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.

Ransom Advisory is a small investment advisory firm based out of Providence, RI, boasting a single office and a dedicated team of professionals. With a focus on providing exceptional investment advisory services, Ransom Advisory distinguishes itself with its impressive average of approximately $194,520,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is designed to align the interests of its clients and advisors. It includes various types of compensation, such as a percentage of assets under management, ensuring that the advisors have a vested interest in achieving optimal results for their clients. While Ransom Advisory primarily manages assets for high net worth individuals, it also possesses the expertise and capability to handle employer funds, albeit representing a smaller portion of their assets under management. Notably, all of the assets entrusted to Ransom Advisory are managed on a discretionary basis, reflecting the high level of trust and confidence placed in the firm by its clients. With a client base of over 50 individuals, Ransom Advisory manages a substantial amount of assets, exceeding $194,524,000. Charles Ransom, one of the firm's registered advisors, has been an integral part of the team since 2022, showcasing his experience and dedication to delivering exceptional service. Overall, Ransom Advisory stands out as a reputable investment advisory firm, known for its high level of professionalism, extensive experience, and impressive track record in managing substantial assets for its discerning clients.

First National Corporation, a local investment advisory firm headquartered in Rockland, MA, stands out in the industry with its impressive track record and exceptional team. With a total of nine dedicated employees, seven of whom specialize in providing investment advisory services, First National Corporation demonstrates a commitment to personalized client experiences. Boasting an average of $198,270,000 in assets under management per investment advisor, significantly higher than the industry average, First National Corporation has garnered a reputation for delivering outstanding financial results for its clients. The firm's compensation structure reflects its client-centric approach, encompassing various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With over 480 individual clients and managing assets exceeding $1,071,507,000, First National Corporation has established itself as a trusted partner in wealth management. While the firm's portfolio comprises less than 30% in 401K and individual accounts, it possesses the capability to effectively manage employer funds, expanding its reach and expertise. Emphasizing discretion and trust, 95% of the assets under First National Corporation's management are discretionary, allowing clients to rely on their expertise and decision-making prowess. The firm's local presence extends across three offices, enabling convenient access and personalized service for clients. First National Corporation's success is further amplified by its team of experienced advisors, including notable figures like Philip Nehro, Michael Hebert, and Jason Skolnick. Their extensive tenure in the firm underscores their dedication and expertise in navigating complex financial landscapes. In summary, First National Corporation combines its local presence, talented team, and impressive track record to offer comprehensive investment advisory services tailored to each client's unique needs.

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.

Colrain Capital LLC, based out of Boston, MA, is a small investment advisory firm dedicated to providing comprehensive financial solutions. With its single office, the company boasts a team of five professionals, three of whom are experienced investment advisors. Demonstrating their expertise, each investment advisor manages an average of $32,030,000 in assets under management. Colrain Capital LLC adopts a flexible compensation structure, offering multiple types of compensation, including a percentage of assets under management. Notably, all the assets managed by the firm, amounting to 100%, are discretionary. This discretion allows them to make independent investment decisions in the best interest of their clients. Focusing on high net worth individuals, Colrain Capital LLC effectively manages over $96,090,000 in assets for more than 10 individual clients. By catering to the unique needs and financial goals of these clients, the firm strives to deliver personalized investment strategies and maximize returns. The team at Colrain Capital LLC understands the dynamic nature of the financial markets and continuously monitors economic trends to identify potential opportunities. Through their comprehensive research and analysis, they develop tailored investment plans, emphasizing risk management and long-term growth. With a commitment to providing exceptional client service and maintaining the utmost integrity, Colrain Capital LLC has built a reputation for delivering consistent results. By leveraging their collective expertise and strategic insights, they aim to help their clients navigate the complexities of the investment landscape and achieve their financial objectives.

Claybrook Capital, LLC is a small investment advisory firm based out of Wellesley, MA, boasting two strategically located offices. With a dedicated team of three employees, including two skilled investment advisors, Claybrook Capital offers comprehensive financial solutions. The firm's impressive average of approximately $147,890,000 in assets under management per investment advisor surpasses industry standards, reflecting their expertise and commitment to delivering exceptional results. Claybrook Capital's compensation structure is designed to align with their clients' needs. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their relationships. Notably, the firm manages 100% of its assets on a discretionary basis, enabling them to make informed decisions and seize investment opportunities swiftly. Specializing in serving high-net-worth individuals, Claybrook Capital oversees a substantial portfolio of over $295,788,000 in assets under management for more than 20 individual clients. Two of the firm's most experienced registered advisors, Jerry Nigro and Virginia Aaron, have contributed significantly to the company's long-standing success and reputation. With a commitment to personalized service and a track record of exceptional performance, Claybrook Capital, LLC sets itself apart in the competitive investment advisory landscape. As they continue to expand their client base and cultivate fruitful relationships, the firm remains dedicated to helping individuals achieve their financial goals with strategic guidance and sound investment strategies.

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.

CARL P. SHERR & CO., LLC is a reputable investment advisory firm headquartered in Worcester, MA. With over 50 years of experience in the financial industry, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their wealth. Operating out of a single office, the firm is home to a dedicated team of five professionals, three of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at CARL P. SHERR & CO., LLC oversees approximately $117,020,000 in assets under management, a figure that aligns with industry standards. The firm's compensation structure is flexible and tailored to meet the unique needs of their clients, encompassing various options such as a percentage of assets under management and hourly charges. While the majority of their assets under management are discretionary, less than 30% are allocated to 401K and individual accounts. However, CARL P. SHERR & CO., LLC possesses the expertise and capability to effectively manage employer funds, offering comprehensive investment solutions. With a strong focus on high net worth individuals, the firm currently serves over 130 individual clients, collectively representing an impressive $351,046,000 in assets under management. CARL P. SHERR & CO., LLC takes pride in its team of seasoned advisors, with Jennifer Simes, Edward Sherr, and Gary Sherr being among the longest-tenured professionals at the firm. Their extensive knowledge and experience contribute to the firm's reputation for delivering sound investment advice and fostering long-term client relationships.