O'Rourke & Company, Incorporated is a reputable investment advisory firm headquartered in Boston, MA. With its sole office in the heart of the city, the firm offers a range of comprehensive investment advisory services to clients. Committed to providing exceptional financial guidance, O'Rourke & Company, Incorporated employs a team of four dedicated professionals, with two of them serving as experienced investment advisors. Impressively, each investment advisor at O'Rourke & Company, Incorporated manages an average of approximately $182,380,000 in assets under management, which surpasses the industry average, reflecting the firm's expertise and success in the field. Their compensation structure is diverse, including various types such as a percentage of assets under management, fixed fees, and hourly charges. Although employer funds constitute a substantial portion of their managed assets, 401K and individual accounts account for less than 30%. Notably, a significant 98% of the assets managed by the firm are discretionary, indicating the high level of trust placed in their expertise by their clients. With a focus on serving high-net-worth individuals, O'Rourke & Company, Incorporated boasts an impressive client base of over 80 individuals. These clients entrust the firm with a total of more than $364,754,000 in assets under management, underscoring their confidence in the firm's ability to safeguard and grow their wealth. Brian O'Rourke and Devin O'Rourke, two of the longest-tenured registered advisors with the company, bring a wealth of experience and knowledge to the firm, further strengthening its reputation and credibility in the industry. O'Rourke & Company, Incorporated continues to deliver outstanding investment advisory services, providing clients with the guidance and strategies necessary to achieve their financial goals.

Northstar Financial Planning, LLC, a prominent local investment advisory firm based in Windham, NH, is dedicated to providing comprehensive financial planning services to a diverse range of clients. With a team of nine highly skilled professionals, including six investment advisors, they offer expert guidance and management for individuals and organizations seeking to maximize their financial potential. With an average of approximately $75,740,000 in assets under management per investment advisor, Northstar Financial Planning, LLC demonstrates a solid track record of success. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring a tailored approach to meet their clients' needs. Currently, Northstar Financial Planning, LLC oversees a robust client base of over 90 individuals, with total assets under management exceeding $184,000,000. Primarily catering to high net worth individuals, they possess extensive experience in managing substantial portfolios. While 401K and individual accounts constitute less than 30% of their assets under management, Northstar Financial Planning, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 83% of the assets they manage are discretionary, enabling them to make informed decisions aligned with their clients' financial goals. Northstar Financial Planning, LLC distinguishes itself through its long-standing presence in the industry and a reputation for delivering exceptional service. Notably, their team includes esteemed advisors such as Kristina George, Alexa Darbe, and Robin Young, who boast extensive tenure within the firm. With a commitment to providing tailored financial solutions, Northstar Financial Planning, LLC continues to empower their clients to achieve lasting financial success through prudent and strategic planning.

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.

Fidelity Institutional Wealth Adviser LLC, headquartered in Boston, MA, is a distinguished regional investment advisory firm with a network of 21 offices. With a robust team of 132 dedicated professionals, 74 of whom specialize in investment advisory services, Fidelity Institutional Wealth Adviser LLC is committed to providing exceptional financial guidance. On average, each investment advisor manages around $35,470,000 in assets under management, reflecting their expertise and ability to navigate the complex investment landscape. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees. Notably, Fidelity Institutional Wealth Adviser LLC manages all assets under their purview with full discretionary authority, demonstrating a high level of trust from their clients. With over $2,624,456,000 in assets under management, serving over 12,560 individual clients, the firm has garnered a reputation for its comprehensive wealth management solutions. Fidelity Institutional Wealth Adviser LLC takes pride in its team of accomplished advisors. Among them are Matthew Petteys, Mark Jenkins, and Robert Vines, who boast extensive industry experience and a deep understanding of their clients' financial objectives. These long-tenured advisors contribute to the firm's track record of success and unwavering commitment to client satisfaction. Driven by a passion for delivering tailored investment strategies, Fidelity Institutional Wealth Adviser LLC is dedicated to helping clients achieve their financial goals. Through their comprehensive approach, personalized solutions, and commitment to excellence, the firm continues to be a trusted partner for individuals seeking expert guidance in managing and growing their wealth.

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.

