ASSETGRADE, LLC
Boston, MA
AUM
$337.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
617-933-7257
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
512 advisers found
LOON LAKE CAPITAL MANAGEMENT LP
Boston, MA
AUM
$336.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-228-6012
BOSTON FAMILY ADVISORS LLC
Boston, MA
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(617) 963-0904
GAME CREEK CAPITAL, LP
Boston, MA
AUM
$329.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-849-6589
PUREFI WEALTH, LLC
Boston, MA
AUM
$326.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(617) 488-9320
SAWYER & CO INC
Boston, MA
AUM
$320.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-227-7033
KANAME CAPITAL, L.P.
Boston, MA
AUM
$319.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-841-7705
MARATHON FINANCIAL GROUP
Boston, MA
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
857-201-3420
IRONWOOD INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$278.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-757-7600
HERITAGE HOLDING
Boston, MA
AUM
$277.7M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-938-3664
SOUTH SHORE CAPITAL ADVISORS, LLC
Boston, MA
AUM
$272.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
781-740-9310
AJOVISTA
Boston, MA
AUM
$269.0M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(413) 419-0828
ATWATER WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$248.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-723-1439
ALTERNATIVE FUND ADVISORS, LLC
Boston, MA
AUM
$245.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
844-850-5809
OT MANAGEMENT, LLC
Boston, MA
AUM
$232.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-462-3524
LIONSTONE INVESTMENTS
Boston, MA
AUM
$224.4M
Wealth MgmtRetirementInstitutional
Team
3 employees
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
8002252365
WINCAP FINANCIAL LLC
Boston, MA
AUM
$223.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(617) 590-3250
COLRAIN CAPITAL LLC
Boston, MA
AUM
$222.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
617-897-5800
JMC MANAGEMENT, LLC
Boston, MA
AUM
$211.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-338-1144
MASON CAPITAL PARTNERS
Boston, MA
AUM
$210.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
617-228-5190
OSBON CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$205.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-217-2772
KEENAN FINANCIAL
Boston, MA
AUM
$202.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(978) 270-1193
EPILOG PARTNERS, LP.
Boston, MA
AUM
$181.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-263-1454
THE WATERMILL GROUP
Boston, MA
AUM
$178.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
781-891-6660