ICAPITAL, LLC
Boston, MA
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617)542-8700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
512 advisers found
DIAMETRIC CAPITAL, LP
Boston, MA
AUM
$1.41B
Wealth Mgmt
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-443-2020
CLARO ADVISORS INC.
Boston, MA
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(800) 604-2838
WEATHERBIE CAPITAL, LLC
Boston, MA
AUM
$1.34B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-951-2550
MARBLE HARBOR INVESTMENT COUNSEL, LLC
Boston, MA
AUM
$1.32B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-956-6710
BEACON CAPITAL PARTNERS, LLC
Boston, MA
AUM
$1.30B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-457-0400
PROMETHOS CAPITAL, LLC
Boston, MA
AUM
$1.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-535-9240
GREEN CENTURY CAPITAL MANAGEMENT INC
Boston, MA
AUM
$1.26B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-482-0800
MIDDLETON & COMPANY INC.
Boston, MA
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
(617)357-5101
QTRON INVESTMENTS LLC
Boston, MA
AUM
$1.23B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
617-514-7340
WOODSTOCK CORPORATION
Boston, MA
AUM
$1.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-227-0600
VERDAD ADVISERS, L.P.
Boston, MA
AUM
$1.18B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
202-251-6707
THE DE BURLO GROUP, INC.
Boston, MA
AUM
$1.13B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
617-482-0275
WILKINS INVESTMENT COUNSEL, INC
Boston, MA
AUM
$1.12B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
617-951-9969
ABRY PARTNERS III, LLC
Boston, MA
AUM
$1.11B
Wealth Mgmt
Team
59 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 859-2959
SV HEALTH INVESTORS, LLC
Boston, MA
AUM
$1.08B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-367-8100
DSF ADVISORS, LLC
Boston, MA
AUM
$1.07B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-675-3600
CLEARHAVEN PARTNERS LP
Boston, MA
AUM
$1.04B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-221-7721
EQUALITY ASSET MANAGEMENT
Boston, MA
AUM
$1.03B
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-420-1770
ZEVIN ASSET MANAGEMENT, LLC
Boston, MA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-742-6666
TAC PARTNERS, INC.
Boston, MA
AUM
$983.4M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 345-7200
THORNTREE CAPITAL PARTNERS LP
Boston, MA
AUM
$955.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-443-2080
SIRIOS CAPITAL MANAGEMENT, L.P.
Boston, MA
AUM
$937.5M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-598-5100
MIRI CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$929.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-938-3843