THE FINANCIAL ADVISORS, LLC

26 Essex Street
Andover, Massachusetts 01810
Tel: 978-475-3242

About THE FINANCIAL ADVISORS, LLC

THE FINANCIAL ADVISORS, LLC, formally registered with the SEC as THE FINANCIAL ADVISORS, LLC. The firm was established in 03/11/2008. They have over 3 offices throughout the country.

THE FINANCIAL ADVISORS, LLC is a Andover, Massachusetts based Financial Planning firm with nearly $981,135,403 assets under management, offering retirement planning & investment advisory services to 2185 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146680
SEC#	801-68921
Assets Managed by Firm	$981,135,403
No. of Clients	2185
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ASSET ALLOCATION AND NON-DISCRETIONARY MANAGER SELECTION)

Firm Client Information

	No. of Clients	AUM
Firm Total	2185	$981,135,403
Individuals (other than high net worth individuals)	423	$207,455,129
High net worth individuals	305	$764,138,069
Pension and profit sharing plans	Fewer than 5 clients	$8,593,707
Charitable organizations	Fewer than 5 clients	$660,325
Corporations or other businesses	Fewer than 5 clients	$288,173

More Retirement Planning firms in Andover, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Andover, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.