The Financial Advisors, LLC

The Financial Advisors, LLC (CRD# 146680) is a financial advisory firm headquartered in Andover, MA. They manage $481,502,695 in 1,459 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    482
    MILLION
  • Total Number of Accounts
    1,459
    ACCOUNTS
  • Average Account Value
    $330,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NJ, NY, PA, TX, VT

Financial Advisors at The Financial Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Michael P. Kumph
CRD#: 3163298
26 Essex Street, Andover, MA 01810
96
Wealthminder
score

Michael Kumph (CRD# 3163298) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 19 years of experience in the finance industry. Michael Kumph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Louis C. Bonasera
CRD#: 4606122
127 Water Street, Newburyport, MA 01950
93
Wealthminder
score

Louis Bonasera (CRD# 4606122) is an Investment Advisor Representative working at The Financial Advisors, LLC in Newburyport, MA and has over 13 years of experience in the finance industry.

3
Dianne Brand
CRD#: 6143829
26 Essex Street, Andover, MA 01810
93
Wealthminder
score

Dianne Brand (CRD# 6143829) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 5 years of experience in the finance industry.

4
Michael A. Dempsey
CRD#: 5526750
15 Railroad St, Andover, MA 01810
93
Wealthminder
score

Michael Dempsey (CRD# 5526750) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 10 years of experience in the finance industry.

5
Scott R. Johnson
CRD#: 2758282
26 Essex Street, Andover, MA 01810
93
Wealthminder
score

Scott Johnson (CRD# 2758282) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 9 years of experience in the finance industry.

6
Patrick B. McCoy
CRD#: 4541635
26 Essex Street, Andover, MA 01810
93
Wealthminder
score

Patrick McCoy (CRD# 4541635) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 17 years of experience in the finance industry.

7
Patricia A. Quinn
CRD#: 713139
26 Essex Street, Andover, MA 01810
93
Wealthminder
score

Patricia Quinn (CRD# 713139) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 19 years of experience in the finance industry.

8
Robert C. Miller
CRD#: 1666853
127 Water Street,, Newburyport, MA 01950
86
Wealthminder
score

Robert Miller (CRD# 1666853) is an Investment Advisor Representative working at The Financial Advisors, LLC in Newburyport, MA and has over 24 years of experience in the finance industry. Robert Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Richard L. Sumberg
CRD#: 1455227
26 Essex Street, Andover, MA 01810
83
Wealthminder
score

Richard Sumberg (CRD# 1455227) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 32 years of experience in the finance industry.

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