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Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.


 

The Most Dependable™
Wealth Managers of the Northeast United States
According to the Securities and Exchange Commission (SEC), there are approximately 2,000 Registered Investment Advisors in the Northeastern United States. Goldline Research undertook an in-depth, multi-month research process to identify leading wealth managers in the region.

Raymond James Financial Services
320 Water Street, 4th Floor
Augusta, ME 04338
888.285.2626
www.maineretirementcenter.com


Cornerstone Investment Services*
245 Waterman Street, Suite 301
Providence, RI 02906
401.453.5550
www.cornerstoneri.com

Securities offered through Cantella & Co, Inc., Member FINRA, SIPC.


Prime Financial
753 West River Road
Waterville, ME 04901
207.877.9450
www.investorscapital.com

Securities offered through Investors Capital Corporation, Member FINRA / SIPC.


Athena Capital Advisors LLC
55 Old Bedford Road
Lincoln North - 3rd Floor
Lincoln, MA 01773
781.274.9300 | www.athenacapital.com


Pine Capital, LLC
100 Commercial Street, Suite 209
Portland, ME 04101
207.775.2260 | www.pinecapital.com

Fieldstone Financial Management
Group, LLC*
101 Federal Street, Suite 1900
Boston, MA 02110
800.888.5164
www.fieldstonefinancial.com

Offices in Boston, MA • Bethesda, MD • Wilmington, DE


Westport Resources
315 Post Road West
Westport, CT 06880
203.226.0222
www.westportresources.com

Westport Resources Management, Inc. is an SEC-registered investment advisor. Securities offered through Westport Resources Investment Services, inc., member FINRA & SIPC.


The Retirement Financial Center
10 Liberty Street, Suite 316
Danvers, MA 01923
978.777.5000 | www.retirementctr.com

Securities and advisory services offered through United Planners Financial Services of America, Member FINRA/SIPC.


Tilton Sturman Financial, Inc.
950 Winter Street, Suite 4250
Waltham, MA 02451
781.890.6484 | www.tiltonsturman.com

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.



* Second Year Selected


To download a pdf of the printed list that ran in the March 30, 2009 issue of Forbes, please click here.

To download a pdf of the entire list of all qualifying companies, please click here.

To download a market overview for this region and category, please click here.