WOLFSTICH CAPITAL, LLC
Medfield, MA
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-475-6157
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
BLUEBIRD WEALTH MANAGEMENT LLC
Medfield, MA
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(508) 359-4349
ASHWOOD ADVISORS
Medfield, MA
AUM
$126.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(508) 359-9442
IBS CAPITAL LLC
Medfield, MA
AUM
$123.0M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-261-5327
SILVER PINE CAPITAL, LLC
Medfield, MA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
617-302-6221
OLIVER INVESTMENTS
Medfield, MA
AUM
—
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-686-7953