Baystate Wealth Management is a local investment advisory firm based out of Boston, MA, with two offices. With a team of 11 employees, five of whom specialize in investment advisory services, Baystate Wealth Management stands out for its expertise and exceptional asset management capabilities. Their impressive average of approximately $300,960,000 in assets under management per investment advisor surpasses industry standards. The firm's compensation structure is diverse, offering various types that include a percentage of assets under management. They have cultivated strong relationships with both employer 401Ks and individual clients, with these sources accounting for around half of their assets under management. Baystate Wealth Management possesses extensive experience in this space, earning a reputation for delivering outstanding results. A remarkable 97% of the assets they manage are discretionary, reflecting the trust clients place in their expertise and decision-making capabilities. The firm has a substantial client base, serving over 1,880 individuals who entrust them with a staggering $1,504,798,000 in assets under management. Baystate Wealth Management prides itself on its team of seasoned professionals, including Thomas O'Connor, Joshua Pierce, and John Cogswell, who have established long-standing tenures within the firm. Their expertise and dedication contribute to the firm's success and their clients' financial well-being. Overall, Baystate Wealth Management's commitment to providing exceptional investment advisory services, their impressive track record in asset management, and their exceptional team of advisors position them as a trusted partner for individuals and employers in the Boston, MA area and beyond.

Betro Mileszko & Company is a small investment advisory firm located in Foxboro, MA. With a single office, the firm is dedicated to providing comprehensive investment advisory services. Out of their total of two employees, one is focused on delivering expert investment advice. The firm maintains an average assets under management (AUM) of approximately $114,660,000 per investment advisor, which aligns with the industry average. The compensation structure at Betro Mileszko & Company includes various types, such as a percentage of AUM. Although less than 30% of their AUM consists of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. A significant portion, 92% of the assets they manage, is discretionary, indicating the firm's expertise in making investment decisions on behalf of their clients. With a primary focus on high net worth individuals, Betro Mileszko & Company manages the assets of over 70 individual clients, totaling more than $114,656,000 in AUM. Among the team, Felix Betro and John Mileszko hold the distinction of being the longest-tenured registered advisors, showcasing their experience and commitment to the firm's clients. Betro Mileszko & Company prides itself on its personalized approach to investment advisory services, striving to build long-term relationships with their clients based on trust and a deep understanding of their unique financial goals. With their expertise and dedication, they aim to help clients navigate the complex world of investments and achieve their desired outcomes.

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.

Northeast Planning Associates, Inc. is a reputable regional investment advisory firm located in Bedford, NH. With a team of 126 dedicated professionals, they provide comprehensive financial planning and investment advisory services to a diverse client base. Among their staff, 69 advisors specialize in delivering personalized investment advice to individuals and organizations. With an average of $85,980,000 in assets under management per investment advisor, Northeast Planning Associates, Inc. maintains an industry-average performance. They offer a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that align with their financial goals. Boasting over 850 individual clients, Northeast Planning Associates, Inc. manages an impressive $255,647,000 in assets. Over 80% of these assets are attributed to employer 401K plans and individual portfolios, making them particularly skilled in managing retirement plans for employers and employees alike. Notably, all the assets under their management are handled on a discretionary basis, granting the firm the authority to make investment decisions on behalf of their clients. Spanning across 33 offices, Northeast Planning Associates, Inc. has established a strong presence in the region. Their success can be attributed in part to the expertise of their experienced advisors, including the esteemed professionals Thomas Harnish, Craig Grover, and Donald Burnham, who have served the firm with distinction for many years. As a trusted investment advisory firm, Northeast Planning Associates, Inc. is committed to delivering tailored financial solutions and helping clients navigate their wealth management needs with integrity and expertise.

Fidelity Personal And Workplace Advisors, headquartered in Boston, MA, is a reputable national investment advisory firm operating from 3,094 offices across the country. With a dedicated team of 13,507 employees, all extensively trained in providing comprehensive investment advisory services, Fidelity Personal And Workplace Advisors has established itself as a leader in the industry. On average, each investment advisor manages approximately $48,310,000 in assets under management, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a flexible approach that suits clients' needs. A notable strength of Fidelity Personal And Workplace Advisors lies in their expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This vast experience positions them well in the retirement planning and wealth management space. Impressively, all assets under their management, totaling a staggering $652,548,368,000, are discretionary, reflecting the high level of trust clients place in the firm. With over 978,620 individual clients benefiting from their services, Fidelity Personal And Workplace Advisors has demonstrated their ability to deliver personalized investment strategies and exceptional financial outcomes. The firm takes pride in its team of experienced advisors, with several notable long-tenured individuals such as Brent Jackman, Andrew Stilley, and A Mcdougal. Their extensive knowledge and commitment to client success further enhance the firm's reputation and ensure top-quality service for all clients. In summary, Fidelity Personal And Workplace Advisors is a leading investment advisory firm with a vast national presence, extensive experience in retirement planning, a comprehensive compensation structure, and a dedicated team of experienced advisors.