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.

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.

SHP Wealth Management, LLC is a trusted and established local investment advisory firm headquartered in Plymouth, MA. With over 11,570 individual clients, they have garnered an impressive reputation in the financial industry. Their expertise shines through their management of over $905,687,000 in assets under management. SHP Wealth Management, LLC has strategically positioned themselves with six conveniently located offices to better serve their growing client base. They have successfully built a solid foundation by managing both employer 401Ks and individual portfolios, making them well-versed in the nuances of this specialized field. Remarkably, 97% of the assets they handle are discretionary, showcasing their clients' trust in their investment decisions. The compensation structure at SHP Wealth Management, LLC is diverse and flexible, offering various options such as a percentage of assets under management and hourly charges. This adaptable approach allows them to cater to the unique needs of each client. With a total workforce of 42 employees, 21 of whom are dedicated to providing exceptional investment advisory services, SHP Wealth Management, LLC ensures that each client receives personalized attention and expert guidance. The average assets under management per investment advisor stand at an impressive $43,130,000, reflecting their commitment to delivering quality results. Notably, the firm boasts a team of seasoned professionals, including Derek Gregoire, Matthew Peck, and Keith Ellis, who have contributed significantly to the firm's long-standing success. Their wealth of experience and expertise further solidify SHP Wealth Management, LLC as a reputable and dependable partner for all their clients' financial goals.

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.

Sheeley & Partners Wealth Management, LLC, a small investment advisory firm based out of Providence, RI, is dedicated to providing comprehensive wealth management services. With a total of three highly skilled employees, their team offers expert investment advisory services to a diverse client base. On average, each investment advisor manages approximately $110,100,000 in assets, which aligns with the industry average. The firm's compensation structure is flexible and includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive personalized services tailored to their unique financial goals and needs. Sheeley & Partners Wealth Management, LLC prides itself on its impressive portfolio, overseeing more than $103,906,000 in assets under management for over 70 individual clients. While the majority of their assets are managed for high net worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a sole office in Providence, the firm has established a strong presence in the local community. The team boasts a wealth of experience, with advisors such as Megan Legere, George Greer, and Lesley Sheeley, who have remained dedicated to the firm for many years. Sheeley & Partners Wealth Management, LLC sets itself apart by offering discretionary management for all the assets they oversee. This allows clients to trust in the expertise of their advisors to make informed investment decisions on their behalf, providing peace of mind and ensuring the best possible outcomes.

Corrigan Financial Inc, a local investment advisory firm based out of Middletown, RI, serves over 1,030 individual clients, managing an impressive $931,917,000 in assets. With 1 office, they have established themselves as a trusted entity within the financial industry. Boasting extensive experience in managing employer 401Ks and individual investments, they possess a deep understanding of this domain. With 100% of the assets they manage being discretionary, Corrigan Financial Inc provides their clients with the flexibility and autonomy needed to meet their financial goals. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose a payment method that aligns with their preferences. The firm's 17 dedicated employees work diligently to deliver exceptional investment advisory services, with 11 of them specializing in this area. On average, each investment advisor oversees approximately $84,720,000 in assets under management, in line with the industry average. Notably, Corrigan Financial Inc takes pride in its team of highly experienced professionals, including Ralph Salvatore, Andre Khalfayan, and Christine Winslow, who have been with the firm for many years. Corrigan Financial Inc's commitment to personalized service and their expertise in managing diverse portfolios make them a valuable partner for clients seeking comprehensive financial guidance. Whether it's retirement planning, wealth management, or other investment strategies, the firm's mission is to help individuals and employers navigate the complexities of the financial landscape with confidence and success.

Meridian Financial, LLC, based out of Holliston, MA, is a reputable small investment advisory firm serving a diverse client base of over 80 individuals. With an impressive $193,114,000 in assets under management, Meridian Financial prides itself on delivering exceptional financial guidance to help clients achieve their investment goals. Operating from two offices, Meridian Financial specializes in managing assets from employer 401Ks and individual clients, boasting extensive expertise in this domain. All of the firm's assets under management are discretionary, ensuring clients trust Meridian Financial's professional judgment in making investment decisions on their behalf. Meridian Financial offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This approach enables the firm to tailor its services to meet the unique needs of each client effectively. With a dedicated team of four employees, including two experienced investment advisors, Meridian Financial ensures personalized attention and comprehensive support for its clients. Each investment advisor handles an average of approximately $96,560,000 in assets under management, aligning with industry standards. Among the firm's notable registered advisors, Georgia Bruggeman and Rana Choubah stand out as two of the longest tenured professionals. Their extensive knowledge and commitment to providing top-notch financial advice contribute to Meridian Financial's solid reputation and track record of success. Meridian Financial, LLC continues to grow and evolve, committed to delivering tailored investment solutions and fostering long-term financial success for its valued clientele.

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.