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.

Parsons Capital Management Inc is a highly regarded local investment advisory firm based out of Providence, RI. With five well-established offices, they have been providing comprehensive financial services to clients since their inception. Known for their expertise in investment management, Parsons Capital Management Inc boasts a team of 18 dedicated professionals, with 10 of them specializing in investment advisory services. The firm's exceptional performance is evidenced by their impressive average of approximately $168,300,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and goals. Although 401K and individual accounts make up less than 30% of their assets under management, Parsons Capital Management Inc possesses the capabilities to effectively manage employer funds. An astounding 99% of the assets they manage are under discretionary management, reflecting the trust and confidence their clients place in their expertise. Catering primarily to high-net-worth individuals, Parsons Capital Management Inc serves a diverse clientele of over 350 individual clients, managing a substantial $1,683,044,000 in assets. The firm's success is further attributed to their experienced advisors, with notable names such as David Von Hemert, Edwin Fischer, and Peter Hunt, who have provided consistent and reliable service over many years. Overall, Parsons Capital Management Inc has earned a stellar reputation for their unwavering commitment to personalized investment strategies, meticulous attention to detail, and exceptional client satisfaction.

NDVR is a reputable investment advisory firm headquartered in Boston, MA. With a team of 50 dedicated professionals, including 17 experienced investment advisors, NDVR offers comprehensive financial guidance and management services to a diverse client base. Their exceptional advisory team boasts an impressive average of $65,000,000 in assets under management per advisor, aligning with the industry average. NDVR's compensation structure encompasses various methods, including a percentage of assets under management, ensuring that their advisors are motivated to deliver optimal results for their clients. With over 20 individual clients entrusting them with more than $107,000,000 in assets, NDVR has established a solid foundation of trust and expertise. Catering primarily to high-net-worth individuals, NDVR excels in managing discretionary assets, providing personalized investment strategies tailored to meet their clients' unique financial goals. As a local firm deeply rooted in the Boston community, NDVR is committed to delivering exceptional service and cultivating long-term relationships with their clients. With a single office in Boston, NDVR leverages their local presence to stay connected to the ever-evolving financial landscape, enabling them to provide timely advice and adapt to market trends. The firm takes pride in its seasoned team of advisors, some of whom have enjoyed long tenures at NDVR. Notable individuals include Clyde Mauger, Adriene Mccance, and Michael Simon, whose expertise and experience further enhance NDVR's ability to deliver top-tier financial solutions.

FMA Wealth Management, LLC is a small investment advisory firm based out of Duxbury, MA. With their office located in the heart of the town, they cater to clients in the surrounding areas and beyond. Led by James Morris, one of their longest tenured registered advisors, FMA Wealth Management specializes in providing comprehensive investment advisory services. With a team of two dedicated professionals, FMA Wealth Management prides itself on delivering personalized financial solutions to their clients. They manage a substantial amount of assets, averaging approximately $130,400,000 per investment advisor, which surpasses the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. FMA Wealth Management has built a solid reputation for their expertise in managing employer 401Ks and individual accounts, which constitute around half of their assets under management. Their extensive experience in this domain has allowed them to develop a deep understanding of the intricacies involved in retirement planning and investment strategies. Catering primarily to high-net-worth individuals, FMA Wealth Management boasts a diverse client base, serving over 110 individual clients with assets under management totaling more than $130,399,000. As a testament to their commitment to exceptional service, FMA Wealth Management manages 100% of their clients' assets on a discretionary basis, ensuring a proactive approach to wealth management. As they continue to grow and thrive, FMA Wealth Management remains dedicated to delivering personalized financial solutions, upholding their reputation as a trusted investment advisory firm in the Duxbury area and beyond.

