SIPPICAN CAPITAL ADVISORS
Boston, MA
AUM
$175.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
857-263-8101
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
512 advisers found
LEVATUS LLC
Boston, MA
AUM
$173.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 505-4710
SF ADVISERS, LLC
Boston, MA
AUM
$172.5M
Wealth MgmtInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-939-9900
WINTHROP SQUARE CAPITAL, L.P.
Boston, MA
AUM
$166.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-340-7670
BLUE MOON CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$159.5M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-307-5961
RADIUS WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(617) 765-2200
FELIS ADVANTAGE, LP
Boston, MA
AUM
$150.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 702-7450
KALEEL INVESTMENT ADVISORS, LLC
Boston, MA
AUM
$145.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
617-338-8747
LANDON CAPITAL PARTNERS, LLC
Boston, MA
AUM
$144.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Performance-based fees; MONITORING FEES FROM PORTFOLIO COMPANIES
617-589-3652
BOSTON PORTFOLIO ADVISERS
Boston, MA
AUM
$121.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-227-7807
BEYOND YOUR HAMMOCK LLC
Boston, MA
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
617-446-3841
DARDANELLES CAPITAL LP
Boston, MA
AUM
$114.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 921-0618
SEQUENTIS CAPITAL LLC
Boston, MA
AUM
$101.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(617) 419-7133
TIMBUKTU CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(857) 419-3809
ALGORITHMIC INVESTMENT MODELS
Boston, MA
AUM
$90.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; WRAP MANAGER AND SUB-ADVISOR
888-777-0535
BOUNTY MANAGEMENT CORP
Boston, MA
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
617-357-8285
WAKELY INVESTMENT MANAGEMENT
Boston, MA
AUM
$86.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(617) 850-9091
ABRY PARTNERS, LLC
Boston, MA
AUM
$69.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-859-2959
EVERGREEN WEALTH MANAGEMENT
Boston, MA
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Fixed fees
978-495-6848
ENTREPRENEURSHARES LLC
Boston, MA
AUM
$50.4M
Fee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-279-0045
STERLING OAK ADVISORS
Boston, MA
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-992-5700
BRAVE BOAT CAPITAL ADVISORS
Boston, MA
AUM
$47.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-536-3141
SEAPORT GLOBAL ADVISORS, LLC
Boston, MA
AUM
$46.3M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
617-279-0045