Falists

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Filter by name, location, or specialty. All data from public SEC filings.

512 advisers found

WGI DM, LLC

Boston, MA

AUM

$7.78B

Wealth MgmtRetirementInstitutional

Team

6 advisors

Clients

—

Fees

Percentage of AUM

617-428-4040

Full profileNo website

S & CO., INC.

Boston, MA

AUM

$2.46B

Wealth MgmtTrusts & Estates

Team

6 advisors

Clients

—

Fees

Percentage of AUM

617-227-8660

Full profileNo website

CASTLE ROCK ADVISORS LLC

Boston, MA

AUM

$2.38B

Financial PlanningWealth MgmtTrusts & Estates

Team

27 advisors

Clients

26-50

Fees

Percentage of AUM; COST REIMBURSEMENT

617-227-0050

Full profileNo website

SOLEL PARTNERS LP

Boston, MA

AUM

$1.24B

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

617-702-7399

Full profileNo website

AMUNDI US

Boston, MA

AUM

$1.13B

Wealth MgmtInstitutional

Team

17 advisors

Clients

—

Fees

Percentage of AUM

(617)-885-0250

Full profileNo website

O'ROURKE & COMPANY, INCORPORATED

Boston, MA

AUM

$555.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

617-482-4200

Full profileNo website

SQUARE CIRCLE IA LP

Boston, MA

AUM

$448.9M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Performance-based fees · REIMBURSEMENT OF EXPENSES +1 more

617-918-7057

Full profileNo website

ORVIETO PARTNERS, L.P.

Boston, MA

AUM

$188.6M

Wealth Mgmt

Team

3 advisors

Clients

—

Fees

Percentage of AUM; PERFORMANCE ALLOCATION PAID TO AFFILIATED GENERAL PARTNER

781-733-4745

Full profileNo website

L.F. HOWARD ASSOCIATES INC

Boston, MA

AUM

$96.9M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

617-292-2700

Full profileNo website
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