How many financial advisors are in Danvers, Massachusetts?

Falists lists 6 registered investment advisers with a principal office or filing address in Danvers, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Danvers charge fees?

Fee structures vary by firm. In Danvers, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Danvers?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Massachusetts · 6 advisers

Financial Advisors in Danvers, Massachusetts

Looking for a financial advisor in Danvers, Massachusetts? Falists indexes 6 SEC-registered and state-registered investment advisers in Danvers — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $425.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$425.4M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement1 Institutional1

Top advisors in Danvers

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

STONEHEARTH CAPITAL MANAGEMENT

Danvers, MA

AUM

$425.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

978-624-3000

Full profile Visit site →

MWA ASSET MANAGEMENT

Danvers, MA

AUM

$305.5M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

781-263-1600

Full profile Visit site →

BUTTERWORTH FINANCIAL LLC

Danvers, MA

AUM

$103.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

617-792-8492

Full profile Visit site →

PARAMOUNT FINANCIAL

Danvers, MA

AUM

$24.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM

978-406-9137

Full profile Visit site →

SHERR FINANCIAL ASSOCIATES

Danvers, MA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges · Fixed fees +1 more

781-598-9309

Full profile Visit site →

FG&G FINANCIAL SERVICES, LLC

Danvers, MA

AUM

$15.5M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

978-605-5030

Full profileNo website

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)

Common questions

How many financial advisors are in Danvers, Massachusetts?: 6 registered investment advisers are listed in our Danvers directory, sourced from public SEC filings.
What types of advisors are in Danvers?: 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 Danvers?: 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.