Massachusetts · 3 advisers
Financial Advisors in Topsfield, Massachusetts
Looking for a financial advisor in Topsfield, Massachusetts? Falists indexes 3 SEC-registered and state-registered investment advisers in Topsfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $330.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$330.5M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Topsfield
Ranked by AUM · Fees, team & specialties at a glance
ESSEX PRIVATE WEALTH MANAGEMENT LLC
Topsfield, MA
AUM
$330.5M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(978) 887-5981
TAPPARO CAPITAL MANAGEMENT
Topsfield, MA
AUM
$93.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-887-1121
HARBOR ISLAND CAPITAL LLC
Topsfield, MA
AUM
$277.6M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
978-887-3174
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Common questions
- How many financial advisors are in Topsfield, Massachusetts?
- 3 registered investment advisers are listed in our Topsfield directory, sourced from public SEC filings.
- What types of advisors are in Topsfield?
- 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 Topsfield?
- 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.