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.

John Hancock Personal Financial Services, LLC, headquartered in Boston, MA, is a reputable investment advisory firm with a local presence and a strong track record. With one office, the firm employs a total of 166 professionals, a small percentage of whom specialize in providing comprehensive investment advisory services. Demonstrating their expertise, each investment advisor manages an average of $182,020,000 in assets, a figure significantly higher than the industry average. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Over 80% of their substantial assets under management come from employer-sponsored 401K plans and individual investors, indicating their proficiency in handling both corporate and personal finances. Their experience and qualifications make them well-suited for managing 401K plans for employers and their employees alike. Notably, all assets managed by John Hancock Personal Financial Services, LLC are discretionary, showcasing the trust and autonomy clients place in the firm's expertise. They serve a diverse client base, boasting over 26,020 individual clients with a substantial combined asset value of $1,820,194,000 under management. At John Hancock Personal Financial Services, LLC, several advisors stand out for their long-standing commitment to the firm. Notable among them are Stephanie Flynn-Schofield, Robert Lamb, and Jeffrey Fernandes, who have consistently delivered exceptional financial guidance to clients. Overall, John Hancock Personal Financial Services, LLC is a well-established investment advisory firm with a solid reputation, extensive experience, and a client-centric approach, making them a reliable choice for individuals and employers seeking professional financial management services.

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.

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.

Wealth Effects is a well-established investment advisory firm based in Boston, MA. With four offices, they provide localized financial services to their clients. The firm boasts a team of 12 professionals, with six specializing in investment advisory services, ensuring clients receive personalized expertise. Each investment advisor at Wealth Effects manages an average of approximately $50,050,000 in assets, which aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, ensuring a fair and transparent fee structure for clients. Approximately half of Wealth Effects' assets under management are derived from employer 401Ks or individuals, demonstrating their expertise and experience in managing these types of assets. With a focus on discretionary management, they ensure clients' investments are actively monitored and adjusted according to market conditions and client goals. Wealth Effects proudly serves over 530 individual clients, overseeing a substantial sum of over $300,327,000 in assets. Their dedication to client success is supported by advisors such as William Liberti, Stanton Weissenborn, and Patricia Flaherty, who bring years of experience and expertise to the firm. Overall, Wealth Effects is committed to providing comprehensive financial solutions, leveraging their experience and extensive service offerings to help clients navigate the complexities of the investment landscape and achieve their financial objectives. Their local presence, industry knowledge, and seasoned professionals make them a trusted partner for individuals seeking expert guidance in wealth management.

Garrett Nagle & Co., Inc. is a reputable investment advisory firm headquartered in Woburn, Massachusetts. With a team of four dedicated professionals, including two investment advisors, they offer top-notch financial services to their valued clients. Known for their expertise in managing high net worth individuals' assets, Garrett Nagle & Co., Inc. has established itself as a leader in the industry. Impressively, their investment advisors have an average of $808,990,000 in assets under management per advisor, significantly surpassing the industry average. This exceptional track record speaks to their ability to deliver exceptional results and grow their clients' portfolios effectively. The firm's compensation structure is diverse, including a percentage of assets under management, among other types. With over 30 individual clients and assets under management totaling more than $83,496,000, Garrett Nagle & Co., Inc. caters primarily to high net worth individuals seeking professional investment advice. Although a smaller firm, Garrett Nagle & Co., Inc. possesses the capability to manage employer funds, although such accounts and 401Ks make up less than 30% of their assets under management. Notably, the firm operates under a discretionary management style, providing clients with peace of mind by allowing their team to make investment decisions on their behalf. With a strong local presence, Garrett Nagle & Co., Inc. proudly serves its clients from their office in Woburn, Massachusetts. Their commitment to excellence, expertise, and a personalized approach sets them apart in the investment advisory landscape, making them a trusted partner for individuals seeking professional financial guidance.

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.

Twin Focus Capital Partners, LLC, a renowned investment advisory firm based out of Boston, MA, boasts an impressive track record in managing substantial assets. With over $3,008,921,000 in assets under management, the firm caters to a diverse clientele of more than 10 individual clients. Specializing in discretionary asset management, Twin Focus Capital Partners oversees a staggering 70% of the assets they handle. Focused primarily on high-net-worth individuals, the firm has established itself as a trusted partner in wealth management. Twin Focus Capital Partners employs a varied compensation structure, offering clients flexibility and tailored solutions. Their fee options include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With two offices in Boston, Twin Focus Capital Partners operates with a team of 35 skilled professionals. Of these, 22 are dedicated investment advisors, ensuring personalized attention and expert guidance for their valued clients. Notably, the firm's investment advisors demonstrate remarkable proficiency, managing an average of approximately $136,770,000 in assets each, surpassing industry standards. Twin Focus Capital Partners prides itself on its experienced team, with key advisors such as John Pantekidis, Wesley Karger, and Paul Karger, who have long tenures within the company. Their expertise, combined with the firm's commitment to delivering exceptional service and strategic wealth management, solidifies Twin Focus Capital Partners' position as a leader in the industry.

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.

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.

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.