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
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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