Search advisors

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

512 advisers found

DOWNEY CAPITAL MANAGEMENT, INC.

Boston, MA

AUM

$86.9M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

617-338-4866

Full profileNo website

HERITAGE HOUSE ASSET MANAGEMENT

Boston, MA

AUM

$72.9M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

617-482-8877

Full profileNo website

MARCUS CAPITAL MANAGEMENT, INC.

Boston, MA

AUM

$9.9M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

617-482-8500

Full profileNo website

OSHIMA & ASSOCIATES

Boston, MA

AUM

$5.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

617-523-1527

Full profileNo website

120 CAPITAL

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

857-837-0012

Full profileNo website

2201 CAPITAL, LLC

Boston, MA

AUM

$0

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM

201-446-2992

Full profileNo website

ARROWSIDE FUND GP

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617- 970-1137

Full profileNo website

BOSTON INVESTMENT ADVISORS LLC

Boston, MA

AUM

$0

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Commissions

617-680-4979

Full profileNo website

BREACHWAY CAPITAL

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-903-5334

Full profileNo website

CATARIA CAPITAL MANAGEMENT LP

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

857-308-4751

Full profileNo website

CLARAGH MOUNTAIN INVESTMENTS LP

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617 297 0283

Full profileNo website

CROMWELL HARBOR INVESTORS MANAGEMENT, LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617 306-4720

Full profileNo website

GILDE HEALTHCARE PARTNERS US, INC.

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-395-8245

Full profileNo website

HELICASE VENTURE ADVISORS, LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

714-717-4375

Full profileNo website

INTERCONTINENTAL CAPITAL MANAGEMENT, LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-782-2600

Full profileNo website

KUAHIWI MANAGEMENT LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(617) 214-3405

Full profileNo website

LABRYS II MANAGEMENT, LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

3102920093

Full profileNo website

LYNCH & ASSOCIATES

Boston, MA

AUM

—

Team

10 employees

Clients

—

Fees

REFERRAL FEES

617-247-7000

Full profileNo website

MELANIE LANE CAPITAL MANAGEMENT, LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

857-244-0105

Full profileNo website

MINER PARTNERS, LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(617) 420-0776

Full profileNo website

NAVEMAR CAPITAL MANAGEMENT, LP

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-917-5506

Full profileNo website

NOVO HOLDINGS US INVESTMENT ADVISOR, INC.

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-775-9836

Full profileNo website

ROCKFENCE INVESTMENT MANAGEMENT LLC

Boston, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-480-4596

Full profileNo website

SEAPORT WEALTH LLC

Boston, MA

AUM

—

Team

3 advisors

Clients

—

Fees

SOLICIT FOR REGISTERED INVESTMENT ADVISOR

781-899-1118

Full profileNo website

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