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.

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.

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.

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.

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.

Polaris Capital Management, LLC is a reputable investment advisory firm headquartered in Boston, MA, specializing in providing comprehensive financial services. With a single office, they have established themselves as a trusted local partner for clients seeking expert investment guidance. The firm boasts a team of 21 dedicated professionals, 8 of whom offer top-notch investment advisory services to their esteemed clientele. Polaris Capital Management, LLC distinguishes itself from its peers with an impressive average of approximately $1,553,130,000 in assets under management per investment advisor, surpassing the industry average. This exceptional performance is a testament to their extensive expertise and commitment to delivering outstanding results for their clients. In terms of compensation, Polaris Capital Management, LLC employs a multi-tiered structure that includes a percentage of assets under management and performance-based fees. By aligning their incentives with the success of their clients' portfolios, the firm ensures a strong focus on delivering optimal returns. All of the assets managed by Polaris Capital Management, LLC are discretionary, reflecting their clients' trust in their investment acumen and decision-making abilities. With over $12,425,022,000 in assets under management across more than 10 individual clients, the firm has successfully positioned itself as a preferred choice for wealth management services. The firm takes pride in its team of experienced advisors, including Bin Xiao, Sumanta Biswas, and Bernard Horn, who have demonstrated exceptional dedication and longevity within the organization. Their wealth of knowledge and proven track record contribute to Polaris Capital Management, LLC's continued success in the industry.

Natixis Advisors, LLC is a distinguished regional investment advisory firm headquartered in Boston, MA, with two offices. With a total of 433 employees, 78 of whom specialize in investment advisory services, Natixis Advisors leverages its expertise to provide exceptional financial guidance to a diverse client base. The firm manages an impressive $46,233,819,000 in assets under management, serving over 17,090 individual clients. Natixis Advisors primarily caters to high-net-worth individuals, with the majority of their managed assets belonging to this esteemed clientele. While they allocate less than 30% of their assets under management to 401K and individual accounts, the company possesses the capability to effectively manage employer funds, showcasing their versatility in the market. The compensation structure at Natixis Advisors is multi-faceted, encompassing various types such as a percentage of assets under management. This approach aligns the firm's interests with the success of their clients' investments, fostering a mutually beneficial relationship. Moreover, Natixis Advisors extends its services as a commodity pool operator or commodity trading advisor, irrespective of registration requirements. This further demonstrates their comprehensive range of financial solutions. The firm boasts a team of seasoned advisors, including notable individuals like Matthew Garzone, Alaina Giampapa, and Curtis Overway, who have been instrumental in the firm's sustained success. Through their collective experience and expertise, Natixis Advisors upholds a reputation for delivering customized investment strategies and unparalleled client satisfaction.

Brighthouse Investment Advisers, LLC is a highly reputable and trusted local investment advisory firm based in Boston, MA. With over 7,270 individual clients, they possess an impressive track record of managing assets totaling more than $133,620,059,000. Their dedication to excellence and commitment to their clients' financial success have solidified their position as a leader in the industry. With one office in Boston, Brighthouse Investment Advisers, LLC is strategically located to cater to a diverse clientele seeking personalized investment solutions. The firm offers a comprehensive range of services, including commodity pool operator and commodity trading advisor services, both registered and exempt from registration. They excel in discretionary asset management, with an astounding 99% of the assets they oversee falling under this category. Brighthouse Investment Advisers, LLC boasts a skilled team of 29 employees, 9 of whom are dedicated investment advisors. Each advisor manages an average of approximately $14,846,670,000 in assets, significantly surpassing the industry average. This exceptional level of expertise allows them to deliver tailored investment strategies that align with their clients' financial goals and risk tolerance. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. Brighthouse Investment Advisers, LLC prides itself on maintaining the highest ethical standards, providing transparent and reliable advice to guide clients through the complexities of the financial market. With their proven track record and commitment to excellence, they are a trusted partner for individuals seeking expert investment advisory services.

U.S. Financial Advisors, headquartered in Braintree, MA, is a trusted local investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With over 200 individual clients, the firm manages an impressive $295,798,000 in assets. Boasting two offices, U.S. Financial Advisors serves as a reliable insurance broker or agent, offering a comprehensive range of services to meet their clients' diverse needs. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. With a team of 14 dedicated employees, including six investment advisory professionals, U.S. Financial Advisors delivers exceptional service to their clientele. On average, each investment advisor manages approximately $49,300,000 in assets, aligning with the industry average. The firm prides itself on its experienced staff, including long-tenured advisors such as Robert Napolitano, Matthew Lanza, and Thomas Fletcher, who bring a wealth of knowledge and expertise to the table. U.S. Financial Advisors' compensation structure is designed to be flexible and transparent, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients receive tailored financial advice while maintaining transparency in the fee structure. Overall, U.S. Financial Advisors is a reputable investment advisory firm that prioritizes the financial well-being of its clients. Through their comprehensive services, experienced team, and strong track record, they strive to empower individuals and businesses in achieving their financial goals.

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.