specific sectors. An outstanding 86% of the assets they manage are discretionary, enabling them to provide customized and tailored investment strategies to meet their clients' unique needs. In addition to their investment advisory services, SCS Capital Management LLC also serves as a commodity pool operator or commodity trading advisor, regardless of registration status. Their expansive client base of over 200 individuals entrusts them with a staggering $28,982,522,000 in assets under management. The firm takes pride in its experienced team, with some of the longest tenured advisors including Christopher Stone, Douglas Ederle, and Derek Dobecki. Their wealth of knowledge and expertise contributes to the firm's success and solidifies their reputation as a trusted partner for clients seeking comprehensive and sophisticated investment solutions.

Fidelity Institutional Wealth Adviser LLC, headquartered in Boston, MA, is a distinguished regional investment advisory firm with a network of 21 offices. With a robust team of 132 dedicated professionals, 74 of whom specialize in investment advisory services, Fidelity Institutional Wealth Adviser LLC is committed to providing exceptional financial guidance. On average, each investment advisor manages around $35,470,000 in assets under management, reflecting their expertise and ability to navigate the complex investment landscape. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees. Notably, Fidelity Institutional Wealth Adviser LLC manages all assets under their purview with full discretionary authority, demonstrating a high level of trust from their clients. With over $2,624,456,000 in assets under management, serving over 12,560 individual clients, the firm has garnered a reputation for its comprehensive wealth management solutions. Fidelity Institutional Wealth Adviser LLC takes pride in its team of accomplished advisors. Among them are Matthew Petteys, Mark Jenkins, and Robert Vines, who boast extensive industry experience and a deep understanding of their clients' financial objectives. These long-tenured advisors contribute to the firm's track record of success and unwavering commitment to client satisfaction. Driven by a passion for delivering tailored investment strategies, Fidelity Institutional Wealth Adviser LLC is dedicated to helping clients achieve their financial goals. Through their comprehensive approach, personalized solutions, and commitment to excellence, the firm continues to be a trusted partner for individuals seeking expert guidance in managing and growing their wealth.

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.

Baystate Wealth Management is a local investment advisory firm based out of Boston, MA, with two offices. With a team of 11 employees, five of whom specialize in investment advisory services, Baystate Wealth Management stands out for its expertise and exceptional asset management capabilities. Their impressive average of approximately $300,960,000 in assets under management per investment advisor surpasses industry standards. The firm's compensation structure is diverse, offering various types that include a percentage of assets under management. They have cultivated strong relationships with both employer 401Ks and individual clients, with these sources accounting for around half of their assets under management. Baystate Wealth Management possesses extensive experience in this space, earning a reputation for delivering outstanding results. A remarkable 97% of the assets they manage are discretionary, reflecting the trust clients place in their expertise and decision-making capabilities. The firm has a substantial client base, serving over 1,880 individuals who entrust them with a staggering $1,504,798,000 in assets under management. Baystate Wealth Management prides itself on its team of seasoned professionals, including Thomas O'Connor, Joshua Pierce, and John Cogswell, who have established long-standing tenures within the firm. Their expertise and dedication contribute to the firm's success and their clients' financial well-being. Overall, Baystate Wealth Management's commitment to providing exceptional investment advisory services, their impressive track record in asset management, and their exceptional team of advisors position them as a trusted partner for individuals and employers in the Boston, MA area and beyond.

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.

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.