STRATEGIC ADVISERS LLC
Boston, MA
AUM
$1.37T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17112 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
617-563-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MA, BOSTON
73 advisers found
CAMBRIDGE ASSOCIATES, LLC
Boston, MA
AUM
$326.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
424 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
617-457-7500
GW&K INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$52.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
617-236-8900
SCS CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$48.65B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
617-204-6400
RWA WEALTH PARTNERS
Boston, MA
AUM
$19.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(857) 255-2100
CW ADVISORS, LLC
Boston, MA
AUM
$15.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(617) 428-7600
AUM
$12.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-523-6531
APPLETON PARTNERS, INC.
Boston, MA
AUM
$12.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
617-338-0700
SHEPHERD KAPLAN KROCHUK, LLC
Boston, MA
AUM
$10.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
617-896-1600
SHEPHERD KAPLAN LLC
Boston, MA
AUM
$10.16B
Financial PlanningWealth MgmtInstitutional
Team
24 advisors
Clients
1-10
Fees
A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES
617-896-1600
CHOATE INVESTMENT ADVISORS
Boston, MA
AUM
$10.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-973-4900
WELCH & FORBES LLC
Boston, MA
AUM
$9.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
617-523-1635
AUREUS ASSET MANAGEMENT, LLC
Boston, MA
AUM
$8.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
617.728.8900
BATTERY GLOBAL ADVISORS, LLC
Boston, MA
AUM
$8.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
617-948-3800
CAMBRIDGE ASSOCIATES LIMITED, LLC
Boston, MA
AUM
$8.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(617) 457-7500
CRESTWOOD ADVISORS
Boston, MA
AUM
$8.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
56 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
617-523-8880
THE BOLLARD GROUP LLC
Boston, MA
AUM
$6.72B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-720-5800
MAYFLOWER ADVISORS
Boston, MA
AUM
$5.82B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-259-1767
TWIN FOCUS CAPITAL PARTNERS, LLC
Boston, MA
AUM
$4.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
617-720-4500
AUM
$4.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
617-226-9999
HOWLAND CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$3.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
617-357-9110
MOORS & CABOT, INC
Boston, MA
AUM
$3.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
85 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
800-426-0501
FLAGSHIP HARBOR ADVISORS, LLC
Boston, MA
AUM
$3.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(857) 350-4229
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
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