PROFICIO CAPITAL PARTNERS LLC
Newton, MA
AUM
$5.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-340-8425
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA, NEWTON
8 advisers found
PARAGON FINANCIAL ADVISORS
Newton, MA
AUM
$113.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
617-641-2446
RENAISSANCE WEALTH ADVISORS, LLC
Newton, MA
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 663-5595
THURSTON HALL INVESTMENT RESEARCH, LLC
Newton, MA
AUM
$78.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-459-6042
RIDLEY COVE FINANCIAL ADVISORS LLC
Newton, MA
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-791-3811
INSIGHT FINANCIAL STRATEGISTS
Newton, MA
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
781 489 3994
BALANSTONE, LLC
Newton, MA
AUM
$10.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
617-958-1490
PARKSTONE INVESTMENTS, LLC
Newton, MA
AUM
$24.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
617-549-2963
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