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.

Jeffrey N. Mehler, CFP LLC, a small investment advisory firm based out of Essex, CT, is dedicated to providing comprehensive financial planning and investment management services. With a team of six highly skilled professionals, including two investment advisors, they strive to meet the unique needs of their diverse clientele. Specializing in serving high net worth individuals, Jeffrey N. Mehler, CFP LLC manages over $295,295,000 in assets for more than 50 individual clients. While the majority of their assets under management are for high net worth individuals, they also have the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets. With an average of approximately $100,410,000 in assets under management per investment advisor, Jeffrey N. Mehler, CFP LLC maintains a compensation structure that includes various types, such as a percentage of assets under management and hourly charges. This approach ensures that their clients receive personalized and transparent services that align with their financial goals. Located in Essex, CT, the firm operates from a single office. With a commitment to building long-lasting client relationships, Jeffrey N. Mehler, CFP LLC boasts a team of experienced advisors, including Paul Cheransky, John Perkins, and Jeffrey Mehler, who have been with the firm for a significant period. Overall, Jeffrey N. Mehler, CFP LLC offers expert financial guidance and a wide range of investment solutions to help clients navigate the complexities of wealth management and achieve their financial objectives.

Briggs Advisory Group, Inc., a leading local investment advisory firm based out of Lincoln, RI, specializes in managing assets for a diverse client base. With over 330 individual clients and a remarkable $421,358,000 in assets under management, Briggs Advisory Group, Inc. has established itself as a trusted partner in the financial industry. Their expertise lies in managing employer 401Ks and individual portfolios, representing approximately half of their assets under management. With a comprehensive understanding of the investment landscape, Briggs Advisory Group, Inc. offers tailored financial solutions to meet their clients' unique needs. The firm operates from a single office in Lincoln, RI, and boasts a team of eight dedicated professionals, six of whom provide expert investment advisory services. Each advisor manages an average of $70,230,000 in assets, aligning with industry standards. Briggs Advisory Group, Inc. prides itself on its discretionary asset management approach, offering clients the peace of mind that their investments are diligently monitored and adjusted as needed. Their compensation structure is flexible, providing various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select a payment method that suits their preferences and aligns with the value provided. Notably, the firm's success is attributed to the expertise of its longest-tenured advisors, including Dawn Filliatreault Wood, James Couch, and Harold Briggs. Their extensive experience and commitment to delivering exceptional service have solidified the firm's reputation as a trusted and reliable financial partner. Briggs Advisory Group, Inc. continues to thrive, helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services.

HT PARTNERS LLC, based in Centerbrook, CT, is a well-established local investment advisory firm. With over 70 individual clients and an impressive $446,071,000 in assets under management, the company has built a reputation for excellence in the financial industry. HT PARTNERS LLC operates from a single office and offers comprehensive investment advisory services. Although 401K and individual accounts make up less than 30% of their assets under management, HT PARTNERS LLC possesses the expertise and capabilities to effectively manage employer funds. They exclusively manage discretionary assets, with the majority of their clientele consisting of high net worth individuals seeking personalized investment strategies. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows HT PARTNERS LLC to tailor their services to meet the unique needs of each client. Comprised of a dedicated team of professionals, HT PARTNERS LLC boasts a total of seven employees, five of whom specialize in investment advisory services. With an average of approximately $89,210,000 in assets under management per investment advisor, the company aligns with industry standards. Notably, HT PARTNERS LLC takes pride in its long-tenured advisors, including Devin Bourque, Christopher Koehm, and Peter Decker, who bring a wealth of experience and expertise to the firm. Their collective knowledge and commitment to client satisfaction have contributed to the company's continued success in delivering exceptional financial solutions.

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.

C2C Wealth Management, LLC is a well-established investment advisory firm headquartered in Mansfield, MA. With over 150 individual clients and an impressive $756,993,000 in assets under management, they have built a strong reputation for providing exceptional financial services. Despite being a small firm, C2C Wealth Management, LLC operates from a single office and boasts an extensive range of expertise. While 401K and individual accounts constitute less than 30% of their assets under management, C2C Wealth Management, LLC possesses the capability to effectively manage employer funds. Notably, all the assets they oversee are handled on a discretionary basis, showcasing their clients' trust in their expertise. The firm primarily focuses on managing the assets of high net worth individuals, reflecting their dedication to delivering personalized and tailored financial solutions. C2C Wealth Management, LLC has a team of four highly skilled professionals, all of whom specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor amount to an impressive $189,250,000, surpassing the industry average. The firm's success can be attributed to its talented and dedicated staff, including seasoned advisors like Lance Ichikawa, Maureen Mackowski, and Louis Della Valle, who have been with the firm for a significant period. C2C Wealth Management, LLC's compensation structure includes various types, with a percentage of assets under management being one of the methods employed. This ensures a mutual alignment of interests between the firm and its clients, fostering a long-term and fruitful relationship. With their wealth of experience and commitment to excellence, C2C Wealth Management, LLC is well-positioned to continue delivering outstanding financial solutions to its discerning clientele.