Sagewell Investment Advisors, LLC is a small investment advisory firm based out of Cambridge, MA. With a single office, the company boasts a team of 10 dedicated professionals, out of which 4 specialize in providing top-notch investment advisory services. With an average of approximately $60,000 in assets under management per investment advisor, Sagewell Investment Advisors, LLC demonstrates their ability to effectively handle client portfolios. The firm's compensation structure is diverse, encompassing various types of fees, including fixed fees. Notably, over 80% of their assets under management consist of employer 401Ks or individual accounts. With extensive expertise in managing both employer-sponsored retirement plans and individual investment portfolios, Sagewell Investment Advisors, LLC is well-equipped to handle the intricate nature of 401K management for employers and employees alike. A significant aspect of their business lies in the discretionary nature of their asset management, with 100% of the assets they oversee being under their complete discretion. This provides clients with a sense of trust and confidence in the firm's ability to make informed investment decisions on their behalf. Sagewell Investment Advisors, LLC takes pride in serving over 30 individual clients, effectively managing assets worth over $224,000. With a focus on delivering exceptional service and personalized attention, the firm strives to build strong, long-lasting relationships with their clients, catering to their unique financial goals and aspirations. Through their comprehensive investment advisory services, Sagewell Investment Advisors, LLC aims to empower their clients to make informed financial decisions and achieve financial success.

Timbuktu Capital Management, LLC is a small investment advisory firm based out of Boston, MA. With over a decade of experience, they have built a solid reputation in the industry. Currently managing assets worth over $154,192,000, they cater to a diverse clientele of more than 50 individual clients. Timbuktu Capital Management, LLC offers a range of services, including real estate brokering, dealing, and agency representation. Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively handle employer funds. Approximately 33% of the assets they manage are discretionary, allowing them to make strategic investment decisions on behalf of their clients. Timbuktu Capital Management, LLC employs a compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. With a total of three employees, two of whom provide investment advisory services, they maintain a client-focused approach, ensuring personalized attention to each individual's financial goals and needs. One noteworthy figure within the firm is Ousmane Diagne, who has been a registered advisor with Timbuktu Capital Management, LLC since 2010. His extensive tenure and expertise contribute to the firm's success and reliability. On average, each investment advisor at the firm manages approximately $77,100,000 in assets, aligning with the industry average. Timbuktu Capital Management, LLC remains committed to delivering exceptional investment advisory services to their clients, leveraging their expertise and experience to help clients achieve their financial objectives.

Single Point Partners, a local investment advisory firm headquartered in Boston, MA, is committed to providing comprehensive financial solutions to its clients. With a team of 15 dedicated professionals, including 9 experienced investment advisors, Single Point Partners manages a diverse portfolio of assets. Their average assets under management per investment advisor stand at approximately $117,730,000, which is on par with industry standards. As an investment advisory firm, Single Point Partners offers a range of compensation structures tailored to meet their clients' needs. These structures include a percentage of assets under management, fixed fees, and performance-based fees. With over 70 individual clients and more than $639,973,000 in assets under management, Single Point Partners primarily serves high net worth individuals. Although 401K and individual accounts make up less than 30% of their assets under management, Single Point Partners possesses the expertise to manage employer funds. A significant 97% of the assets they oversee are discretionary, allowing them to make informed investment decisions on behalf of their clients. With eight offices throughout the region, Single Point Partners has established a strong local presence. The firm takes pride in its team of seasoned advisors, including long-tenured professionals such as Seth Corkin, Rene Jarquin, and Shaun Erickson. Their expertise and commitment to client success have earned Single Point Partners a reputation as a trusted partner in the financial industry.

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.

Byrne Financial Freedom, LLC is a reputable investment advisory firm located in Franklin, MA. With two offices, they serve a diverse clientele seeking expert financial guidance. Comprised of a total of 10 employees, half of whom specialize in investment advisory services, Byrne Financial Freedom, LLC has established a solid foundation within the industry. With an average of $58,080,000 in assets under management per investment advisor, they align closely with the industry average. The firm offers various compensation structures, including a percentage of assets under management. While a small portion of their assets under management comes from 401K and individual accounts, they possess the necessary expertise to handle employer funds. Notably, all of the assets they manage are discretionary. Catering primarily to high-net-worth individuals, Byrne Financial Freedom, LLC boasts an impressive roster of over 510 individual clients, totaling over $290,378,000 in assets under management. The firm takes pride in its longstanding advisors, such as Jason Weiss, Joseph Byrne, and James Walsh, who contribute to the firm's expertise and continuity. Byrne Financial Freedom, LLC distinguishes itself as a reliable and trustworthy investment advisory firm. With their deep industry knowledge, personalized approach, and commitment to delivering financial freedom, they continue to build enduring relationships with their valued clients.