COMMONWEALTH FINANCIAL NETWORK
Waltham, MA
AUM
$212.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2650 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-736-0700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA, WALTHAM
10 advisers found
INTEGRATED WEALTH CONCEPTS LLC
Waltham, MA
AUM
$18.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
491 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 890-3045
POLEN CAPITAL CREDIT, LLC
Waltham, MA
AUM
$6.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781-283-8500
WINDROSE ADVISORS LLC
Waltham, MA
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
(617) 421-1750
GRANAHAN INVESTMENT MANAGEMENT LLC
Waltham, MA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-890-4412
FOSTER DYKEMA CABOT & PARTNERS, LLC
Waltham, MA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-423-3900
MONTIS FINANCIAL, LLC
Waltham, MA
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-541-5057
EXCALIBUR MANAGEMENT CORP
Waltham, MA
AUM
$712.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 916-9669
SEAMANS CAPITAL MANAGEMENT, LLC
Waltham, MA
AUM
$170.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-890-5225
MODEL CAPITAL MANAGEMENT LLC
Waltham, MA
AUM
$47.6M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(617) 429-5607