John A. Bysko Associates is a reputable investment advisory firm based out of Old Lyme, CT. With 1 total employee, the firm focuses on providing exceptional investment advisory services to a diverse clientele. Their team of dedicated professionals averages approximately $75,810,000 in assets under management per investment advisor, aligning closely with the industry average. The firm's compensation structure is flexible and caters to their clients' specific needs. It includes various types of fees such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that best suits their requirements. Boasting over 40 individual clients, John A. Bysko Associates manages an impressive portfolio of assets worth over $191,492,000. The majority of these assets are under the management of high net worth individuals who trust the firm to optimize their investments and achieve their financial goals. One notable aspect of the firm is that all the assets they manage are discretionary, meaning that clients have entrusted John A. Bysko Associates with full authority to make investment decisions on their behalf. This demonstrates the high level of confidence and trust that clients place in the firm's expertise and capabilities. In addition to their investment advisory services, John A. Bysko Associates also provides accounting services or works closely with an accounting firm to ensure comprehensive financial solutions for their clients. Located in Old Lyme, CT, John A. Bysko Associates operates from a single office, where their team of professionals delivers personalized and results-driven financial strategies to help clients secure their financial future.

Axis Wealth Partners, LLC is a leading investment advisory firm based out of East Providence, RI. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they provide exceptional financial guidance and wealth management services. Their impressive average of $172,460,000 in assets under management per investment advisor sets them apart in the industry. Axis Wealth Partners, LLC has built a strong reputation for delivering superior results. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals. With over 460 individual clients and more than $172,663,000 in assets under management, the firm has a proven track record of success. A significant portion of their assets under management comes from employer 401Ks and individual clients, reflecting their expertise in this space. Notably, 99% of the assets they manage are discretionary, demonstrating their clients' trust in their decision-making capabilities. Operating from three offices, Axis Wealth Partners, LLC has established a local presence and remains deeply committed to serving the community. The firm boasts a team of highly tenured advisors, including Jane Mcauliffe, Joshua Pacheco, and Daniel Da Ponte, who bring extensive knowledge and expertise to their clients' financial journeys. Whether clients seek long-term investment strategies, retirement planning, or comprehensive wealth management, Axis Wealth Partners, LLC stands ready to provide personalized solutions tailored to their unique needs. With a steadfast focus on client success and a commitment to excellence, they continue to be a trusted partner in navigating the complexities of the financial landscape.

McGuire Wealth Management is a highly regarded investment advisory firm based out of Wakefield, RI, boasting a strong presence in the financial industry. With a single office, the firm is known for its personalized approach and dedication to providing exceptional investment advisory services. Comprising a team of three knowledgeable professionals, McGuire Wealth Management maintains an impressive average of approximately $186,080,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure offers various types, including a percentage of assets under management. Notably, all of the assets managed by McGuire Wealth Management are discretionary, indicating a high level of trust and confidence placed in their expertise. Catering predominantly to high-net-worth individuals, the firm oversees a substantial portfolio of assets. With over 130 individual clients, they currently manage an impressive sum exceeding $558,229,000 in assets. A key strength of McGuire Wealth Management lies in the experience and expertise of its registered advisors. Sean McGuire and Dennis McGuire, both with a long tenure, contribute to the firm's reputation for delivering exceptional financial advice. Their combined knowledge and dedication make McGuire Wealth Management a trusted partner for clients seeking comprehensive wealth management solutions. As McGuire Wealth Management continues to expand its client base and assets under management, the firm remains committed to maintaining its personalized approach, ensuring each client receives tailored investment strategies that align with their financial goals and objectives. With their proven track record and commitment to excellence, McGuire Wealth Management stands as a leading investment advisory firm in the Wakefield, RI area.

Marstone LLC is a small investment advisory firm based out of Providence, RI, specializing in comprehensive financial solutions. With a single office, they boast a dedicated team of 32 professionals, a small percentage of whom provide expert investment advisory services. The firm's average assets under management per investment advisor stand at an impressive $1,390,000. Marstone LLC distinguishes itself through its diverse compensation structure, which includes a percentage of assets under management. The firm exclusively manages discretionary assets, providing clients with a high level of trust and flexibility. Currently, Marstone LLC proudly serves a substantial client base, with over 0 individual clients entrusting them with a remarkable $2,789,000 in assets under management. Guiding the firm's operations and fostering its success is Margaret Hartigan, one of Marstone LLC's longest-tenured registered advisors. Since joining the company in 2021, Hartigan has played a pivotal role in delivering top-notch advisory services and establishing enduring relationships with clients. Marstone LLC operates under a client-centric approach, combining personalized attention with cutting-edge technology to tailor financial strategies that align with each client's unique goals and aspirations. Committed to transparency and professionalism, Marstone LLC consistently strives to exceed client expectations, ensuring that their financial well-being remains at the forefront of every decision made. With a track record of delivering exceptional results, Marstone LLC stands as a trusted partner for individuals seeking comprehensive investment advisory services in Providence, RI, and beyond.

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.