Massachusetts · 19 advisers
Financial Advisors in Braintree, Massachusetts
Looking for a financial advisor in Braintree, Massachusetts? Falists indexes 19 SEC-registered and state-registered investment advisers in Braintree — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $4.31B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
19
With website
19
Largest AUM
$4.31B
Financial planning
15
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Braintree
Ranked by AUM · Fees, team & specialties at a glance
PALLAS CAPITAL ADVISORS, LLC
Braintree, MA
AUM
$4.31B
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(781) 971-5052
HITE HEDGE ASSET MANAGEMENT LLC
Braintree, MA
AUM
$2.18B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-431-4360
MSA FINANCIAL
Braintree, MA
AUM
$1.41B
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-843-3500
MG FINANCIAL LLC
Braintree, MA
AUM
$1.13B
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-848-1163
STABLEPOINT PARTNERS, LLC
Braintree, MA
AUM
$930.0M
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(781) 654-4600
PEDDOCK CAPITAL ADVISORS, LLC
Braintree, MA
AUM
$836.2M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(781) 848-0288
LITTLE HOUSE CAPITAL, LLC
Braintree, MA
AUM
$675.2M
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-545-5600
COMPASS CAPITAL CORPORATION
Braintree, MA
AUM
$663.6M
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-535-6083
KELLY FINANCIAL SERVICES LLC
Braintree, MA
AUM
$623.6M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-849-3090
NAPIER FINANCIAL
Braintree, MA
AUM
$550.1M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-884-2300
KRAEMATON INVESTMENT ADVISORS, INC.
Braintree, MA
AUM
$201.5M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
781-431-9425
GENESIS WEALTH ADVISORS, LLC
Braintree, MA
AUM
$200.1M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-344-1023
RISE NORTH CAPITAL INVESTMENT ADVISORS
Braintree, MA
AUM
$50.6M
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(781) 519-6969
NAJARIAN FINANCIAL LLC
Braintree, MA
AUM
$48.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-680-8169
GENERATIONS RETIREMENT GROUP, LLC
Braintree, MA
AUM
$37.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(781) 535-6133
TGA CAPITAL MANAGEMENT
Braintree, MA
AUM
$32.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5082249646
DREAMFIELD PLANNING GROUP, LLC
Braintree, MA
AUM
$9.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-313-7545
LEGACY INVESTMENT ADVISORS INC.
Braintree, MA
AUM
$5.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
781-380-1017
GOSSELIN CONSULTING GROUP LLC
Braintree, MA
AUM
—
Team
2 advisors
Clients
—
Fees
Hourly charges; Fixed fees
781-930-3301
More cities in Massachusetts
Common questions
- How many financial advisors are in Braintree, Massachusetts?
- 19 registered investment advisers are listed in our Braintree directory, sourced from public SEC filings.
- What types of advisors are in Braintree?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Braintree?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.