SANTANDER SECURITIES
Boston, MA
AUM
$3.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
108 advisors
Clients
More than 500
Fees
Percentage of AUM
866-736-6475
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
512 advisers found
WINTHROP WEALTH
Boston, MA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
617-530-1010
SVB WEALTH
Boston, MA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6179124485
AMPERSAND CAPITAL PARTNERS
Boston, MA
AUM
$3.09B
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-239-0700
ALPHASIMPLEX GROUP, LLC
Boston, MA
AUM
$3.09B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-475-7100
AEW CAPITAL MANAGEMENT LP
Boston, MA
AUM
$3.02B
Wealth MgmtInstitutional
Team
130 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
617-261-9000
NUTTER INVESTMENT ADVISORS
Boston, MA
AUM
$2.96B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-439-2100
BIRCH HILL INVESTMENT ADVISORS LLC
Boston, MA
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
617-502-8300
LEEWARD INVESTMENTS
Boston, MA
AUM
$2.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
617-468-6700
AUM
$2.84B
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
617-450-9300
MARCUS PARTNERS, LLC
Boston, MA
AUM
$2.68B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-556-5200
SVERICA CAPITAL MANAGEMENT
Boston, MA
AUM
$2.46B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-695-0221
NICHOLS & PRATT ADVISERS LLP
Boston, MA
AUM
$2.43B
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
617-523-6800
MOODY, LYNN, LIEBERSON & WALKER, LLC
Boston, MA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
617-973-0590
YELLOW WOOD PARTNERS
Boston, MA
AUM
$2.38B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-500-6340
ANCHOR CAPITAL ADVISORS LLC
Boston, MA
AUM
$2.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-338-3800
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-572-0109
PACIFIC LAKE PARTNERS, L.L.C.
Boston, MA
AUM
$2.18B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-658-3024
WESTVIEW CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$2.12B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-261-2050
NEW ENGLAND RETIREMENT CONSULTANTS, LLC
Boston, MA
AUM
$2.11B
Wealth MgmtRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(617) 535- 6946
D/B/A THE DAVIS COMPANIES OR DAVIS
Boston, MA
AUM
$2.05B
Wealth Mgmt
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-451-1300
MINOT DEBLOIS ADVISORS LLC
Boston, MA
AUM
$2.04B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-557-7413
CALLODINE CAPITAL MANAGEMENT
Boston, MA
AUM
$2.03B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE FEES PAID TO AFFILIATED GENERAL PARTNER
617-880-7494
PORTOLAN CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$2.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-753-6400